IWL vs. SFY ETF Comparison

Comparison of iShares Russell Top 200 ETF (IWL) to SoFi Select 500 ETF (SFY)

IWL

iShares Russell Top 200 ETF

IWL Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200® Index (the "underlying index"), which is a float-adjusted, capitalization-weighted index that measures the performance of the largest capitalization sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$139.82

Average Daily Volume

70,043

Number of Holdings ^*

198

* may have additional holdings in another (foreign) market

SFY

SoFi Select 500 ETF

SFY Description

The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US 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 500 of the largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.

Grade (RS Rating)

Last Trade

$20.58

Average Daily Volume

253,594

Number of Holdings ^*

490

* may have additional holdings in another (foreign) market

Performance

Period	IWL	SFY
30 Days	1.95%	1.63%
60 Days	3.79%	3.89%
90 Days	4.37%	3.59%
12 Months	32.96%	32.80%

194 Overlapping Holdings

	Symbol	Grade	Weight in IWL	Weight in SFY	Overlap
	AAPL	C	8.03%	4.2%	4.2%
	ABBV	C	0.85%	0.6%	0.6%
	ABNB	D	0.13%	0.1%	0.1%
	ABT	C	0.5%	0.23%	0.23%
	ACN	C	0.54%	0.29%	0.29%
	ADBE	F	0.6%	0.43%	0.43%
	ADI	C	0.28%	0.12%	0.12%
	ADP	B	0.28%	0.16%	0.16%
	ADSK	C	0.14%	0.1%	0.1%
	AEP	C	0.14%	0.07%	0.07%
	AIG	D	0.12%	0.05%	0.05%
	AMAT	D	0.39%	0.19%	0.19%
	AMD	D	0.61%	0.73%	0.61%
	AMGN	B	0.44%	0.25%	0.25%
	AMT	C	0.28%	0.17%	0.17%
	AMZN	C	4.3%	8.52%	4.3%
	ANET	B	0.23%	0.24%	0.23%
	AON	B	0.17%	0.11%	0.11%
	APD	B	0.16%	0.07%	0.07%
	APH	D	0.19%	0.09%	0.09%
	APO	C	0.15%	0.24%	0.15%
	AVGO	C	1.89%	1.22%	1.22%
	AXP	B	0.37%	0.33%	0.33%
	AZO	D	0.13%	0.08%	0.08%
	BA	F	0.23%	0.24%	0.23%
	BAC	D	0.65%	0.85%	0.65%
	BDX	D	0.17%	0.12%	0.12%
	BKNG	C	0.33%	0.29%	0.29%
	BLK	B	0.32%	0.19%	0.19%
	BMY	C	0.25%	0.13%	0.13%
	BRK.A	C	2.03%	1.94%	1.94%
	BSX	B	0.3%	0.27%	0.27%
	BX	B	0.27%	0.12%	0.12%
	C	C	0.27%	0.32%	0.27%
	CARR	B	0.16%	0.08%	0.08%
