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
US8863642075
886364207
Apr 11, 2019
North America (U.S.)
1x
Solactive SoFi US 500 Growth Index
Large-Cap
Blend
Expense Ratio
SFY has an expense ratio of 0.00%, indicating no management fees are charged.
Share Price Chart
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Compare to other instruments
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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 29.09% year-to-date (YTD) and 28.95% in the last 12 months.
SFY
29.09%
-0.41%
8.53%
28.95%
15.06%
N/A
^GSPC (Benchmark)
23.11%
-0.36%
7.02%
23.15%
12.80%
11.01%
Monthly Returns
The table below presents the monthly returns of SFY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.18% | 5.31% | 3.21% | -3.97% | 6.15% | 5.13% | -0.35% | 2.53% | 2.41% | 0.74% | 6.68% | 29.09% | |
| 2023 | 7.37% | -2.10% | 3.44% | 0.28% | 1.79% | 6.33% | 3.70% | -1.72% | -4.20% | -2.94% | 9.70% | 4.80% | 28.57% |
| 2022 | -7.03% | -3.44% | 4.20% | -10.26% | -0.48% | -9.19% | 10.17% | -3.65% | -9.01% | 7.93% | 4.44% | -7.23% | -23.37% |
| 2021 | -0.36% | 1.78% | 3.61% | 5.10% | 0.72% | 3.42% | 2.59% | 3.20% | -4.88% | 7.76% | -0.35% | 2.52% | 27.53% |
| 2020 | 0.59% | -8.02% | -11.00% | 12.36% | 5.87% | 1.51% | 6.19% | 8.19% | -3.09% | -3.02% | 11.96% | 2.99% | 23.80% |
| 2019 | 1.99% | -6.41% | 6.53% | 2.25% | -2.37% | 1.73% | 2.52% | 3.69% | 2.61% | 12.65% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 77, SFY is among the top 23% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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 provided a 0.21% dividend yield over the last twelve months, with an annual payout of $0.23 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.23 | $0.24 | $0.21 | $0.16 | $0.16 | $0.12 |
Dividend yield | 0.21% | 0.28% | 0.32% | 0.18% | 0.24% | 0.20% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 |
| 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 | $0.24 |
| 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 | $0.21 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.16 |
| 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 | $0.16 |
| 2019 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.12 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 4.48%.
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 | 321 | Jan 29, 2024 | 518 |
| -11.2% | Jul 11, 2024 | 18 | Aug 5, 2024 | 35 | Sep 24, 2024 | 53 |
| -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 |
Volatility
Volatility Chart
The current SoFi Select 500 ETF volatility is 4.45%, 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.