SFY vs. EFIV ETF Comparison

Comparison of SoFi Select 500 ETF (SFY) to SPDR S&P 500 ESG ETF (EFIV)

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

$104.33

Average Daily Volume

48,674

Number of Holdings ^*

489

* may have additional holdings in another (foreign) market

EFIV

SPDR S&P 500 ESG ETF

EFIV Description

• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

Grade (RS Rating)

Last Trade

$55.50

Average Daily Volume

99,873

Number of Holdings ^*

314

* may have additional holdings in another (foreign) market

Performance

Period	SFY	EFIV
30 Days	6.46%	4.00%
60 Days	13.96%	10.39%
90 Days	2.89%	2.68%
12 Months	39.63%	34.67%

277 Overlapping Holdings

Symbol	Grade	Weight in SFY	Weight in EFIV	Overlap
A	B	0.05%	0.12%	0.05%
AAPL	C	4.05%	9.99%	4.05%
ABBV	C	0.55%	0.99%	0.55%
ABT	C	0.21%	0.56%	0.21%
ACGL	A	0.11%	0.12%	0.11%
ACN	B	0.27%	0.63%	0.27%
ADBE	F	0.37%	0.66%	0.37%
ADM	F	0.03%	0.08%	0.03%
ADP	A	0.15%	0.32%	0.15%
ADSK	B	0.09%	0.17%	0.09%
AFL	A	0.07%	0.16%	0.07%
AIG	C	0.04%	0.14%	0.04%
AJG	C	0.11%	0.18%	0.11%
AKAM	D	0.02%	0.04%	0.02%
ALB	D	0.02%	0.03%	0.02%
ALL	A	0.22%	0.14%	0.14%
AMAT	C	0.2%	0.49%	0.2%
AMD	C	0.8%	0.77%	0.77%
AME	C	0.05%	0.12%	0.05%
AMGN	D	0.22%	0.5%	0.22%
AMP	A	0.07%	0.13%	0.07%
AMT	D	0.16%	0.31%	0.16%
AON	A	0.1%	0.22%	0.1%
APD	C	0.07%	0.19%	0.07%
ARE	D	0.06%	0.05%	0.05%
AVB	C	0.04%	0.09%	0.04%
AVY	D	0.02%	0.05%	0.02%
AWK	D	0.04%	0.08%	0.04%
AXON	A	0.06%	0.08%	0.06%
AXP	A	0.33%	0.44%	0.33%
BAC	B	0.79%	0.77%	0.77%
BALL	C	0.02%	0.06%	0.02%
BAX	D	0.08%	0.06%	0.06%
BBY	C	0.02%	0.06%	0.02%
BDX	C	0.11%	0.2%	0.11%
BEN	F	0.01%	0.02%	0.01%
BIIB	F	0.03%	0.08%	0.03%
BK	A	0.16%	0.15%	0.15%
BKR	B	0.11%	0.1%	0.1%
BLK	A	0.19%	0.38%	0.19%
BMY	A	0.12%	0.3%	0.12%
BR	B	0.04%	0.07%	0.04%
BSX	A	0.26%	0.35%	0.26%
C	B	0.31%	0.34%	0.31%
CAG	D	0.02%	0.04%	0.02%
CAH	B	0.07%	0.08%	0.07%
CARR	A	0.09%	0.19%	0.09%
CAT	A	0.31%	0.55%	0.31%
CB	A	0.21%	0.31%	0.21%
CBOE	B	0.03%	0.06%	0.03%
CBRE	C	0.05%	0.11%	0.05%
CCL	C	0.12%	0.05%	0.05%
CF	A	0.01%	0.04%	0.01%
CFG	C	0.03%	0.05%	0.03%
CI	D	0.13%	0.28%	0.13%
CL	D	0.12%	0.24%	0.12%
CMCSA	B	0.26%	0.46%	0.26%
CME	A	0.11%	0.23%	0.11%
CMG	C	0.13%	0.23%	0.13%
CMI	A	0.1%	0.13%	0.1%
CNC	F	0.07%	0.11%	0.07%
COF	A	0.1%	0.16%	0.1%
COST	C	0.52%	1.13%	0.52%
CPAY	A	0.03%	0.06%	0.03%
CPB	D	0.02%	0.03%	0.02%
CRM	B	1.25%	0.77%	0.77%
CSCO	A	0.3%	0.62%	0.3%
CSGP	F	0.04%	0.09%	0.04%
CSX	D	0.08%	0.19%	0.08%
CTAS	C	0.12%	0.2%	0.12%
CTVA	A	0.05%	0.12%	0.05%
CVS	D	0.15%	0.22%	0.15%
