AIEQ vs. SFYX ETF Comparison

Comparison of AI Powered Equity ETF (AIEQ) to SoFi Next 500 ETF (SFYX)
AIEQ

AI Powered Equity ETF

AIEQ Description

The investment seeks capital appreciation. The fund is actively managed and invests primarily in equity securities listed on a U.S. exchange based on the results of a proprietary, quantitative model (the EquBot Model) developed by EquBot LLC (EquBot) that runs on the IBM Watson? platform. EquBot, the fund's sub-adviser, is a technology based company focused on applying artificial intelligence (AI) based solutions to investment analyses. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$41.28

Average Daily Volume

7,436

Number of Holdings *

136

* may have additional holdings in another (foreign) market
SFYX

SoFi Next 500 ETF

SFYX Description The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US Next 500 Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index follows a rules-based methodology that tracks the performance of the 500 smallest of the 1,000 largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.

Grade (RS Rating)

Last Trade

$15.58

Average Daily Volume

23,664

Number of Holdings *

480

* may have additional holdings in another (foreign) market
Performance
Period AIEQ SFYX
30 Days 9.30% 9.04%
60 Days 10.19% 9.54%
90 Days 11.69% 10.86%
12 Months 34.55% 34.71%
74 Overlapping Holdings
Symbol Grade Weight in AIEQ Weight in SFYX Overlap
AAP C 0.36% 0.08% 0.08%
ACI C 0.17% 0.19% 0.17%
AM A 0.1% 0.16% 0.1%
AOS F 0.34% 0.21% 0.21%
APA D 0.24% 0.11% 0.11%
BPMC C 0.21% 0.13% 0.13%
BSY D 0.19% 0.29% 0.19%
BWXT B 0.29% 0.23% 0.23%
CFLT B 0.07% 0.19% 0.07%
CHE D 0.13% 0.17% 0.13%
CHRD D 0.17% 0.1% 0.1%
CHX C 0.07% 0.13% 0.07%
CIVI D 0.13% 0.09% 0.09%
CMC B 0.2% 0.1% 0.1%
COOP B 0.19% 0.08% 0.08%
CTLT B 0.33% 0.1% 0.1%
DCI B 0.17% 0.16% 0.16%
DINO D 0.16% 0.12% 0.12%
EEFT B 0.17% 0.09% 0.09%
ESTC C 0.31% 0.26% 0.26%
ETSY D 0.43% 0.14% 0.14%
EXP A 0.29% 0.19% 0.19%
EXPO D 0.1% 0.07% 0.07%
FIVN C 0.18% 0.09% 0.09%
FLR B 0.22% 0.23% 0.22%
FN D 0.32% 0.16% 0.16%
GL B 0.3% 0.16% 0.16%
GMED A 0.17% 0.36% 0.17%
GNRC B 0.36% 0.16% 0.16%
HAE C 0.18% 0.09% 0.09%
HALO F 0.25% 0.15% 0.15%
HLI B 0.19% 0.17% 0.17%
HOG D 0.27% 0.08% 0.08%
HP B 0.12% 0.1% 0.1%
HRB D 0.35% 0.14% 0.14%
ITCI C 0.14% 0.4% 0.14%
JAZZ B 0.14% 0.28% 0.14%
KBR F 0.29% 0.12% 0.12%
LII A 0.49% 0.42% 0.42%