	CAT	B	0.42%	0.3%	0.3%
	CB	B	0.29%	0.22%	0.22%
	CDNS	D	0.18%	0.13%	0.13%
	CEG	C	0.15%	0.21%	0.15%
	CI	C	0.25%	0.14%	0.14%
	CL	D	0.21%	0.13%	0.13%
	CMCSA	D	0.38%	0.27%	0.27%
	CME	C	0.19%	0.12%	0.12%
	CMG	C	0.19%	0.13%	0.13%
	COF	B	0.13%	0.1%	0.1%
	COP	D	0.3%	0.11%	0.11%
	COST	B	1.01%	0.55%	0.55%
	CPRT	D	0.11%	0.07%	0.07%
	CRM	D	0.59%	1.2%	0.59%
	CRWD	D	0.14%	0.33%	0.14%
	CSCO	C	0.5%	0.29%	0.29%
	CSX	D	0.16%	0.08%	0.08%
	CTAS	B	0.18%	0.12%	0.12%
	CVS	D	0.18%	0.16%	0.16%
	CVX	D	0.6%	0.25%	0.25%
	D	C	0.12%	0.05%	0.05%
	DASH	C	0.11%	0.13%	0.11%
	DE	B	0.25%	0.15%	0.15%
	DELL	D	0.07%	0.04%	0.04%
	DHR	B	0.45%	0.2%	0.2%
	DIS	D	0.41%	0.29%	0.29%
	DUK	C	0.22%	0.11%	0.11%
	ECL	B	0.16%	0.11%	0.11%
	EL	F	0.05%	0.03%	0.03%
	ELV	C	0.32%	0.19%	0.19%
	EMR	D	0.15%	0.06%	0.06%
	EOG	D	0.17%	0.07%	0.07%
	EQIX	C	0.2%	0.14%	0.14%
	ETN	C	0.3%	0.19%	0.19%
	EW	F	0.1%	0.06%	0.06%
	F	F	0.1%	0.11%	0.1%
	FCX	D	0.15%	0.07%	0.07%
	FDX	C	0.16%	0.09%	0.09%
	FTNT	C	0.12%	0.11%	0.11%
	GD	B	0.21%	0.12%	0.12%
	GE	B	0.48%	0.64%	0.48%
	GEV	B	0.15%	0.14%	0.14%
	GILD	B	0.26%	0.14%	0.14%
	GM	C	0.13%	0.08%	0.08%
	GOOG	D	1.94%	1.21%	1.21%
	GOOGL	D	2.3%	1.26%	1.26%
	GS	C	0.38%	0.47%	0.38%
	HCA	B	0.19%	0.14%	0.14%
	HD	B	0.94%	0.42%	0.42%
	HON	D	0.33%	0.18%	0.18%
	IBM	B	0.49%	0.47%	0.47%
	ICE	C	0.23%	0.15%	0.15%
	INTC	F	0.21%	0.13%	0.13%
	INTU	C	0.44%	0.31%	0.31%
	ISRG	B	0.43%	0.31%	0.31%
	ITW	C	0.18%	0.09%	0.09%
	JCI	B	0.12%	0.07%	0.07%
	JNJ	C	0.99%	0.49%	0.49%
	JPM	D	1.45%	1.79%	1.45%
	KDP	B	0.1%	0.07%	0.07%
	KHC	C	0.08%	0.06%	0.06%
	KKR	B	0.2%	0.51%	0.2%
	KLAC	D	0.25%	0.11%	0.11%
	KMB	D	0.12%	0.06%	0.06%
	KO	C	0.69%	0.42%	0.42%
	LIN	B	0.56%	0.3%	0.3%
	LLY	C	1.95%	1.72%	1.72%
	LMT	C	0.3%	0.19%	0.19%
	LOW	B	0.36%	0.15%	0.15%
	LRCX	F	0.25%	0.09%	0.09%
	MA	B	1.01%	0.75%	0.75%
	MAR	C	0.13%	0.11%	0.11%
	MCD	B	0.53%	0.32%	0.32%
	MCK	F	0.17%	0.1%	0.1%
	MCO	B	0.19%	0.13%	0.13%
	MDLZ	B	0.25%	0.17%	0.17%
	MDT	C	0.3%	0.18%	0.18%
	MET	B	0.11%	0.09%	0.09%
	META	B	2.85%	2.63%	2.63%
	MMC	C	0.28%	0.18%	0.18%
