FTHI vs. SFYX ETF Comparison

Comparison of First Trust High Income ETF (FTHI) to SoFi Next 500 ETF (SFYX)

FTHI

First Trust High Income ETF

FTHI Description

The investment seeks current income; capital appreciation is a secondary objective. The fund will pursue its objectives by investing in large cap equity securities listed on U.S. exchanges and by utilizing an "option strategy" consisting of writing (selling) U.S. exchange-traded covered call options on the Standard & Poor's 500(c) Index (the "index"). The market value of the option strategy may be up to 20% of the fund's overall net asset value. The equity securities in which the fund will invest and the options which the fund will write will be limited to U.S. exchange-traded securities and options. It is non-diversified.

Grade (RS Rating)

Last Trade

$23.08

Average Daily Volume

203,171

Number of Holdings ^*

165

* 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

$14.22

Average Daily Volume

33,850

Number of Holdings ^*

483

* may have additional holdings in another (foreign) market

Performance

Period	FTHI	SFYX
30 Days	1.41%	4.10%
60 Days	1.90%	3.95%
90 Days	2.40%	7.22%
12 Months	16.52%	21.01%

33 Overlapping Holdings

Symbol	Grade	Weight in FTHI	Weight in SFYX	Overlap
ALSN	B	0.4%	0.18%	0.18%
AM	C	0.39%	0.16%	0.16%
AMH	C	0.26%	0.3%	0.26%
ATR	B	0.23%	0.2%	0.2%
BRBR	C	0.64%	0.21%	0.21%
DTM	B	0.36%	0.14%	0.14%
EHC	C	0.37%	0.22%	0.22%
EWBC	D	0.33%	0.42%	0.33%
EXP	B	0.43%	0.17%	0.17%
FLO	C	0.23%	0.1%	0.1%
FNF	B	0.36%	0.32%	0.32%
FTI	D	0.3%	0.7%	0.3%
GAP	F	0.28%	0.27%	0.27%
GGG	C	0.27%	0.29%	0.27%
HLI	B	0.38%	0.15%	0.15%
IDA	C	0.55%	0.1%	0.1%
INGR	B	0.61%	0.18%	0.18%
JXN	A	0.95%	0.06%	0.06%
KNSL	C	0.35%	0.52%	0.35%
KRC	B	0.3%	0.07%	0.07%
LANC	D	0.37%	0.1%	0.1%
MEDP	F	0.48%	0.31%	0.31%
MUSA	D	0.2%	0.18%	0.18%
NEU	D	0.19%	0.11%	0.11%
OGN	D	0.23%	0.1%	0.1%
PFGC	B	0.19%	0.27%	0.19%
PPC	D	0.36%	0.21%	0.21%
REYN	C	0.34%	0.13%	0.13%
SFM	B	0.34%	0.2%	0.2%
SLM	D	0.44%	0.12%	0.12%
TOL	B	0.45%	0.26%	0.26%
USFD	B	0.37%	0.35%	0.35%
WSO	C	0.32%	0.26%	0.26%