LNC B 0.18% 0.11% 0.11%
LNTH D 0.16% 0.32% 0.16%
LPX B 0.12% 0.09% 0.09%
MSA D 0.11% 0.21% 0.11%
MTSI B 0.21% 0.14% 0.14%
MUR D 0.15% 0.07% 0.07%
NBIX C 0.17% 0.35% 0.17%
NVT B 0.27% 0.26% 0.26%
OMF A 0.14% 0.11% 0.11%
ORA B 0.13% 0.11% 0.11%
OSK B 0.22% 0.25% 0.22%
POWI D 0.14% 0.04% 0.04%
PRGO B 0.14% 0.2% 0.14%
PSTG D 0.5% 0.69% 0.5%
RH B 0.29% 0.08% 0.08%
RHP B 0.47% 0.19% 0.19%
RIG D 0.05% 0.07% 0.05%
RIVN F 0.14% 0.39% 0.14%
RYAN B 0.24% 0.38% 0.24%
SEE C 0.18% 0.08% 0.08%
SFM A 0.39% 0.26% 0.26%
SM B 0.12% 0.06% 0.06%
SNX C 0.33% 0.16% 0.16%
ST F 0.13% 0.19% 0.13%
SUM B 0.15% 0.17% 0.15%
TDW F 0.13% 0.18% 0.13%
TECH D 0.22% 0.16% 0.16%
TENB C 0.16% 0.14% 0.14%
TKR D 0.11% 0.09% 0.09%
TREX C 0.14% 0.13% 0.13%
TTC D 0.22% 0.13% 0.13%
UHS D 0.53% 0.22% 0.22%
VVV F 0.11% 0.05% 0.05%
WFRD D 0.07% 0.29% 0.07%
XPO B 0.51% 0.38% 0.38%
AIEQ Overweight 62 Positions Relative to SFYX
Symbol Grade Weight
NVDA C 4.07%
AMZN C 3.9%
INTC D 3.77%
GS A 3.64%
GOOGL C 3.4%
AVGO D 3.35%
CRWD B 2.94%
DIS B 2.63%
PLTR B 2.62%
ISRG A 2.6%
NKE D 2.52%
VRTX F 2.27%
ELV F 2.24%
APH A 2.2%
CVX A 2.09%
FI A 2.08%
VST B 1.88%
APP B 1.73%
BA F 1.65%
CHTR C 1.38%
EMR A 1.37%
SNOW C 1.34%
FANG D 1.32%
UPS C 1.28%
ZS C 1.02%
EW C 1.02%
LPLA A 1.01%
HST C 0.98%
F C 0.95%
RCL A 0.94%
DXCM D 0.94%
DASH A 0.93%
TEAM A 0.92%
LVS C 0.89%
TDG D 0.87%
HWM A 0.82%
SQ B 0.81%
HPE B 0.77%
FSLR F 0.77%
DFS B 0.72%
EL F 0.72%
BIIB F 0.71%
WSM B 0.66%
GPC D 0.62%
STLD B 0.62%
LNG B 0.61%
CSL C 0.59%
QRVO F 0.59%
LYB F 0.59%
GRMN B 0.55%
OKTA C 0.54%
MGM D 0.54%
ENPH F 0.43%
LLY F 0.42%
FCNCA A 0.42%
IEX B 0.37%
GFS C 0.27%
CNX A 0.19%
VKTX F 0.17%
MAN D 0.16%
NOG A 0.11%
GATX A 0.1%
AIEQ Underweight 406 Positions Relative to SFYX
Symbol Grade Weight
OWL A -0.99%
HOOD B -0.95%
IBKR A -0.84%
DT C -0.82%
NTNX A -0.78%
FTI A -0.77%
NCLH B -0.69%
SOFI A -0.66%
TAP C -0.65%
TKO B -0.62%
RRX B -0.61%
TOST B -0.6%
NRG B -0.6%
KIM A -0.6%
WYNN D -0.56%
TPL A -0.55%
NTRA B -0.54%
GTLS B -0.52%
GWRE A -0.52%
EME C -0.52%
DUOL A -0.51%
PEN B -0.5%
EWBC A -0.49%
KNSL B -0.48%
MANH D -0.48%
AAL B -0.47%
ACM A -0.44%
FIX A -0.43%
HEI B -0.42%
DAY B -0.42%
EQT B -0.41%
MORN B -0.4%
AFRM B -0.4%
BILL A -0.39%
UI A -0.38%
UTHR C -0.38%
USFD A -0.37%
PCTY B -0.37%
ELF C -0.36%
CADE B -0.36%
WBS A -0.36%
CVNA B -0.35%
PCOR B -0.35%
PNFP B -0.35%
SAIA B -0.34%
TW A -0.34%
HQY B -0.34%
