Apple, Inc AAPL
S&P 500 ETF Trust SPDR SPY
Alphabet Inc. - Class A Shares GOOGL
Microsoft Corporation MSFT
Meta Platforms Inc META
Netflix, Inc. NFLX
Amazon.com Inc. AMZN
Spotify Technology SA SPOT

SoFi Next 500, ETF

SFYX

PCQ

$13.6297

-$0.15

(-1.09%)

Provider: Sofi Category: Mid-Cap Blend

Overview Returns Holdings Sector Breakdown FAQs

Price Chart

Key Metrics

Expense Ratio info-icon

The expense ratio is how much you pay a mutual fund or ETF per year, expressed as a percent of your investments. It is a measure of the fund's operating costs relative to assets.

0.06%

Volume

This is the total number of shares traded during the most recent trading day.

2.59K

Avg Volume info-icon

This is the average number of shares traded during the most recent 30 days.

Dividend Yield info-icon

This ratio shows how much income you earn in dividend payouts per year for every dollar invested in the stock (or the stock’s annual dividend payment expressed as a percentage of its current price).

1.25%

Beta

This measures the expected move in a stock’s price relative to movements in the overall market. The market, such as the S&P 500 Index, has a beta of 1.0. If a stock has a Beta greater (or lower) than 1.0, it suggests that the stock is more (or less) volatile than the broader market.

1.18

52-week Range
This shows the range of the stock’s price between the 52-week high (the highest price of the stock for the past 52 weeks) and the 52-week low (the lowest price of the stock for the past 52 weeks).

$12.49 L

$15.78 H

$13.6297

About SoFi Next 500, ETF

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. more

Provider: SofiCategory: Mid-Cap Blend

Returns

Time Frame	SFYX	S&P500
1-Week Return	1.34%	1.98%
1-Month Return	-10.57%	-7.27%
3-Month Return	-7.47%	-3.29%
6-Month Return	-2.85%	1.07%
1-Year Return	1.04%	10.25%
3-Year Return	1.48%	27.21%
5-Year Return	103.89%	136.84%
10-Year Return	35.79%	170.16%

Time Frame	SFYX	S&P500
1-Week Return	100.19%	177.97%
1-Month Return	-74.31%	-60.08%
3-Month Return	-27.01%	-12.69%
6-Month Return	-5.69%	2.18%
1-Year Return	1.04%	10.25%
3-Year Return	0.49%	8.35%
5-Year Return	15.31%	18.82%
10-Year Return	3.11%	10.45%

Largest Holdings

Stock name	Ticker	Weight
Robinhood Markets Inc	HOOD	1.14%
Blue Owl Capital Inc	OWL	0.9%
Dynatrace Holdings LLC	DT	0.89%
Nutanix Inc	NTNX	0.85%
Interactive Brokers Group Inc	IBKR	0.85%
TechnipFMC PLC	FTI	0.78%
TKO Group Holdings, Inc.	TKO	0.77%
Pure Storage Inc	PSTG	0.74%
Molson Coors Brewing Co Class B	TAP	0.72%
Intracellular Th	ITCI	0.7%