	MMM	B	0.18%	0.08%	0.08%
	MNST	D	0.1%	0.09%	0.09%
	MO	C	0.23%	0.12%	0.12%
	MPC	F	0.14%	0.06%	0.06%
	MRK	D	0.73%	1.16%	0.73%
	MRNA	F	0.05%	0.02%	0.02%
	MRVL	C	0.16%	0.08%	0.08%
	MS	D	0.28%	0.43%	0.28%
	MSFT	C	7.95%	4.87%	4.87%
	MSI	B	0.18%	0.11%	0.11%
	MU	F	0.25%	0.1%	0.1%
	NEE	C	0.43%	0.19%	0.19%
	NEM	B	0.15%	0.07%	0.07%
	NFLX	B	0.74%	0.52%	0.52%
	NKE	D	0.24%	0.13%	0.13%
	NOC	B	0.18%	0.1%	0.1%
	NOW	B	0.45%	0.68%	0.45%
	NSC	C	0.14%	0.07%	0.07%
	NVDA	D	7.03%	13.99%	7.03%
	ORCL	C	0.63%	0.66%	0.63%
	ORLY	C	0.16%	0.11%	0.11%
	OXY	F	0.08%	0.04%	0.04%
	PANW	D	0.27%	0.51%	0.27%
	PCAR	D	0.12%	0.1%	0.1%
	PEP	C	0.6%	0.34%	0.34%
	PFE	C	0.41%	0.24%	0.24%
	PG	C	1.02%	0.53%	0.53%
	PGR	B	0.37%	0.53%	0.37%
	PH	B	0.19%	0.15%	0.15%
	PLD	C	0.3%	0.28%	0.28%
	PM	C	0.48%	0.29%	0.29%
	PNC	B	0.18%	0.16%	0.16%
	PSA	B	0.14%	0.08%	0.08%
	PSX	F	0.13%	0.06%	0.06%
	PYPL	B	0.18%	0.12%	0.12%
	QCOM	D	0.46%	0.19%	0.19%
	REGN	C	0.3%	0.18%	0.18%
	ROP	C	0.15%	0.1%	0.1%
	RSG	D	0.1%	0.1%	0.1%
	RTX	C	0.39%	0.25%	0.25%
	SBUX	C	0.28%	0.19%	0.19%
	SCHW	D	0.23%	0.17%	0.17%
	SHW	B	0.22%	0.13%	0.13%
	SLB	F	0.14%	0.12%	0.12%
	SNOW	F	0.09%	0.09%	0.09%
	SNPS	D	0.19%	0.14%	0.14%
	SO	B	0.24%	0.1%	0.1%
	SPGI	B	0.4%	0.26%	0.26%
	SRE	C	0.13%	0.07%	0.07%
	STZ	D	0.1%	0.21%	0.1%
	SYK	C	0.33%	0.24%	0.24%
	T	C	0.39%	0.3%	0.3%
	TDG	B	0.18%	0.15%	0.15%
	TEAM	D	0.06%	0.08%	0.06%
	TFC	C	0.14%	0.18%	0.14%
	TGT	C	0.17%	0.1%	0.1%
	TJX	B	0.34%	0.19%	0.19%
	TMO	B	0.58%	0.27%	0.27%
	TMUS	C	0.24%	0.41%	0.24%
	TRV	C	0.13%	0.09%	0.09%
	TSLA	C	1.59%	0.92%	0.92%
	TT	B	0.2%	0.11%	0.11%
	TXN	C	0.45%	0.17%	0.17%
	UBER	C	0.36%	0.34%	0.34%
	UNH	C	1.36%	0.89%	0.89%
	UNP	C	0.38%	0.18%	0.18%
	UPS	D	0.23%	0.1%	0.1%
	USB	B	0.17%	0.18%	0.17%
	V	C	1.12%	0.74%	0.74%
	VLO	F	0.11%	0.04%	0.04%
	VRTX	D	0.31%	0.19%	0.19%
	VZ	B	0.46%	0.23%	0.23%
	WDAY	D	0.13%	0.18%	0.13%
	WELL	C	0.19%	0.16%	0.16%
	WFC	D	0.46%	0.54%	0.46%
	WM	D	0.21%	0.11%	0.11%
	WMT	C	0.87%	0.93%	0.87%
	XOM	C	1.24%	0.52%	0.52%
	ZTS	C	0.22%	0.12%	0.12%

