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Upturn AI SWOT - About
SoFi Select 500 (SFY)
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Upturn Advisory Summary
08/29/2025: SFY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 46.54% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.06 | 52 Weeks Range 86.45 - 117.63 | Updated Date 06/29/2025 |
52 Weeks Range 86.45 - 117.63 | Updated Date 06/29/2025 |
Upturn AI SWOT
SoFi Select 500
ETF Overview
Overview
The SoFi Select 500 ETF (SFY) seeks to track the investment results of an index composed of 500 of the largest United States-listed companies. The fund offers broad market exposure with a focus on large-cap equities. It employs a passive investment strategy.
Reputation and Reliability
SoFi is a fintech company known for its lending, investing, and banking services. While relatively newer to the ETF market compared to established players, SoFi has built a reputation for innovation and user-friendly platforms.
Management Expertise
SoFi's ETF management team comprises experienced professionals in portfolio management and investment strategies, aiming to deliver efficient and cost-effective investment solutions.
Investment Objective
Goal
To track the investment results of an index composed of 500 of the largest U.S.-listed companies.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the Solactive US Large Cap Index.
Composition The ETF holds a portfolio of stocks primarily, reflecting the composition of the Solactive US Large Cap Index. It is heavily weighted towards large-cap U.S. equities.
Market Position
Market Share: SFY has a smaller market share compared to established broad market ETFs.
Total Net Assets (AUM): 183470677
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
Competitive Landscape
The broad market ETF industry is dominated by a few major players like SPY, IVV, and VOO. SFY differentiates itself through its low expense ratio, which could attract cost-conscious investors. Its disadvantage is the lower trading volume compared to competitors.
Financial Performance
Historical Performance: Historical performance can be gathered from financial websites. Past performance does not guarantee future results.
Benchmark Comparison: SFY aims to closely track the Solactive US Large Cap Index. Performance deviations are primarily due to tracking error and fund expenses.
Expense Ratio: 0
Liquidity
Average Trading Volume
The average daily trading volume for SFY is moderate but significantly lower than its major competitors.
Bid-Ask Spread
The bid-ask spread for SFY is generally tight, reflecting sufficient liquidity for most investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and global events significantly influence SFY's performance through their impact on the underlying companies.
Growth Trajectory
SFY's growth trajectory is tied to the overall performance of the U.S. large-cap equity market and its ability to attract assets with its low expense ratio.
Moat and Competitive Advantages
Competitive Edge
SFY's primary competitive advantage is its low expense ratio of 0.00%, making it one of the most cost-effective options for broad market exposure. This can be particularly appealing to long-term investors seeking to minimize investment costs. The fund's strategy of tracking the Solactive US Large Cap Index also offers a diversified portfolio. However, SFY's AUM is relatively small as compared to its competitor, so the fund may be shut down.
Risk Analysis
Volatility
SFY's volatility is generally in line with the broader U.S. equity market, reflecting the volatility of its underlying holdings.
Market Risk
SFY is subject to market risk, meaning its value can decline due to factors affecting the overall stock market, such as economic downturns or geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor for SFY is a cost-conscious individual seeking broad exposure to the U.S. large-cap equity market.
Market Risk
SFY is suitable for long-term investors and passive index followers due to its low expense ratio and broad market diversification.
Summary
SoFi Select 500 ETF (SFY) offers a low-cost way to gain exposure to the 500 largest U.S. companies. It is designed for investors seeking broad market diversification with a passive investment approach. Its very low expense ratio makes it attractive to cost-conscious investors. However, it has smaller AUM and trading volume compared to major competitors. The ETF's performance is directly tied to the overall health of the U.S. equity market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SoFi website
- ETF.com
- Yahoo Finance
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share and AUM data are approximate and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SoFi Select 500
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index follows a rules-based methodology that tracks the performance of 500 of the largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.