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Daily Target 2X Long SOFI ETF · NASDAQ
Price: $8.93 · Annual div: $3.60/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in SOFX → $295.6K in 10 years · $7,077.72/month
SOFX is an exchange-traded fund engineered to capitalize on upward movements in the stock price of SoFi Technologies, Inc. (SOFI). It achieves this through the use of swap agreements, essentially placing bullish bets on the underlying company. SoFi Technologies, Inc. itself is an American financial technology firm that offers a broad spectrum of personal finance and digital banking services. The fund's core objective is to deliver a daily return equivalent to 200% of the daily percentage change in SOFI's share price. To maintain this magnified exposure, it undergoes daily rebalancing. Given its highly leveraged design, SOFX is specifically intended for short-term, tactical trading maneuvers and is explicitly not recommended as a vehicle for long-term investment. Investors holding SOFX for longer than a single day should anticipate potential deviations from the targeted 2x return, primarily due to the complex interplay of market volatility and compounding effects over extended periods. This strategy inherently carries a high level of risk and does not incorporate any defensive mechanisms to protect against downturns. As a result, SOFX could experience a significant decline in value over time, even during periods of robust performance by its underlying asset, SOFI. To secure its positions, the fund utilizes various collateral assets, including U.S. Government securities, money market instruments, short-term bond exchange-traded funds, and corporate debt.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Ready to invest? Open SOFX position with:
Real after-tax yield depends on where you live and how you hold SOFX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 40.31% | 37.51% | $4,031 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 34.26% | 31.46% | $3,426 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 32.25% | 29.45% | $3,225 / yr |
| 🇬🇧 UK ISA | 0% | 40.31% | 37.51% | $4,031 / yr |
| 🇬🇧 UK Taxable | 8.75% | 36.78% | 33.98% | $3,678 / yr |
| 🇨🇦 TFSA | 0% | 40.31% | 37.51% | $4,031 / yr |
| 🇨🇦 CA Taxable | 25% | 30.23% | 27.43% | $3,023 / yr |
| 🇦🇺 Super (pension) | 15% | 34.26% | 31.46% | $3,426 / yr |
| 🇦🇺 AU Taxable | 30% | 28.22% | 25.42% | $2,822 / yr |
| 🇩🇪 DE Taxable | 26.375% | 29.68% | 26.88% | $2,968 / yr |
| 🇫🇷 FR Taxable | 30% | 28.22% | 25.42% | $2,822 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $3.60/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
SOFX pays quarterly — 4 times per year. Next ex-div: TBD.
How SOFX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for SOFX sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the SOFX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
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