SFY vs. OALC ETF Comparison
Comparison of SoFi Select 500 ETF (SFY) to OneAscent Large Cap Core ETF (OALC)
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
$102.99
Average Daily Volume
49,046
489
OALC
OneAscent Large Cap Core ETF
OALC Description
Oneascent Large Cap Core ETF is an exchange traded fund launched by Unified Series Trust. The fund is managed by OneAscent Investment Solutions, LLC. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies, within the market capitalization range of the Russell 1000 Index. The fund employs fundamental and quantitative analysis to create its portfolio. The fund employs proprietary research to create its portfolio. Oneascent Large Cap Core ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$29.00
Average Daily Volume
25,588
196
Performance
Period | SFY | OALC |
---|---|---|
30 Days | 3.46% | 2.40% |
60 Days | 8.75% | 6.85% |
90 Days | 1.57% | 2.26% |
12 Months | 37.74% | 30.41% |
173 Overlapping Holdings
Symbol | Grade | Weight in SFY | Weight in OALC | Overlap | |
---|---|---|---|---|---|
A | B | 0.05% | 0.24% | 0.05% | |
ABBV | B | 0.55% | 0.79% | 0.55% | |
ABNB | D | 0.11% | 0.26% | 0.11% | |
ABT | C | 0.21% | 0.71% | 0.21% | |
ACGL | B | 0.11% | 0.16% | 0.11% | |
ADBE | F | 0.37% | 0.66% | 0.37% | |
ADI | C | 0.11% | 0.52% | 0.11% | |
ADP | A | 0.15% | 0.42% | 0.15% | |
ADSK | C | 0.09% | 0.23% | 0.09% | |
AKAM | D | 0.02% | 0.1% | 0.02% | |
AMAT | B | 0.2% | 0.62% | 0.2% | |
AMD | B | 0.8% | 0.62% | 0.62% | |
AMGN | D | 0.22% | 0.36% | 0.22% | |
AMZN | C | 8.78% | 3.8% | 3.8% | |
ANET | A | 0.27% | 0.57% | 0.27% | |
AON | B | 0.1% | 0.31% | 0.1% | |
APH | D | 0.09% | 0.35% | 0.09% | |
APP | A | 0.09% | 0.14% | 0.09% | |
AVGO | C | 1.43% | 1.78% | 1.43% | |
AWK | C | 0.04% | 0.28% | 0.04% | |
AXP | B | 0.33% | 0.47% | 0.33% | |
BAC | D | 0.79% | 0.82% | 0.79% | |
BKNG | C | 0.29% | 0.52% | 0.29% | |
BLK | A | 0.19% | 0.52% | 0.19% | |
BRK.A | C | 1.79% | 1.99% | 1.79% | |
BSX | A | 0.26% | 0.41% | 0.26% | |
CAH | B | 0.07% | 0.17% | 0.07% | |
CAT | A | 0.31% | 0.6% | 0.31% | |
CB | B | 0.21% | 0.39% | 0.21% | |
CBRE | B | 0.05% | 0.42% | 0.05% | |
CCI | C | 0.05% | 0.4% | 0.05% | |
CDNS | D | 0.13% | 0.23% | 0.13% | |
CEG | A | 0.3% | 0.22% | 0.22% | |
CHTR | D | 0.05% | 0.3% | 0.05% | |
CI | D | 0.13% | 0.45% | 0.13% | |
CMCSA | C | 0.26% | 0.77% | 0.26% | |
CMG | C | 0.13% | 0.22% | 0.13% | |
COF | C | 0.1% | 0.25% | 0.1% | |
COIN | F | 0.15% | 0.11% | 0.11% | |
COP | D | 0.1% | 0.35% | 0.1% | |
COST | C | 0.52% | 1.02% | 0.52% | |
CRM | B | 1.25% | 0.7% | 0.7% | |
CRWD | D | 0.36% | 0.18% | 0.18% | |
CSCO | A | 0.3% | 0.99% | 0.3% | |
CTAS | C | 0.12% | 0.32% | 0.12% | |
CVX | B | 0.25% | 0.68% | 0.25% | |
D | A | 0.05% | 0.13% | 0.05% | |
