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SFY

SFY SFY

$145.85 -1.66 (-1.13%)
Pullback · -0.78σ Grade C

Price chart

Timeframe
Range

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Latest bar · SFY

Momentum reads · latest daily bar
Last
$145.85
-1.66 (-1.13%)
Mkt cap
$670M
Large Growth
RSI(14)
45.4
neutral
Stochastic %K
48.5
neutral
MFI(14)
60.2
neutral
ADX(14)
21.1
building

Green means room to run, red means stretched — the reads re-read live as you switch the chart's timeframe. MFI(14) is a volume-weighted money-flow read: above 80 = overbought, below 20 = oversold.

Top holdings

TickerName Weight
NVDA NVIDIA Corp 14.22%
AAPL Apple Inc 4.51%
MU Micron Technology Inc 4.11%
AVGO Broadcom Inc 3.86%
MSFT Microsoft Corp 3.78%
AMZN Amazon.com Inc 2.85%
LLY Eli Lilly and Co 2.52%
GOOGL Alphabet Inc Class A 2.26%
GOOG Alphabet Inc Class C 2.10%
META Meta Platforms Inc Class A 1.90%
Everything else 57.89%

Click any ticker to open its own chart page.

Sector / asset mix

Sector weightings

Technology
48.9%
Healthcare
9.4%
Financial Services
8.8%
Communication Services
8.3%
Consumer Cyclical
7.5%
Industrials
7.0%
Consumer Defensive
3.4%
Energy
2.1%
Basic Materials
1.6%
Utilities
1.6%
Realestate
1.4%

Asset split

Stock
99.8%
Cash
0.2%

Fund profile

Expense ratio
0.05%
Total assets (AUM)
$669.9M
Distribution yield
0.84%
Category
Large Growth
Fund family
SoFi
Inception
Apr 10, 2019

Expense ratio is the annual cost of holding the fund; distribution yield is what it pays out.

Compare SFY vs peers

Line SFY up against up to 4 peers (5 tickers total) across ~30 metrics and get one weighted 0-100 verdict — best in green, worst in red. Peers also overlay on the chart above as rebased % lines, or flip the chart to the 2×2 grid for side-by-side mini charts.

Comparing SFY no peers yet — add up to 4 below

Add tickers to compare with SFY

~30 metrics across Snapshot, OdysseyHQ zone, Valuation, Growth, Quality, Technicals, Sentiment, and Risk — with a weighted score and a one-line read on each.

About SFY

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.