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Upturn AI SWOT - About
SoFi Next 500 (SFYX)
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Upturn Advisory Summary
04/01/2025: SFYX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental 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 -10.91% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 13137 | Beta 1.18 | 52 Weeks Range 12.49 - 15.78 | Updated Date 04/2/2025 |
52 Weeks Range 12.49 - 15.78 | Updated Date 04/2/2025 |
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, investing in the next 500 largest U.S. companies outside the S&P 500, with a focus on growth stocks.
Reputation and Reliability
SoFi is a relatively newer player in the ETF market, known for its innovative and technologically driven financial products.
Management Expertise
SoFi's ETF management team leverages its technology platform to offer cost-effective and targeted investment strategies.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the Solactive SoFi US Next 500 Growth Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the securities in the underlying index.
Composition The ETF primarily holds stocks of mid-sized U.S. companies (those outside the S&P 500) with growth characteristics.
Market Position
Market Share: SFYXu2019s market share is relatively small compared to more established broad market ETFs.
Total Net Assets (AUM): 105000000
Competitors
Key Competitors
- IWM
- IJH
- VIOO
Competitive Landscape
The mid-cap ETF market is competitive, with established players like IWM and IJH dominating. SFYX distinguishes itself by focusing on growth stocks within the next 500 largest U.S. companies. Its advantage lies in its specific growth focus, potentially offering higher growth potential, but disadvantages include a smaller AUM and less liquidity compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from reliable sources like Morningstar or ETF.com.
Benchmark Comparison: Benchmark comparison data needs to be obtained from reliable sources like Morningstar or ETF.com.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
The average trading volume for SFYX indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread for SFYX reflects the cost of trading, which can be important to active investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and sector-specific trends within the mid-cap space can significantly influence SFYX's performance.
Growth Trajectory
SFYX's growth depends on the performance of mid-sized growth companies and investor demand for targeted growth exposure.
Moat and Competitive Advantages
Competitive Edge
SFYX's competitive advantage lies in its focused strategy of targeting growth stocks within the next 500 largest U.S. companies, offering investors a differentiated exposure compared to broader market ETFs. This targeted approach allows for potentially higher growth. However, its relatively small size compared to broader market ETFs can be a disadvantage. It distinguishes itself through the SoFi brand and technological integration.
Risk Analysis
Volatility
SFYX's volatility is expected to be similar to other mid-cap growth ETFs and might be higher than broad market ETFs due to its focus on growth stocks.
Market Risk
The primary market risk is related to the performance of mid-sized companies and their sensitivity to economic cycles and sector-specific factors.
Investor Profile
Ideal Investor Profile
SFYX is suited for investors seeking growth exposure beyond the S&P 500, comfortable with the higher volatility often associated with growth stocks.
Market Risk
SFYX is best suited for long-term investors with a growth-oriented investment strategy and a tolerance for moderate volatility.
Summary
The SoFi Next 500 ETF (SFYX) offers investors access to mid-sized U.S. growth companies outside the S&P 500. It targets growth stocks within the next 500 largest U.S. companies, potentially offering higher growth opportunities. Its relatively small size and focused strategy may lead to higher volatility. SFYX is suitable for investors with a growth-oriented investment strategy and a long-term investment horizon.
Similar Companies
FNDA
Schwab Fundamental U.S. Small Company Index ETF
FNDA
Schwab Fundamental U.S. Small Company Index ETF
IWO
iShares Russell 2000 Growth ETF
IWO
iShares Russell 2000 Growth ETF
SCHA
Schwab U.S. Small-Cap ETF
SCHA
Schwab U.S. Small-Cap ETF
VBK
Vanguard Small-Cap Growth Index Fund ETF Shares
VBK
Vanguard Small-Cap Growth Index Fund ETF Shares
VOT
Vanguard Mid-Cap Growth Index Fund ETF Shares
VOT
Vanguard Mid-Cap Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- SoFi's official website
- ETF.com
- Morningstar
- Solactive Indexes
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market data is subject to change.
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.
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