CVX	B	0.25%	0.71%	0.25%
DAL	C	0.07%	0.1%	0.07%
DE	C	0.15%	0.31%	0.15%
DECK	B	0.04%	0.07%	0.04%
DFS	A	0.07%	0.1%	0.07%
DGX	D	0.02%	0.05%	0.02%
DHI	C	0.08%	0.16%	0.08%
DHR	D	0.18%	0.51%	0.18%
DIS	D	0.29%	0.5%	0.29%
DLR	C	0.09%	0.14%	0.09%
DOC	C	0.02%	0.05%	0.02%
DOV	C	0.03%	0.08%	0.03%
DOW	B	0.04%	0.11%	0.04%
DVN	F	0.02%	0.07%	0.02%
EA	D	0.05%	0.1%	0.05%
EBAY	A	0.07%	0.09%	0.07%
ECL	C	0.1%	0.19%	0.1%
ED	C	0.04%	0.1%	0.04%
EG	A	0.04%	0.05%	0.04%
EIX	C	0.04%	0.1%	0.04%
EL	D	0.03%	0.07%	0.03%
ELV	F	0.17%	0.35%	0.17%
EMR	B	0.06%	0.18%	0.06%
EQIX	C	0.14%	0.24%	0.14%
EQR	C	0.03%	0.07%	0.03%
ES	D	0.04%	0.07%	0.04%
ETN	B	0.2%	0.38%	0.2%
ETR	A	0.03%	0.08%	0.03%
EW	F	0.06%	0.12%	0.06%
EXC	C	0.06%	0.12%	0.06%
EXPE	B	0.04%	0.05%	0.04%
EXR	D	0.08%	0.11%	0.08%
FANG	D	0.03%	0.09%	0.03%
FCX	B	0.08%	0.21%	0.08%
FDS	C	0.02%	0.05%	0.02%
FIS	A	0.08%	0.13%	0.08%
FITB	C	0.06%	0.08%	0.06%
FTV	C	0.04%	0.08%	0.04%
GE	B	0.69%	0.58%	0.58%
GILD	A	0.14%	0.3%	0.14%
GIS	C	0.05%	0.12%	0.05%
GM	D	0.07%	0.15%	0.07%
GOOG	B	1.24%	2.29%	1.24%
GOOGL	B	1.28%	2.77%	1.28%
GPC	D	0.02%	0.06%	0.02%
GPN	F	0.12%	0.07%	0.07%
GS	B	0.44%	0.45%	0.44%
GWW	B	0.07%	0.13%	0.07%
HAL	D	0.04%	0.07%	0.04%
HBAN	B	0.04%	0.06%	0.04%
HD	A	0.43%	1.14%	0.43%
HES	D	0.04%	0.11%	0.04%
HIG	A	0.05%	0.1%	0.05%
HLT	A	0.1%	0.17%	0.1%
HOLX	D	0.02%	0.05%	0.02%
HPE	B	0.04%	0.08%	0.04%
HPQ	B	0.04%	0.1%	0.04%
HRL	F	0.02%	0.03%	0.02%
HST	D	0.02%	0.04%	0.02%
HSY	D	0.04%	0.08%	0.04%
HUBB	A	0.03%	0.07%	0.03%
HUM	F	0.06%	0.11%	0.06%
ICE	A	0.14%	0.26%	0.14%
IDXX	D	0.06%	0.12%	0.06%
IEX	D	0.02%	0.05%	0.02%
IFF	D	0.03%	0.08%	0.03%
INCY	B	0.03%	0.03%	0.03%
INTC	D	0.16%	0.29%	0.16%
IR	A	0.07%	0.11%	0.07%
IRM	B	0.05%	0.1%	0.05%
ITW	C	0.09%	0.2%	0.09%
JBHT	D	0.02%	0.04%	0.02%
JCI	C	0.08%	0.15%	0.08%
JKHY	A	0.02%	0.04%	0.02%
JPM	C	1.63%	1.73%	1.63%
K	B	0.03%	0.06%	0.03%
KDP	C	0.07%	0.11%	0.07%
KEY	B	0.03%	0.04%	0.03%
KHC	F	0.05%	0.09%	0.05%
KLAC	B	0.11%	0.3%	0.11%
KMI	A	0.04%	0.12%	0.04%
KMX	F	0.01%	0.03%	0.01%
KO	C	0.39%	0.8%	0.39%
KR	C	0.05%	0.11%	0.05%
LIN	C	0.29%	0.66%	0.29%
LKQ	F	0.02%	0.03%	0.02%
LLY	D	1.64%	2.0%	1.64%
LOW	C	0.16%	0.44%	0.16%
LRCX	D	0.09%	0.31%	0.09%
LVS	B	0.14%	0.05%	0.05%
LW	D	0.02%	0.03%	0.02%
LYB	B	0.03%	0.07%	0.03%
MA	A	0.71%	1.17%	0.71%
MAR	A	0.11%	0.17%	0.11%
MAS	C	0.02%	0.05%	0.02%
MCD	A	0.31%	0.63%	0.31%
MCO	D	0.12%	0.21%	0.12%
MDLZ	D	0.16%	0.29%	0.16%
MDT	C	0.16%	0.33%	0.16%
MET	A	0.09%	0.14%	0.09%
MGM	D	0.02%	0.03%	0.02%
MKC	C	0.03%	0.06%	0.03%
MMC	D	0.16%	0.32%	0.16%
