IYF vs. SFYX ETF Comparison

Comparison of iShares U.S. Financial ETF (IYF) to SoFi Next 500 ETF (SFYX)

IYF

iShares U.S. Financial ETF

IYF Description

The investment seeks to track the investment results of an index composed of U.S. equities in the financial sector. 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 Dow Jones U.S. Financials Index (the "underlying index"), which measures the performance of the financial sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$115.01

Average Daily Volume

296,600

Number of Holdings ^*

135

* 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

$15.01

Average Daily Volume

23,548

Number of Holdings ^*

481

* may have additional holdings in another (foreign) market

Performance

Period	IYF	SFYX
30 Days	4.81%	2.39%
60 Days	10.70%	5.23%
90 Days	14.59%	8.50%
12 Months	47.75%	29.45%

54 Overlapping Holdings

Symbol	Grade	Weight in IYF	Weight in SFYX	Overlap
AFG	A	0.17%	0.23%	0.17%
AGNC	C	0.12%	0.3%	0.12%
AIZ	A	0.19%	0.27%	0.19%
ALLY	C	0.17%	0.25%	0.17%
AMG	C	0.1%	0.08%	0.08%
AXS	A	0.12%	0.17%	0.12%
BOKF	B	0.04%	0.23%	0.04%
CACC	F	0.05%	0.1%	0.05%
CBSH	A	0.14%	0.22%	0.14%
CFR	B	0.14%	0.26%	0.14%
CG	B	0.19%	0.25%	0.19%
CMA	B	0.14%	0.26%	0.14%
COLB	B	0.11%	0.26%	0.11%
EQH	B	0.2%	0.22%	0.2%
EVR	B	0.18%	0.18%	0.18%
EWBC	A	0.24%	0.49%	0.24%
FAF	C	0.11%	0.1%	0.1%
FHN	A	0.19%	0.3%	0.19%
FNF	A	0.25%	0.29%	0.25%
GL	C	0.17%	0.16%	0.16%
HLI	B	0.16%	0.16%	0.16%
HOOD	A	0.36%	0.86%	0.36%
IBKR	A	0.32%	0.79%	0.32%
IVZ	C	0.11%	0.34%	0.11%
JEF	A	0.22%	0.3%	0.22%
KNSL	B	0.17%	0.47%	0.17%
LNC	B	0.07%	0.11%	0.07%
MKTX	D	0.16%	0.18%	0.16%
MORN	B	0.15%	0.41%	0.15%
MTG	D	0.11%	0.1%	0.1%
OMF	A	0.11%	0.1%	0.1%
ORI	A	0.16%	0.15%	0.15%
OWL	A	0.19%	0.95%	0.19%
OZK	B	0.09%	0.21%	0.09%
PB	A	0.12%	0.19%	0.12%
PNFP	B	0.16%	0.36%	0.16%
PRI	A	0.18%	0.2%	0.18%
RGA	B	0.26%	0.33%	0.26%
RLI	A	0.12%	0.19%	0.12%
RYAN	B	0.13%	0.38%	0.13%
SEIC	B	0.13%	0.18%	0.13%
SF	B	0.2%	0.23%	0.2%
SLM	B	0.09%	0.13%	0.09%
SNV	B	0.14%	0.23%	0.14%
SOFI	A	0.24%	0.62%	0.24%
STWD	C	0.1%	0.16%	0.1%
THG	A	0.1%	0.28%	0.1%
TW	A	0.25%	0.32%	0.25%
UNM	A	0.21%	0.23%	0.21%
VOYA	B	0.14%	0.2%	0.14%
WAL	B	0.16%	0.29%	0.16%
WBS	A	0.18%	0.36%	0.18%
WTFC	B	0.15%	0.3%	0.15%
ZION	B	0.14%	0.23%	0.14%

