SFYSoFi Select 500 ETF
Tracks the performance of the Solactive SoFi US 500 Growth Index.
By SoFi · Launched 2019
Annual Cost
0.05%
#132 of 6,040 · low cost
Fund Size
$693M
#1,421 of 6,040 · large
Return (1Y)
+20.0%
Track Record
7 years
#1,869 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,049+20.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Factor
Growth
Index tracked
Solactive SoFi US 500 Growth Index
Holdings
By weightConcentration
Top 10 holdings = 41.6% of fundmoderately concentrated
NVIDIA Corp
13.2%
Broadcom Inc
4.8%
Microsoft Corp
4.4%
Apple Inc
4.3%
Meta Platforms Inc
2.8%
Amazon.com Inc
2.7%
Alphabet Inc
2.4%
Micron Technology Inc
2.4%
Eli Lilly & Co
2.2%
Alphabet Inc
2.1%
Asset allocation
Stocks
99.8%
Cash
0.2%
Other
0.1%
By sector
Technology
49.0%
Healthcare
9.7%
Financial Services
9.3%
Communication
8.0%
Consumer Cyclical
7.5%
Industrials
6.2%
Consumer Defensive
3.3%
Energy
2.5%
Other
4.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.5%Moderate
Year-on-year price swings
Max drawdown
-33.2%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.12Strong risk-adjusted returns
Sortino (3Y)
1.63Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the performance of the Solactive SoFi US 500 Growth Index.
- Strategy
- Uses a passive management approach to track the performance of the Solactive SoFi US 500 Growth Index, investing primarily in common stocks and REITs of the largest U.S.-listed companies. Generally employs a replication strategy to achieve its investment objective.
- Inception date
- April 10, 2019
- Fund family
- SoFi
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save SFY to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18