SoFi Social 50 ETF
$65.71−0.50 (−0.76%)
- Expense ratio
- 0.29%
- Fund size
- $43M
- 1Y return
- +21.2%
- Yield · Last 12 months
- 0.33%
- Volume · 30D
- 0M sh
- NAV per share
- $64.17
- 52W range
The ETF.net SFYF Grade
Score 40 of 100 sits in the D band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.
Cost
What you pay to own it — the expense ratio plus trading frictions, ranked within its category.CScore 51Category rankMission
How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.DScore 30Category rankRisk
How violently it can move — volatility, drawdown depth, and downside capture versus its category.DScore 27Category rankTradability
How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.BScore 60Category rankHoldings
What it actually owns — the quality, breadth, and concentration of the underlying portfolio.DScore 32Category rankDurability
Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.DScore 30Category rank
Our read on SFYF
DMost index funds ask the market what matters. SFYF asks SoFi's own customers: it holds the 50 US-listed stocks most widely owned in SoFi Invest self-directed accounts, reshuffled every month. Crowd sentiment in a passive wrapper.
The Fund uses passive indexing to track the SoFi Social 50 Index before fees and expenses.
Why people hold it
- The rulebook is genuinely unusual: rank the 50 US stocks most widely held in SoFi Invest accounts, weight them by member dollars invested, redo it monthly.sofi.com
- Costs 0.29% a year, under the median for index-tracking ETFs in its peer group.
- Fully rules-based and passive: it tracks the SoFi Social 50 Index before fees, so the holdings are a published list, not a manager's hunch.sofi.com
- Live since 2019, so the monthly-popularity idea has run through several very different market moods rather than sitting in a backtest.
Worth knowing
- Fifty names picked by popularity means concentration. The sector mix follows what retail investors crowd into, which can drift far from the broad US market.sofi.com
- Small fund, thinly traded. Spreads can be wider than in the giant plain-vanilla trackers that top this cohort, such as SCHK or VOOV.
- Monthly reconstitution keeps turnover higher than a set-and-forget market-cap index, and the index is built from the issuer's own brokerage data.sofi.com
SFYF Holdings
- Stocks
- —
- 53%
- TSLA
Sectors
- Technology38.5%
- Consumer Discr.23.5%
- Communication10.5%
- Financials6.9%
- Cons. Staples6.4%
- Industrials6.4%
- Health Care3.8%
- Energy2.9%
- Real Estate1.2%
Geography
- United States96.28%
- Taiwan2.39%
- Canada1.04%
- Finland0.29%
SFYF Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | SFYF |
|---|---|
| Year to date | +18.7% |
| 1 month | +4.5% |
| 3 months | +6.8% |
| 1 year | +21.2% |
| 3 years | +37.1% |
| 5 years | +12.2% |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | SFYF |
|---|---|---|
| 2026 YTD | +18.7% | |
| 2025 | +30.0% | |
| 2024 | +44.6% | |
| 2023 | +56.7% | |
| 2022 | −47.7% | |
| 2021 | +35.8% | |
| 2020 | +33.6% |
SFYF in the news
ETF.net Research hasn’t filed on SFYF yet — coverage lands here as it’s written.
SFYF Dividends
- 0.33%
- $0.22
- $0.13 per share
- Twice a year
Distribution history
| Ex-date | Pay date | Amount per share |
|---|---|---|
| Jun 29, 2026 | Jun 30, 2026 | $0.13 |
| Dec 30, 2025 | Dec 31, 2025 | $0.09 |
| Jun 26, 2025 | Jun 27, 2025 | $0.09 |
| Dec 27, 2024 | Dec 31, 2024 | $0.06 |
| Jun 26, 2024 | Jun 28, 2024 | $0.08 |
| Dec 22, 2023 | Dec 28, 2023 | $0.18 |
| Jun 27, 2023 | Jun 30, 2023 | $0.33 |
| Dec 27, 2022 | Dec 30, 2022 | $0.16 |
| Jun 27, 2022 | Jun 30, 2022 | $0.07 |
| Dec 29, 2021 | Dec 31, 2021 | $0.05 |
| Jun 21, 2021 | Jun 23, 2021 | $0.05 |
| Dec 28, 2020 | Dec 31, 2020 | $0.03 |
SFYF Risk
- 22.3%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 1.16
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −56.1%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 1.54
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
SFYF Cost
- The middle half of Other Major Indexes funds
- Median 0.29%
20 of the 42 Other Major Indexes funds charge less.