SFY:NYE-SoFi Select 500 (USD)

ETF | Large Growth |

Last Closing

USD 20.78

Change

+0.05 (+0.24)%

Market Cap

USD 0.87B

Volume

0.23M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Large Growth

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

+0.53 (+0.51%)

USD 32.57B
SCHG Schwab U.S. Large-Cap Growth E..

+0.53 (+0.51%)

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

+1.56 (+0.45%)

USD 12.94B
VOOG Vanguard S&P 500 Growth Index ..

+1.56 (+0.45%)

USD 12.94B
IWY iShares Russell Top 200 Growth..

+1.33 (+0.61%)

USD 11.69B
IWY iShares Russell Top 200 Growth..

+1.33 (+0.61%)

USD 11.69B
SPGP Invesco S&P 500 GARP ETF

-0.15 (-0.14%)

USD 4.27B
SPGP Invesco S&P 500 GARP ETF

-0.15 (-0.14%)

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

+0.25 (+0.44%)

USD 1.14B
JMOM JPMorgan U.S. Momentum Factor ..

+0.25 (+0.44%)

USD 1.14B

ETFs Containing SFY

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 22.67% 35% F 84% B
Dividend Return 0.61% 80% B- 9% A-
Total Return 23.28% 35% F 81% B-
Trailing 12 Months  
Capital Gain 36.17% 38% F 82% B
Dividend Return 1.47% 94% A 19% F
Total Return 37.65% 38% F 80% B-
Trailing 5 Years  
Capital Gain 107.59% 54% F 86% B+
Dividend Return 9.58% 94% A 33% F
Total Return 117.17% 58% F 85% B
Average Annual (5 Year Horizon)  
Capital Gain 14.97% N/A N/A 78% C+
Dividend Return 16.35% N/A N/A 76% C+
Total Return 1.38% N/A N/A 33% F
Risk Return Profile  
Volatility (Standard Deviation) 20.44% N/A N/A 50% F
Risk Adjusted Return 79.96% N/A N/A 89% A-
Market Capitalization 0.87B 46% F 54% 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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

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.