IYF Overweight 81 Positions Relative to SFYX

Symbol	Grade	Weight
BRK.A	B	11.69%
JPM	A	9.82%
BAC	A	4.69%
WFC	A	4.36%
GS	B	3.13%
SPGI	D	2.63%
MS	A	2.6%
BLK	B	2.59%
PGR	B	2.5%
C	B	2.2%
BX	A	2.14%
SCHW	A	2.01%
CB	C	1.95%
MMC	D	1.83%
KKR	A	1.69%
ICE	C	1.48%
APO	A	1.43%
PNC	B	1.38%
CME	A	1.35%
USB	B	1.3%
MCO	D	1.25%
AON	B	1.24%
AJG	B	1.07%
AFL	C	1.04%
TFC	A	1.04%
COIN	A	1.01%
TRV	A	1.0%
BK	B	0.97%
AMP	A	0.94%
ALL	A	0.86%
MET	A	0.82%
AIG	C	0.82%
PRU	B	0.77%
MSCI	B	0.76%
DFS	B	0.74%
ACGL	D	0.61%
MTB	A	0.6%
HIG	B	0.58%
FITB	B	0.54%
NDAQ	A	0.54%
WTW	B	0.53%
RJF	A	0.51%
ARES	A	0.51%
STT	B	0.48%
FCNCA	A	0.45%
BR	B	0.45%
TROW	B	0.44%
BRO	B	0.44%
HBAN	B	0.43%
RF	A	0.41%
CINF	A	0.39%
LPLA	A	0.39%
MKL	A	0.37%
NTRS	A	0.36%
CFG	B	0.35%
CBOE	C	0.35%
PFG	C	0.33%
FDS	B	0.31%
KEY	B	0.3%
WRB	B	0.3%
EG	D	0.27%
L	A	0.26%
RNR	C	0.22%
NLY	C	0.17%
BPOP	C	0.12%
BEN	C	0.11%
TPG	A	0.1%
RITM	D	0.1%
JHG	B	0.1%
FNB	B	0.1%
LAZ	B	0.1%
WTM	A	0.09%
KMPR	A	0.08%
AGO	A	0.08%
BHF	C	0.06%
FHB	B	0.06%
VIRT	A	0.05%
RKT	F	0.03%
CNA	C	0.02%
UWMC	D	0.01%
TFSL	A	0.01%

