IWY vs. SFY ETF Comparison

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

IWY

iShares Russell Top 200 Growth ETF

IWY Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. 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 Growth Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization growth sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$228.53

Average Daily Volume

255,415

Number of Holdings ^*

104

* 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

$110.95

Average Daily Volume

38,291

Number of Holdings ^*

495

* may have additional holdings in another (foreign) market

Performance

Period	IWY	SFY
30 Days	3.21%	4.18%
60 Days	4.64%	7.67%
90 Days	6.06%	8.72%
12 Months	35.63%	38.94%

102 Overlapping Holdings

Symbol	Grade	Weight in IWY	Weight in SFY	Overlap
AAPL	C	12.86%	4.2%	4.2%
ABBV	D	0.5%	0.53%	0.5%
ABNB	C	0.23%	0.1%	0.1%
ADBE	C	0.88%	0.37%	0.37%
ADP	B	0.45%	0.16%	0.16%
ADSK	A	0.25%	0.12%	0.12%
AMAT	F	0.51%	0.17%	0.17%
AMD	F	0.56%	1.44%	0.56%
AMGN	D	0.47%	0.36%	0.36%
AMT	D	0.36%	0.18%	0.18%
AMZN	C	7.41%	4.53%	4.53%
ANET	C	0.38%	0.18%	0.18%
APH	A	0.19%	0.13%	0.13%
APO	B	0.25%	0.17%	0.17%
AVGO	D	2.95%	2.8%	2.8%
AXP	A	0.24%	0.28%	0.24%
AZO	C	0.19%	0.07%	0.07%
BA	F	0.06%	0.14%	0.06%
BKNG	A	0.63%	0.25%	0.25%
BX	A	0.5%	0.28%	0.28%
CAT	B	0.1%	0.24%	0.1%
CDNS	B	0.31%	0.12%	0.12%
CEG	D	0.04%	0.13%	0.04%
CI	F	0.03%	0.17%	0.03%
CL	D	0.16%	0.13%	0.13%
CMG	B	0.31%	0.15%	0.15%
COST	B	1.58%	0.55%	0.55%
CPRT	A	0.18%	0.07%	0.07%
CRM	B	1.02%	0.8%	0.8%
CRWD	B	0.3%	0.42%	0.3%
CTAS	B	0.28%	0.11%	0.11%
DASH	A	0.2%	0.17%	0.17%
DELL	C	0.02%	0.06%	0.02%
ECL	D	0.21%	0.09%	0.09%
EL	F	0.02%	0.02%	0.02%
ELV	F	0.06%	0.12%	0.06%
EQIX	A	0.02%	0.13%	0.02%
EW	C	0.03%	0.06%	0.03%
FI	A	0.15%	0.21%	0.15%
FTNT	C	0.19%	0.09%	0.09%
GE	D	0.16%	0.16%	0.16%
GOOGL	C	3.99%	1.72%	1.72%
GS	A	0.2%	0.43%	0.2%
HCA	F	0.06%	0.1%	0.06%
HD	A	1.27%	0.44%	0.44%
HON	B	0.09%	0.21%	0.09%
INTU	C	0.74%	0.33%	0.33%
ISRG	A	0.73%	0.38%	0.38%
ITW	B	0.12%	0.09%	0.09%
KKR	A	0.11%	0.41%	0.11%
KLAC	D	0.33%	0.09%	0.09%
KMB	D	0.07%	0.06%	0.06%
KO	D	0.54%	0.34%	0.34%
LLY	F	2.35%	2.06%	2.06%
LMT	D	0.14%	0.17%	0.14%
LRCX	F	0.36%	0.09%	0.09%
MA	C	1.7%	0.67%	0.67%
MCD	D	0.05%	0.28%	0.05%
MCK	B	0.13%	0.11%	0.11%
MCO	B	0.29%	0.16%	0.16%
META	D	4.78%	3.02%	3.02%
MMC	B	0.06%	0.17%	0.06%
MMM	D	0.05%	0.17%	0.05%
MNST	C	0.12%	0.05%	0.05%
MRK	F	0.96%	0.77%	0.77%
MRVL	B	0.02%	0.1%	0.02%
MS	A	0.04%	0.34%	0.04%
MSFT	F	12.14%	5.38%	5.38%
MSI	B	0.15%	0.13%	0.13%
NFLX	A	1.39%	0.74%	0.74%
NKE	D	0.22%	0.1%	0.1%
NOW	A	0.82%	0.56%	0.56%
NVDA	C	13.07%	17.18%	13.07%
ORCL	B	1.13%	0.48%	0.48%
ORLY	B	0.25%	0.1%	0.1%
PANW	C	0.47%	0.44%	0.44%
PEP	F	0.68%	0.28%	0.28%
PG	A	0.35%	0.51%	0.35%
PGR	A	0.5%	0.5%	0.5%
PSA	D	0.03%	0.06%	0.03%
QCOM	F	0.66%	0.2%	0.2%
REGN	F	0.03%	0.12%	0.03%
SBUX	A	0.34%	0.14%	0.14%
SCHW	B	0.05%	0.15%	0.05%
SHW	A	0.32%	0.1%	0.1%
SNOW	C	0.16%	0.11%	0.11%
SNPS	B	0.31%	0.14%	0.14%
SYK	C	0.16%	0.2%	0.16%
TDG	D	0.05%	0.16%	0.05%
TEAM	A	0.15%	0.12%	0.12%
TJX	A	0.32%	0.19%	0.19%
TSLA	B	3.51%	0.96%	0.96%
TT	A	0.12%	0.15%	0.12%
TXN	C	0.09%	0.16%	0.09%
UBER	D	0.58%	0.7%	0.58%
UNH	C	0.15%	0.89%	0.15%
UNP	C	0.27%	0.16%	0.16%
V	A	1.92%	0.73%	0.73%
VRTX	F	0.24%	0.4%	0.24%
WDAY	B	0.22%	0.25%	0.22%
WM	A	0.34%	0.12%	0.12%
ZTS	D	0.26%	0.12%	0.12%

