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SFY - ETF AI Analysis
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Sofi Select 500 Etf (SFY)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, like Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, boosting the ETF's returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it cost-effective compared to many other funds.
Sector Diversification
The ETF is spread across multiple sectors, including technology, financials, and healthcare, reducing reliance on any single industry.
Negative Factors
High Technology Concentration
Over 40% of the ETF is allocated to the technology sector, increasing vulnerability to downturns in tech stocks.
Limited Geographic Exposure
The ETF is heavily focused on U.S. companies, offering minimal exposure to international markets.
Underperforming Holdings
Some top holdings, like Apple and Amazon, have shown weak year-to-date performance, which could weigh on overall returns.
SFY vs. SPDR S&P 500 ETF (SPY)
AUM554.49M
RegionNorth America
Expense Ratio0.05%
Beta1.18
IssuerSoFi
Inception DateApr 11, 2019
Dividend Yield0.91%
Asset ClassEquity
Index TrackedSolactive SoFi US 500 Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume19,219
30 Day Avg. Volume25,587
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
155.99Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering504
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SFY Summary
The Sofi Select 500 ETF (SFY) is an investment fund that tracks the Solactive SoFi US 500 Growth Index, focusing on large U.S. companies with strong growth potential. It includes well-known names like Nvidia and Microsoft, along with other industry leaders across sectors such as technology, healthcare, and finance. This ETF is a great option for investors looking to diversify their portfolio while benefiting from the growth of established companies driving the economy forward. However, since SFY is heavily weighted toward tech stocks, its performance can be significantly impacted by fluctuations in the technology sector.
How much will it cost me?The Sofi Select 500 ETF (SFY) has an expense ratio of 0.05%, meaning you’ll pay $0.50 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, which typically costs less than actively managed funds.
What would affect this ETF?The Sofi Select 500 ETF (SFY), with its strong focus on U.S. large-cap growth stocks, could benefit from advancements in technology and innovation, particularly given its heavy exposure to companies like Nvidia, Microsoft, and Apple. However, it may face challenges if interest rates rise, as growth stocks often perform poorly in such environments, or if regulatory pressures increase on major tech firms. Economic conditions in the U.S., such as inflation or recession risks, could also impact the ETF's performance.
SFY Top 10 Holdings
The Sofi Select 500 ETF leans heavily into technology, with nearly half its portfolio tied to the sector, making it a bet on innovation and growth. Nvidia, the fund’s largest holding, has been steady overall this year, driven by its AI dominance, though recent momentum has cooled. Microsoft and Meta are lagging, with overvaluation concerns and bearish trends weighing on their performance. On the brighter side, Alphabet and Eli Lilly are rising stars, with strong earnings and strategic growth fueling gains. This U.S.-focused fund is clearly concentrated in tech titans, which could amplify both upside potential and volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 12.93% | $71.04M | $4.38T | 33.19% | 76 Outperform | |
| Broadcom | 5.93% | $32.58M | $1.88T | 148.99% | 76 Outperform | |
| Microsoft | 5.39% | $29.60M | $3.61T | 14.78% | 73 Outperform | |
| Apple | 4.58% | $25.19M | $4.10T | 18.14% | 80 Outperform | |
| Amazon | 3.00% | $16.48M | $2.45T | 11.38% | 71 Outperform | |
| Meta Platforms | 2.78% | $15.30M | $1.60T | 11.32% | 71 Outperform | |
| Alphabet Class A | 2.59% | $14.23M | $3.86T | 89.06% | 80 Outperform | |
| Eli Lilly & Co | 2.36% | $12.98M | $1.04T | 40.11% | 71 Outperform | |
| Alphabet Class C | 2.26% | $12.40M | $3.86T | 87.50% | 82 Outperform | |
| Micron | 1.33% | $7.30M | $259.12B | 134.48% | 77 Outperform |
SFY Technical Analysis
Positive
―
Price Trends
130.41
Positive
126.71
Positive
116.83
Positive
Market Momentum
-0.26
Positive
54.87
Neutral
72.65
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SFY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 131.24, equal to the 50-day MA of 130.41, and equal to the 200-day MA of 116.83, indicating a bullish trend. The MACD of -0.26 indicates Positive momentum. The RSI at 54.87 is Neutral, neither overbought nor oversold. The STOCH value of 72.65 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SFY.
SFY Peer Comparison
Comparison Results
Performance Comparison
SFY
Sofi Select 500 Etf
132.10
21.61
19.56%
TGRT
T. Rowe Price Growth ETF
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IWLG
IQ Winslow Large Cap Growth ETF
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GFLW
VictoryShares Free Cash Flow Growth ETF
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QDVO
Amplify CWP Growth & Income ETF
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LRGE
ClearBridge Large Cap Growth ESG ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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