DASH | B | 0.14% | 0.11% | 0.11% | |
DE | B | 0.15% | 0.41% | 0.15% | |
DECK | B | 0.04% | 0.16% | 0.04% | |
DELL | C | 0.04% | 0.13% | 0.04% | |
DHR | D | 0.18% | 0.67% | 0.18% | |
DUK | B | 0.1% | 0.45% | 0.1% | |
DXCM | F | 0.06% | 0.11% | 0.06% | |
EA | D | 0.05% | 0.25% | 0.05% | |
ECL | B | 0.1% | 0.23% | 0.1% | |
ELV | F | 0.17% | 0.56% | 0.17% | |
EOG | B | 0.07% | 0.16% | 0.07% | |
ES | D | 0.04% | 0.22% | 0.04% | |
ETN | C | 0.2% | 0.44% | 0.2% | |
EW | F | 0.06% | 0.21% | 0.06% | |
EXPD | D | 0.01% | 0.23% | 0.01% | |
EXPE | B | 0.04% | 0.19% | 0.04% | |
F | D | 0.1% | 0.17% | 0.1% | |
FE | C | 0.04% | 0.16% | 0.04% | |
FITB | C | 0.06% | 0.1% | 0.06% | |
GD | C | 0.11% | 0.2% | 0.11% | |
GDDY | D | 0.04% | 0.2% | 0.04% | |
GE | C | 0.69% | 0.49% | 0.49% | |
GEV | A | 0.16% | 0.19% | 0.16% | |
GILD | A | 0.14% | 0.26% | 0.14% | |
GLW | C | 0.04% | 0.37% | 0.04% | |
GM | D | 0.07% | 0.29% | 0.07% | |
GOOG | B | 1.24% | 1.92% | 1.24% | |
GOOGL | B | 1.28% | 2.0% | 1.28% | |
GWW | B | 0.07% | 0.21% | 0.07% | |
HD | A | 0.43% | 1.27% | 0.43% | |
HES | C | 0.04% | 0.11% | 0.04% | |
HOLX | D | 0.02% | 0.16% | 0.02% | |
HON | C | 0.17% | 0.54% | 0.17% | |
HPQ | B | 0.04% | 0.2% | 0.04% | |
HSY | F | 0.04% | 0.19% | 0.04% | |
HUM | F | 0.06% | 0.23% | 0.06% | |
IBM | A | 0.48% | 0.63% | 0.48% | |
IDXX | D | 0.06% | 0.27% | 0.06% | |
INCY | B | 0.03% | 0.1% | 0.03% | |
INTC | D | 0.16% | 0.32% | 0.16% | |
INTU | F | 0.3% | 0.57% | 0.3% | |
IT | B | 0.06% | 0.19% | 0.06% | |
ITW | B | 0.09% | 0.42% | 0.09% | |
JNJ | D | 0.44% | 1.0% | 0.44% | |
JPM | D | 1.63% | 1.48% | 1.48% | |
KDP | C | 0.07% | 0.2% | 0.07% | |
KEYS | C | 0.03% | 0.22% | 0.03% | |
KLAC | B | 0.11% | 0.45% | 0.11% | |
KO | C | 0.39% | 1.07% | 0.39% | |
LEN | B | 0.05% | 0.16% | 0.05% | |
LIN | B | 0.29% | 0.79% | 0.29% | |
LLY | D | 1.64% | 1.55% | 1.55% | |
LMT | A | 0.18% | 0.43% | 0.18% | |
LOW | A | 0.16% | 0.65% | 0.16% | |
LRCX | D | 0.09% | 0.43% | 0.09% | |
LYB | F | 0.03% | 0.18% | 0.03% | |
MA | A | 0.71% | 1.26% | 0.71% | |
MAR | B | 0.11% | 0.27% | 0.11% | |
MCD | A | 0.31% | 0.75% | 0.31% | |
MCHP | F | 0.05% | 0.28% | 0.05% | |
MCK | F | 0.09% | 0.28% | 0.09% | |
MCO | D | 0.12% | 0.41% | 0.12% | |
MDLZ | D | 0.16% | 0.5% | 0.16% | |
MMC | D | 0.16% | 0.51% | 0.16% | |
MNST | D | 0.09% | 0.2% | 0.09% | |
MOH | D | 0.03% | 0.19% | 0.03% | |
MRK | F | 1.08% | 0.7% | 0.7% | |
MS | B | 0.42% | 0.49% | 0.42% | |
MSCI | B | 0.08% | 0.27% | 0.08% | |
MSFT | D | 4.87% | 7.01% | 4.87% | |
MSI | A | 0.11% | 0.62% | 0.11% | |
MTD | B | 0.03% | 0.26% | 0.03% | |
MU | D | 0.1% | 0.32% | 0.1% | |
NEE | A | 0.19% | 0.53% | 0.19% | |
NOW | C | 0.67% | 0.53% | 0.53% | |
NTAP | D | 0.03% | 0.19% | 0.03% | |
NVDA | B | 15.24% | 6.42% | 6.42% | |
