SFY vs. DLN ETF Comparison

Comparison of SoFi Select 500 ETF (SFY) to WisdomTree LargeCap Dividend Fund (DLN)
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 *

494

* may have additional holdings in another (foreign) market
DLN

WisdomTree LargeCap Dividend Fund

DLN Description The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree LargeCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of the large-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$81.38

Average Daily Volume

106,810

Number of Holdings *

303

* may have additional holdings in another (foreign) market
Performance
Period SFY DLN
30 Days 4.18% 2.40%
60 Days 7.67% 4.32%
90 Days 8.72% 6.32%
12 Months 38.94% 31.22%
292 Overlapping Holdings
Symbol Grade Weight in SFY Weight in DLN Overlap
A D 0.04% 0.04% 0.04%
AAPL C 4.05% 3.54% 3.54%
ABBV D 0.55% 2.23% 0.55%
ABT B 0.27% 0.49% 0.27%
ADI D 0.1% 0.24% 0.1%
ADM D 0.02% 0.09% 0.02%
ADP B 0.17% 0.39% 0.17%
AEE A 0.03% 0.15% 0.03%
AEP D 0.06% 0.29% 0.06%
AFL B 0.07% 0.3% 0.07%
AIG B 0.05% 0.15% 0.05%
AJG B 0.15% 0.07% 0.07%
ALL A 0.13% 0.17% 0.13%
AMAT F 0.18% 0.14% 0.14%
AME A 0.05% 0.05% 0.05%
AMGN D 0.4% 0.6% 0.4%
AMP A 0.1% 0.17% 0.1%
AMT D 0.18% 0.34% 0.18%
APD A 0.08% 0.22% 0.08%
APH A 0.14% 0.15% 0.14%
APO B 0.18% 0.23% 0.18%
ARE D 0.04% 0.1% 0.04%
ARES A 0.05% 0.11% 0.05%
ATO A 0.02% 0.11% 0.02%
AVB B 0.04% 0.21% 0.04%
AVGO D 3.03% 2.65% 2.65%
AVY D 0.02% 0.03% 0.02%
AWK D 0.04% 0.07% 0.04%
AXP A 0.28% 0.37% 0.28%
BAC A 0.6% 1.45% 0.6%
BAH F 0.04% 0.03% 0.03%
BALL D 0.02% 0.03% 0.02%
BBY D 0.02% 0.12% 0.02%
BDX F 0.12% 0.13% 0.12%
BK A 0.16% 0.27% 0.16%
BKNG A 0.25% 0.34% 0.25%
BKR B 0.08% 0.13% 0.08%
BMY B 0.17% 0.64% 0.17%
BR A 0.04% 0.08% 0.04%
BRO B 0.04% 0.04% 0.04%
BX A 0.28% 0.46% 0.28%
C A 0.26% 0.74% 0.26%
CAH B 0.08% 0.07% 0.07%
CARR D 0.1% 0.1% 0.1%
CAT B 0.24% 0.51% 0.24%
CBOE B 0.02% 0.05% 0.02%
CCI D 0.04% 0.3% 0.04%
CDW F 0.03% 0.04% 0.03%
CEG D 0.13% 0.08% 0.08%
CHD B 0.04% 0.03% 0.03%
CI F 0.18% 0.23% 0.18%
CINF A 0.05% 0.08% 0.05%
CL D 0.13% 0.35% 0.13%
CLX B 0.04% 0.09% 0.04%
CMCSA B 0.25% 0.99% 0.25%
CME A 0.13% 0.22% 0.13%
