SFY vs. NWLG ETF Comparison

Comparison of SoFi Select 500 ETF (SFY) to Nuveen Winslow Large-Cap Growth ESG ETF (NWLG)

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

NWLG

Nuveen Winslow Large-Cap Growth ESG ETF

NWLG Description

The investment seeks to provide long-term capital appreciation. The fund invests primarily in exchange-traded equity securities of large-cap U.S. companies that exhibit ESG characteristics. It invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in exchange-traded equity securities of companies with large capitalizations at the time of purchase. The fund may invest up to 20% of its net assets in non-U.S. equity securities listed on a foreign exchange that trade on such exchange contemporaneously with the shares of the fund.

Grade (RS Rating)

Last Trade

$31.97

Average Daily Volume

1,540

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SFY	NWLG
30 Days	6.46%	5.55%
60 Days	13.96%	12.11%
90 Days	2.89%	-2.39%
12 Months	39.63%	45.72%

36 Overlapping Holdings

Symbol	Grade	Weight in SFY	Weight in NWLG	Overlap
AAPL	C	4.05%	6.22%	4.05%
ADBE	F	0.37%	0.85%	0.37%
ALNY	C	0.11%	0.9%	0.11%
AMD	C	0.8%	1.71%	0.8%
AMZN	C	8.78%	8.61%	8.61%
ANET	A	0.27%	1.17%	0.27%
APH	D	0.09%	1.11%	0.09%
AVGO	B	1.43%	3.9%	1.43%
BKNG	B	0.29%	1.53%	0.29%
BSX	A	0.26%	0.99%	0.26%
CMG	C	0.13%	1.33%	0.13%
ECL	C	0.1%	1.05%	0.1%
FICO	C	0.07%	1.67%	0.07%
GE	B	0.69%	2.03%	0.69%
GOOG	B	1.24%	2.64%	1.24%
GOOGL	B	1.28%	3.08%	1.28%
HLT	A	0.1%	1.01%	0.1%
INTU	F	0.3%	2.02%	0.3%
ISRG	C	0.3%	2.32%	0.3%
KKR	A	0.53%	2.17%	0.53%
LLY	D	1.64%	2.26%	1.64%
LRCX	D	0.09%	1.44%	0.09%
MA	A	0.71%	2.74%	0.71%
MSFT	D	4.87%	13.12%	4.87%
NFLX	A	0.53%	1.89%	0.53%
NOW	B	0.67%	1.74%	0.67%
NVDA	B	15.24%	8.71%	8.71%
ORCL	A	0.74%	1.62%	0.74%
ORLY	A	0.11%	1.18%	0.11%
SNPS	F	0.15%	0.97%	0.15%
SYK	C	0.22%	1.18%	0.22%
TT	A	0.12%	2.97%	0.12%
TXN	C	0.16%	0.91%	0.16%
UBER	C	0.35%	1.56%	0.35%
VMC	D	0.05%	0.88%	0.05%
WDAY	D	0.16%	2.21%	0.16%