IWL Overweight 4 Positions Relative to SFY

	Symbol	Grade	Weight
	FI	A	0.25%
	CRH	B	0.15%
	SPOT	B	0.12%
	LULU	D	0.08%

IWL Underweight 296 Positions Relative to SFY

	Symbol	Grade	Weight
	ALL	B	-0.23%
	PLTR	B	-0.21%
	SQ	D	-0.2%
	DDOG	D	-0.19%
	BK	B	-0.16%
	COIN	F	-0.15%
	FCNCA	D	-0.15%
	RCL	B	-0.14%
	GPN	D	-0.14%
	AJG	D	-0.13%
	LVS	D	-0.13%
	FSLR	C	-0.12%
	ACGL	C	-0.12%
	TTD	B	-0.12%
	ALNY	C	-0.11%
	BKR	C	-0.11%
	CCL	C	-0.11%
	STE	C	-0.11%
	ZS	F	-0.1%
	MKL	C	-0.1%
	VRT	C	-0.1%
	HLT	B	-0.1%
	CMI	C	-0.1%
	O	C	-0.1%
	URI	B	-0.09%
	SMCI	F	-0.09%
	FIS	B	-0.09%
	CINF	B	-0.09%
	DLR	B	-0.09%
	DHI	B	-0.09%
	BAX	C	-0.09%
	SCCO	D	-0.09%
	VICI	C	-0.09%
	PODD	B	-0.08%
	CLX	C	-0.08%
	XYL	C	-0.08%
	LNG	C	-0.08%
	PRU	C	-0.08%
	LHX	C	-0.08%
	ARES	B	-0.08%
	ROST	C	-0.08%
	MTB	B	-0.08%
	EXR	B	-0.08%
	MSCI	C	-0.08%
	PINS	F	-0.07%
	APP	C	-0.07%
	PAYX	C	-0.07%
	PCG	C	-0.07%
	HUM	F	-0.07%
	CNC	D	-0.07%
	HWM	B	-0.07%
	AFL	C	-0.07%
	PWR	B	-0.07%
	HUBS	D	-0.07%
	SPG	B	-0.07%
	AMP	A	-0.07%
	CAH	C	-0.07%
	FICO	B	-0.07%
	DFS	B	-0.07%
	GWW	B	-0.07%
	MDB	D	-0.06%
	BRO	C	-0.06%
	LEN	B	-0.06%
	MPWR	C	-0.06%
	RPRX	C	-0.06%
	AXON	B	-0.06%
	EA	D	-0.06%
	CHTR	D	-0.06%
	CCI	C	-0.06%
	FITB	B	-0.06%
	SYY	D	-0.06%
	IT	B	-0.06%
	GEHC	C	-0.06%
	EXC	C	-0.06%
	WMB	B	-0.06%
	IDXX	C	-0.06%
	KVUE	C	-0.06%
	VEEV	C	-0.06%
	DKNG	C	-0.06%
	DXCM	F	-0.06%
	ARE	C	-0.06%
	IQV	C	-0.06%
	LYV	B	-0.06%
	DAL	C	-0.06%
	EBAY	B	-0.06%
	IR	C	-0.06%
	NET	D	-0.06%
	STT	A	-0.06%
	PPG	D	-0.05%
	CSGP	D	-0.05%
	EG	C	-0.05%
	RBLX	B	-0.05%
	WTW	C	-0.05%
	DD	B	-0.05%
	CBRE	A	-0.05%
	ES	C	-0.05%
	FE	C	-0.05%
	HAL	F	-0.05%
	VMC	D	-0.05%
	GRMN	D	-0.05%
	CTSH	C	-0.05%
	HBAN	B	-0.05%
	SJM	C	-0.05%
	A	C	-0.05%
	VTRS	D	-0.05%
	WAB	B	-0.05%
	ZBH	F	-0.05%
	ROK	D	-0.05%
	KR	C	-0.05%
	MLM	D	-0.05%
	GIS	B	-0.05%
	YUM	D	-0.05%
	MCHP	F	-0.05%
	IRM	C	-0.05%
	OTIS	C	-0.05%
	NDAQ	A	-0.05%
	VRSK	D	-0.05%
	FAST	C	-0.05%
	HIG	B	-0.05%
	RMD	C	-0.05%
	DOCU	C	-0.05%
	EFX	B	-0.05%
	CTVA	B	-0.05%
	NTRS	A	-0.05%
	ODFL	D	-0.05%
	OKE	B	-0.05%
	AME	C	-0.05%
	ZM	C	-0.05%
	CDW	D	-0.04%
	EQR	B	-0.04%
	HPE	D	-0.04%
	NUE	F	-0.04%
	SBAC	C	-0.04%
	TRU	B	-0.04%
	EXPE	C	-0.04%
	CBOE	C	-0.04%
	WRB	C	-0.04%
	CFG	C	-0.04%
	BMRN	F	-0.04%
	TTWO	C	-0.04%
	HPQ	D	-0.04%