MOS	F	0.01%	0.02%	0.01%
MPC	D	0.06%	0.16%	0.06%
MRK	F	1.08%	0.83%	0.83%
MRNA	F	0.02%	0.06%	0.02%
MS	A	0.42%	0.37%	0.37%
MSCI	B	0.08%	0.13%	0.08%
MSFT	D	4.87%	9.18%	4.87%
MTB	A	0.07%	0.08%	0.07%
MTD	C	0.03%	0.09%	0.03%
MU	D	0.1%	0.34%	0.1%
NDAQ	C	0.05%	0.09%	0.05%
NEE	C	0.19%	0.5%	0.19%
NEM	C	0.07%	0.18%	0.07%
NKE	D	0.13%	0.31%	0.13%
NSC	C	0.06%	0.16%	0.06%
NTRS	B	0.05%	0.05%	0.05%
NVDA	B	15.24%	8.61%	8.61%
OKE	A	0.05%	0.15%	0.05%
OMC	C	0.02%	0.06%	0.02%
ON	F	0.03%	0.09%	0.03%
OTIS	A	0.05%	0.12%	0.05%
OXY	D	0.04%	0.1%	0.04%
PAYX	B	0.06%	0.12%	0.06%
PCAR	D	0.1%	0.15%	0.1%
PEG	A	0.05%	0.13%	0.05%
PEP	F	0.3%	0.67%	0.3%
PFE	D	0.22%	0.48%	0.22%
PFG	A	0.02%	0.05%	0.02%
PG	D	0.49%	1.18%	0.49%
PH	A	0.15%	0.23%	0.15%
PHM	C	0.03%	0.09%	0.03%
PLD	D	0.25%	0.34%	0.25%
PNC	C	0.15%	0.21%	0.15%
PPG	D	0.04%	0.09%	0.04%
PRU	B	0.07%	0.12%	0.07%
PSA	C	0.08%	0.16%	0.08%
PSX	D	0.06%	0.16%	0.06%
PWR	A	0.08%	0.13%	0.08%
PYPL	A	0.12%	0.23%	0.12%
QCOM	D	0.18%	0.55%	0.18%
RCL	B	0.15%	0.12%	0.12%
REGN	D	0.15%	0.32%	0.15%
RF	B	0.03%	0.06%	0.03%
RJF	B	0.04%	0.07%	0.04%
RMD	C	0.05%	0.1%	0.05%
ROK	D	0.05%	0.09%	0.05%
ROST	D	0.07%	0.15%	0.07%
RSG	D	0.09%	0.12%	0.09%
SBAC	C	0.03%	0.07%	0.03%
SBUX	B	0.19%	0.32%	0.19%
SCHW	D	0.16%	0.28%	0.16%
SHW	C	0.13%	0.26%	0.13%
SJM	D	0.04%	0.04%	0.04%
SLB	D	0.11%	0.17%	0.11%
SPGI	C	0.25%	0.47%	0.25%
SRE	C	0.06%	0.15%	0.06%
STT	A	0.06%	0.08%	0.06%
SWK	C	0.02%	0.05%	0.02%
SYF	A	0.04%	0.06%	0.04%
SYK	C	0.22%	0.36%	0.22%
SYY	D	0.05%	0.11%	0.05%
T	B	0.28%	0.45%	0.28%
TFC	D	0.17%	0.16%	0.16%
TFX	C	0.02%	0.03%	0.02%
TGT	C	0.09%	0.21%	0.09%
TJX	D	0.18%	0.38%	0.18%
TMUS	A	0.4%	0.29%	0.29%
TRGP	A	0.03%	0.09%	0.03%
TROW	D	0.03%	0.07%	0.03%
TRV	B	0.08%	0.16%	0.08%
TSCO	A	0.03%	0.09%	0.03%
TSLA	C	1.02%	2.09%	1.02%
TSN	D	0.02%	0.05%	0.02%
TT	A	0.12%	0.25%	0.12%
TTWO	D	0.03%	0.07%	0.03%
UBER	C	0.35%	0.46%	0.35%
UDR	C	0.03%	0.04%	0.03%
ULTA	D	0.03%	0.06%	0.03%
UNH	B	0.81%	1.55%	0.81%
UNP	F	0.16%	0.43%	0.16%
UPS	D	0.09%	0.28%	0.09%
URI	C	0.09%	0.15%	0.09%
USB	C	0.17%	0.2%	0.17%
V	B	0.65%	1.33%	0.65%
VLO	F	0.04%	0.13%	0.04%
VRSK	D	0.05%	0.11%	0.05%
VTR	C	0.03%	0.08%	0.03%
WAB	A	0.05%	0.09%	0.05%
WAT	B	0.02%	0.06%	0.02%
WBA	F	0.02%	0.02%	0.02%
WDC	C	0.02%	0.07%	0.02%
WELL	C	0.15%	0.21%	0.15%
WM	B	0.11%	0.22%	0.11%
WMB	A	0.06%	0.16%	0.06%
WMT	A	0.92%	1.0%	0.92%
WTW	C	0.04%	0.09%	0.04%
WY	C	0.02%	0.07%	0.02%
XOM	A	0.49%	1.48%	0.49%
XYL	C	0.07%	0.09%	0.07%
YUM	C	0.05%	0.11%	0.05%
ZBH	F	0.05%	0.06%	0.05%
ZTS	C	0.11%	0.26%	0.11%

