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Upturn AI SWOT - About
SoFi Next 500 (SFYX)
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Upturn Advisory Summary
08/14/2025: SFYX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 16.16% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.2 | 52 Weeks Range 11.48 - 15.66 | Updated Date 06/30/2025 |
52 Weeks Range 11.48 - 15.66 | Updated Date 06/30/2025 |
Upturn AI SWOT
SoFi Next 500
ETF Overview
Overview
The SoFi Next 500 ETF (SFYX) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Solactive SoFi US Next 500 Growth Index. This index is designed to track the performance of the 500 largest U.S. companies after the 50 largest by market capitalization.
Reputation and Reliability
SoFi is a relatively new player in the ETF market but has gained traction with its innovative investment products and marketing strategies.
Management Expertise
SoFi's management team comprises experienced professionals from the financial and technology sectors, aiming to offer technology-driven investment solutions.
Investment Objective
Goal
To track the performance of the Solactive SoFi US Next 500 Growth Index.
Investment Approach and Strategy
Strategy: Tracks a specific index that represents the next 500 largest U.S. companies by market capitalization after the top 50.
Composition Primarily holds stocks of mid-capitalization U.S. companies. It is generally growth-oriented.
Market Position
Market Share: SFYX's market share within the mid-cap growth ETF segment is relatively small compared to established competitors.
Total Net Assets (AUM): 92000000
Competitors
Key Competitors
- IJH
- IWR
- VO
- MDY
Competitive Landscape
The mid-cap ETF market is highly competitive, dominated by established players like iShares, Vanguard, and State Street. SFYX faces the challenge of differentiating itself through its brand and potentially through outperformance, although it will likely be highly correlated to other broad mid-cap funds. A disadvantage is its lower AUM compared to competitors.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's relatively recent inception. Refer to official fund factsheets for performance metrics across different timeframes.
Benchmark Comparison: Performance should be compared to the Solactive SoFi US Next 500 Growth Index to evaluate tracking efficiency.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
SFYX exhibits a moderate average trading volume, which may vary over time.
Bid-Ask Spread
The bid-ask spread for SFYX is usually competitive, but can widen during periods of market volatility or lower trading volume.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and overall market sentiment influence the performance of mid-cap stocks held in SFYX.
Growth Trajectory
The growth trajectory of SFYX depends on the performance of the U.S. mid-cap market and the effectiveness of its index tracking.
Moat and Competitive Advantages
Competitive Edge
SFYX offers exposure to the next 500 largest U.S. companies after the top 50, providing a targeted approach to capturing growth potential in mid-cap stocks. Its association with the SoFi brand, known for its tech-savvy approach and appeal to younger investors, could be a distinguishing factor. The low expense ratio also adds value. However, it competes against larger established mid-cap ETF's. This ETF primarily targets individuals and investors looking to invest in mid-cap stocks.
Risk Analysis
Volatility
SFYX is subject to market volatility, particularly due to its focus on mid-cap stocks, which can be more sensitive to economic fluctuations.
Market Risk
Specific risks include general market downturns, sector-specific headwinds affecting the holdings, and liquidity risks associated with individual stocks within the ETF.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to U.S. mid-cap stocks with a growth focus may find SFYX suitable. Those comfortable with moderate risk and volatility are appropriate candidates.
Market Risk
SFYX is suitable for long-term investors seeking capital appreciation through mid-cap exposure. It may also appeal to investors interested in the SoFi brand and investment philosophy.
Summary
The SoFi Next 500 ETF (SFYX) tracks the Solactive SoFi US Next 500 Growth Index, offering exposure to U.S. mid-cap companies. The fund's low expense ratio enhances its appeal for long-term investors. SFYX is subject to market volatility and risks associated with mid-cap stocks. However, its distinct focus on the 'next 500' companies and association with the SoFi brand could potentially attract growth-oriented investors. Its relative newness means a smaller AUM and trading volume compared to its many competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SoFi Official Website
- Solactive Index Fact Sheet
- ETF.com
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Next 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 the 500 smallest of the 1,000 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.