SoFi Select 500 (SFY) Valuation

NYSE Arca: SFYP/E, earnings yield and other ratios of the holdings combined.

SFY valuation today

Holdings combined · company data as of Oct 26, 2026

P/E (TTM): 27.8
Forward P/E: 20.2
Price / sales: 4.29
Price / book: 6.45
EV / EBITDA: 19.0
Earnings yield: 3.60%
Dividend yield: 0.92%
Return on equity: 23.2%
Net margin: 15.4%
Beta: 1.30

SFY valuation vs other stock ETFs

P/E (TTM)Forward P/E

SFY valuation compared with other stock ETFs
ETF	P/E	Fwd P/E	P/S	P/B	Div. yield	ROE	Net margin	Loss-makers
SFY	27.8	20.2	4.29	6.45	0.92%	23.2%	15.4%	3.2%
SPY	25.9	19.9	3.67	5.47	1.08%	21.1%	14.2%	1.9%
QQQ	34.2	23.4	5.93	9.27	0.58%	27.1%	17.4%	6.9%
DIA	20.9	18.4	3.16	5.52	1.55%	26.4%	15.1%	0.0%
VTI	28.2	19.4	3.31	5.00	1.07%	17.7%	11.8%	4.6%
IWM	n/m	13.9	1.25	2.03	1.38%	−1.7%	−1.0%	28.1%

Same method for every fund. n/m = not meaningful (combined trailing earnings below zero or close to it). Loss-makers = weight of holdings with negative trailing earnings.

SFY valuation by sector

P/E (TTM)Forward P/E

SFY valuation by sector
Sector	Weight	P/E	Fwd P/E	P/S	P/B	Div. yield	ROE
Technology	48.4%	32.8	22.3	10.35	13.47	0.49%	41.1%
Healthcare	10.8%	39.8	18.6	2.14	6.76	1.30%	17.0%
Financial Services	9.4%	16.6	14.5	3.56	2.51	1.58%	15.1%
Communication Services	8.0%	19.0	19.1	4.84	5.23	0.67%	27.5%
Consumer Cyclical	7.4%	28.3	23.8	2.85	6.55	0.63%	23.1%
Industrials	5.3%	29.6	22.7	2.81	6.82	1.08%	23.0%
Consumer Defensive	3.7%	30.1	22.7	1.62	6.98	2.08%	23.2%
Energy	2.6%	18.9	12.9	2.00	2.34	2.18%	12.4%
Basic Materials	1.5%	28.3	17.6	3.48	4.25	1.53%	15.0%
Utilities	1.4%	19.1	15.5	2.75	2.04	3.06%	10.7%
Real Estate	1.4%	38.3	33.2	6.06	3.12	2.92%	8.2%

SFY earnings yield vs bond yields

SFY earnings yield (forward)

4.95%

SFY earnings yield (trailing)

3.60%

SFY dividend yield

0.92%

Bond market yield (AGG)

5.33%

T-bill yield (BIL)

3.91%

Earnings yield = earnings ÷ price (1 ÷ P/E). The gap to bond yields is a rough gauge of the extra return stocks are priced to deliver.

How SFY weight splits by P/E

Share of the covered weight in companies with a trailing P/E in each range.