SFY Overweight 212 Positions Relative to EFIV

Symbol	Grade	Weight
AMZN	C	8.78%
META	A	2.78%
BRK.A	B	1.79%
AVGO	B	1.43%
ORCL	A	0.74%
NOW	B	0.67%
NFLX	A	0.53%
KKR	A	0.53%
PGR	B	0.51%
WFC	B	0.5%
IBM	A	0.48%
PANW	B	0.47%
JNJ	D	0.44%
CRWD	D	0.36%
CEG	A	0.3%
INTU	F	0.3%
ISRG	C	0.3%
BKNG	B	0.29%
ANET	A	0.27%
APO	A	0.26%
PM	D	0.26%
TMO	D	0.25%
RTX	A	0.24%
VZ	C	0.23%
BA	F	0.21%
PLTR	A	0.21%
STZ	D	0.2%
SQ	D	0.2%
DDOG	B	0.19%
LMT	A	0.18%
HON	C	0.17%
VRTX	D	0.17%
TDG	A	0.16%
TXN	C	0.16%
WDAY	D	0.16%
GEV	A	0.16%
SNPS	F	0.15%
COIN	F	0.15%
HCA	C	0.14%
DASH	A	0.14%
FSLR	C	0.13%
TTD	A	0.13%
FCNCA	D	0.13%
CDNS	D	0.13%
BX	C	0.12%
VRT	B	0.12%
FTNT	A	0.11%
MO	D	0.11%
ORLY	A	0.11%
ALNY	C	0.11%
MSI	A	0.11%
ABNB	D	0.11%
GD	C	0.11%
ADI	B	0.11%
ROP	D	0.1%
NOC	B	0.1%
O	C	0.1%
ZS	F	0.1%
SCCO	B	0.1%
STE	D	0.1%
F	D	0.1%
COP	D	0.1%
DUK	C	0.1%
MNST	D	0.09%
MCK	F	0.09%
SNOW	F	0.09%
APH	D	0.09%
MKL	B	0.09%
SMCI	F	0.09%
APP	A	0.09%
SO	A	0.09%
MMM	C	0.08%
FDX	F	0.08%
PODD	C	0.08%
CINF	A	0.08%
ARES	A	0.08%
VICI	C	0.08%
EOG	B	0.07%
DKNG	C	0.07%
NET	D	0.07%
LYV	A	0.07%
PINS	D	0.07%
HWM	A	0.07%
AZO	D	0.07%
CLX	C	0.07%
HUBS	D	0.07%
SPG	A	0.07%
CPRT	B	0.07%
TEAM	D	0.07%
LNG	A	0.07%
FICO	C	0.07%
LHX	A	0.07%
MRVL	C	0.07%
DXCM	F	0.06%
KMB	D	0.06%
KVUE	C	0.06%
IQV	F	0.06%
IT	A	0.06%
MPWR	B	0.06%
GEHC	C	0.06%
AEP	C	0.06%
PCG	C	0.06%
DD	C	0.05%
WBD	F	0.05%
VTRS	D	0.05%
RBLX	D	0.05%
VMC	D	0.05%
D	A	0.05%
MCHP	F	0.05%
EFX	D	0.05%
MDB	D	0.05%
MLM	F	0.05%
VST	A	0.05%
VEEV	C	0.05%
FAST	C	0.05%
CHTR	D	0.05%
BRO	A	0.05%
ZM	B	0.05%
RPRX	D	0.05%
ODFL	F	0.05%
LEN	C	0.05%
CCI	D	0.05%
DOCU	A	0.05%
NUE	D	0.04%
MSTR	B	0.04%
TRU	C	0.04%