CMI A 0.06% 0.19% 0.06%
CMS C 0.02% 0.08% 0.02%
CNP B 0.02% 0.06% 0.02%
COF B 0.11% 0.18% 0.11%
COP C 0.11% 0.36% 0.11%
COR B 0.07% 0.08% 0.07%
COST B 0.54% 0.47% 0.47%
CRM B 0.83% 0.28% 0.28%
CSCO B 0.25% 1.46% 0.25%
CSX B 0.08% 0.12% 0.08%
CTAS B 0.11% 0.16% 0.11%
CTSH B 0.05% 0.08% 0.05%
CVS D 0.13% 0.29% 0.13%
CVX A 0.25% 1.79% 0.25%
D C 0.04% 0.37% 0.04%
DAL C 0.06% 0.05% 0.05%
DD D 0.07% 0.09% 0.07%
DE A 0.1% 0.22% 0.1%
DELL C 0.06% 0.07% 0.06%
DFS B 0.08% 0.15% 0.08%
DGX A 0.02% 0.05% 0.02%
DHI D 0.07% 0.06% 0.06%
DHR F 0.14% 0.15% 0.14%
DIS B 0.34% 0.22% 0.22%
DLR B 0.09% 0.23% 0.09%
DOV A 0.03% 0.05% 0.03%
DOW F 0.04% 0.22% 0.04%
DRI B 0.03% 0.13% 0.03%
DTE C 0.02% 0.11% 0.02%
DUK C 0.11% 0.47% 0.11%
EA A 0.05% 0.05% 0.05%
EBAY D 0.05% 0.09% 0.05%
ECL D 0.1% 0.14% 0.1%
ED D 0.04% 0.22% 0.04%
EFX F 0.05% 0.03% 0.03%
EIX B 0.04% 0.18% 0.04%
ELV F 0.13% 0.14% 0.13%
EMR A 0.1% 0.22% 0.1%
EOG A 0.07% 0.49% 0.07%
EQIX A 0.13% 0.22% 0.13%
EQR B 0.03% 0.15% 0.03%
ERIE D 0.03% 0.03% 0.03%
ES D 0.07% 0.12% 0.07%
ETR B 0.03% 0.27% 0.03%
EXC C 0.06% 0.18% 0.06%
EXPD D 0.01% 0.03% 0.01%
EXR D 0.11% 0.2% 0.11%
FANG D 0.05% 0.09% 0.05%
FAST B 0.06% 0.2% 0.06%
FCNCA A 0.07% 0.03% 0.03%
FDS B 0.02% 0.02% 0.02%
FDX B 0.07% 0.18% 0.07%
FE C 0.04% 0.13% 0.04%
FIS C 0.09% 0.23% 0.09%
FITB A 0.05% 0.18% 0.05%
FTV C 0.04% 0.03% 0.03%
GD F 0.11% 0.21% 0.11%
GE D 0.16% 0.17% 0.16%
GEHC F 0.05% 0.03% 0.03%
GILD C 0.4% 0.52% 0.4%
GIS D 0.04% 0.17% 0.04%
GLW B 0.07% 0.19% 0.07%
GM B 0.08% 0.11% 0.08%
GOOGL C 1.74% 0.99% 0.99%
GPC D 0.02% 0.06% 0.02%
GPN B 0.05% 0.03% 0.03%
GS A 0.44% 0.8% 0.44%
GWW B 0.07% 0.1% 0.07%
HAL C 0.03% 0.06% 0.03%
HBAN A 0.04% 0.17% 0.04%
HCA F 0.11% 0.11% 0.11%
HD A 0.44% 2.08% 0.44%
HES B 0.06% 0.07% 0.06%
HIG B 0.05% 0.16% 0.05%
HLT A 0.09% 0.06% 0.06%
HON B 0.2% 0.6% 0.2%
HPE B 0.04% 0.08% 0.04%
HPQ B 0.04% 0.16% 0.04%
HSY F 0.03% 0.08% 0.03%
HUBB B 0.04% 0.04% 0.04%
HUM C 0.05% 0.03% 0.03%
HWM A 0.09% 0.04% 0.04%
IBM C 0.51% 1.37% 0.51%
ICE C 0.18% 0.24% 0.18%
INTU C 0.35% 0.19% 0.19%
INVH D 0.03% 0.08% 0.03%
IR B 0.07% 0.04% 0.04%
IRM D 0.05% 0.15% 0.05%
