SFYF

SoFi 50 ETF
*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
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PERFORMANCE [as of 11/11/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SFYF 4.55% 2.29% -- -- -- -- --
SFYF (NAV) 8.29% 0.82% -- -- -- -- --
Solactive SoFi US 50 Growth Index -- -- -- -- -- -- --
MSCI USA Large Cap Growth Index 3.90% 5.92% 30.02% 16.93% 19.76% 14.07% 15.09%
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%
$3.93M
$142.76K
0.26%

SFYF Portfolio Data

$31.88B
21.88
2.01
--
N/A
52

SFYF Index Data

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

SFYF Portfolio Management

0.29%
--
--
--

SFYF Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

SFYF Fund Structure

Open-Ended Fund
No
--
No Policy
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

SFYF Factset Analytics Block Liquidity

As of 11/12/19
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 5 out of 5.

SFYF Tradability

4,472
$142.76K
473
$168.38K
0.26%
$0.05
0.00%
0.21% / -0.50%
None
100.00%
50,000
0.01
0.03%
0.04%
0
$19.69
5

SFYF Sector/Industry Breakdown


SFYF
Segment Benchmark
25.85%
10.99%
19.78%
0.93%
16.35%
7.22%
16.28%
47.12%
8.75%
18.52%
8.57%
11.04%
2.69%
0.24%
1.73%
2.18%

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

0.72
1.01
1.01
0.96
0.63%
MSCI USA Large Cap Growth Index

SFYF Benchmark Comparison Holdings

52
143
8
4.69%

SFYF Benchmark Comparison Summary


SFYF
Segment Benchmark
52
143
$31.88B
$389.87B
21.88
26.82
2.01
6.73
1.40%
0.95%
Medium
Medium

SFYF Benchmark Comparison Market Cap Size


SFYF
Segment Benchmark
27.71%
99.93%
65.91%
0.07%
6.38%
0.00%
0.00%
0.00%