Is SoFi Select 500 ETF (SFY) a Strong ETF Right Now?

A smart beta exchange traded fund, the SoFi Select 500 ETF (SFY) debuted on 04/11/2019, and offers broad exposure to the Style Box - Large Cap Growth category of the market.

Zacks Investment Research • Feb 5, 2026

Should SoFi Select 500 ETF (SFY) Be on Your Investing Radar?

The SoFi Select 500 ETF (SFY) was launched on April 11, 2019, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Growth segment of the US equity market.

Zacks Investment Research • Jan 13, 2026

SFY: Conditions Favorable For This Low Cost Large-Cap Growth ETF

SFY is comprised of 500 U.S. large-cap securities selected and weighted based on their market caps and growth scores. Its expense ratio is 0.05% and the ETF has $558M in assets. SFY distinguishes itself from its peers by relying only on a short one-year growth window (both forward and backward looking) to evaluate a security's attractiveness. Companies with the highest short-term growth rates receive the largest positive adjustments, and my analysis suggests this strategy works best in high-growth environments where earnings growth trends are somewhat steady.

Seeking Alpha • Dec 17, 2025

SFY: Don't Ignore The Excellent GARP Features Of This Growth-Light ETF

SoFi Select 500 ETF is comprised of 500 U.S. stocks whose allocations are influenced by three statistics: one-year trailing sales growth, one-year trailing earnings growth, and one-year estimated earnings growth. Despite my concerns about such a simplistic approach, SFY continues to capture more upside than the S&P 500 Index in up months and perform roughly the same in down months. A likely reason is that SFY's growth-at-a-reasonable-price statistics, both forward- and trailing-looking, are excellent. Its P/E is also about 14-17% less than the SPDR S&P 500 Growth ETF.

Seeking Alpha • Oct 1, 2025

SFY: A Misalignment Between Fundamentals And Sentiment

SFY's growth-focused strategy is risky in the current macro environment, with trade tensions and stretched valuations increasing risk. The fund's heavy tech and top-10 concentration introduce significant idiosyncratic risk, making it unattractive for risk-averse investors right now. Economic indicators point to slowing growth, a cooling labor market, and rising inflation.

Seeking Alpha • Jun 25, 2025

SFY: Chasing Growth Without Substantially Capturing Returns

SoFi Select 500 ETF is a hold due to its reactive adjustments, high NVDA concentration, and potential fee increases next year. SFY's growth-focused model has led to underperformance compared to SCHG and QQQ, despite a strong 5-year CAGR of 18.36%. SFY's heavy NVDA weighting increases risk, while lower weights on MSFT and AAPL reduce diversification, potentially missing future growth opportunities.

Seeking Alpha • Oct 27, 2024

SoFi Announces Reverse Stock Split for SoFi Select 500 ETF (SFY)

NEW YORK, Sept. 20, 2024 (GLOBE NEWSWIRE) -- The Board of Trustees of Tidal ETF Trust (the “Trust”) has approved a reverse stock split of the issued and outstanding shares of the SoFi Select 500 ETF (NYSE Arca: SFY) (the “Fund”). The reverse split will take effect after the close of trading on the NYSE Arca, Inc. (the “Exchange”) on October 1, 2024.

GlobeNewsWire • Sep 20, 2024

SFY: Moderately Aggressive Large-Cap Growth ETF Worth Watching

SFY has delivered solid returns since May 2019 and has proven to be a solid choice for moderately aggressive growth investors. Importantly, its 0.19% expense ratio is currently waived. Its Index recently reconstituted, and Nvidia now comprises 13% of SFY. This high single-stock risk is the result of a process that only considers one year's worth of growth data. Still, SFY now has a superior combination of value and growth compared to its large-cap growth peers. As I will demonstrate, it ranks average or better on 9/10 key factors.

Seeking Alpha • May 24, 2024

Building Healthy ETF Portfolios: 6 Key Nutrients

Ahead of World Health Day, let us examine the supplements for a robust ETF investment portfolio.

Zacks Investment Research • Apr 5, 2024

SFY: Is This Zero-Fee Growth ETF Right For 2024?

SFY is a well-diversified ETF holding 500 of the largest U.S. securities. Similar to SPY, it's outperformed since its inception, and routinely features a higher trailing and estimated growth rate. By incorporating a composite growth score into its weighting process, SFY has about 50% less exposure to Magnificent Seven stocks than most growth funds, including VUG, SCHG, and QQQ. However, I've downgraded SFY because its forward PEG ratio has increased from 1.35x to 2.45x in the last year, signaling that growth stocks are too richly valued.

Seeking Alpha • Jan 19, 2024