SFY largest holdings: valuation

SFY largest holdings valuation
Symbol	Company	Weight	P/E	Fwd P/E	P/S	Div. yield	Share of earnings
NVDA	NVIDIA Corporation	15.23%	27.1	24.9	17.1	0.47%	15.66%
AAPL	Apple Inc.	5.33%	39.4	35.2	10.7	0.31%	3.76%
MSFT	Microsoft Corporation	5.19%	29.5	25.1	11.8	0.74%	4.90%
AVGO	Broadcom Inc.	3.32%	43.3	19.4	17.6	0.79%	2.13%
AMZN	Amazon.com, Inc.	3.06%	20.1	23.6	3.5	—	4.24%
MU	Micron Technology, Inc.	3.01%	11.8	7.0	7.5	0.07%	7.09%
LLY	Eli Lilly and Company	2.87%	42.2	24.4	14.1	0.55%	1.89%
META	Meta Platforms, Inc.	2.19%	26.7	22.1	7.9	0.30%	2.28%
GOOGL	Alphabet Inc.	2.02%	17.1	22.8	9.3	0.26%	3.29%
GOOG	Alphabet Inc.	1.96%	16.9	21.8	9.2	0.26%	3.23%
PLTR	Palantir Technologies Inc.	1.68%	160.4	85.5	72.6	—	0.29%
AMD	Advanced Micro Devices, Inc.	1.54%	134.9	39.5	20.9	—	0.32%
TSLA	Tesla, Inc.	1.29%	328.4	158.7	13.5	—	0.11%
ABBV	AbbVie Inc.	0.99%	80.6	16.4	7.8	2.42%	0.34%
WMT	Walmart Inc.	0.94%	43.0	38.0	1.3	0.83%	0.61%
JPM	JPMorgan Chase & Co.	0.86%	14.2	13.5	4.7	1.94%	1.68%
INTC	Intel Corporation	0.85%	—	63.3	8.3	—	−0.56%
JNJ	Johnson & Johnson	0.79%	38.8	21.0	6.2	2.10%	0.57%
V	Visa Inc.	0.78%	34.3	24.0	17.0	0.67%	0.64%
MA	Mastercard Incorporated	0.76%	34.0	24.2	15.4	0.56%	0.63%
XOM	Exxon Mobil Corporation	0.64%	23.0	14.8	2.0	2.30%	0.77%
BRK.B	Berkshire Hathaway Inc.	0.63%	13.4	22.7	3.0	—	1.32%
GILD	Gilead Sciences, Inc.	0.61%	—	15.6	6.4	2.10%	−0.29%
CRWD	CrowdStrike Holdings, Inc.	0.56%	—	208.3	43.1	—	0.00%
MRVL	Marvell Technology, Inc.	0.54%	72.3	62.1	21.7	0.11%	0.21%

Share of earnings = the holding's part of the fund's combined trailing profit. Green: earns more than its weight; orange: less. Symbol links go to each company's key metrics.

About SFY valuation

Adding up its 490 holdings with company data, SFY trades at 27.8 times trailing earnings and 20.2 times analysts' forward estimates, with a price-to-book ratio of 6.45 and a dividend yield of 0.92%. Its earnings yield of 3.60% is 1.73 percentage points below the 5.33% yield to maturity of the U.S. bond market (AGG).

The ten largest holdings are 44.2% of the fund and earn 48.5% of its combined profit. By sector, Healthcare is the most expensive at 39.8 times earnings and Financial Services the cheapest at 16.6. Companies that lost money over the past year are 3.2% of the covered weight.

How these figures are calculated. Each ratio treats the fund as one company: the earnings, sales and book value of every holding are added up in proportion to its weight and divided into the fund's price. In practice that is a weighted harmonic mean, so a single stock with a very high P/E cannot distort the result, and loss-making companies reduce the fund's earnings instead of being dropped. Covers 99.1% of the fund's weight (U.S.-listed stocks with company data); company figures as of October 26, 2026.

SFY valuation FAQ

What is the P/E ratio of SFY?

Based on its holdings, SFY has a trailing P/E of 27.8 and a forward P/E of 20.2 (earnings of all covered holdings combined in proportion to their weights, as of October 26, 2026).

What is the earnings yield of SFY?

The trailing earnings yield is 3.60% (1 ÷ P/E) and the forward earnings yield 4.95%. For comparison the U.S. bond market (AGG) yields 5.33% to maturity and T-bills about 3.91%.

Is SFY more expensive than the S&P 500?

SFY trades at 27.8 times trailing earnings versus 25.9 for the S&P 500 (SPY); on forward estimates the figures are 20.2 and 19.9.

What is the price-to-book ratio of SFY?

The holdings of SFY trade at 6.45 times book value, with a combined return on equity of 23.2%.

Which sector in SFY has the highest P/E?

Healthcare has the highest P/E at 39.8 and Financial Services the lowest at 16.6.