FEUS vs. SFYF ETF Comparison

Comparison of FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS) to SoFi 50 ETF (SFYF)
FEUS

FlexShares ESG & Climate US Large Cap Core Index Fund

FEUS Description

FlexShares ESG & Climate US Large Cap Core Index Fund is an exchange traded indexed fund launched by Northern Trust Corporation. It is managed by Northern Trust Investments, Incorporated. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across large market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the Northern Trust ESG & Climate US Large Cap Core Index, by using representative sampling technique. FlexShares ESG & Climate US Large Cap Core Index Fund was formed on September 20, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$67.14

Average Daily Volume

1,360

Number of Holdings *

135

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

SoFi 50 ETF

SFYF Description SFYF is composed of the top 50 most widely held U.S. listed stocks on SoFi Invest. Stocks are rebalanced monthly and weighted according to how much money members have invested in each company at the end of every month. The SoFi 50 ETF seeks to track the performance, before fees and expenses, of the SoFi Social 50 Index.

Grade (RS Rating)

Last Trade

$42.02

Average Daily Volume

3,333

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period FEUS SFYF
30 Days 3.28% 11.79%
60 Days 6.86% 16.36%
90 Days 10.62% 22.65%
12 Months 36.00% 56.90%
18 Overlapping Holdings
Symbol Grade Weight in FEUS Weight in SFYF Overlap
AAPL D 6.65% 4.53% 4.53%
ABNB C 0.57% 0.57% 0.57%
AMZN B 4.49% 5.08% 4.49%
BRK.A C 0.63% 3.79% 0.63%
DIS C 0.79% 2.14% 0.79%
GOOGL B 2.77% 4.82% 2.77%
INTC C 1.06% 1.47% 1.06%
JNJ F 1.39% 0.46% 0.46%
META B 1.7% 4.25% 1.7%
MSFT C 6.37% 4.52% 4.52%
NKE F 0.81% 0.48% 0.48%
NVDA A 7.77% 10.85% 7.77%
PFE F 0.92% 1.11% 0.92%
PYPL B 0.75% 1.4% 0.75%
TGT C 0.66% 0.61% 0.61%
TSLA B 2.56% 9.33% 2.56%
WMT A 0.83% 1.41% 0.83%
XOM B 0.09% 0.91% 0.09%
FEUS Overweight 117 Positions Relative to SFYF
Symbol Grade Weight
GOOG B 2.5%
JPM B 2.05%
V A 1.76%
MA A 1.58%
CRM B 1.38%
MS A 1.15%
IBM D 1.14%
AXP B 1.1%
PEP F 1.08%
ADBE C 1.05%
ADP A 1.04%
BSX A 1.02%
AMGN F 1.0%
MRK F 0.99%
SPGI D 0.98%
UNP D 0.96%
AMAT F 0.9%
DE D 0.86%
TT A 0.85%
EQIX C 0.82%
CI D 0.82%
PLD F 0.79%
NOW A 0.78%
PG D 0.78%
VZ D 0.75%
CTAS A 0.74%
MCO C 0.73%
ACN C 0.71%
WM A 0.7%
ELV F 0.69%
CMCSA B 0.68%
CVS F 0.68%
CL F 0.67%
CSX B 0.65%
WMB A 0.64%
REGN F 0.64%
ECL D 0.61%
MDT D 0.61%
SHW B 0.6%
SLB D 0.58%
QCOM F 0.58%
NSC B 0.57%
OKE A 0.57%
CB D 0.55%
AVGO B 0.52%
MPC D 0.51%
WDAY B 0.51%
GILD B 0.5%
NEM F 0.49%
CMI B 0.47%
MET C 0.46%
PAYX B 0.45%
HD B 0.45%
LLY D 0.43%
MSCI B 0.41%
JCI B 0.4%
LNG B 0.39%
PCG A 0.39%
KR A 0.38%
EXC D 0.36%
SYY B 0.36%
DELL C 0.35%
HPQ B 0.34%
HUM F 0.33%
BKNG A 0.33%
ADSK B 0.33%
C B 0.33%
HIG C 0.32%
WAB B 0.32%
ED D 0.32%
PEG D 0.32%
FI A 0.31%
EBAY D 0.29%
TSCO D 0.29%
HPE B 0.27%
AWK D 0.25%
NDAQ B 0.25%
BIIB F 0.24%
ILMN C 0.23%
WY F 0.22%
EXPE B 0.21%
ES F 0.2%
TJX B 0.2%
CLX B 0.19%
ZM A 0.19%
ULTA C 0.19%
FSLR F 0.19%
LVS C 0.18%
EQT A 0.16%
OC B 0.15%
EL F 0.15%
AVY F 0.15%
AKAM F 0.15%
WSM F 0.15%
AVB B 0.14%
XYL D 0.13%
VLO D 0.13%
HST C 0.12%
BXP D 0.12%
UNH B 0.11%
AFL C 0.11%
BLD F 0.11%
CSCO A 0.1%
IPG F 0.1%
ENPH F 0.09%
CNH D 0.09%
LULU C 0.08%
MTD F 0.08%
MDLZ F 0.06%
CVX B 0.05%
LOW B 0.05%
BMY B 0.05%
NEE D 0.04%
HUBB B 0.03%
PPG F 0.03%
MAR A 0.03%
EFX D 0.02%
FEUS Underweight 30 Positions Relative to SFYF
Symbol Grade Weight
PLTR B -6.47%
COST B -3.25%
AMD F -2.88%
RIVN F -2.88%
COIN B -2.53%
ARM C -2.21%
NU B -1.91%
GME C -1.89%
TSM C -1.88%
SHOP B -1.36%
RDDT B -1.32%
NFLX A -1.29%
O D -1.22%
F C -1.1%
T C -1.07%
BABA D -0.96%
CCL A -0.87%
KO F -0.85%
NIO F -0.81%
DKNG B -0.67%
BA F -0.67%
SQ A -0.62%
DAL A -0.6%
SBUX B -0.6%
AMC C -0.55%
LCID F -0.45%
AAL B -0.45%
TLRY F -0.25%
WBD C -0.12%
BYND F -0.06%
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