IWY Overweight 2 Positions Relative to SFY

	Symbol	Grade	Weight
	GOOG	C	3.37%
	LULU	C	0.15%

IWY Underweight 393 Positions Relative to SFY

Symbol	Grade	Weight
JPM	A	-1.55%
BRK.A	B	-0.81%
MU	D	-0.66%
BAC	A	-0.61%
XOM	B	-0.54%
WMT	A	-0.53%
PLTR	B	-0.53%
IBM	C	-0.52%
JNJ	D	-0.43%
APP	B	-0.39%
DIS	B	-0.39%
RTX	C	-0.38%
GILD	C	-0.37%
BSX	B	-0.35%
T	A	-0.34%
GEV	B	-0.33%
WFC	A	-0.33%
PM	B	-0.32%
PFE	D	-0.32%
SPGI	C	-0.31%
INTC	D	-0.31%
WELL	A	-0.29%
ACN	C	-0.29%
ABT	B	-0.27%
LIN	D	-0.27%
C	A	-0.26%
CVX	A	-0.26%
CMCSA	B	-0.25%
RCL	A	-0.25%
CSCO	B	-0.25%
COIN	C	-0.25%
TMO	F	-0.24%
BLK	C	-0.23%
ETN	A	-0.23%
NEM	D	-0.22%
VZ	C	-0.22%
NEE	D	-0.21%
SQ	B	-0.21%
CB	C	-0.21%
DDOG	A	-0.18%
ICE	C	-0.18%
HUBS	A	-0.16%
TMUS	B	-0.16%
BK	A	-0.16%
MDT	D	-0.16%
BMY	B	-0.16%
TTD	B	-0.15%
LOW	D	-0.15%
AJG	B	-0.15%
CME	A	-0.14%
VRT	B	-0.14%
CVS	D	-0.14%
USB	A	-0.14%
AON	A	-0.13%
PYPL	B	-0.13%
PNC	B	-0.13%
PLD	D	-0.13%
DHR	F	-0.13%
AXON	A	-0.13%
ALL	A	-0.13%
ALNY	D	-0.12%
SO	D	-0.12%
DUK	C	-0.12%
BDX	F	-0.12%
PH	A	-0.12%
TRV	B	-0.12%
O	D	-0.12%
LHX	C	-0.11%
SLB	C	-0.11%
EXR	D	-0.11%
FCX	D	-0.11%
COF	B	-0.11%
COP	C	-0.11%
NET	B	-0.11%
MDLZ	F	-0.11%
HLT	A	-0.1%
ZS	C	-0.1%
ACGL	D	-0.1%
EMR	A	-0.1%
DE	A	-0.1%
DLR	B	-0.1%
ADI	D	-0.1%
UPS	C	-0.1%
XYL	D	-0.1%
ROP	B	-0.1%
AMP	A	-0.1%
NOC	D	-0.1%
GD	F	-0.1%
CARR	D	-0.1%
LVS	C	-0.1%
MO	A	-0.1%
BKR	B	-0.09%
MAR	B	-0.09%
PSTG	D	-0.09%
FICO	B	-0.09%
URI	B	-0.09%
FIS	C	-0.09%
PWR	A	-0.09%
HWM	A	-0.09%
EOG	A	-0.08%
FCNCA	A	-0.08%
CAH	B	-0.08%
WMB	A	-0.08%
MET	A	-0.08%
PRU	A	-0.08%
GM	B	-0.08%
OKE	A	-0.08%
DFS	B	-0.08%
SPG	B	-0.08%
WDC	D	-0.08%
SMCI	F	-0.08%
APD	A	-0.08%
FSLR	F	-0.08%
GWW	B	-0.07%
EXC	C	-0.07%
CBRE	B	-0.07%
DHI	D	-0.07%
DXCM	D	-0.07%
NTRS	A	-0.07%
F	C	-0.07%
TGT	F	-0.07%
FLUT	A	-0.07%
LUV	C	-0.07%
ES	D	-0.07%
BAX	D	-0.07%