IYF Underweight 427 Positions Relative to SFYX

Symbol	Grade	Weight
DT	C	-0.85%
NTNX	B	-0.8%
FTI	A	-0.76%
NCLH	B	-0.72%
PSTG	F	-0.68%
TAP	B	-0.66%
RRX	B	-0.6%
KIM	A	-0.59%
NRG	B	-0.58%
TOST	A	-0.55%
TKO	A	-0.54%
TPL	A	-0.53%
GTLS	A	-0.52%
WYNN	D	-0.52%
GWRE	A	-0.51%
EME	A	-0.51%
MANH	D	-0.5%
PEN	B	-0.49%
DUOL	A	-0.47%
AAL	B	-0.45%
DAY	B	-0.44%
ACM	B	-0.44%
NTRA	A	-0.43%
FIX	A	-0.42%
RIVN	F	-0.41%
UTHR	C	-0.41%
LII	A	-0.41%
ITCI	B	-0.41%
HEI	A	-0.4%
PCTY	B	-0.4%
RCM	A	-0.39%
BILL	B	-0.39%
ELF	C	-0.39%
XPO	B	-0.39%
EQT	A	-0.38%
UI	A	-0.38%
USFD	A	-0.37%
CADE	B	-0.37%
GMED	A	-0.36%
NBIX	C	-0.36%
AFRM	A	-0.36%
PCOR	C	-0.35%
SAIA	C	-0.35%
SN	D	-0.35%
PSN	C	-0.35%
TTEK	F	-0.34%
CVNA	A	-0.34%
HQY	A	-0.33%
TRMB	B	-0.33%
ANF	C	-0.33%
CELH	F	-0.32%
FFIV	B	-0.32%
APPF	C	-0.32%
NOV	D	-0.31%
RPM	B	-0.31%
LNTH	F	-0.31%
IOT	A	-0.31%
WFRD	F	-0.31%
SRPT	F	-0.31%
MTZ	A	-0.3%
LNW	F	-0.3%
AAON	B	-0.3%
PR	B	-0.3%
PNR	B	-0.3%
BSY	D	-0.3%
JAZZ	C	-0.29%
MEDP	D	-0.29%
U	F	-0.28%
GGG	B	-0.28%
RMBS	C	-0.28%
APG	C	-0.28%
PFGC	B	-0.28%
CW	B	-0.28%
TXRH	B	-0.27%
WSO	A	-0.27%
NVT	C	-0.27%
PATH	C	-0.27%
THC	C	-0.27%
GAP	D	-0.27%
JBL	C	-0.27%
EXEL	B	-0.26%
JNPR	D	-0.26%
CNH	C	-0.26%
ESTC	C	-0.26%
LECO	C	-0.26%
ALLE	D	-0.26%
SFM	A	-0.26%
ARMK	C	-0.26%
CHDN	C	-0.26%
OC	A	-0.26%
TOL	B	-0.25%
REXR	F	-0.25%
WING	D	-0.25%
ELS	B	-0.25%
ALK	A	-0.25%
CZR	F	-0.25%
AL	B	-0.25%
S	B	-0.25%
GLPI	C	-0.25%
ALKS	C	-0.25%
AMH	C	-0.25%
OSK	C	-0.25%
NDSN	D	-0.25%
SMAR	A	-0.25%
WWD	B	-0.25%
PEGA	B	-0.24%
ITT	A	-0.24%
CASY	A	-0.24%
EDR	A	-0.24%
CRBG	B	-0.24%
NI	A	-0.24%
CACI	C	-0.23%
FRPT	A	-0.23%
CLH	C	-0.23%
BRBR	A	-0.23%
REG	A	-0.23%
DVA	C	-0.23%
AVTR	F	-0.23%
EHC	B	-0.22%
ONB	B	-0.22%
ALSN	B	-0.22%
ADTN	A	-0.22%
KRG	A	-0.22%
BWXT	A	-0.22%
CIEN	B	-0.22%
UHS	D	-0.22%
SSB	B	-0.21%
ATR	B	-0.21%
JLL	D	-0.21%
MSA	D	-0.21%
CUBE	C	-0.21%
AOS	F	-0.21%
TPR	B	-0.21%
AZEK	B	-0.21%
BXP	D	-0.21%
FLR	B	-0.21%
INSP	F	-0.21%
PPC	B	-0.21%
PLNT	A	-0.2%
EGP	D	-0.2%
NWSA	B	-0.2%
SCI	A	-0.2%
BIO	C	-0.2%
CPT	C	-0.2%
LAD	B	-0.2%
ENSG	D	-0.2%
AIT	B	-0.2%
Z	A	-0.2%
BJ	B	-0.2%
WEX	F	-0.2%
DOX	D	-0.2%
PNW	B	-0.2%
DKS	D	-0.2%
ST	F	-0.2%
IPG	F	-0.19%
TDW	F	-0.19%
FOXA	B	-0.19%
ACI	C	-0.19%
LBRDK	C	-0.19%
CRL	D	-0.19%
BLD	F	-0.19%
LAMR	D	-0.19%
ZWS	B	-0.19%
EXP	B	-0.19%
ADC	A	-0.19%
PRGO	C	-0.19%
RHP	B	-0.19%
POOL	D	-0.19%
HALO	F	-0.19%
WCC	B	-0.18%
MTCH	F	-0.18%
FN	B	-0.18%
ROKU	D	-0.18%
FND	F	-0.18%
PAG	B	-0.18%
CFLT	B	-0.18%
GTLB	B	-0.18%
ATI	C	-0.18%
RBC	A	-0.18%
ACHC	F	-0.18%
OHI	B	-0.18%
BRKR	F	-0.18%
LYFT	C	-0.18%
FLS	A	-0.18%
SUM	B	-0.17%
DTM	A	-0.17%
VLY	B	-0.17%
NYT	D	-0.17%
BFAM	F	-0.17%
GPK	D	-0.17%
GNRC	B	-0.17%
AXTA	B	-0.17%
COHR	B	-0.17%
CHE	F	-0.17%
EXLS	B	-0.17%
TECH	F	-0.17%
INGR	B	-0.17%
COTY	F	-0.17%
CR	A	-0.17%
DNB	B	-0.16%
INFA	D	-0.16%
AM	A	-0.16%
AYI	B	-0.16%
SWX	A	-0.16%
KEX	B	-0.16%
TPX	B	-0.16%
CCK	D	-0.16%
DCI	B	-0.16%
VNO	C	-0.16%
FBIN	F	-0.16%
RGLD	C	-0.16%
