SoFi Next 500 (SFYX) ETF Analysis | Mid-Cap Blend

SoFi · USA

AUM:$27.6M

#– of – in Mid-Cap Blend 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 20.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.06% — among the lowest available for this category.

What is SFYX?

The index follows a rules-based methodology that tracks the performance of the 500 smallest of the 1,000 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

SFYX delivered 20.1% over the past year. Historical returns only — past performance is not indicative of future results.

Ultra-Low Expense Ratio

Expense ratio of 0.06% — among the lowest available. Low costs compound favourably over long holding periods.

Broadly Diversified

Top 10 holdings represent just 12.9% of the ETF — exposure spread across many positions.

ETF Information

AUM$27.6M

Expense Ratio0.06%

Dividend Yield1.39%

Holdings50

Inception DateApr 2019

Domicile–

Distribution–

Index–

ProviderSoFi

Beta1.19

CategoryMid-Cap Blend

CurrencyUSD

Portfolio Impact

How would SFYX affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Example preview

6168

+7 points · better diversified