VST	B	-0.07%
IR	B	-0.07%
GLW	B	-0.07%
NSC	B	-0.07%
JCI	C	-0.07%
AFL	B	-0.07%
PCG	A	-0.07%
ROST	C	-0.07%
COR	B	-0.07%
CSX	B	-0.07%
CCL	B	-0.07%
MSTR	C	-0.07%
GDDY	A	-0.07%
DD	D	-0.07%
DKNG	B	-0.07%
PODD	C	-0.07%
FDX	B	-0.07%
PCAR	B	-0.07%
MSCI	C	-0.07%
VICI	C	-0.06%
KR	B	-0.06%
MTB	A	-0.06%
TFC	A	-0.06%
VEEV	C	-0.06%
CTVA	C	-0.06%
FAST	B	-0.06%
DAL	C	-0.06%
KMI	A	-0.06%
TSN	B	-0.06%
SYF	B	-0.06%
WAB	B	-0.06%
NDAQ	A	-0.06%
PAYX	C	-0.06%
DOCU	A	-0.06%
HES	B	-0.06%
KVUE	A	-0.06%
STE	F	-0.06%
AEP	D	-0.06%
PSX	C	-0.06%
RSG	A	-0.06%
STT	A	-0.06%
CMI	A	-0.06%
STX	D	-0.06%
TRU	D	-0.06%
ZM	B	-0.06%
CTSH	B	-0.05%
D	C	-0.05%
GEHC	F	-0.05%
SYY	B	-0.05%
YUM	B	-0.05%
OKTA	C	-0.05%
AIG	B	-0.05%
LYV	A	-0.05%
ANSS	B	-0.05%
WTW	B	-0.05%
EBAY	D	-0.05%
PINS	D	-0.05%
DECK	A	-0.05%
VRSK	A	-0.05%
MLM	B	-0.05%
PEG	A	-0.05%
IQV	D	-0.05%
HUM	C	-0.05%
CINF	A	-0.05%
IT	C	-0.05%
TRGP	B	-0.05%
MPC	D	-0.05%
OTIS	C	-0.05%
RMD	C	-0.05%
SRE	A	-0.05%
IDXX	F	-0.05%
LEN	D	-0.05%
FANG	D	-0.05%
EA	A	-0.05%
MDB	C	-0.05%
KDP	D	-0.05%
HIG	B	-0.05%
IRM	D	-0.05%
FITB	A	-0.05%
STZ	D	-0.05%
GPN	B	-0.05%
AME	A	-0.05%
ARES	A	-0.05%
SW	A	-0.04%
MANH	D	-0.04%
BAH	F	-0.04%
EXPE	B	-0.04%
PPG	F	-0.04%
ROK	B	-0.04%
INCY	C	-0.04%
HUBB	B	-0.04%
ED	D	-0.04%
HPE	B	-0.04%
AWK	D	-0.04%
CHTR	C	-0.04%
VLO	C	-0.04%
DOW	F	-0.04%
A	D	-0.04%
CPAY	A	-0.04%
AVB	B	-0.04%
LPLA	A	-0.04%
PTC	A	-0.04%
TYL	B	-0.04%
ZBH	C	-0.04%
XEL	A	-0.04%
GIS	D	-0.04%
BR	A	-0.04%
CLX	B	-0.04%
HPQ	B	-0.04%
GRMN	B	-0.04%
ODFL	B	-0.04%
ARE	D	-0.04%
FTV	C	-0.04%
CNC	D	-0.04%
BRO	B	-0.04%
VTRS	A	-0.04%
CSGP	D	-0.04%
HBAN	A	-0.04%
UAL	A	-0.04%
VMC	B	-0.04%
CHD	B	-0.04%
RJF	A	-0.04%
FE	C	-0.04%
EFX	F	-0.04%
MPWR	F	-0.04%
EIX	B	-0.04%
EME	C	-0.04%
SJM	D	-0.04%
RBLX	C	-0.04%
CCI	D	-0.04%
AES	F	-0.03%
RPRX	D	-0.03%
ADM	D	-0.03%
ROL	B	-0.03%
