SFYF

SoFi 50 ETF
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*Unless otherwise stated, data provided by FactSet.

SFYF Fund Description

SFYF tracks an index of 50 US large-cap stocks selected by multiple factors and weighted equally.

SFYF Factset Analytics Insight

SFYF offers a selective but diversified take on US large-cap growth stocks. Its index chooses 50 stocks out of 1,000, ranked by growth scores on 3 factors: trailing 12-month revenue growth, trailing 12-month EPS growth, and forward 12-month EPS growth consensus estimates. Stocks that make the cut get equal weight. Thus the ETF offers high conviction in its stock selection and mitigates single-stock risk via equal weighting. Equal weighting also brings a possible strong bias away from larger firms in aggregate.

SFYF Charts And Performance

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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Select ETFs to compare their performance:
PERFORMANCE [as of 09/16/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SFYF 2.19% 0.40% -- -- -- -- --
SFYF (NAV) 5.40% 2.42% -- -- -- -- --
Solactive SoFi US 50 Growth Index -- -- -- -- -- -- --
MSCI USA Large Cap Growth Index 2.88% 5.05% 25.51% 6.14% 18.27% 13.87% 15.24%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SFYF Summary Data

SoFi
05/08/19
Open-Ended Fund
0.29%
$5.88M
$19.03K
0.25%

SFYF Portfolio Data

$33.57B
23.89
2.19
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N/A
50

SFYF Index Data

Solactive SoFi US 50 Growth Index
Equal
Fundamental
MSCI USA Large Cap Growth Index

SFYF Portfolio Management

0.29%
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SFYF Tax Exposures

20.00% / 39.60%
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Qualified dividends
No

SFYF Fund Structure

Open-Ended Fund
No
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No Policy
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

SFYF Factset Analytics Block Liquidity

As of 09/17/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of SFYF. SFYF is rated a 4 out of 5.

SFYF Tradability

441
$19.03K
143
$7.92K
0.25%
$0.05
0.02%
0.21% / -0.15%
None
100.00%
50,000
0.00
0.03%
0.04%
0
$19.87
4

SFYF Sector/Industry Breakdown


SFYF
Segment Benchmark
27.57%
11.35%
20.31%
1.23%
16.43%
47.14%
14.95%
7.14%
8.28%
10.55%
8.08%
18.51%
2.41%
0.24%
1.97%
2.19%

SFYF Countries


SFYF
Segment Benchmark
100.00%
100.00%

SFYF Regions


SFYF
Segment Benchmark
100.00%
100.00%

SFYF Economic Development


SFYF
Segment Benchmark
100.00%
100.00%

SFYF Performance Statistics

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0.00%
MSCI USA Large Cap Growth Index

SFYF Benchmark Comparison Holdings

50
142
9
4.75%

SFYF Benchmark Comparison Summary


SFYF
Segment Benchmark
50
142
$33.57B
$389.06B
23.89
27.03
2.19
6.86
1.29%
0.92%
Medium
Medium

SFYF Benchmark Comparison Market Cap Size


SFYF
Segment Benchmark
31.78%
99.92%
64.90%
0.08%
3.32%
0.00%
0.00%
0.00%