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Upturn AI SWOT - About
SoFi Next 500 (SFYX)
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Upturn Advisory Summary
10/24/2025: 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 22.24% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 track the performance of the Solactive SoFi US Next 500 Growth Index, which comprises the 500 of the largest U.S. companies by market capitalization outside of the S&P 500. It focuses on growth-oriented companies across various sectors, providing diversification beyond large-cap stocks.
Reputation and Reliability
SoFi is a fintech company offering various financial services, including ETFs. They are relatively new to the ETF market but have gained traction.
Management Expertise
SoFi's ETF management team brings experience in investment management and financial technology.
Investment Objective
Goal
The primary goal of SFYX is to provide investment results that closely correspond to the price and yield performance of the Solactive SoFi US Next 500 Growth Index.
Investment Approach and Strategy
Strategy: SFYX tracks the Solactive SoFi US Next 500 Growth Index, which employs a rules-based methodology to identify and weight growth-oriented companies outside the S&P 500.
Composition The ETF primarily holds stocks of mid-sized U.S. companies, generally ranked 501-1000 by market capitalization.
Market Position
Market Share: Insufficient data available to provide accurate market share.
Total Net Assets (AUM): 117100000
Competitors
Key Competitors
- IJH
- MDY
- VO
- IWR
Competitive Landscape
The mid-cap ETF market is competitive, dominated by established players like iShares and Vanguard. SFYX differentiates itself with its growth focus within the Next 500 universe. SFYX may have lower AUM compared to bigger players, while competitors may have lower expense ratios.
Financial Performance
Historical Performance: Historical financial performance data needs to be sourced from financial data providers. A historical performance record does not exist as the fund has been in operation for less than 5 years.
Benchmark Comparison: Benchmark comparison requires historical data and would compare SFYX performance to the Solactive SoFi US Next 500 Growth Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF has a decent average trading volume, but it fluctuates, indicating moderate liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and sector-specific trends can significantly impact SFYX, given its focus on growth-oriented companies in the mid-cap space.
Growth Trajectory
SFYX's growth trajectory is tied to the performance of mid-sized growth companies and could change depending on future index methodology changes and flows into the ETF.
Moat and Competitive Advantages
Competitive Edge
SFYX's competitive advantage lies in its focus on the next 500 companies beyond the S&P 500, providing access to mid-cap growth opportunities. Its partnership with SoFi also provides a marketing advantage. The ETF's rules-based index can provide a consistent investment approach and may offer exposure to different growth characteristics compared to more broadly diversified mid-cap ETFs.
Risk Analysis
Volatility
Given that the ETF primarily consists of mid-cap stocks it can exhibit moderate to high volatility due to the market conditions.
Market Risk
Market risk is inherent in SFYX's underlying assets. Specific market risks may include sector concentration risk and the potential for individual company underperformance.
Investor Profile
Ideal Investor Profile
The ideal investor for SFYX is someone seeking growth opportunities beyond large-cap stocks, with a moderate risk tolerance and a long-term investment horizon.
Market Risk
SFYX may be suitable for long-term investors looking for exposure to mid-cap growth companies, not active traders.
Summary
SoFi Next 500 ETF (SFYX) tracks the Solactive SoFi US Next 500 Growth Index. It offers access to growth-oriented mid-cap companies outside the S&P 500. SFYX comes with moderate volatility with a focus on longer term investing, and moderate average trading volume. Investors should assess their risk tolerance and investment goals before considering SFYX.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SoFi
- Solactive
- etf.com
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Please consult with a financial advisor before making any investment decisions. Market share data is approximate and may vary. Performance data is historical and not indicative of future results.
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.