SFY Overweight 453 Positions Relative to NWLG

Symbol	Grade	Weight
META	A	2.78%
BRK.A	B	1.79%
JPM	C	1.63%
CRM	B	1.25%
MRK	F	1.08%
TSLA	C	1.02%
WMT	A	0.92%
UNH	B	0.81%
BAC	B	0.79%
V	B	0.65%
ABBV	C	0.55%
COST	C	0.52%
PGR	B	0.51%
WFC	B	0.5%
XOM	A	0.49%
PG	D	0.49%
IBM	A	0.48%
PANW	B	0.47%
JNJ	D	0.44%
GS	B	0.44%
HD	A	0.43%
MS	A	0.42%
TMUS	A	0.4%
KO	C	0.39%
CRWD	D	0.36%
AXP	A	0.33%
C	B	0.31%
MCD	A	0.31%
CAT	A	0.31%
CEG	A	0.3%
CSCO	A	0.3%
PEP	F	0.3%
DIS	D	0.29%
LIN	C	0.29%
T	B	0.28%
ACN	B	0.27%
APO	A	0.26%
CMCSA	B	0.26%
PM	D	0.26%
SPGI	C	0.25%
CVX	B	0.25%
TMO	D	0.25%
PLD	D	0.25%
RTX	A	0.24%
VZ	C	0.23%
ALL	A	0.22%
AMGN	D	0.22%
PFE	D	0.22%
CB	A	0.21%
BA	F	0.21%
ABT	C	0.21%
PLTR	A	0.21%
STZ	D	0.2%
ETN	B	0.2%
AMAT	C	0.2%
SQ	D	0.2%
SBUX	B	0.19%
NEE	C	0.19%
DDOG	B	0.19%
BLK	A	0.19%
LMT	A	0.18%
TJX	D	0.18%
DHR	D	0.18%
QCOM	D	0.18%
TFC	D	0.17%
ELV	F	0.17%
HON	C	0.17%
USB	C	0.17%
VRTX	D	0.17%
MDLZ	D	0.16%
TDG	A	0.16%
LOW	C	0.16%
INTC	D	0.16%
BK	A	0.16%
AMT	D	0.16%
SCHW	D	0.16%
MMC	D	0.16%
UNP	F	0.16%
MDT	C	0.16%
GEV	A	0.16%
RCL	B	0.15%
PH	A	0.15%
COIN	F	0.15%
REGN	D	0.15%
PNC	C	0.15%
DE	C	0.15%
ADP	A	0.15%
CVS	D	0.15%
WELL	C	0.15%
EQIX	C	0.14%
GILD	A	0.14%
ICE	A	0.14%
HCA	C	0.14%
DASH	A	0.14%
LVS	B	0.14%
FSLR	C	0.13%
TTD	A	0.13%
SHW	C	0.13%
FCNCA	D	0.13%
CI	D	0.13%
CDNS	D	0.13%
NKE	D	0.13%
CL	D	0.12%
CCL	C	0.12%
GPN	F	0.12%
CTAS	C	0.12%
MCO	D	0.12%
BX	C	0.12%
BMY	A	0.12%
PYPL	A	0.12%
VRT	B	0.12%
FTNT	A	0.11%
MO	D	0.11%
MAR	A	0.11%
WM	B	0.11%
BDX	C	0.11%
KLAC	B	0.11%
ZTS	C	0.11%
BKR	B	0.11%
MSI	A	0.11%
ABNB	D	0.11%
ACGL	A	0.11%
GD	C	0.11%
SLB	D	0.11%
CME	A	0.11%
ADI	B	0.11%
AJG	C	0.11%
ROP	D	0.1%
NOC	B	0.1%
O	C	0.1%
COF	A	0.1%
ZS	F	0.1%
AON	A	0.1%
SCCO	B	0.1%
STE	D	0.1%
PCAR	D	0.1%
MU	D	0.1%
CMI	A	0.1%
F	D	0.1%
COP	D	0.1%
DUK	C	0.1%
MNST	D	0.09%
CARR	A	0.09%
MCK	F	0.09%
SNOW	F	0.09%
MKL	B	0.09%
DLR	C	0.09%
SMCI	F	0.09%
RSG	D	0.09%
UPS	D	0.09%
MET	A	0.09%
ITW	C	0.09%