FTHI Overweight 132 Positions Relative to SFYX

Symbol	Grade	Weight
MSFT	C	6.97%
AAPL	C	5.86%
NVDA	D	5.67%
AMZN	C	3.7%
META	B	2.45%
GOOGL	D	2.04%
BRK.A	C	1.76%
BXMT	C	1.72%
GOOG	D	1.72%
AVGO	C	1.65%
LLY	C	1.57%
SLG	B	1.38%
JPM	D	1.27%
UL	C	1.13%
UNH	C	1.13%
CCEP	B	1.07%
TSLA	C	1.07%
V	C	0.99%
XOM	C	0.96%
LADR	B	0.95%
MO	C	0.91%
CRNX	C	0.9%
MA	B	0.88%
PG	C	0.87%
COST	B	0.87%
HD	B	0.85%
ABBV	C	0.76%
WMT	C	0.68%
CCI	C	0.67%
MRK	D	0.64%
CALM	A	0.61%
PTVE	D	0.61%
NFLX	B	0.61%
NVS	C	0.59%
VST	C	0.59%
KO	C	0.58%
ADBE	F	0.55%
AMD	D	0.54%
CRM	D	0.53%
PEP	C	0.51%
STNG	D	0.51%
BAC	D	0.5%
MDT	C	0.5%
INSM	D	0.48%
TMO	B	0.48%
ORCL	C	0.47%
MMC	C	0.46%
LIN	B	0.45%
GILD	B	0.45%
CVLT	B	0.43%
BMY	C	0.42%
INTU	C	0.42%
VZ	B	0.4%
DELL	D	0.4%
DHR	B	0.39%
ITW	C	0.39%
NOW	B	0.38%
CAT	B	0.38%
IBM	B	0.38%
CME	C	0.38%
PM	C	0.38%
DECK	C	0.38%
AMT	C	0.38%
AMGN	B	0.37%
T	C	0.37%
WFC	D	0.37%
ARES	B	0.37%
UMBF	B	0.37%
HESM	D	0.37%
SPGI	B	0.36%
NVO	C	0.36%
SCCO	D	0.36%
QCOM	D	0.36%
ISRG	B	0.36%
TXN	C	0.36%
IIPR	B	0.36%
GE	B	0.35%
RTX	C	0.35%
AMAT	D	0.34%
IDCC	B	0.34%
PSA	B	0.34%
DUK	C	0.34%
UNP	C	0.33%
TJX	B	0.33%
VEEV	C	0.32%
ADP	B	0.32%
SBRA	C	0.32%
SLVM	B	0.32%
BAH	C	0.32%
PFE	C	0.31%
DHT	D	0.3%
LOW	B	0.3%
HON	D	0.29%
BKNG	C	0.29%
LMT	C	0.29%
O	C	0.29%
GS	C	0.28%
NEE	C	0.28%
MGEE	B	0.28%
TMUS	C	0.27%
SBLK	D	0.27%
BKU	C	0.27%
LOPE	D	0.27%
CNA	C	0.25%
CL	D	0.25%
MATX	B	0.25%
COP	D	0.24%
CVX	D	0.24%
OTTR	F	0.22%
BLK	B	0.21%
EQIX	C	0.21%
SO	B	0.21%
PAYX	C	0.2%
XEL	B	0.19%
CVBF	D	0.16%
MSI	B	0.16%
EXR	B	0.16%
WEC	C	0.16%
ELV	C	0.14%
SFNC	B	0.13%
KAR	D	0.13%
NHI	C	0.13%
GEV	B	0.12%
TGT	C	0.11%
BX	B	0.11%
D	C	0.09%
GIS	B	0.09%
MDLZ	B	0.09%
BDX	D	0.08%
SPG	B	0.05%
AJG	D	0.05%
SYK	C	0.05%

