NBCR vs. SFY ETF Comparison

Comparison of Neuberger Berman Core Equity ETF (NBCR) to SoFi Select 500 ETF (SFY)

NBCR

Neuberger Berman Core Equity ETF

NBCR Description

To pursue its goal, the fund invests mainly in equity securities of large-capitalization companies, which it defines as companies that have a market capitalization within the market capitalization range of companies in the Russell 1000® Index at the time of initial purchase. The portfolio managers seek to invest in a broadly diversified group of securities that have the potential to outperform the Russell 1000 Index with a lower level of risk through security selection.

Grade (RS Rating)

Last Trade

$27.43

Average Daily Volume

16,373

Number of Holdings ^*

192

* 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	NBCR	SFY
30 Days	2.81%	4.18%
60 Days	4.11%	7.67%
90 Days	5.52%	8.72%
12 Months		38.94%

159 Overlapping Holdings

Symbol	Grade	Weight in NBCR	Weight in SFY	Overlap
AAPL	C	6.48%	4.2%	4.2%
ABBV	D	0.86%	0.53%	0.53%
ACN	C	0.47%	0.29%	0.29%
ADI	D	0.5%	0.1%	0.1%
ADSK	A	0.17%	0.12%	0.12%
AEP	D	0.19%	0.06%	0.06%
AIG	B	0.76%	0.05%	0.05%
ALL	A	0.45%	0.13%	0.13%
AMAT	F	0.52%	0.17%	0.17%
AMD	F	0.57%	1.44%	0.57%
AMGN	D	0.31%	0.36%	0.31%
AMZN	C	3.83%	4.53%	3.83%
AON	A	1.41%	0.13%	0.13%
APD	A	0.14%	0.08%	0.08%
APH	A	0.45%	0.13%	0.13%
APO	B	0.32%	0.17%	0.17%
AVY	D	0.29%	0.02%	0.02%
BA	F	0.19%	0.14%	0.14%
BAC	A	0.76%	0.61%	0.61%
BK	A	0.12%	0.16%	0.12%
BKNG	A	0.49%	0.25%	0.25%
BLDR	D	0.12%	0.02%	0.02%
BLK	C	0.35%	0.23%	0.23%
BMRN	D	0.09%	0.03%	0.03%
BMY	B	0.28%	0.16%	0.16%
BSX	B	0.87%	0.35%	0.35%
C	A	0.39%	0.26%	0.26%
CARR	D	0.36%	0.1%	0.1%
CAT	B	0.51%	0.24%	0.24%
CCL	B	0.62%	0.07%	0.07%
CDW	F	0.13%	0.03%	0.03%
CEG	D	0.17%	0.13%	0.13%
CFG	B	0.14%	0.03%	0.03%
CL	D	0.36%	0.13%	0.13%
CNC	D	0.18%	0.04%	0.04%
CNP	B	0.09%	0.02%	0.02%
COP	C	0.4%	0.11%	0.11%
COST	B	1.06%	0.55%	0.55%
CRM	B	0.87%	0.8%	0.8%
CRWD	B	0.51%	0.42%	0.42%
CSCO	B	0.46%	0.25%	0.25%
CSX	B	0.27%	0.07%	0.07%
CVS	D	0.33%	0.14%	0.14%
D	C	0.17%	0.05%	0.05%
DAL	C	0.25%	0.06%	0.06%
DE	A	0.33%	0.1%	0.1%
DGX	A	0.19%	0.02%	0.02%
DKNG	B	0.52%	0.07%	0.07%
DLTR	F	0.25%	0.02%	0.02%
DTE	C	0.07%	0.02%	0.02%
DUK	C	0.23%	0.12%	0.12%
DXCM	D	0.18%	0.07%	0.07%
EA	A	0.17%	0.05%	0.05%
ECL	D	0.16%	0.09%	0.09%
EFX	F	0.18%	0.04%	0.04%
ELV	F	0.26%	0.12%	0.12%
ENTG	D	0.13%	0.03%	0.03%
EOG	A	0.31%	0.08%	0.08%
EQR	B	0.09%	0.03%	0.03%