FFIV B -0.33%
SN D -0.33%
ANF C -0.33%
RGA A -0.33%
CELH F -0.33%
IVZ B -0.33%
IOT A -0.32%
U C -0.32%
APPF B -0.32%
TRMB B -0.32%
PNR A -0.31%
RPM A -0.31%
FHN A -0.31%
SRPT D -0.31%
AGNC D -0.31%
PR B -0.31%
WTFC A -0.3%
PSN D -0.3%
JEF A -0.3%
NOV C -0.3%
MTZ B -0.3%
TTEK F -0.29%
AIZ A -0.29%
CNH C -0.29%
AAON B -0.29%
FNF B -0.29%
WAL B -0.28%
APG B -0.28%
PFGC B -0.28%
THG A -0.28%
GGG B -0.28%
TXRH C -0.27%
JBL B -0.27%
OC A -0.27%
MEDP D -0.27%
CW B -0.27%
ARMK B -0.27%
WSO A -0.27%
LNW D -0.27%
RMBS C -0.27%
COLB A -0.26%
AMH D -0.26%
SMAR A -0.26%
REXR F -0.26%
CFR B -0.26%
ALLE D -0.26%
ALK C -0.26%
GAP C -0.26%
GLPI C -0.26%
CHDN B -0.26%
PATH C -0.26%
ELS C -0.25%
EDR A -0.25%
S B -0.25%
WING D -0.25%
LECO B -0.25%
AL B -0.25%
CG A -0.25%
TOL B -0.25%
EXEL B -0.25%
NDSN B -0.25%
CMA A -0.25%
WWD B -0.25%
THC D -0.25%
NI A -0.25%
ITT A -0.24%
CASY A -0.24%
CZR F -0.24%
JNPR F -0.24%
REG B -0.24%
UNM A -0.24%
BRBR A -0.24%
DVA B -0.24%
ALKS B -0.24%
CRBG B -0.24%
ALLY C -0.24%
SF B -0.23%
FRPT B -0.23%
AFG A -0.23%
ZION B -0.23%
PEGA A -0.23%
TPR B -0.23%
BXP D -0.22%
AVTR F -0.22%
CLH B -0.22%
AZEK A -0.22%
ADTN A -0.22%
SNV B -0.22%
CBSH A -0.22%
KRG B -0.22%
BOKF B -0.22%
ONB B -0.21%
PNW B -0.21%
INSP D -0.21%
CIEN B -0.21%
EHC B -0.21%
EQH B -0.21%
OZK B -0.21%
PPC C -0.21%
ALSN B -0.21%
CUBE D -0.21%
Z A -0.21%
PRI A -0.2%
ENSG D -0.2%
BJ A -0.2%
SCI B -0.2%
ADC B -0.2%
VOYA B -0.2%
NWSA B -0.2%
AIT A -0.2%
POOL C -0.2%
ATR B -0.2%
SSB B -0.2%
JLL D -0.2%
CPT B -0.2%
DKS C -0.2%
LAD A -0.2%
WEX D -0.2%
PLNT A -0.2%
FLS B -0.19%
FOXA B -0.19%
DOX D -0.19%
RBC A -0.19%
PB A -0.19%
GTLB B -0.19%
BLD D -0.19%
ZWS B -0.19%
LAMR D -0.19%
RLI B -0.19%
EGP F -0.19%
SEIC B -0.18%
PAG B -0.18%
BRKR D -0.18%
EVR B -0.18%
CR A -0.18%
ACHC F -0.18%
OHI C -0.18%
BIO D -0.18%
ATI D -0.18%
AXS A -0.18%
FND C -0.18%
CACI D -0.18%
IPG D -0.18%
GPK C -0.17%
INGR B -0.17%
AXTA A -0.17%
COTY F -0.17%
VLY B -0.17%
CRL C -0.17%
INFA D -0.17%
COHR B -0.17%
LYFT C -0.17%
LBRDK C -0.17%
RGLD C -0.17%
DTM B -0.17%
MKTX D -0.17%
MTCH D -0.17%
WCC B -0.17%
CCK C -0.16%
SWX B -0.16%
NYT C -0.16%
KEX C -0.16%
HSIC B -0.16%
ROKU D -0.16%
FBIN D -0.16%
GNTX C -0.16%
SW A -0.16%
MUSA A -0.16%
BFAM D -0.16%
EXLS B -0.16%
STWD C -0.16%
PVH C -0.15%
MASI A -0.15%
FRT B -0.15%
H B -0.15%
UBSI B -0.15%
NNN D -0.15%
LSCC D -0.15%
AGCO D -0.15%
WMS D -0.15%
