SFY ETF — SoFi Select 500

SoFi Select 500 (SFY)

Updated October 16, 2026.

SFY is a low-cost ETF. its distribution rate is 0.84%, its trailing-12-month yield is 0.83%, its expense ratio is 0.05%. Dividend Vision Distribution Safety Score™ is 92/100 (Safe). Total return is 229.2% over the past 7.5 years, 33.7 points ahead of SPY at 195.5%.

SoFi Select 500 is an ETF that tracks a rules-based index of approximately 500 of the largest U.S.-listed companies, weighted by a combination of market capitalization and fundamental factors. The fund carries a low expense ratio of 0.05% and distributes dividends on a semi-annual basis at a modest current rate. The fund may appeal to investors seeking broad U.S. large-cap equity exposure with minimal costs.

SFY performance versus SPY

Price and return data through 2026-10-16.

Total return is 229.2% over the past 7.5 years, 33.7 points ahead of SPY at 195.5%. Over the past year its total return — price change plus distributions reinvested — is 18.3%. Its deepest 1-year drawdown was 10.8%.

SFY key facts

Distribution Safety Score™

92 · Safe

Safety-Adjusted Yield

0.77%

Issuer

SoFi

Asset type

ETF

Asset class

Equity

Inception date

04/10/2019

Expense ratio

0.05%

Distribution rate

0.84%

Distribution frequency

Semi-Annual

Trailing yield

0.83%

Last close

$150.81 (as of 2026-10-16)

AUM

$715,846,112

Average volume

10209.0

Dividend

$0.634

Ex-dividend date

06/29/2026

Payment date

06/30/2026

Beta

1.15

How Dividend Vision calculates yield and returns

Distribution rate (0.84%) uses calculation basis unavailable. Issuer rates can use a different denominator and date, including ex-date NAV. Trailing-12-month yield (0.83%) is the sum of split-adjusted cash distributions with ex-dates in the last 12 months, divided by the published price. It lags a recent raise or cut. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss.

Yield and safety methodology · Distribution rate methodology · Distribution Safety Score methodology

Sources and review

Primary sources: SoFi; prices and distributions from Dividend Vision, derived from vendor EOD data.

Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.

SFY risks and drawbacks

SFY's current distribution rate is moderate, not a high-yield payout — the strategy is dividend quality more than maximum income. Payments are semi-annual, so cash flow is lumpy versus a monthly fund. The deepest 1-year drawdown on record here is 10.8%.

Who may consider SFY — and who may not

SFY may suit someone looking for low-cost broad dividend exposure, a high Distribution Safety Score. It is a weaker fit for investors who need monthly cash flow (SFY pays semi-annual); investors hunting double-digit covered-call yields. This is educational context, not a recommendation to buy or sell.

More on SFY

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Frequently asked questions

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