EQT	B	0.13%	0.02%	0.02%
ETN	A	0.63%	0.23%	0.23%
ETR	B	0.16%	0.03%	0.03%
FANG	D	0.24%	0.05%	0.05%
FCX	D	0.26%	0.11%	0.11%
FDX	B	0.22%	0.07%	0.07%
FE	C	0.11%	0.04%	0.04%
FI	A	0.66%	0.21%	0.21%
FITB	A	0.24%	0.05%	0.05%
GE	D	0.94%	0.16%	0.16%
GIS	D	0.31%	0.04%	0.04%
GM	B	0.59%	0.08%	0.08%
GOOGL	C	3.37%	1.72%	1.72%
GS	A	0.42%	0.43%	0.42%
HCA	F	0.26%	0.1%	0.1%
HD	A	1.22%	0.44%	0.44%
HUM	C	0.2%	0.05%	0.05%
ICE	C	0.56%	0.18%	0.18%
INTU	C	0.62%	0.33%	0.33%
INVH	D	0.1%	0.03%	0.03%
IQV	D	0.13%	0.05%	0.05%
IR	B	0.36%	0.07%	0.07%
IT	C	0.13%	0.05%	0.05%
J	F	0.19%	0.02%	0.02%
JNJ	D	0.98%	0.43%	0.43%
JPM	A	1.4%	1.55%	1.4%
K	A	0.22%	0.02%	0.02%
KDP	D	0.42%	0.05%	0.05%
KKR	A	0.61%	0.41%	0.41%
LEN	D	0.22%	0.05%	0.05%
LIN	D	0.59%	0.27%	0.27%
LLY	F	1.19%	2.06%	1.19%
LMT	D	0.26%	0.17%	0.17%
LNG	B	0.13%	0.03%	0.03%
LNT	A	0.13%	0.02%	0.02%
LRCX	F	0.2%	0.09%	0.09%
LVS	C	0.35%	0.1%	0.1%
MA	C	1.1%	0.67%	0.67%
MCD	D	0.58%	0.28%	0.28%
MCK	B	0.25%	0.11%	0.11%
MCO	B	0.28%	0.16%	0.16%
MDLZ	F	0.36%	0.11%	0.11%
MDT	D	0.72%	0.16%	0.16%
MET	A	0.22%	0.08%	0.08%
MLM	B	0.25%	0.05%	0.05%
MMM	D	0.44%	0.17%	0.17%
MOH	F	0.17%	0.03%	0.03%
MSFT	F	6.01%	5.38%	5.38%
MSI	B	0.35%	0.13%	0.13%
NDAQ	A	0.3%	0.06%	0.06%
NEE	D	0.33%	0.21%	0.21%
NFLX	A	0.81%	0.74%	0.74%
NKE	D	0.25%	0.1%	0.1%
NOW	A	0.77%	0.56%	0.56%
NSC	B	0.29%	0.07%	0.07%
NUE	C	0.11%	0.03%	0.03%
NVDA	C	6.7%	17.18%	6.7%
OKE	A	0.16%	0.08%	0.08%
ON	D	0.1%	0.03%	0.03%
ORCL	B	0.99%	0.48%	0.48%
ORLY	B	0.26%	0.1%	0.1%
PCG	A	0.14%	0.07%	0.07%
PEG	A	0.16%	0.05%	0.05%
PG	A	0.87%	0.51%	0.51%
PH	A	0.48%	0.12%	0.12%
PLD	D	0.38%	0.13%	0.13%
PNC	B	0.31%	0.13%	0.13%
PSX	C	0.24%	0.06%	0.06%
QCOM	F	0.91%	0.2%	0.2%
REGN	F	0.3%	0.12%	0.12%
RSG	A	0.16%	0.06%	0.06%
SHW	A	0.24%	0.1%	0.1%
SLB	C	0.26%	0.11%	0.11%
SNPS	B	0.58%	0.14%	0.14%
SPGI	C	0.74%	0.31%	0.31%
SRE	A	0.2%	0.05%	0.05%
STLD	B	0.1%	0.02%	0.02%
STZ	D	0.17%	0.05%	0.05%
T	A	0.75%	0.34%	0.34%
TDG	D	0.77%	0.16%	0.16%
TJX	A	0.71%	0.19%	0.19%
TMO	F	0.53%	0.24%	0.24%
TMUS	B	0.88%	0.16%	0.16%
TRGP	B	0.09%	0.05%	0.05%
TRU	D	0.3%	0.06%	0.06%
TT	A	0.48%	0.15%	0.15%
TXN	C	0.63%	0.16%	0.16%
UBER	D	0.74%	0.7%	0.7%
ULTA	F	0.4%	0.02%	0.02%
URI	B	0.32%	0.09%	0.09%
V	A	1.23%	0.73%	0.73%
VRSK	A	0.17%	0.05%	0.05%
VRTX	F	0.51%	0.4%	0.4%
VST	B	0.15%	0.07%	0.07%
VTR	C	0.2%	0.03%	0.03%
WFC	A	0.99%	0.33%	0.33%
WMB	A	0.16%	0.08%	0.08%
WY	D	0.06%	0.02%	0.02%
XOM	B	1.15%	0.54%	0.54%
ZBH	C	0.5%	0.04%	0.04%