NVR | B | 0.03% | 0.2% | 0.03% | |
ORCL | C | 0.74% | 0.78% | 0.74% | |
OTIS | A | 0.05% | 0.39% | 0.05% | |
OXY | D | 0.04% | 0.1% | 0.04% | |
PANW | D | 0.47% | 0.28% | 0.28% | |
PEP | F | 0.3% | 0.86% | 0.3% | |
PG | D | 0.49% | 1.12% | 0.49% | |
PGR | C | 0.51% | 0.4% | 0.4% | |
PH | B | 0.15% | 0.23% | 0.15% | |
PINS | C | 0.07% | 0.11% | 0.07% | |
PNC | C | 0.15% | 0.18% | 0.15% | |
PTC | D | 0.04% | 0.13% | 0.04% | |
QCOM | C | 0.18% | 0.54% | 0.18% | |
REGN | D | 0.15% | 0.25% | 0.15% | |
RMD | C | 0.05% | 0.17% | 0.05% | |
RTX | A | 0.24% | 0.46% | 0.24% | |
SHW | C | 0.13% | 0.32% | 0.13% | |
SNPS | F | 0.15% | 0.31% | 0.15% | |
SO | A | 0.09% | 0.44% | 0.09% | |
SPGI | B | 0.25% | 0.6% | 0.25% | |
SRE | B | 0.06% | 0.32% | 0.06% | |
STX | B | 0.02% | 0.15% | 0.02% | |
SYK | C | 0.22% | 0.52% | 0.22% | |
T | A | 0.28% | 0.68% | 0.28% | |
TDG | B | 0.16% | 0.24% | 0.16% | |
TFC | D | 0.17% | 0.16% | 0.16% | |
TJX | D | 0.18% | 0.56% | 0.18% | |
TMUS | A | 0.4% | 0.48% | 0.4% | |
TSLA | C | 1.02% | 1.53% | 1.02% | |
TTD | A | 0.13% | 0.12% | 0.12% | |
TXN | C | 0.16% | 0.75% | 0.16% | |
UBER | C | 0.35% | 0.47% | 0.35% | |
UNP | D | 0.16% | 0.59% | 0.16% | |
UPS | D | 0.09% | 0.4% | 0.09% | |
USB | D | 0.17% | 0.33% | 0.17% | |
V | C | 0.65% | 1.37% | 0.65% | |
VLO | D | 0.04% | 0.15% | 0.04% | |
VRSK | C | 0.05% | 0.27% | 0.05% | |
VRSN | B | 0.02% | 0.25% | 0.02% | |
VRTX | D | 0.17% | 0.28% | 0.17% | |
VZ | B | 0.23% | 0.82% | 0.23% | |
WAT | B | 0.02% | 0.17% | 0.02% | |
WDC | C | 0.02% | 0.14% | 0.02% | |
WMT | A | 0.92% | 0.98% | 0.92% | |
WRB | C | 0.03% | 0.1% | 0.03% | |
XOM | A | 0.49% | 1.22% | 0.49% | |
YUM | B | 0.05% | 0.26% | 0.05% | |
ZBRA | C | 0.02% | 0.14% | 0.02% | |
ZTS | C | 0.11% | 0.29% | 0.11% |
SFY Overweight 316 Positions Relative to OALC
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | 4.05% | |
META | A | 2.78% | |
UNH | B | 0.81% | |
NFLX | B | 0.53% | |
KKR | C | 0.53% | |
WFC | F | 0.5% | |
GS | D | 0.44% | |
C | C | 0.31% | |
ISRG | C | 0.3% | |
DIS | D | 0.29% | |
ACN | B | 0.27% | |
APO | B | 0.26% | |
PM | D | 0.26% | |
TMO | D | 0.25% | |
PLD | D | 0.25% | |
ALL | C | 0.22% | |
PFE | D | 0.22% | |
BA | F | 0.21% | |
PLTR | A | 0.21% | |
STZ | D | 0.2% | |
SQ | D | 0.2% | |
SBUX | C | 0.19% | |
DDOG | C | 0.19% | |
BK | C | 0.16% | |
AMT | C | 0.16% | |
WDAY | D | 0.16% | |
SCHW | D | 0.16% | |
MDT | C | 0.16% | |
RCL | C | 0.15% | |
CVS | C | 0.15% | |
WELL | C | 0.15% | |
EQIX | C | 0.14% | |
ICE | A | 0.14% | |
HCA | C | 0.14% | |
LVS | B | 0.14% | |
FSLR | C | 0.13% | |
FCNCA | D | 0.13% | |
NKE | D | 0.13% | |
CL | D | 0.12% | |
CCL | C | 0.12% | |
TT | A | 0.12% | |
GPN | F | 0.12% | |
BX | C | 0.12% | |
BMY | B | 0.12% | |
PYPL | C | 0.12% | |
