SoFi Select 500 ETF (SFY)
SFY is a passive ETF by Toroso Investments tracking the investment results of the Solactive SoFi US 500 Growth Index. SFY launched on Apr 11, 2019 and has a 0.00% expense ratio.
ETF Info
ISIN | US8863642075 |
---|---|
CUSIP | 886364207 |
Issuer | Toroso Investments |
Inception Date | Apr 11, 2019 |
Region | North America (U.S.) |
Category | Large Cap Growth Equities |
Index Tracked | Solactive SoFi US 500 Growth Index |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The SoFi Select 500 ETF has an expense ratio of 0.00%, indicating no management fees are charged.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SFY vs. VOO, SFY vs. SPY, SFY vs. SFYX, SFY vs. VTI, SFY vs. SPLG, SFY vs. VITAX, SFY vs. SPYG, SFY vs. SCHD, SFY vs. SPYD, SFY vs. SMH
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in SoFi Select 500 ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
SoFi Select 500 ETF had a return of 6.97% year-to-date (YTD) and 27.97% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 6.97% | 6.92% |
1 month | -2.53% | -2.83% |
6 months | 25.08% | 23.86% |
1 year | 27.97% | 23.33% |
5 years (annualized) | 13.67% | 11.66% |
10 years (annualized) | N/A | 10.52% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.18% | 5.31% | 3.21% | |||||||||
2023 | -4.20% | -2.94% | 9.70% | 4.80% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
SoFi Select 500 ETF(SFY)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SoFi Select 500 ETF (SFY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
SoFi Select 500 ETF granted a 1.31% dividend yield in the last twelve months. The annual payout for that period amounted to $0.24 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|
Dividend | $0.24 | $0.24 | $0.21 | $0.16 | $0.16 | $0.12 |
Dividend yield | 1.31% | 1.40% | 1.61% | 0.90% | 1.18% | 1.03% |
Monthly Dividends
The table displays the monthly dividend distributions for SoFi Select 500 ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | |||||||||
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 |
2019 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the SoFi Select 500 ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the SoFi Select 500 ETF was 33.25%, occurring on Mar 23, 2020. Recovery took 92 trading sessions.
The current SoFi Select 500 ETF drawdown is 2.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-33.25% | Feb 20, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
-27.72% | Jan 4, 2022 | 197 | Oct 14, 2022 | 316 | Jan 19, 2024 | 513 |
-9.18% | Sep 3, 2020 | 14 | Sep 23, 2020 | 37 | Nov 13, 2020 | 51 |
-7.34% | Apr 30, 2019 | 24 | Jun 3, 2019 | 13 | Jun 20, 2019 | 37 |
-6.31% | Jul 29, 2019 | 13 | Aug 14, 2019 | 52 | Oct 28, 2019 | 65 |
Volatility
Volatility Chart
The current SoFi Select 500 ETF volatility is 3.73%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.