APP	A	0.09%
TGT	C	0.09%
SO	A	0.09%
URI	C	0.09%
ADSK	B	0.09%
PSA	C	0.08%
MSCI	B	0.08%
CSX	D	0.08%
MMM	C	0.08%
FDX	F	0.08%
PODD	C	0.08%
EXR	D	0.08%
JCI	C	0.08%
PWR	A	0.08%
CINF	A	0.08%
FCX	B	0.08%
ARES	A	0.08%
BAX	D	0.08%
FIS	A	0.08%
DHI	C	0.08%
VICI	C	0.08%
TRV	B	0.08%
EBAY	A	0.07%
EOG	B	0.07%
DKNG	C	0.07%
AFL	A	0.07%
CAH	B	0.07%
CNC	F	0.07%
IR	A	0.07%
NET	D	0.07%
LYV	A	0.07%
PINS	D	0.07%
DAL	C	0.07%
KDP	C	0.07%
GM	D	0.07%
HWM	A	0.07%
AZO	D	0.07%
CLX	C	0.07%
HUBS	D	0.07%
NEM	C	0.07%
SPG	A	0.07%
DFS	A	0.07%
CPRT	B	0.07%
AMP	A	0.07%
APD	C	0.07%
TEAM	D	0.07%
LNG	A	0.07%
GWW	B	0.07%
LHX	A	0.07%
ROST	D	0.07%
XYL	C	0.07%
MRVL	C	0.07%
MTB	A	0.07%
PRU	B	0.07%
DXCM	F	0.06%
KMB	D	0.06%
FITB	C	0.06%
KVUE	C	0.06%
IQV	F	0.06%
HUM	F	0.06%
WMB	A	0.06%
EXC	C	0.06%
EW	F	0.06%
IT	A	0.06%
MPWR	B	0.06%
PSX	D	0.06%
AXON	A	0.06%
MPC	D	0.06%
IDXX	D	0.06%
GEHC	C	0.06%
AEP	C	0.06%
ARE	D	0.06%
PAYX	B	0.06%
NSC	C	0.06%
PCG	C	0.06%
SRE	C	0.06%
EMR	B	0.06%
STT	A	0.06%
CBRE	C	0.05%
PEG	A	0.05%
DD	C	0.05%
WBD	F	0.05%
A	B	0.05%
ROK	D	0.05%
VTRS	D	0.05%
RBLX	D	0.05%
GIS	C	0.05%
ZBH	F	0.05%
VRSK	D	0.05%
YUM	C	0.05%
D	A	0.05%
RMD	C	0.05%
MCHP	F	0.05%
EFX	D	0.05%
MDB	D	0.05%
MLM	F	0.05%
HIG	A	0.05%
VST	A	0.05%
NDAQ	C	0.05%
WAB	A	0.05%
CTVA	A	0.05%
VEEV	C	0.05%
KR	C	0.05%
FAST	C	0.05%
IRM	B	0.05%
CHTR	D	0.05%
BRO	A	0.05%
OKE	A	0.05%
ZM	B	0.05%
NTRS	B	0.05%
RPRX	D	0.05%
EA	D	0.05%
ODFL	F	0.05%
LEN	C	0.05%
AME	C	0.05%
KHC	F	0.05%
OTIS	A	0.05%
SYY	D	0.05%
CCI	D	0.05%
DOCU	A	0.05%
HSY	D	0.04%
NUE	D	0.04%
BR	B	0.04%
MSTR	B	0.04%
TRU	C	0.04%
EXPE	B	0.04%
ED	C	0.04%
AVB	C	0.04%
AWK	D	0.04%
HPE	B	0.04%
HPQ	B	0.04%
CHD	D	0.04%
ROL	C	0.04%
OXY	D	0.04%
PTC	B	0.04%
XEL	C	0.04%
CSGP	F	0.04%
ERIE	A	0.04%
DECK	B	0.04%
FTV	C	0.04%
RJF	B	0.04%
LDOS	A	0.04%
SYF	A	0.04%
DELL	C	0.04%
EIX	C	0.04%
VLO	F	0.04%
GDDY	B	0.04%
ANSS	D	0.04%
WTW	C	0.04%
GLW	C	0.04%
EG	A	0.04%
ES	D	0.04%
GRMN	D	0.04%
UAL	A	0.04%