ORI A -0.15%
SPSC C -0.15%
HOMB A -0.15%
OVV B -0.15%
WHR B -0.15%
AYI B -0.15%
WTRG B -0.15%
TPX B -0.15%
DNB B -0.15%
APLS D -0.15%
VNO B -0.15%
FSS B -0.14%
SSD D -0.14%
LEA D -0.14%
HII D -0.14%
FR C -0.14%
RL B -0.14%
SKX D -0.14%
BRX A -0.14%
WSC D -0.14%
ESAB B -0.14%
FCN D -0.14%
SIGI C -0.14%
CHRW C -0.14%
KNX B -0.14%
BYD C -0.14%
BL B -0.14%
CNM D -0.14%
GXO B -0.14%
AWI A -0.13%
GKOS B -0.13%
MIDD C -0.13%
MLI C -0.13%
POST C -0.13%
DBX B -0.13%
MMSI B -0.13%
QGEN D -0.13%
MTN C -0.13%
GBCI B -0.13%
XRAY F -0.13%
CWST A -0.13%
SLM A -0.13%
CHH A -0.13%
VMI B -0.12%
TRNO F -0.12%
BERY B -0.12%
X C -0.12%
QLYS C -0.12%
M D -0.12%
STAG F -0.12%
CROX D -0.12%
VRNS D -0.12%
MTDR B -0.12%
IRT A -0.12%
ESI A -0.12%
SITE D -0.12%
OLED D -0.12%
KNF A -0.12%
BECN B -0.12%
IPAR B -0.11%
RGEN D -0.11%
ESNT D -0.11%
OGE B -0.11%
IDA A -0.11%
SAIC F -0.11%
RHI B -0.11%
HUN F -0.11%
WH B -0.11%
BWA D -0.11%
BBWI D -0.11%
DAR C -0.11%
FYBR D -0.11%
IONS F -0.11%
MAT D -0.11%
FFIN B -0.11%
CLF F -0.11%
BCPC B -0.1%
LANC C -0.1%
SLGN A -0.1%
FMC D -0.1%
UFPI B -0.1%
WTS B -0.1%
AN C -0.1%
R B -0.1%
REYN D -0.1%
MTG C -0.1%
TNET D -0.1%
RYN D -0.1%
IBP D -0.1%
CACC D -0.1%
TMHC B -0.1%
GTES A -0.1%
WK B -0.1%
FAF A -0.1%
HXL D -0.1%
ONTO D -0.1%
FIVE F -0.1%
OPCH D -0.09%
CGNX C -0.09%
NXST C -0.09%
VFC C -0.09%
POR C -0.09%
AMKR D -0.09%
RVMD C -0.09%
DV C -0.09%
RRC B -0.09%
AR B -0.09%
MTH D -0.09%
ACT D -0.09%
WMG C -0.09%
MMS F -0.09%
CBT C -0.09%
DLB B -0.09%
ZI D -0.09%
VNT B -0.09%
NEU C -0.09%
BCC B -0.08%
SMG D -0.08%
ABG B -0.08%
NSIT F -0.08%
KRC C -0.08%
SON D -0.08%
MSM C -0.08%
AA B -0.08%
HGV B -0.08%
W F -0.08%
ARW D -0.08%
TDC D -0.08%
BC C -0.08%
CRUS D -0.08%
AMG B -0.08%
RDN C -0.08%
FIZZ C -0.08%
FLO D -0.08%
LFUS F -0.08%
ALGM D -0.08%
MHK D -0.08%
WEN D -0.07%
ELAN D -0.07%
HAS D -0.07%
THO B -0.07%
JXN C -0.07%
COLM B -0.07%
IGT F -0.07%
LSTR D -0.07%
PARA C -0.07%
MKSI C -0.07%
DDS B -0.07%
CAR C -0.06%
WU D -0.06%
ASH D -0.06%
IPGP D -0.06%
OLN D -0.06%
LCID F -0.06%
ASGN F -0.06%
IAC D -0.06%
CYTK F -0.06%
DXC B -0.06%
CNXC F -0.06%
PII D -0.06%
BKH A -0.06%
OGS A -0.06%
MGY A -0.06%
NFG A -0.06%
OGN D -0.06%
COLD D -0.06%
ALIT C -0.05%
CC C -0.05%
NSP D -0.05%
UGI A -0.05%
NJR A -0.05%
PBF D -0.05%
ASO F -0.05%
VAC B -0.05%
NFE D -0.05%
SLAB D -0.04%
CPRI F -0.04%
ATKR C -0.04%
MDU D -0.04%
Compare ETFs