MKC	D	-0.03%
OMC	C	-0.03%
LYB	F	-0.03%
ALGN	D	-0.03%
CBOE	B	-0.03%
MTD	D	-0.03%
ERIE	D	-0.03%
SSNC	B	-0.03%
CFG	B	-0.03%
MCHP	D	-0.03%
NVR	D	-0.03%
AEE	A	-0.03%
TDY	B	-0.03%
DRI	B	-0.03%
LII	A	-0.03%
IFF	D	-0.03%
NRG	B	-0.03%
CDW	F	-0.03%
NUE	C	-0.03%
MKL	A	-0.03%
ON	D	-0.03%
ENTG	D	-0.03%
BURL	A	-0.03%
TWLO	A	-0.03%
NTAP	C	-0.03%
WRB	A	-0.03%
MOH	F	-0.03%
TTWO	A	-0.03%
KHC	F	-0.03%
PPL	B	-0.03%
ETR	B	-0.03%
DOV	A	-0.03%
RF	A	-0.03%
EG	C	-0.03%
PHM	D	-0.03%
ILMN	D	-0.03%
KEYS	A	-0.03%
SBAC	D	-0.03%
VLTO	D	-0.03%
INVH	D	-0.03%
TROW	B	-0.03%
CVNA	B	-0.03%
VTR	C	-0.03%
OXY	D	-0.03%
HSY	F	-0.03%
LNG	B	-0.03%
TSCO	D	-0.03%
HAL	C	-0.03%
WEC	A	-0.03%
EQR	B	-0.03%
LDOS	C	-0.03%
BMRN	D	-0.03%
UDR	B	-0.02%
CSL	C	-0.02%
JBHT	C	-0.02%
DPZ	C	-0.02%
RVTY	F	-0.02%
EVRG	A	-0.02%
HST	C	-0.02%
CTRA	B	-0.02%
CAG	D	-0.02%
ZBRA	B	-0.02%
AVY	D	-0.02%
MRO	B	-0.02%
NI	A	-0.02%
EPAM	C	-0.02%
DLTR	F	-0.02%
JKHY	D	-0.02%
RS	B	-0.02%
SWK	D	-0.02%
LNT	A	-0.02%
BLDR	D	-0.02%
DGX	A	-0.02%
DOC	D	-0.02%
ULTA	F	-0.02%
IEX	B	-0.02%
MAS	D	-0.02%
HOLX	D	-0.02%
BALL	D	-0.02%
STLD	B	-0.02%
GPC	D	-0.02%
DG	F	-0.02%
OC	A	-0.02%
PNR	A	-0.02%
AKAM	D	-0.02%
WY	D	-0.02%
BBY	D	-0.02%
EXAS	D	-0.02%
PFG	D	-0.02%
VRSN	F	-0.02%
IP	B	-0.02%
DTE	C	-0.02%
CMS	C	-0.02%
RPM	A	-0.02%
EQT	B	-0.02%
CNP	B	-0.02%
WBD	C	-0.02%
ESS	B	-0.02%
DVN	F	-0.02%
ATO	A	-0.02%
WSO	A	-0.02%
MAA	B	-0.02%
KIM	A	-0.02%
LH	C	-0.02%
WAT	B	-0.02%
TER	D	-0.02%
PKG	A	-0.02%
WSM	B	-0.02%
WST	C	-0.02%
GEN	B	-0.02%
TXT	D	-0.02%
SUI	D	-0.02%
K	A	-0.02%
J	F	-0.02%
KEY	B	-0.02%
BIIB	F	-0.02%
SNA	A	-0.02%
FDS	B	-0.02%
ENPH	F	-0.01%
MRNA	F	-0.01%
ALB	C	-0.01%
CE	F	-0.01%
TFX	F	-0.01%
KMX	B	-0.01%
EMN	D	-0.01%
CF	B	-0.01%
BG	F	-0.01%
SOLV	C	-0.01%
LW	C	-0.01%
EXPD	D	-0.01%
SNAP	C	-0.01%
WPC	D	-0.01%
SWKS	F	-0.01%
SCCO	F	-0.0%