ETF Evaluator: SoFi Social 50 ETF (SFYF) Follow This ETF

SoFi Social 50 ETF Overview

SoFi Social 50 ETF (SFYF) is a passively managed U.S. Equity Large Growth exchange-traded fund (ETF). SoFi launched the ETF in 2019.

The investment seeks to track the performance, before fees and expenses, of the SoFi Social 50 Index (the "index"). The index follows a rules-based methodology that tracks the performance of a portfolio of the 50 most widely held U.S.-listed equity securities in self-directed brokerage accounts (the "SoFi Accounts") of SoFi Securities, LLC, an affiliate of Social Finance, Inc. ("SoFi"), as determined using the rules-based methodology. 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.

About SoFi Social 50 ETF (SFYF)

There are 1 members of the management team with an average tenure of 7.15 years: Charles Ragauss (2019). Management tenure is more important for actively managed ETFs than passive index ETFs.

The ETF has 2 primary benchmarks: S&P 500 (TR) (1970) index with a weighting of 100% and SoFi Social 50 TR USD index with a weighting of 100%. SoFi Social 50 ETF has 52 securities in its portfolio. The top 10 holdings constitute 52.3% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a diversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.

SoFi Social 50 ETF is part of the Equity global asset class and is within the U.S. Equity ETF group. SoFi Social 50 ETF has 4.2% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 95.8% There is 4.2% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). SoFi Social 50 ETF has 0.0% of the portfolio in cash.

Assets Under Management

The fund has $41 million in total assets, which is below the $8 billion average for the Large Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

SFYF Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The SoFi Social 50 ETF expense ratio is below average compared to funds in the Large Growth category. SoFi Social 50 ETF has an expense ratio of 0.29%, which is 41% lower than its category average, making the fund expense ratio grade a B. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. SoFi Social 50 ETF has a portfolio turnover rate of 51%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 74% for the Large Growth category.

Recently, in the month of June 2026, SoFi Social 50 ETF returned -4.5%, which earned it a grade of F, as the Large Growth category had an average return of -0.6%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.

SoFi Social 50 ETF has a trailing yield of 0.36%, which is below the 0.47% category average. The fund normally distributes its income semi-annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

SoFi Social 50 ETF Grades

Year to date, the ETF has returned 11.6%, 0.7 percentage points better than the category, which translates into a grade of C. The fund has returned 33.5% over the past year (grade of A), 31.7% over the past three years (grade of A) and 10.1% per year over the past five years (grade of D).

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