	BR	D	-0.04%
	PTC	D	-0.04%
	AVB	B	-0.04%
	ROL	C	-0.04%
	ERIE	B	-0.04%
	RJF	C	-0.04%
	HSY	C	-0.04%
	FTV	C	-0.04%
	ED	C	-0.04%
	XEL	B	-0.04%
	AWK	B	-0.04%
	DECK	C	-0.04%
	UAL	C	-0.04%
	GLW	C	-0.04%
	CHD	D	-0.04%
	LDOS	B	-0.04%
	GDDY	C	-0.04%
	ANSS	D	-0.04%
	SYF	C	-0.04%
	KMI	B	-0.04%
	WBD	D	-0.04%
	EIX	C	-0.04%
	PEG	B	-0.04%
	DOW	D	-0.04%
	HES	F	-0.04%
	BBY	C	-0.03%
	AEE	C	-0.03%
	TXT	D	-0.03%
	OMC	B	-0.03%
	LPLA	D	-0.03%
	INCY	C	-0.03%
	VRSN	D	-0.03%
	ALGN	D	-0.03%
	TDY	B	-0.03%
	SUI	B	-0.03%
	DRI	B	-0.03%
	SSNC	B	-0.03%
	ULTA	D	-0.03%
	MKC	C	-0.03%
	J	C	-0.03%
	NTAP	D	-0.03%
	WST	D	-0.03%
	K	B	-0.03%
	BURL	B	-0.03%
	DOV	B	-0.03%
	TROW	D	-0.03%
	ETR	B	-0.03%
	TRGP	B	-0.03%
	LYB	D	-0.03%
	ILMN	C	-0.03%
	OKTA	F	-0.03%
	KEY	B	-0.03%
	AES	C	-0.03%
	ENTG	F	-0.03%
	KEYS	C	-0.03%
	TYL	C	-0.03%
	MSTR	D	-0.03%
	HUBB	B	-0.03%
	NVR	B	-0.03%
	BIIB	F	-0.03%
	BAH	C	-0.03%
	CPAY	B	-0.03%
	MTD	D	-0.03%
	ADM	D	-0.03%
	WEC	C	-0.03%
	PHM	B	-0.03%
	IFF	B	-0.03%
	VTR	C	-0.03%
	MOH	D	-0.03%
	VST	C	-0.03%
	VLTO	C	-0.03%
	ON	D	-0.03%
	UDR	C	-0.03%
	LUV	C	-0.03%
	PPL	C	-0.03%
	TSCO	C	-0.03%
	FANG	D	-0.03%
	RF	B	-0.03%
	INVH	C	-0.03%
	QRVO	F	-0.02%
	CSL	B	-0.02%
	EVRG	B	-0.02%
	ALB	D	-0.02%
	EPAM	F	-0.02%
	MRO	C	-0.02%
	HST	C	-0.02%
	DPZ	F	-0.02%
	TFX	C	-0.02%
	TER	D	-0.02%
	LKQ	F	-0.02%
	RS	D	-0.02%
	STLD	F	-0.02%
	LNT	B	-0.02%
	BLDR	C	-0.02%
	WLK	D	-0.02%
	WDC	D	-0.02%
	WSM	D	-0.02%
	DGX	B	-0.02%
	JKHY	B	-0.02%
	SWKS	D	-0.02%
	JBHT	D	-0.02%
	PAYC	D	-0.02%
	STX	C	-0.02%
	AGR	B	-0.02%
	CPB	C	-0.02%
	CNP	C	-0.02%
	CE	F	-0.02%
	IEX	D	-0.02%
	TWLO	D	-0.02%
	AVY	C	-0.02%
	MGM	F	-0.02%
	DOC	C	-0.02%
	PFG	B	-0.02%
	IP	B	-0.02%
	MAS	B	-0.02%
	PKG	B	-0.02%
	WY	C	-0.02%
	HRL	C	-0.02%
	CAG	C	-0.02%
	SWK	B	-0.02%
	ATO	B	-0.02%
	SNA	C	-0.02%
	WPC	C	-0.02%
	HOLX	B	-0.02%
	BALL	C	-0.02%
	CMS	C	-0.02%
	DTE	C	-0.02%
	CNA	C	-0.02%
	LW	D	-0.02%
	AKAM	D	-0.02%
	WAT	C	-0.02%
	DG	F	-0.02%
	ESS	B	-0.02%
	WBA	F	-0.02%
	GFS	F	-0.02%
	GPC	D	-0.02%
	EXAS	C	-0.02%
	MAA	B	-0.02%
	FDS	C	-0.02%
	DVN	F	-0.02%
	DLTR	F	-0.02%
	TSN	C	-0.02%
	MOS	F	-0.01%
	SNAP	F	-0.01%
	CF	C	-0.01%
	EMN	B	-0.01%
	SOLV	C	-0.01%
	SIRI	C	-0.01%
	KMX	D	-0.01%
	ENPH	D	-0.01%
	CTRA	D	-0.01%
	BEN	F	-0.01%
	ZBRA	B	-0.01%
	BG	D	-0.01%
	EXPD	C	-0.01%

