SoFi Next 500 ETF

Shareclass

SoFi Next 500 ETF (SFYX)

Type

Exchange-traded fund

Manager

SoFi

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

25.5

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,892 out of 2,538 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. The Interpublic Group of Companies Inc
0.19% of assets
$45,392 invested
2. Etsy Inc
0.14% of assets
$33,958 invested
3. Science Applications International Corp
0.12% of assets
$28,563 invested
4. Hasbro Inc
0.08% of assets
$18,941 invested
5. Jones Lang LaSalle Inc
0.2% of assets
$49,121 invested
6. WEX Inc
0.17% of assets
$40,284 invested
7. Lyft Inc Class A
0.14% of assets
$34,063 invested
8. The Chemours Co
0.04% of assets
$8,988 invested
9. Affirm Holdings Inc Ordinary Shares - Class A
0.36% of assets
$86,035 invested
10. Service Corp International
0.21% of assets
$50,497 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. TKO Group Holdings Inc
0.88% of assets
$210,317 invested
2. Rithm Capital Corp
0.25% of assets
$60,137 invested
3. FTAI Aviation Ltd
0.61% of assets
$146,098 invested
4. Liberty Broadband Corp Registered Shs Series -C-
0.21% of assets
$49,534 invested
5. RBC Bearings Inc
0.22% of assets
$52,243 invested
6. Carvana Co Class A
0.39% of assets
$93,830 invested
7. Matador Resources Co
0.09% of assets
$22,775 invested
8. Celsius Holdings Inc
0.48% of assets
$115,613 invested
9. Chemed Corp
0.2% of assets
$48,847 invested
10. Dillard's Inc Class A
0.08% of assets
$18,026 invested

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Financial performance

Performance data provided by

Find more financial data on SFYX at Morningstar.com

Gender Equality and Returns

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

SFYX

SoFi Next 500 ETF

Family

SoFi

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

5.24% less in annualized returns

Lower overall gender equality score

11 / 100 points lower

Lower gender balance in leadership and workforce score

4 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

SFYX

SoFi Next 500 ETF

Family

SoFi

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

5.24% less in annualized returns

Lower overall gender equality score

11 / 100 points lower

Lower gender balance in leadership and workforce score

4 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

SFYX

SoFi Next 500 ETF

Family

SoFi

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

5.24% less in annualized returns

Lower overall gender equality score

11 / 100 points lower

Lower gender balance in leadership and workforce score

4 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
SFYX - SoFi Next 500 ETF

2.34%

4.58%

10%

44 / 100 points

Benchmark

12%

16%

12%

55 / 100 points

Fund compared to benchmark

-9.72%

-7.56%

-5.24%

11 / 100 points lower

Find more financial data on SFYX at Morningstar.com

What's next?

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Visit Fossil Free Funds to measure the climate risk of this portfolio

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