ducovest

SFYF:NYE-SoFi Social 50 ETF (USD)

ETF | Large Growth |

Last Closing

USD 37.5761

Change

0.00 (0.00)%

Market Cap

USD 0.02B

Volume

665.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index follows a rules-based methodology that tracks the performance of a portfolio of the 50 most widely held U.S.-listed equity securities in self-directed brokerage accounts (the SoFi Accounts) of SoFi Securities, LLC, an affiliate of Social Finance, Inc. (SoFi), as determined using the rules-based methodology. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-28 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

N/A

 USD 32.57B
VOOG Vanguard S&P 500 Growth Index ..

N/A

 USD 12.94B
IWY iShares Russell Top 200 Growth..

N/A

 USD 11.69B
SPGP Invesco S&P 500 GARP ETF

N/A

 USD 4.27B
JMOM JPMorgan U.S. Momentum Factor ..

N/A

 USD 1.26B
FQAL Fidelity® Quality Factor ETF

N/A

 USD 1.05B
QGRO American Century U.S. Quality ..

N/A

 USD 0.89B
SFY SoFi Select 500

N/A

 USD 0.87B
BIBL Northern Lights Fund Trust IV ..

N/A

 USD 0.34B
FDMO Fidelity® Momentum Factor ETF

N/A

 USD 0.30B

ETFs Containing SFYF

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 25.54% 83% B 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.54% 83% B 83% B
Trailing 12 Months  
Capital Gain 41.33% 76% C+ 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 41.33% 76% C+ 83% B
Trailing 5 Years  
Capital Gain 98.18% 60% D- 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 98.18% 60% D- 83% B
Average Annual (5 Year Horizon)  
Capital Gain 19.67% N/A N/A 83% B
Dividend Return 20.61% N/A N/A 81% B-
Total Return 0.94% N/A N/A 22% F
Risk Return Profile  
Volatility (Standard Deviation) 40.06% N/A N/A 24% F
Risk Adjusted Return 51.46% N/A N/A 68% D+
Market Capitalization 0.02B 7% C- 10% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.