FTHI Underweight 450 Positions Relative to SFYX

Symbol	Grade	Weight
DT	C	-0.91%
OWL	C	-0.78%
NTNX	C	-0.75%
PSTG	F	-0.71%
TAP	D	-0.67%
IBKR	B	-0.62%
KIM	C	-0.62%
TKO	B	-0.6%
RRX	C	-0.59%
HOOD	C	-0.58%
RIVN	F	-0.57%
NRG	C	-0.55%
WYNN	D	-0.53%
MANH	B	-0.51%
NCLH	C	-0.51%
GWRE	A	-0.49%
PEN	D	-0.46%
CELH	F	-0.45%
HEI	B	-0.44%
RCM	C	-0.43%
LII	B	-0.42%
ACM	B	-0.42%
NTRA	C	-0.42%
UTHR	C	-0.41%
AAL	D	-0.41%
LNTH	D	-0.41%
EME	B	-0.41%
SRPT	D	-0.4%
MORN	C	-0.4%
NBIX	F	-0.39%
ACHC	C	-0.39%
ITCI	D	-0.39%
GTLS	F	-0.38%
RYAN	D	-0.38%
ELF	F	-0.38%
TOST	C	-0.37%
DUOL	B	-0.37%
SN	B	-0.37%
DAY	D	-0.36%
SOFI	C	-0.36%
WFRD	F	-0.36%
ANF	D	-0.36%
TTEK	C	-0.36%
APPF	D	-0.35%
RGA	C	-0.35%
LNW	B	-0.35%
AGNC	B	-0.35%
IVZ	B	-0.34%
NOV	F	-0.34%
GMED	D	-0.34%
PSN	B	-0.34%
TPL	B	-0.34%
CADE	C	-0.33%
REXR	C	-0.33%
PCTY	C	-0.33%
FIX	B	-0.32%
SRCL	A	-0.32%
TW	B	-0.32%
BSY	D	-0.32%
IOT	B	-0.31%
EQT	D	-0.31%
AVTR	B	-0.31%
GLPI	C	-0.3%
SAIA	D	-0.3%
CNH	D	-0.3%
XPO	D	-0.3%
RPM	B	-0.3%
PCOR	F	-0.3%
FFIV	B	-0.3%
ALLY	F	-0.3%
PNFP	B	-0.3%
WING	B	-0.3%
WBS	D	-0.3%
THG	B	-0.29%
THC	A	-0.29%
JNPR	B	-0.29%
TDW	F	-0.29%
PR	F	-0.29%
ARMK	B	-0.29%
CHDN	C	-0.29%
JAZZ	D	-0.28%
ALLE	B	-0.28%
PATH	D	-0.28%
UHS	B	-0.28%
TRMB	C	-0.28%
U	D	-0.28%
AIZ	B	-0.28%
WAL	B	-0.28%
PNR	B	-0.28%
APG	D	-0.28%
HQY	C	-0.28%
ELS	C	-0.28%
REG	C	-0.27%
BILL	D	-0.27%
FHN	D	-0.27%
SMAR	C	-0.27%
INSP	C	-0.27%
WWD	D	-0.27%
WTFC	B	-0.27%
AFRM	C	-0.27%
NDSN	C	-0.27%
JEF	B	-0.26%
CUBE	B	-0.26%
CZR	C	-0.26%
EDR	A	-0.26%
ALKS	C	-0.26%
MTZ	B	-0.25%
NVT	D	-0.25%
TXRH	C	-0.25%
AFG	B	-0.25%
OSK	F	-0.25%
CW	B	-0.25%
APLS	F	-0.25%
NI	B	-0.25%
DVA	B	-0.25%
AOS	D	-0.25%
KRG	B	-0.24%
COTY	F	-0.24%
UI	B	-0.24%
EGP	B	-0.24%
CASY	D	-0.24%
LECO	F	-0.24%
CRBG	D	-0.24%
JBL	D	-0.24%
DKS	D	-0.24%
OC	D	-0.24%
AL	D	-0.24%
WEX	C	-0.24%
ST	D	-0.24%
CFR	C	-0.23%
CMA	B	-0.23%
FRPT	B	-0.23%
ADTN	D	-0.23%
ITT	B	-0.23%
MSA	D	-0.23%
MTCH	C	-0.23%
ENSG	B	-0.23%
ESTC	F	-0.23%
BRKR	D	-0.23%
BFAM	C	-0.23%
CLH	A	-0.23%
CBSH	C	-0.22%
ALK	C	-0.22%
ADC	C	-0.22%
HII	D	-0.22%
