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SFYX - ETF AI Analysis
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SoFi Next 500 ETF (SFYX)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past few months, indicating positive recent momentum.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings are spread across many sectors, including industrials, technology, financials, and health care, which helps reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited international diversification.
Small Asset Base
The ETF manages a relatively modest amount of assets, which can sometimes mean lower trading volume and wider bid-ask spreads for investors.
Mixed Performance Among Top Holdings
While several top positions have performed strongly, a few key holdings have been weak, which can add volatility to the fund’s returns.
SFYX vs. SPDR S&P 500 ETF (SPY)
AUM27.54M
RegionNorth America
Expense Ratio0.06%
Beta1.01
IssuerSoFi
Inception DateApr 11, 2019
Dividend Yield1.36%
Asset ClassEquity
Index TrackedSolactive SoFi US Next 500 Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume23,964
30 Day Avg. Volume11,549
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
19.83Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering486
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SFYX Summary
The SoFi Next 500 ETF (SFYX) tracks the Solactive SoFi US Next 500 Growth Index, focusing on mid-sized U.S. companies that sit just below the S&P 500. It spreads your money across many sectors like industrials, technology, and health care, with holdings such as Rocket Lab USA and Alcoa. Someone might invest in this ETF to seek long-term growth from companies that are more established than small caps but still have room to expand, while getting diversification in one fund. A key risk is that mid-cap growth stocks can be volatile and may go up and down more than the overall market.
How much will it cost me?The SoFi Next 500 ETF (SFYX) has an expense ratio of 0.06%, which means you’ll pay $0.60 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The SoFi Next 500 ETF (SFYX), focused on U.S. mid-cap growth companies, could benefit from economic expansion and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates, which can increase borrowing costs for mid-sized companies, and economic slowdowns that could impact consumer spending and growth-oriented industries. Regulatory changes or sector-specific disruptions in areas like health care or financials could also influence performance.
SFYX Top 10 Holdings
SFYX is leaning into U.S. mid-cap growth stories, with industrials and tech quietly steering the ship. FTAI Aviation and Comfort Systems are doing much of the heavy lifting, rising on strong earnings and solid execution, while Bloom Energy has been a standout climber, giving the fund a clean-energy kick. On the tech side, Rocket Lab and Coherent are adding spark, though their rich valuations keep things a bit bumpy. Offsetting some of that momentum, TKO Group and Reddit have been more mixed lately, occasionally tapping the brakes on overall performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| FTAI Aviation | 2.14% | $590.11K | $29.45B | 100.93% | 58 Neutral | |
| TechnipFMC | 1.64% | $450.77K | $25.19B | 102.62% | 80 Outperform | |
| Rocket Lab USA | 1.39% | $383.56K | $39.75B | 203.17% | 57 Neutral | |
| Comfort Systems | 1.34% | $369.45K | $46.54B | 259.44% | 80 Outperform | |
| TKO Group Holdings | 1.29% | $356.60K | $41.61B | 27.39% | 71 Outperform | |
| Coherent Corp | 1.17% | $321.06K | $41.98B | 169.57% | 66 Neutral | |
| Bloom Energy | 1.11% | $306.99K | $44.12B | 557.84% | 62 Neutral | |
| Alcoa | 0.97% | $268.18K | $15.59B | 60.24% | 76 Outperform | |
| CoreWeave | 0.96% | $263.92K | $49.75B | ― | 51 Neutral | |
| AGNC Investment | 0.79% | $217.74K | $12.13B | 7.40% | 66 Neutral |
SFYX Technical Analysis
Positive
―
Price Trends
16.84
Positive
16.35
Positive
15.64
Positive
Market Momentum
0.06
Positive
54.55
Neutral
61.97
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SFYX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 17.10, equal to the 50-day MA of 16.84, and equal to the 200-day MA of 15.64, indicating a bullish trend. The MACD of 0.06 indicates Positive momentum. The RSI at 54.55 is Neutral, neither overbought nor oversold. The STOCH value of 61.97 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SFYX.
SFYX Peer Comparison
Comparison Results
Performance Comparison
SFYX
SoFi Next 500 ETF
17.17
2.81
19.57%
MID.ETF
American Century Mid Cap Growth Impact ETF
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CVMC
Calvert US Mid-Cap Core Responsible Index ETF
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TSCM
TimesSquare Quality Mid Cap Growth ETF
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―
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JMID
Janus Henderson Mid Cap Growth Alpha ETF
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QMID
WisdomTree U.S. MidCap Quality Growth Fund
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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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