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SFYISoFi Social 50 Income ETF

Get incomeGrow my moneyNewRanked #1,644 of 1,659 in this goal

Seeks current income and long-term capital appreciation.

Launched 2026

Annual Cost

#5,939 of 5,939 · expensive

Fund Size

#5,939 of 5,939 · small

Dividend YieldGoal

Track Record

1 month

#5,839 of 5,939 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,111+1.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Option income

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-7.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks current income and long-term capital appreciation.
Strategy
Actively manages an ETF investing in U.S.-listed equity securities, primarily through the SoFi Social 50 Index. The Fund employs options strategies to generate income while maintaining exposure to large- and mid-cap securities.
Inception date
July 7, 2026

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

The big yield isn't extra money

The headline distribution comes from selling call options, which caps the fund's upside. Across a full market cycle that trade costs more than it brings in — often 1 to 3 percentage points a year against just holding the index. Monthly payouts make the gap easy to miss on a return summary.

Sources: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-22