NBCR Overweight 33 Positions Relative to SFY

Symbol	Grade	Weight
GOOG	C	1.94%
UNM	A	0.97%
FYBR	D	0.6%
IWB	A	0.56%
UL	D	0.51%
NVT	B	0.39%
GL	B	0.26%
AIZ	A	0.25%
ASML	F	0.23%
EHC	B	0.22%
SAIA	B	0.21%
WCN	A	0.21%
CHKP	D	0.2%
ELS	C	0.16%
TKO	B	0.15%
FCPT	C	0.14%
ESI	A	0.14%
APTV	D	0.14%
WRBY	B	0.14%
AVTR	F	0.13%
MTCH	D	0.12%
TW	A	0.12%
STWD	C	0.11%
UTZ	D	0.08%
DTM	B	0.08%
CCK	C	0.08%
WIX	B	0.08%
TOL	B	0.07%
SMAR	A	0.07%
GXO	B	0.06%
IONS	F	0.05%
FBIN	D	0.05%
BHP	F	0.03%

NBCR Underweight 336 Positions Relative to SFY

Symbol	Grade	Weight
META	D	-3.02%
AVGO	D	-2.8%
TSLA	B	-0.96%
UNH	C	-0.89%
BRK.A	B	-0.81%
MRK	F	-0.77%
MU	D	-0.66%
WMT	A	-0.53%
PLTR	B	-0.53%
IBM	C	-0.52%
PGR	A	-0.5%
PANW	C	-0.44%
APP	B	-0.39%
DIS	B	-0.39%
RTX	C	-0.38%
ISRG	A	-0.38%
GILD	C	-0.37%
ADBE	C	-0.37%
KO	D	-0.34%
MS	A	-0.34%
GEV	B	-0.33%
PM	B	-0.32%
PFE	D	-0.32%
INTC	D	-0.31%
WELL	A	-0.29%
AXP	A	-0.28%
PEP	F	-0.28%
BX	A	-0.28%
ABT	B	-0.27%
CVX	A	-0.26%
CMCSA	B	-0.25%
RCL	A	-0.25%
WDAY	B	-0.25%
COIN	C	-0.25%
NEM	D	-0.22%
VZ	C	-0.22%
HON	B	-0.21%
SQ	B	-0.21%
CB	C	-0.21%
SYK	C	-0.2%
ANET	C	-0.18%
DDOG	A	-0.18%
AMT	D	-0.18%
DASH	A	-0.17%
MMC	B	-0.17%
CI	F	-0.17%
HUBS	A	-0.16%
UNP	C	-0.16%
ADP	B	-0.16%
CMG	B	-0.15%
SCHW	B	-0.15%
TTD	B	-0.15%
LOW	D	-0.15%
AJG	B	-0.15%
CME	A	-0.14%
VRT	B	-0.14%
USB	A	-0.14%
SBUX	A	-0.14%
PYPL	B	-0.13%
EQIX	A	-0.13%
DHR	F	-0.13%
AXON	A	-0.13%
ALNY	D	-0.12%
WM	A	-0.12%
TEAM	A	-0.12%
SO	D	-0.12%
BDX	F	-0.12%
CDNS	B	-0.12%
TRV	B	-0.12%
ZTS	D	-0.12%
O	D	-0.12%
LHX	C	-0.11%
SNOW	C	-0.11%
CTAS	B	-0.11%
EXR	D	-0.11%
COF	B	-0.11%
NET	B	-0.11%
HLT	A	-0.1%
ZS	C	-0.1%
ACGL	D	-0.1%
EMR	A	-0.1%
DLR	B	-0.1%
UPS	C	-0.1%
MRVL	B	-0.1%
XYL	D	-0.1%
ROP	B	-0.1%
AMP	A	-0.1%
NOC	D	-0.1%
GD	F	-0.1%
ABNB	C	-0.1%
MO	A	-0.1%
BKR	B	-0.09%
MAR	B	-0.09%
ITW	B	-0.09%
PSTG	D	-0.09%
FICO	B	-0.09%
FIS	C	-0.09%
KLAC	D	-0.09%
PWR	A	-0.09%
HWM	A	-0.09%
FTNT	C	-0.09%
FCNCA	A	-0.08%
CAH	B	-0.08%
PRU	A	-0.08%
DFS	B	-0.08%
SPG	B	-0.08%