ITW B 0.09% 0.36% 0.09%
J F 0.03% 0.02% 0.02%
JBHT C 0.02% 0.02% 0.02%
JNJ D 0.43% 2.16% 0.43%
JPM A 1.52% 3.69% 1.52%
K A 0.02% 0.15% 0.02%
KDP D 0.05% 0.15% 0.05%
KHC F 0.03% 0.23% 0.03%
KKR A 0.42% 0.14% 0.14%
KLAC D 0.1% 0.1% 0.1%
KMB D 0.05% 0.31% 0.05%
KO D 0.33% 1.6% 0.33%
KR B 0.06% 0.19% 0.06%
KVUE A 0.06% 0.22% 0.06%
LEN D 0.05% 0.06% 0.05%
LEN D 0.05% 0.01% 0.01%
LH C 0.02% 0.03% 0.02%
LHX C 0.11% 0.13% 0.11%
LLY F 2.25% 0.67% 0.67%
LMT D 0.18% 0.49% 0.18%
LNG B 0.03% 0.1% 0.03%
LOW D 0.16% 0.66% 0.16%
LPLA A 0.04% 0.02% 0.02%
LRCX F 0.09% 0.12% 0.09%
LVS C 0.1% 0.09% 0.09%
MA C 0.69% 0.53% 0.53%
MAR B 0.09% 0.16% 0.09%
MCD D 0.28% 0.95% 0.28%
MCHP D 0.03% 0.08% 0.03%
MCK B 0.11% 0.07% 0.07%
MCO B 0.16% 0.12% 0.12%
MDLZ F 0.12% 0.42% 0.12%
MET A 0.08% 0.26% 0.08%
META D 3.07% 0.99% 0.99%
MKC D 0.02% 0.06% 0.02%
MLM B 0.05% 0.04% 0.04%
MMC B 0.17% 0.29% 0.17%
MO A 0.1% 0.8% 0.1%
MPC D 0.05% 0.25% 0.05%
MPWR F 0.05% 0.03% 0.03%
MRK F 0.79% 0.89% 0.79%
MRO B 0.02% 0.04% 0.02%
MS A 0.34% 1.21% 0.34%
MSCI C 0.08% 0.06% 0.06%
MSFT F 5.34% 3.17% 3.17%
MSI B 0.13% 0.18% 0.13%
MTB A 0.06% 0.18% 0.06%
MU D 0.72% 0.09% 0.09%
NDAQ A 0.06% 0.07% 0.06%
NKE D 0.1% 0.17% 0.1%
NOC D 0.11% 0.15% 0.11%
NSC B 0.07% 0.18% 0.07%
NTAP C 0.03% 0.08% 0.03%
NTRS A 0.06% 0.1% 0.06%
NUE C 0.03% 0.06% 0.03%
NVDA C 16.87% 2.61% 2.61%
O D 0.12% 0.28% 0.12%
ODFL B 0.04% 0.04% 0.04%
OKE A 0.08% 0.44% 0.08%
OMC C 0.03% 0.08% 0.03%
ORCL B 0.47% 0.83% 0.47%
OTIS C 0.05% 0.11% 0.05%
OXY D 0.03% 0.07% 0.03%
PAYX C 0.06% 0.28% 0.06%
PCAR B 0.08% 0.33% 0.08%
PCG A 0.07% 0.04% 0.04%
PEG A 0.05% 0.31% 0.05%
PEP F 0.28% 1.28% 0.28%
PFG D 0.02% 0.1% 0.02%
PG A 0.49% 1.91% 0.49%
PGR A 0.5% 0.13% 0.13%
PH A 0.12% 0.23% 0.12%
PHM D 0.03% 0.04% 0.03%
PLD D 0.13% 0.4% 0.13%
PM B 0.3% 1.39% 0.3%
PNC B 0.13% 0.47% 0.13%
PPG F 0.04% 0.1% 0.04%
PPL B 0.03% 0.12% 0.03%
PRU A 0.08% 0.3% 0.08%
PSA D 0.06% 0.33% 0.06%
PSX C 0.06% 0.23% 0.06%
PWR A 0.09% 0.04% 0.04%
QCOM F 0.22% 0.48% 0.22%
RF A 0.03% 0.17% 0.03%
RJF A 0.04% 0.06% 0.04%
RMD C 0.05% 0.04% 0.04%
ROK B 0.04% 0.07% 0.04%
ROL B 0.03% 0.04% 0.03%
