SFYSoFi Select 500 ETF
Tracks the performance of the Solactive SoFi US 500 Growth Index.
By SoFi · Launched 2019
Annual Cost
0.05%
#131 of 5,861 · low cost
Fund Size
$670M
#1,391 of 5,861 · large
Return (1Y)Goal
+20.0%
Track Record
7 years
#1,855 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,031+20.3%
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
What it actually holds
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
0.0%
By sector
Technology
48.9%
Healthcare
9.4%
Financial Services
8.8%
Communication
8.3%
Consumer Cyclical
7.5%
Industrials
7.0%
Consumer Defensive
3.4%
Energy
2.1%
Other
4.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.2%Moderate
Year-on-year price swings
Max drawdown
-33.2%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.05Strong risk-adjusted returns
Sortino (3Y)
1.52Good 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
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Data updated on 2026-08-04