SFYF:NYE-SoFi Social 50 ETF (USD)

ETF | Large Growth |

Last Closing

USD 37.5638

Change

-0.01 (-0.03)%

Market Cap

USD 0.02B

Volume

1.10K

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
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
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
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
FQAL Fidelity® Quality Factor ETF

+0.29 (+0.45%)

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

+0.27 (+0.30%)

USD 0.89B
SFY SoFi Select 500

+0.05 (+0.24%)

USD 0.87B
BIBL Northern Lights Fund Trust IV ..

+0.17 (+0.42%)

USD 0.34B
FDMO Fidelity® Momentum Factor ETF

+0.17 (+0.26%)

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 25.50% 65% D 86% B+
Dividend Return 0.26% 24% F 4% F
Total Return 25.76% 65% D 84% B
Trailing 12 Months  
Capital Gain 41.01% 74% C 85% B
Dividend Return 0.98% 82% B 11% F
Total Return 41.99% 74% C 83% B
Trailing 5 Years  
Capital Gain 105.11% 50% F 85% B
Dividend Return 6.38% 82% B 19% F
Total Return 111.49% 54% F 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 4% F 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.