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SFY
+6.88 · +5.46%
$132.90 · NYSE ARCA

SoFi Select 500 (SFY) ETF Analysis | Large Growth

SoFi · USA
AUM:$578.3M
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 21.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.05% — among the lowest available for this category.

What is SFY?

The index follows a rules-based methodology that tracks the performance of 500 of the largest U. -listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SFY delivered 21.1% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.05% — among the lowest available. Low costs compound favourably over long holding periods.
Moderate Concentration
Top 10 holdings make up 42.6% of the ETF — a moderate level of name concentration.
ETF Information
AUM$578.3M
Expense Ratio0.05%
Dividend Yield0.95%
Holdings50
Inception DateApr 2019
Domicile–
Distribution–
Index–
ProviderSoFi
Beta1.09
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+15.9%
1Y
+22.6%
3Y
+97.0%
5Y
+92.9%
OpenBook InsightIf you had invested £10,000 in SFY 5 years ago, it would have grown to £19,291 — a gain of £9,291.

Annual Returns

Calendar year performance

SFY delivered positive returns in 4 of the last 5 calendar years.
YearSFY
2026 YTD+14.8%
2025+22.3%
2024+30.7%
2023+30.5%
2022-23.4%
CAGR 4yr+12.4%
4/5 positive yearsAvg return: +15.0%Worst year: -23.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
16.3%
Low
Momentum
+4.6%
30-day change
Support Level
148.40
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.
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