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Dividend Vision

SFY — SoFi Select 500

SoFi Select 500 (SFY)

SFY pays a 0.82% distribution rate, semi-annual, on a 0.05% expense ratio. Its Distribution Safety Score™ is 95 (Safe), giving a Safety-Adjusted Yield of 0.78%. Total return is 237.6% over the past 7.3 years, 37.8 points ahead of SPY at 199.8%. Its deepest 1-year drawdown was 10.8%.

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 key facts

Distribution Safety Score™
95 · Safe
Safety-Adjusted Yield
0.78%
Issuer
SoFi
Asset type
ETF
Asset class
Equity
Expense ratio
0.05%
Distribution rate
0.82%
Distribution frequency
Semi-Annual
Trailing yield
0.81%
Last close
$154.64
AUM
$656,149,800
Average volume
22600.0
Last dividend
$0.6340
Ex-dividend date
06/29/2026
Payment date
06/30/2026
Beta
1.14
P/E ratio
28.4257
Forward P/E
16.7298