WKLY

SoFi Weekly Dividend ETF
AUM$11.1M
Expense Ratio0.49%
NAV$49.37
HoldingsN/A
InceptionMay 11, 2021

Price Chart

Key Statistics

Previous Close

N/A

Day Range

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52-Week Range

N/A

Avg Volume

N/A

Dividend Yield

N/A

Expense Ratio

0.49%

AUM

$11.1M

Shares Outstanding

N/A

Sector Breakdown

SectorWeight %
Financial Services27.71%
Industrials14.97%
Energy10.78%
Healthcare8.84%
Technology8.59%
Consumer Defensive7.56%
Consumer Cyclical6.26%
Utilities5.08%
Communication Services4.37%
Basic Materials3.22%
Real Estate2.63%

Country Allocation

CountryWeight %
United States52.75%
Japan11.48%
Canada6.03%
Switzerland4.90%
France4.79%
United Kingdom4.47%
Germany3.42%
Australia3.28%
Spain1.44%
Singapore1.34%
Sweden1.19%
Italy1.12%
Netherlands1.06%
Hong Kong0.99%
Finland0.46%
Denmark0.36%
Belgium0.19%
Norway0.17%
Austria0.14%
Israel0.12%
Portugal0.08%
Ireland0.07%
Poland0.07%
New Zealand0.04%
China0.04%

Fund Information

Inception Date
May 11, 2021
Description
The index follows a rules-based methodology that tracks the performance of the equity securities of publicly-traded, large- and mid-capitalization U.S. and non-U.S. companies in developed markets that are selected based on a set of dividend filters focused on dividend sustainability. The adviser attempts to invest all, or substantially all, of its assets in the component securities that make up the index. The fund will invest at least 80% its net assets in dividend paying securities. It is non-diversified.

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VTVVanguard Value ETF$227.40B0.03%331
IEFAiShares Core MSCI EAFE ETF$172.91B0.07%2,631
IJRiShares Core S&P Small-Cap ETF$92.06B0.06%649
VYMVanguard High Dividend Yield ETF$88.50B0.04%589

The SoFi Weekly Dividend ETF (WKLY) is an exchange-traded fund that launched on May 11, 2021. It currently manages $11.1M in assets under management. The fund charges an expense ratio of 0.49%. It falls under the Financial Services category.

Top 10 holdings represent 0.0% of the fund

No holdings data available.

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
N/A
1W
N/A
1M
N/A
3M
N/A
6M
N/A
YTD
N/A
1Y
N/A
3Y
+10.01%
5Y
+0.07%

Moving Averages

20-Day MA

N/A

50-Day MA

N/A

200-Day MA

N/A

Price with Moving Averages

Support & Resistance

52-Week High

N/A

Current Price

N/A

52-Week Low

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Current Yield

N/A

Annual Dividend

N/A

Frequency

N/A

Last Ex-Date

N/A

Dividends

No dividend data available for this ETF.

Category Comparison

MetricWKLYFinancial Services(780 ETFs)Dividend(334 ETFs)
Fund Info
Expense Ratio0.49%0.67%0.64%
AUM$11.1M$3.06B$2.11B
Dividend Yield4.52%4.67%
Avg VolumeN/A1.4M280.3K
Holdings277162
Performance
1-Month Return-5.00%-4.25%
6-Month Return+1.78%+4.33%
YTD Return+0.12%+2.68%
1-Year Return+14.85%+14.21%

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