Key stats
About SoFi Next 500 ETF
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Inception date
Apr 11, 2019
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Tidal Investments LLC
Distributor
Foreside Fund Services LLC
ISIN
US8863643065
SFYX holds a broad portfolio of US mid-cap securities. The fund specifically contains the 501st through the 1000th securities pulled from the Solactive US Broad Market Index, a cap-weighted index that includes approximately 3,000 of the largest US companies. Selected securities are weighted by a proprietary combination of market cap and fundamental growth factors which include: trailing 12-month sales growth, trailing 12-month earnings per share, and 12-month forward-looking EPS growth consensus estimates. The index is rebalanced and reconstituted annually. SFYX is a sister fund of SFY, which on the other hand consists of the 500 largest companies by market cap.
Related funds
Classification
What's in the fund
Exposure type
Finance
Technology Services
Electronic Technology
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
SFYX trades at 16.04 USD today, its price has risen 0.87% in the past 24 hours. Track more dynamics on SFYX price chart.
SFYX net asset value is 16.05 today — it's risen 2.01% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
SFYX assets under management is 25.44 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
SFYX price has risen by 2.09% over the last month, and its yearly performance shows a 12.62% increase. See more dynamics on SFYX price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 2.01% over the last month, showed a 7.89% increase in three-month performance and has increased by 15.55% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 2.01% over the last month, showed a 7.89% increase in three-month performance and has increased by 15.55% in a year.
SFYX fund flows account for −79.52 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
SFYX invests in stocks. See more details in our Analysis section.
SFYX expense ratio is 0.06%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, SFYX isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, SFYX technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating SFYX shows the buy signal. See more of SFYX technicals for a more comprehensive analysis.
Today, SFYX technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating SFYX shows the buy signal. See more of SFYX technicals for a more comprehensive analysis.
Yes, SFYX pays dividends to its holders with the dividend yield of 1.35%.
SFYX trades at a premium (0.05%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
SFYX shares are issued by Toroso Investments Topco LLC
SFYX follows the Solactive SoFi US Next 500 Growth Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Apr 11, 2019.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.