BLD	D	-0.22%
HALO	C	-0.22%
AAON	B	-0.22%
PRGO	D	-0.22%
FLR	D	-0.22%
S	C	-0.22%
IPG	C	-0.22%
JLL	B	-0.22%
RMBS	F	-0.22%
BXP	B	-0.22%
BOKF	B	-0.22%
COLB	B	-0.22%
PNW	C	-0.22%
CPT	B	-0.22%
EXEL	C	-0.21%
LAMR	B	-0.21%
AZEK	C	-0.21%
FND	C	-0.21%
DOX	C	-0.21%
CACI	B	-0.21%
POOL	C	-0.21%
CVNA	B	-0.21%
PAG	D	-0.2%
ACI	F	-0.2%
OZK	D	-0.2%
CHE	C	-0.2%
SNV	C	-0.2%
OHI	B	-0.2%
PEGA	C	-0.2%
ZION	D	-0.2%
UNM	B	-0.2%
BJ	D	-0.2%
SSB	B	-0.2%
BIO	C	-0.2%
XRAY	D	-0.2%
NWSA	D	-0.2%
CG	D	-0.2%
EQH	C	-0.2%
ONB	C	-0.2%
SCI	B	-0.2%
ATI	C	-0.2%
PB	B	-0.19%
SF	A	-0.19%
TECH	C	-0.19%
PLNT	B	-0.19%
BWXT	D	-0.19%
GPK	B	-0.19%
RLI	B	-0.19%
RHP	C	-0.19%
CRL	F	-0.19%
PRI	B	-0.19%
MKTX	C	-0.19%
TPR	C	-0.19%
VOYA	B	-0.19%
SPSC	D	-0.18%
RGLD	C	-0.18%
FCN	D	-0.18%
ZWS	A	-0.18%
AXS	B	-0.18%
STWD	B	-0.18%
NYT	C	-0.18%
INFA	D	-0.18%
LEA	F	-0.18%
FOXA	B	-0.18%
GTLB	D	-0.18%
NNN	C	-0.18%
GNTX	F	-0.18%
CIEN	C	-0.18%
WMS	D	-0.18%
RBC	C	-0.18%
FR	B	-0.17%
AIT	A	-0.17%
WSC	D	-0.17%
AXTA	B	-0.17%
HSIC	C	-0.17%
Z	B	-0.17%
ETSY	F	-0.17%
HRB	C	-0.17%
GL	C	-0.17%
FRT	C	-0.17%
LAD	D	-0.17%
IONS	F	-0.17%
ROKU	C	-0.17%
WTRG	D	-0.17%
SKX	D	-0.17%
CROX	D	-0.17%
SNX	D	-0.17%
CCK	A	-0.17%
SWX	C	-0.16%
H	C	-0.16%
TENB	F	-0.16%
OLED	C	-0.16%
TPX	C	-0.16%
EVR	A	-0.16%
KEX	C	-0.16%
FLS	D	-0.16%
QGEN	C	-0.16%
CR	C	-0.16%
PVH	F	-0.16%
FN	D	-0.16%
AGCO	D	-0.16%
SEIC	C	-0.16%
DCI	C	-0.16%
DNB	C	-0.16%
CFLT	F	-0.15%
UBSI	B	-0.15%
STAG	C	-0.15%
KNX	C	-0.15%
TRNO	C	-0.15%
SSD	D	-0.15%
WHR	D	-0.15%
WCC	D	-0.15%
EXLS	B	-0.15%
HOMB	B	-0.15%
OVV	F	-0.15%
SIGI	D	-0.15%
CHRW	B	-0.15%
MTN	D	-0.15%
VLY	C	-0.15%
POST	C	-0.15%
ORI	B	-0.15%
AYI	B	-0.14%
SUM	D	-0.14%
CHX	F	-0.14%
VRNS	C	-0.14%
CNM	F	-0.14%
MIDD	D	-0.14%
LSCC	D	-0.14%
DINO	F	-0.14%
FSS	D	-0.14%
KBR	D	-0.14%
OPCH	C	-0.14%
VNO	B	-0.14%
GNRC	D	-0.14%
CWST	D	-0.14%
TTC	D	-0.14%
SW	B	-0.14%
BRX	B	-0.14%
BERY	B	-0.13%
TREX	D	-0.13%
CHH	C	-0.13%
FYBR	C	-0.13%
MAT	C	-0.13%
SAIC	C	-0.13%
COHR	C	-0.13%
ONTO	D	-0.13%
HUN	D	-0.13%
M	F	-0.13%
GKOS	C	-0.13%
LBRDK	F	-0.13%
BL	D	-0.13%
ESNT	B	-0.13%