IWL: Top Represented Industries & Keywords

Industries: Software - Application Drug Manufacturers - Major Semiconductors Aerospace & Defense Diversified Industrials Capital Markets Credit Services Medical Devices Asset Management Banks - Global Beverages - Soft Drinks Health Care Plans Household & Personal Products Internet Content & Information Telecom Services Utilities - Regulated Electric Auto Manufacturers Banks - Regional - US Biotechnology Business Services

Keywords: S&P 500 Nasdaq 100 Dow Jones Component Computing Natural Gas Work From Home Electronics IBD 50 Insurance Medicine Bank Chemical Electricity Integrated Circuits Mobile Devices Semiconductor Telecommunications Pharmaceutical Products Software Aerospace

SFY: Top Represented Industries & Keywords

Industries: Software - Application Utilities - Regulated Electric Business Services Diversified Industrials Semiconductors Asset Management Diagnostics & Research Banks - Regional - US Capital Markets Drug Manufacturers - Major Packaged Foods Specialty Retail Aerospace & Defense Insurance - Property & Casualty Medical Devices Medical Instruments & Supplies Oil & Gas E&P Software - Infrastructure Specialty Chemicals Biotechnology

Keywords: S&P 500 Nasdaq 100 Computing Natural Gas Insurance Electricity Dow Jones Component Electronics Aerospace Bank Medicine Semiconductor Banking Chemical Cloud Computing Telecommunications Mobile Devices Real Estate Investment Trust Mining Work From Home