CHD	D	0.04%
ROL	C	0.04%
PTC	B	0.04%
XEL	C	0.04%
ERIE	A	0.04%
LDOS	A	0.04%
DELL	C	0.04%
GDDY	B	0.04%
ANSS	D	0.04%
GLW	C	0.04%
GRMN	D	0.04%
UAL	A	0.04%
FE	C	0.04%
CTSH	B	0.04%
TDY	A	0.03%
SSNC	C	0.03%
WST	D	0.03%
LPLA	D	0.03%
DRI	C	0.03%
ALGN	D	0.03%
J	F	0.03%
NTAP	D	0.03%
BURL	C	0.03%
TYL	D	0.03%
ILMN	B	0.03%
BMRN	F	0.03%
OKTA	F	0.03%
KEYS	B	0.03%
LUV	B	0.03%
ENTG	D	0.03%
WEC	B	0.03%
NVR	C	0.03%
BAH	C	0.03%
VLTO	A	0.03%
PPL	C	0.03%
INVH	D	0.03%
WRB	C	0.03%
MOH	F	0.03%
CDW	D	0.03%
AES	C	0.03%
ZBRA	B	0.02%
DPZ	D	0.02%
CSL	A	0.02%
LNT	B	0.02%
SWKS	F	0.02%
TER	C	0.02%
RS	D	0.02%
WLK	C	0.02%
AGR	C	0.02%
PAYC	D	0.02%
STLD	C	0.02%
CNP	B	0.02%
STX	C	0.02%
WSM	C	0.02%
IP	C	0.02%
BLDR	C	0.02%
TWLO	B	0.02%
CE	D	0.02%
CNA	D	0.02%
PKG	B	0.02%
ATO	A	0.02%
SNA	C	0.02%
WPC	C	0.02%
CMS	A	0.02%
DTE	B	0.02%
ESS	D	0.02%
GFS	F	0.02%
MAA	D	0.02%
DG	F	0.02%
TXT	F	0.02%
DLTR	F	0.02%
AEE	A	0.02%
SUI	D	0.02%
VRSN	C	0.02%
EXAS	C	0.02%
SOLV	C	0.01%
SNAP	D	0.01%
EMN	C	0.01%
BG	F	0.01%
CTRA	D	0.01%
QRVO	F	0.01%
EPAM	F	0.01%
ENPH	F	0.01%
EXPD	D	0.01%
EVRG	C	0.01%
MRO	B	0.01%

SFY Underweight 37 Positions Relative to EFIV

Symbol	Grade	Weight
FI	A	-0.3%
TEL	D	-0.13%
LULU	D	-0.09%
SW	C	-0.07%
APTV	D	-0.06%
EQT	C	-0.06%
PNR	C	-0.05%
AMCR	C	-0.05%
ALLE	A	-0.04%
CHRW	C	-0.04%
POOL	D	-0.04%
KIM	C	-0.04%
CZR	B	-0.03%
WYNN	B	-0.03%
NCLH	C	-0.03%
GL	C	-0.03%
HAS	A	-0.03%
DAY	C	-0.03%
MKTX	B	-0.03%
TAP	D	-0.03%
NWSA	D	-0.03%
CRL	F	-0.03%
AIZ	B	-0.03%
TPR	B	-0.03%
REG	C	-0.03%
BXP	B	-0.03%
IPG	D	-0.03%
PARA	F	-0.02%
BBWI	F	-0.02%
DVA	C	-0.02%
RL	B	-0.02%
IVZ	A	-0.02%
FMC	C	-0.02%
BWA	C	-0.02%
MHK	C	-0.02%
FRT	D	-0.02%
NWS	D	-0.01%