SITE	C	-0.13%
BPMC	F	-0.13%
APA	F	-0.13%
GXO	D	-0.13%
RL	C	-0.13%
MMSI	B	-0.13%
BYD	C	-0.13%
CACC	F	-0.12%
NSIT	D	-0.12%
HXL	F	-0.12%
FIVE	D	-0.12%
CNXC	F	-0.12%
ESI	D	-0.12%
BWA	D	-0.12%
MTSI	D	-0.12%
LYFT	D	-0.12%
RGEN	F	-0.12%
CLF	F	-0.12%
DBX	D	-0.12%
ESAB	C	-0.12%
IRT	B	-0.12%
CRUS	D	-0.12%
KNF	B	-0.11%
HP	F	-0.11%
TKR	D	-0.11%
ACT	B	-0.11%
IPAR	F	-0.11%
OGE	C	-0.11%
AWI	B	-0.11%
MTH	A	-0.11%
ORA	C	-0.11%
QLYS	F	-0.11%
AN	D	-0.11%
TNET	F	-0.11%
MMS	C	-0.11%
FFIN	B	-0.11%
MASI	F	-0.11%
RYN	C	-0.11%
BBWI	F	-0.11%
MTG	B	-0.11%
AMKR	F	-0.11%
LCID	C	-0.11%
IBP	D	-0.11%
X	F	-0.11%
FAF	B	-0.11%
CHRD	F	-0.11%
GBCI	B	-0.11%
MTDR	F	-0.11%
FMC	C	-0.11%
CTLT	B	-0.11%
RDN	C	-0.1%
UFPI	C	-0.1%
ZI	D	-0.1%
NXST	D	-0.1%
OMF	D	-0.1%
CBT	B	-0.1%
CIVI	F	-0.1%
EEFT	D	-0.1%
SLGN	B	-0.1%
LFUS	C	-0.1%
RHI	D	-0.1%
POR	C	-0.1%
BCPC	C	-0.1%
HOG	C	-0.1%
ARW	C	-0.1%
WH	B	-0.1%
LNC	D	-0.1%
WTS	C	-0.1%
VMI	D	-0.1%
ALGM	F	-0.1%
BECN	D	-0.1%
CHK	D	-0.1%
MHK	C	-0.1%
DAR	F	-0.1%
MLI	A	-0.1%
TMHC	A	-0.1%
EXPO	A	-0.09%
DLB	D	-0.09%
LPX	B	-0.09%
HAE	F	-0.09%
FIZZ	D	-0.09%
AAP	F	-0.09%
GTES	C	-0.09%
BC	C	-0.09%
WK	D	-0.09%
IGT	D	-0.09%
VNT	F	-0.09%
COLD	D	-0.09%
R	A	-0.09%
VFC	C	-0.09%
W	D	-0.09%
CMC	D	-0.09%
DV	F	-0.09%
SON	C	-0.09%
CGNX	F	-0.09%
CYTK	F	-0.08%
SMG	C	-0.08%
HGV	F	-0.08%
ABG	D	-0.08%
AR	F	-0.08%
PARA	F	-0.08%
SWN	D	-0.08%
RIG	F	-0.08%
COOP	C	-0.08%
MKSI	F	-0.08%
RRC	D	-0.08%
CPRI	D	-0.08%
MUR	F	-0.08%
COLM	C	-0.08%
LSTR	D	-0.08%
AMG	C	-0.08%
SEE	D	-0.08%
PII	D	-0.08%
ELAN	D	-0.08%
TDC	F	-0.08%
MSM	D	-0.08%
HAS	B	-0.08%
WMG	D	-0.08%
MDU	C	-0.07%
RH	B	-0.07%
DXC	C	-0.07%
OLN	D	-0.07%
NFE	F	-0.07%
NFG	B	-0.07%
ASO	C	-0.07%
DDS	F	-0.07%
WEN	C	-0.07%
IAC	C	-0.07%
FIVN	F	-0.07%
WU	F	-0.07%
ASGN	D	-0.07%
BCC	B	-0.07%
ASH	D	-0.07%
RVMD	C	-0.07%
THO	D	-0.07%
AA	D	-0.06%
IPGP	F	-0.06%
PBF	F	-0.06%
MGY	C	-0.06%
VVV	D	-0.06%
OGS	B	-0.06%
SM	F	-0.06%
NSP	F	-0.06%
BKH	B	-0.06%
CC	F	-0.05%
ALIT	D	-0.05%
ATKR	F	-0.05%
VAC	F	-0.05%
NJR	B	-0.05%
UGI	C	-0.05%
POWI	F	-0.04%
SLAB	D	-0.04%
CAR	F	-0.04%