PPG	D	0.04%
KMI	A	0.04%
AIG	C	0.04%
HES	D	0.04%
DOW	B	0.04%
FE	C	0.04%
HBAN	B	0.04%
SJM	D	0.04%
CTSH	B	0.04%
HAL	D	0.04%
INCY	B	0.03%
TDY	A	0.03%
SSNC	C	0.03%
MKC	C	0.03%
ULTA	D	0.03%
WST	D	0.03%
LPLA	D	0.03%
DRI	C	0.03%
K	B	0.03%
ALGN	D	0.03%
J	F	0.03%
NTAP	D	0.03%
LYB	B	0.03%
TROW	D	0.03%
BURL	C	0.03%
TYL	D	0.03%
BIIB	F	0.03%
KEY	B	0.03%
EL	D	0.03%
DOV	C	0.03%
ILMN	B	0.03%
BMRN	F	0.03%
ETR	A	0.03%
OKTA	F	0.03%
ADM	F	0.03%
CPAY	A	0.03%
TRGP	A	0.03%
KEYS	B	0.03%
LUV	B	0.03%
ENTG	D	0.03%
WEC	B	0.03%
MTD	C	0.03%
NVR	C	0.03%
IFF	D	0.03%
VTR	C	0.03%
ON	F	0.03%
BAH	C	0.03%
VLTO	A	0.03%
PPL	C	0.03%
FANG	D	0.03%
INVH	D	0.03%
RF	B	0.03%
UDR	C	0.03%
WRB	C	0.03%
CBOE	B	0.03%
PHM	C	0.03%
EQR	C	0.03%
MOH	F	0.03%
TSCO	A	0.03%
SBAC	C	0.03%
HUBB	A	0.03%
CFG	C	0.03%
CDW	D	0.03%
TTWO	D	0.03%
AES	C	0.03%
ZBRA	B	0.02%
TFX	C	0.02%
DPZ	D	0.02%
LKQ	F	0.02%
CSL	A	0.02%
ALB	D	0.02%
LNT	B	0.02%
DGX	D	0.02%
SWKS	F	0.02%
MRNA	F	0.02%
CPB	D	0.02%
TER	C	0.02%
JKHY	A	0.02%
RS	D	0.02%
HST	D	0.02%
JBHT	D	0.02%
WDC	C	0.02%
WLK	C	0.02%
AGR	C	0.02%
PAYC	D	0.02%
AVY	D	0.02%
STLD	C	0.02%
CNP	B	0.02%
HRL	F	0.02%
STX	C	0.02%
WSM	C	0.02%
IEX	D	0.02%
DOC	C	0.02%
IP	C	0.02%
CAG	D	0.02%
BLDR	C	0.02%
TWLO	B	0.02%
HOLX	D	0.02%
CE	D	0.02%
CNA	D	0.02%
MGM	D	0.02%
PKG	B	0.02%
ATO	A	0.02%
SNA	C	0.02%
PFG	A	0.02%
WBA	F	0.02%
MAS	C	0.02%
WPC	C	0.02%
CMS	A	0.02%
DTE	B	0.02%
TSN	D	0.02%
WY	C	0.02%
BALL	C	0.02%
ESS	D	0.02%
GFS	F	0.02%
SWK	C	0.02%
WAT	B	0.02%
LW	D	0.02%
DVN	F	0.02%
MAA	D	0.02%
GPC	D	0.02%
AKAM	D	0.02%
DG	F	0.02%
TXT	F	0.02%
FDS	C	0.02%
BBY	C	0.02%
DLTR	F	0.02%
AEE	A	0.02%
OMC	C	0.02%
SUI	D	0.02%
VRSN	C	0.02%
EXAS	C	0.02%
MOS	F	0.01%
CF	A	0.01%
KMX	F	0.01%
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%
BEN	F	0.01%
EXPD	D	0.01%
EVRG	C	0.01%
MRO	B	0.01%

SFY Underweight 5 Positions Relative to NWLG

Symbol	Grade	Weight
SPOT	C	-2.54%
MELI	D	-2.18%
ASML	F	-1.56%
SHOP	B	-1.11%
WCN	D	-0.92%