MUSA	B	-0.16%
APLS	F	-0.16%
SNX	D	-0.16%
GNTX	F	-0.16%
MTSI	B	-0.15%
FRT	B	-0.15%
AGCO	F	-0.15%
SW	A	-0.15%
GXO	B	-0.15%
BYD	B	-0.15%
TENB	D	-0.15%
HII	F	-0.15%
SIGI	B	-0.15%
H	B	-0.15%
BL	C	-0.15%
UBSI	B	-0.15%
WSC	F	-0.15%
WHR	B	-0.15%
WTRG	B	-0.15%
WMS	F	-0.15%
ETSY	D	-0.15%
ESAB	C	-0.15%
LSCC	D	-0.15%
PVH	C	-0.15%
HOMB	A	-0.15%
SPSC	F	-0.15%
BRX	A	-0.14%
FR	C	-0.14%
OVV	C	-0.14%
SSD	D	-0.14%
SKX	F	-0.14%
MASI	B	-0.14%
CHRW	B	-0.14%
LEA	F	-0.14%
HRB	D	-0.14%
NNN	C	-0.14%
RL	C	-0.14%
KBR	F	-0.14%
KNX	B	-0.14%
FCN	F	-0.14%
HSIC	C	-0.14%
OLED	F	-0.13%
XRAY	D	-0.13%
POST	C	-0.13%
SITE	D	-0.13%
MIDD	D	-0.13%
GKOS	A	-0.13%
MMSI	A	-0.13%
CWST	A	-0.13%
TTC	F	-0.13%
MLI	B	-0.13%
TREX	D	-0.13%
CHH	A	-0.13%
SAIC	F	-0.13%
BPMC	C	-0.13%
DBX	C	-0.13%
CHX	C	-0.13%
QGEN	F	-0.13%
GBCI	B	-0.13%
MTN	C	-0.13%
FSS	B	-0.13%
CNM	C	-0.13%
MTDR	C	-0.12%
IRT	A	-0.12%
BWA	D	-0.12%
CLF	F	-0.12%
VMI	B	-0.12%
FFIN	B	-0.12%
TRNO	D	-0.12%
BECN	B	-0.12%
IONS	F	-0.12%
KNF	B	-0.12%
X	C	-0.12%
STAG	D	-0.12%
M	D	-0.12%
ESI	B	-0.12%
CROX	F	-0.12%
QLYS	C	-0.12%
AWI	B	-0.12%
VRNS	D	-0.12%
IDA	A	-0.11%
HUN	F	-0.11%
HXL	F	-0.11%
ESNT	D	-0.11%
ORA	B	-0.11%
FYBR	C	-0.11%
ONTO	F	-0.11%
HP	C	-0.11%
RHI	C	-0.11%
RGEN	F	-0.11%
DAR	B	-0.11%
MAT	D	-0.11%
BBWI	C	-0.11%
WH	B	-0.11%
BERY	D	-0.11%
ZI	D	-0.11%
DINO	D	-0.11%
CBT	C	-0.1%
NEU	D	-0.1%
WTS	B	-0.1%
AN	D	-0.1%
CHRD	F	-0.1%
REYN	D	-0.1%
RYN	D	-0.1%
VNT	C	-0.1%
GTES	A	-0.1%
IBP	F	-0.1%
UFPI	C	-0.1%
R	B	-0.1%
HAE	C	-0.1%
CTLT	D	-0.1%
TNET	F	-0.1%
LANC	D	-0.1%
TMHC	B	-0.1%
WK	C	-0.1%
MMS	D	-0.1%
CMC	B	-0.1%
IPAR	C	-0.1%
FIVE	F	-0.1%
APA	F	-0.1%
OGE	A	-0.1%
CRUS	F	-0.09%
NXST	C	-0.09%
RRC	B	-0.09%
FIZZ	C	-0.09%
MHK	D	-0.09%
POR	C	-0.09%
FIVN	C	-0.09%
OPCH	F	-0.09%
LFUS	D	-0.09%
WMG	C	-0.09%
TKR	F	-0.09%
EEFT	C	-0.09%
RVMD	B	-0.09%
AMKR	F	-0.09%
MTH	D	-0.09%
CGNX	D	-0.09%
ACT	D	-0.09%
LPX	B	-0.09%
FMC	D	-0.09%
DV	C	-0.09%
VFC	C	-0.09%
BCPC	B	-0.09%
SLGN	A	-0.09%
EXPO	D	-0.08%
LSTR	D	-0.08%
MKSI	C	-0.08%
BCC	C	-0.08%
ABG	B	-0.08%
SON	F	-0.08%
KRC	C	-0.08%
PARA	D	-0.08%
JXN	C	-0.08%
SEE	D	-0.08%
RH	D	-0.08%
HOG	F	-0.08%
IGT	F	-0.08%
TDC	D	-0.08%
AAP	D	-0.08%
NSIT	F	-0.08%
FLO	D	-0.08%
COOP	B	-0.08%
ARW	F	-0.08%
DLB	F	-0.08%
HGV	C	-0.08%
BC	D	-0.08%
CIVI	D	-0.08%
MSM	D	-0.08%
RDN	D	-0.08%
ALGM	F	-0.08%
AR	B	-0.08%
OGN	F	-0.07%
WEN	C	-0.07%
CYTK	D	-0.07%
ASGN	F	-0.07%
MUR	F	-0.07%
DDS	B	-0.07%
AA	A	-0.07%
HAS	D	-0.07%
ELAN	D	-0.07%
THO	C	-0.07%
RIG	D	-0.07%
COLM	B	-0.07%
SMG	C	-0.07%
W	D	-0.07%
VAC	C	-0.06%
WU	F	-0.06%
CAR	C	-0.06%
ASO	F	-0.06%
ASH	F	-0.06%
IAC	D	-0.06%
VVV	D	-0.06%
BKH	A	-0.06%
PII	F	-0.06%
MGY	A	-0.06%
OLN	F	-0.06%
LCID	F	-0.06%
CNXC	F	-0.06%
IPGP	D	-0.06%
OGS	A	-0.06%
SM	C	-0.06%
NFG	A	-0.06%
COLD	F	-0.06%
DXC	D	-0.06%
CC	D	-0.05%
ATKR	D	-0.05%
UGI	C	-0.05%
ALIT	C	-0.05%
NJR	A	-0.05%
PBF	D	-0.05%
NSP	F	-0.05%
NFE	F	-0.05%
CPRI	F	-0.04%
SLAB	F	-0.04%
POWI	D	-0.04%
MDU	D	-0.04%