SFYF
SoFi Social 50 ETF
The SoFi 50 ETF seeks to track the performance, before fees and expenses, of the Solactive SoFi US 50 Growth Index. The index provides exposure to the 50 U.S. companies that rank highest according to SoFi’s proprietary growth score.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 38.4 M
ASSETS UNDER MGMT
29 bp
EXPENSES
Fund Basics
| Inception date | May 08, 2019 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Semi-annual |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| AMAZON.COM INC | 8.6 % |
| NVIDIA CORP | 7.7 % |
| TESLA MOTORS INC | 7.4 % |
| APPLE INC | 4.6 % |
| BERKSHIRE HATHAWAY INC-CL B | 4.4 % |
| PALANTIR TECHNOLOGIES INC. CLASS A | 4.2 % |
| MICROSOFT CORP | 4.1 % |
| ADVANCED MICRO DEVICES | 3.6 % |
| ALPHABET INC. CLASS A | 3.6 % |
| COSTCO WHOLESALE CORP | 3.2 % |
Constituent Breakdown
| Number of holdings | 50 |
| Herfindahl-Hirschman Index | 382 |
| Wgt avg mkt cap (mns) | $1,525,116 |
| Large cap (>$10bn) | 93.2% |
| Mid cap ($2-10bn) | 2.2% |
| Small cap (<$2bn) | 0.4% |
| Developed mkts. | 97.4% |
| Emerging mkts. | 2.2% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 94.5 % |
 |
TAIWAN | 2.3 % |
 |
CANADA | 1.4 % |
Historical Performance
Standardized Performance (as of 06/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 11.4% | 32.9% | 32.9% | 31.0% | 9.3% | -- | -- | 17.2% |
| Dividend Yield | 0.2% | 0.5% | 0.5% | 0.7% | 0.9% | -- | -- | 0.9% |
| Total Returns | 11.6% | 33.4% | 33.4% | 31.7% | 10.1% | -- | -- | 18.1% | Ann. Volatility | 21.8% | 19.9% | 26.1% | 24.6% | 29.4% | -- | -- | 30.7% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.42 | 80% |
| MSCI EAFE | 0.81 | 41% |
| MSCI Emg Mkts | 0.64 | 54% |
Liquidity Measures
| Avg. volume (000) | 3 |
| ADV traded (mns) | $0 |
| Turnover | 0.5% |
| Avg. Bid/Ask (% of price) | 0.09% |
Technical Indicators
| 30d moving avg. (EMA) | $60.96 |
| Relative strength (RSI) | 45 |
| MACD/Signal | -0.56/-0.22 |
| Bollinger Bands (Upper/Lower) | $63.45/$58.83 |
| Short interest (% of AUM) | 1.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. SFYF |
Expenses vs. SFYF |
ALTAR Score™ vs. SFYF |
|---|---|---|---|---|
| PJFG | PGIM Jennison Focused Growth ETF | 54.1% | +46 bp | +1.4% |
| TOPT | iShares Top 20 U.S. Stocks ETF | 52.5% | -9 bp | +2.7% |
| XLG | Invesco S&P 500 Top 50 ETF | 51.7% | -9 bp | +3.1% |
| QTOP | iShares Nasdaq Top 30 Stocks ETF | 49.9% | -9 bp | +2.3% |
| GROZ | Zacks Focus Growth ETF | 49.7% | +26 bp | +2.1% |
| OEF | iShares S&P 100 ETF | 49.5% | -9 bp | +3.1% |
| USMC | Principal U.S. Mega-Cap ETF | 49.4% | -17 bp | +2.7% |
| PQUS | Pictet AI Enhanced US Equity ETF | 49.1% | -7 bp | +3.3% |
| ONEQ | Fidelity Nasdaq Composite Index ETF | 48.9% | -8 bp | +2.4% |
| OEI | Optimized Equity Income ETF | 48.6% | +46 bp | +2.9% |
Risk and Returns: SFYF vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
Content on this tab for Individual & Professional subscribers only. Start your FREE trial
Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
Content on this tab for Individual & Professional subscribers only. Start your FREE trial
Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 7/30/2026
Peer Group Comparison
Sample data. Subscribe for access.
Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
Some content on this tab for Individual & Professional subscribers only. Start your FREE trial
ETF Research Center Rating
1.6%
ALTAR SCORE™
3rd
PERCENTILE
AVOID
ETFRC RATING
There are 1,402 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 1.9%. SFYF's ALTAR Score™ is approximately -1.9 standard
deviations above the category average. This places SFYF in the 3rd percentile
among funds in the category.
Sell-Side Consensus
$70.08
PRICE TARGET
+22.3%
UPSIDE