ROP B 0.1% 0.05% 0.05%
ROST C 0.07% 0.06% 0.06%
RS B 0.02% 0.05% 0.02%
RSG A 0.06% 0.11% 0.06%
RTX C 0.39% 0.62% 0.39%
SBAC D 0.03% 0.04% 0.03%
SBUX A 0.14% 0.36% 0.14%
SCHW B 0.14% 0.27% 0.14%
SHW A 0.11% 0.15% 0.11%
SO D 0.12% 0.47% 0.12%
SPG B 0.08% 0.46% 0.08%
SPGI C 0.31% 0.17% 0.17%
SRE A 0.05% 0.25% 0.05%
STLD B 0.02% 0.04% 0.02%
STT A 0.06% 0.15% 0.06%
STZ D 0.05% 0.12% 0.05%
SUI D 0.02% 0.05% 0.02%
SWKS F 0.02% 0.04% 0.02%
SYK C 0.19% 0.28% 0.19%
SYY B 0.05% 0.2% 0.05%
TGT F 0.08% 0.28% 0.08%
TJX A 0.19% 0.39% 0.19%
TMO F 0.26% 0.17% 0.17%
TMUS B 0.16% 0.86% 0.16%
TRGP B 0.05% 0.11% 0.05%
TROW B 0.03% 0.16% 0.03%
TRV B 0.12% 0.17% 0.12%
TSCO D 0.03% 0.08% 0.03%
TSN B 0.05% 0.09% 0.05%
TXN C 0.17% 0.74% 0.17%
TXT D 0.03% 0.02% 0.02%
UNH C 0.91% 1.42% 0.91%
UNP C 0.17% 0.42% 0.17%
UPS C 0.1% 0.51% 0.1%
URI B 0.09% 0.09% 0.09%
USB A 0.14% 0.48% 0.14%
V A 0.73% 0.78% 0.73%
VICI C 0.05% 0.28% 0.05%
VLO C 0.04% 0.2% 0.04%
VLTO D 0.03% 0.02% 0.02%
VMC B 0.04% 0.06% 0.04%
VRSK A 0.05% 0.05% 0.05%
VRT B 0.12% 0.04% 0.04%
VTR C 0.03% 0.12% 0.03%
WAB B 0.06% 0.03% 0.03%
WEC A 0.03% 0.14% 0.03%
WELL A 0.29% 0.25% 0.25%
WFC A 0.32% 1.07% 0.32%
WM A 0.12% 0.28% 0.12%
WMB A 0.07% 0.43% 0.07%
WMT A 0.5% 1.84% 0.5%
WRB A 0.03% 0.08% 0.03%
WST C 0.02% 0.02% 0.02%
WY D 0.02% 0.07% 0.02%
XEL A 0.04% 0.26% 0.04%
XOM B 0.53% 2.84% 0.53%
XYL D 0.1% 0.04% 0.04%
YUM B 0.05% 0.13% 0.05%
ZBH C 0.04% 0.02% 0.02%
ZTS D 0.12% 0.13% 0.12%
SFY Overweight 203 Positions Relative to DLN
Symbol Grade Weight
AMZN C 4.56%
AMD F 1.52%
TSLA B 0.97%
BRK.A B 0.8%
UBER D 0.71%
NFLX A 0.66%
NOW A 0.56%
PLTR B 0.51%
PANW C 0.44%
VRTX F 0.43%
CRWD B 0.41%
ISRG A 0.37%
ADBE C 0.37%
APP B 0.34%
BSX B 0.34%
GEV B 0.33%
PFE D 0.33%
T A 0.33%
INTC D 0.32%
ACN C 0.29%
LIN D 0.27%
WDAY B 0.25%
COIN C 0.25%
RCL A 0.24%
ETN A 0.23%
VZ C 0.21%
CB C 0.21%
NEM D 0.21%
FI A 0.2%
NEE D 0.2%
SQ B 0.19%
MMM D 0.18%
ANET C 0.18%
MDT D 0.17%
DASH A 0.17%
DDOG A 0.16%
TDG D 0.16%
SNPS B 0.15%
TT A 0.15%
HUBS A 0.15%
TTD B 0.15%
BA F 0.14%
CMG B 0.14%
ALNY D 0.13%
PYPL B 0.13%
AXON A 0.13%
REGN F 0.13%
CDNS B 0.12%
ADSK A 0.12%
