Key stats
About SoFi Select 500 ETF
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Inception date
Apr 11, 2019
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Tidal Investments LLC
Distributor
Foreside Fund Services LLC
SFY tracks an index of the 500 largest US equities, weighted by a proprietary combination of market cap and growth-oriented fundamental factors. The index constituents are drawn from the Solactive US Broad Market Index, a broad market-cap-weighted index of approximately 3,000 of the largest US equities. Selected constituents are initially weighted by market-cap. Weights are then modified based on a composite score calculated from three growth factors: trailing 12-month sales growth, trailing 12-month earnings per share (EPS) growth, and 12-month forward-looking EPS growth estimates. The index constituents are rebalanced and reconstituted annually.
Related funds
Classification
What's in the fund
Exposure type
Electronic Technology
Technology Services
Finance
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
SFY trades at 119.23 USD today, its price has risen 0.90% in the past 24 hours. Track more dynamics on SFY price chart.
SFY net asset value is 119.26 today — it's risen 6.08% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
SFY assets under management is 502.09 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
SFY price has risen by 5.42% over the last month, and its yearly performance shows a 18.99% increase. See more dynamics on SFY price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 6.08% over the last month, showed a 22.82% increase in three-month performance and has increased by 20.23% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 6.08% over the last month, showed a 22.82% increase in three-month performance and has increased by 20.23% in a year.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
SFY invests in stocks. See more details in our Analysis section.
SFY expense ratio is 0.05%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, SFY isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, SFY technical analysis shows the strong buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating SFY shows the buy signal. See more of SFY technicals for a more comprehensive analysis.
Today, SFY technical analysis shows the strong buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating SFY shows the buy signal. See more of SFY technicals for a more comprehensive analysis.
Yes, SFY pays dividends to its holders with the dividend yield of 1.01%.
SFY trades at a premium (0.03%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
SFY shares are issued by Toroso Investments Topco LLC
SFY follows the Solactive SoFi US 500 Growth Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Apr 11, 2019.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.