WDC	D	-0.08%
SMCI	F	-0.08%
FSLR	F	-0.08%
GWW	B	-0.07%
EXC	C	-0.07%
CBRE	B	-0.07%
DHI	D	-0.07%
NTRS	A	-0.07%
CPRT	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%
GLW	B	-0.07%
JCI	C	-0.07%
AFL	B	-0.07%
AZO	C	-0.07%
ROST	C	-0.07%
COR	B	-0.07%
MSTR	C	-0.07%
GDDY	A	-0.07%
DD	D	-0.07%
PODD	C	-0.07%
PCAR	B	-0.07%
MSCI	C	-0.07%
EW	C	-0.06%
VICI	C	-0.06%
KR	B	-0.06%
MTB	A	-0.06%
TFC	A	-0.06%
KMB	D	-0.06%
VEEV	C	-0.06%
CTVA	C	-0.06%
FAST	B	-0.06%
DELL	C	-0.06%
KMI	A	-0.06%
TSN	B	-0.06%
SYF	B	-0.06%
WAB	B	-0.06%
PSA	D	-0.06%
PAYX	C	-0.06%
DOCU	A	-0.06%
HES	B	-0.06%
KVUE	A	-0.06%
STE	F	-0.06%
STT	A	-0.06%
CMI	A	-0.06%
STX	D	-0.06%
ZM	B	-0.06%
CTSH	B	-0.05%
GEHC	F	-0.05%
SYY	B	-0.05%
YUM	B	-0.05%
OKTA	C	-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%
CINF	A	-0.05%
MPC	D	-0.05%
OTIS	C	-0.05%
RMD	C	-0.05%
IDXX	F	-0.05%
MDB	C	-0.05%
HIG	B	-0.05%
IRM	D	-0.05%
GPN	B	-0.05%
AME	A	-0.05%
MNST	C	-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%
XEL	A	-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%
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%
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%
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%
MKL	A	-0.03%
BURL	A	-0.03%
TWLO	A	-0.03%
NTAP	C	-0.03%
WRB	A	-0.03%
TTWO	A	-0.03%
KHC	F	-0.03%
PPL	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%
TROW	B	-0.03%
CVNA	B	-0.03%
OXY	D	-0.03%
HSY	F	-0.03%
TSCO	D	-0.03%
HAL	C	-0.03%
WEC	A	-0.03%
LDOS	C	-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%
MRO	B	-0.02%
NI	A	-0.02%
EPAM	C	-0.02%
JKHY	D	-0.02%
RS	B	-0.02%
SWK	D	-0.02%
DOC	D	-0.02%
IEX	B	-0.02%
MAS	D	-0.02%
HOLX	D	-0.02%
BALL	D	-0.02%
GPC	D	-0.02%
DG	F	-0.02%
OC	A	-0.02%
PNR	A	-0.02%
AKAM	D	-0.02%
BBY	D	-0.02%
EXAS	D	-0.02%
PFG	D	-0.02%
VRSN	F	-0.02%
IP	B	-0.02%
CMS	C	-0.02%
RPM	A	-0.02%
WBD	C	-0.02%
EL	F	-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%
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%