AON A 0.12%
SLB C 0.11%
NET B 0.11%
FCX D 0.11%
TEAM A 0.11%
FTNT C 0.1%
ORLY B 0.1%
ACGL D 0.1%
MRVL B 0.1%
SNOW C 0.1%
ABNB C 0.1%
FSLR F 0.09%
FICO B 0.09%
PSTG D 0.09%
ZS C 0.09%
PODD C 0.08%
WDC D 0.08%
STX D 0.07%
CBRE B 0.07%
CPRT A 0.07%
LUV C 0.07%
F C 0.07%
ZM B 0.07%
GDDY A 0.07%
CCL B 0.07%
TRU D 0.07%
BAX D 0.07%
SMCI F 0.07%
JCI C 0.07%
DKNG B 0.07%
AZO C 0.07%
KMI A 0.06%
CTVA C 0.06%
TFC A 0.06%
MNST C 0.06%
SYF B 0.06%
DXCM D 0.06%
DOCU A 0.06%
VEEV C 0.06%
STE F 0.06%
FLUT A 0.06%
VST B 0.06%
ANSS B 0.05%
RBLX C 0.05%
WTW B 0.05%
DECK A 0.05%
OKTA C 0.05%
PINS D 0.05%
MSTR C 0.05%
EW C 0.05%
IT C 0.05%
IDXX F 0.05%
MDB C 0.05%
IQV D 0.05%
ILMN D 0.04%
MANH D 0.04%
BMRN D 0.04%
EXPE B 0.04%
CHTR C 0.04%
CPAY A 0.04%
TYL B 0.04%
PTC A 0.04%
UAL A 0.04%
INCY C 0.04%
LYV A 0.04%
VTRS A 0.04%
GRMN B 0.04%
CSGP D 0.04%
LDOS C 0.04%
CNC D 0.04%
EME C 0.04%
SJM D 0.04%
AES F 0.03%
ALGN D 0.03%
LYB F 0.03%
CFG B 0.03%
BIIB F 0.03%
SSNC B 0.03%
NVR D 0.03%
TWLO A 0.03%
MKL A 0.03%
BURL A 0.03%
NRG B 0.03%
LII A 0.03%
MTD D 0.03%
TDY B 0.03%
IFF D 0.03%
TTWO A 0.03%
ON D 0.03%
ENTG D 0.03%
EG C 0.03%
KEYS A 0.03%
SW A 0.03%
MOH F 0.03%
CVNA B 0.03%
UDR B 0.02%
SNAP C 0.02%
CTRA B 0.02%
EVRG A 0.02%
DPZ C 0.02%
CSL C 0.02%
NI A 0.02%
DLTR F 0.02%
WSM B 0.02%
HST C 0.02%
CAG D 0.02%
LNT A 0.02%
RVTY F 0.02%
ZBRA B 0.02%
EPAM C 0.02%
JKHY D 0.02%
SWK D 0.02%
BLDR D 0.02%
DOC D 0.02%
IEX B 0.02%
EXAS D 0.02%
HOLX D 0.02%
EQT B 0.02%
WBD C 0.02%
OC A 0.02%
IP B 0.02%
MAS D 0.02%
PNR A 0.02%
ULTA F 0.02%
DG F 0.02%
AKAM D 0.02%
VRSN F 0.02%
EL F 0.02%
RPM A 0.02%
ESS B 0.02%
KIM A 0.02%
WSO A 0.02%
DVN F 0.02%
MAA B 0.02%
PKG A 0.02%
TER D 0.02%
WAT B 0.02%
GEN B 0.02%
KEY B 0.02%
SNA A 0.02%
RPRX D 0.02%
ENPH F 0.01%
ALB C 0.01%
MRNA F 0.01%
CE F 0.01%
CF B 0.01%
KMX B 0.01%
EMN D 0.01%
BG F 0.01%
TFX F 0.01%
SOLV C 0.01%
WPC D 0.01%
LW C 0.01%
SCCO F 0.0%
SFY Underweight 11 Positions Relative to DLN
Symbol Grade Weight
GOOG C -0.64%
BLK C -0.51%
DTD A -0.09%
HRL D -0.08%
WLK D -0.03%
SIRI C -0.03%
HEI B -0.02%
L A -0.02%
WMG C -0.01%
TW A -0.01%
HEI B -0.01%
Compare ETFs