VRT | B | 0.12% | |
FTNT | B | 0.11% | |
MO | D | 0.11% | |
ORLY | A | 0.11% | |
ALNY | C | 0.11% | |
WM | B | 0.11% | |
BDX | C | 0.11% | |
BKR | B | 0.11% | |
SLB | D | 0.11% | |
CME | A | 0.11% | |
AJG | D | 0.11% | |
ROP | C | 0.1% | |
NOC | B | 0.1% | |
O | A | 0.1% | |
ZS | F | 0.1% | |
HLT | B | 0.1% | |
SCCO | B | 0.1% | |
STE | D | 0.1% | |
PCAR | C | 0.1% | |
CMI | A | 0.1% | |
CARR | B | 0.09% | |
SNOW | F | 0.09% | |
MKL | C | 0.09% | |
DLR | C | 0.09% | |
SMCI | F | 0.09% | |
RSG | C | 0.09% | |
MET | B | 0.09% | |
TGT | D | 0.09% | |
URI | C | 0.09% | |
PSA | C | 0.08% | |
CSX | D | 0.08% | |
MMM | C | 0.08% | |
FDX | F | 0.08% | |
PODD | C | 0.08% | |
EXR | C | 0.08% | |
JCI | C | 0.08% | |
PWR | B | 0.08% | |
CINF | B | 0.08% | |
FCX | B | 0.08% | |
ARES | A | 0.08% | |
BAX | D | 0.08% | |
FIS | B | 0.08% | |
DHI | C | 0.08% | |
VICI | C | 0.08% | |
TRV | C | 0.08% | |
EBAY | A | 0.07% | |
DKNG | D | 0.07% | |
AFL | A | 0.07% | |
CNC | F | 0.07% | |
IR | B | 0.07% | |
NET | D | 0.07% | |
LYV | B | 0.07% | |
DAL | C | 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 | C | 0.07% | |
CPRT | C | 0.07% | |
AMP | A | 0.07% | |
APD | C | 0.07% | |
TEAM | D | 0.07% | |
LNG | A | 0.07% | |
FICO | A | 0.07% | |
LHX | A | 0.07% | |
ROST | D | 0.07% | |
XYL | C | 0.07% | |
MRVL | B | 0.07% | |
MTB | C | 0.07% | |
PRU | C | 0.07% | |
KMB | D | 0.06% | |
KVUE | C | 0.06% | |
IQV | F | 0.06% | |
WMB | A | 0.06% | |
EXC | A | 0.06% | |
MPWR | B | 0.06% | |
PSX | D | 0.06% | |
AXON | A | 0.06% | |
MPC | C | 0.06% | |
GEHC | C | 0.06% | |
AEP | C | 0.06% | |
ARE | D | 0.06% | |
PAYX | A | 0.06% | |
NSC | D | 0.06% | |
PCG | C | 0.06% | |
EMR | B | 0.06% | |
STT | C | 0.06% | |
PEG | A | 0.05% | |
DD | C | 0.05% | |
WBD | D | 0.05% | |
ROK | C | 0.05% | |
VTRS | D | 0.05% | |
RBLX | D | 0.05% | |
GIS | C | 0.05% | |
ZBH | F | 0.05% | |
VMC | D | 0.05% | |
EFX | C | 0.05% | |
MDB | D | 0.05% | |
MLM | F | 0.05% | |
HIG | B | 0.05% | |
VST | B | 0.05% | |
NDAQ | B | 0.05% | |
WAB | B | 0.05% | |
CTVA | A | 0.05% | |
VEEV | C | 0.05% | |
KR | C | 0.05% | |
FAST | C | 0.05% | |
IRM | A | 0.05% | |
BRO | A | 0.05% | |
OKE | A | 0.05% | |
ZM | C | 0.05% | |
NTRS | C | 0.05% | |
RPRX | D | 0.05% | |
ODFL | F | 0.05% | |
AME | D | 0.05% | |
KHC | F | 0.05% | |
SYY | D | 0.05% | |
DOCU | B | 0.05% | |
NUE | C | 0.04% | |
BR | B | 0.04% | |
MSTR | B | 0.04% | |
TRU | A | 0.04% | |
ED | A | 0.04% | |
AVB | C | 0.04% | |
HPE | B | 0.04% | |
CHD | D | 0.04% | |
ROL | C | 0.04% | |
XEL | B | 0.04% | |
CSGP | F | 0.04% | |
ERIE | B | 0.04% | |
FTV | C | 0.04% | |
RJF | B | 0.04% | |
LDOS | A | 0.04% | |
SYF | B | 0.04% | |
EIX | B | 0.04% | |
ANSS | D | 0.04% | |
WTW | C | 0.04% | |
EG | B | 0.04% | |
GRMN | D | 0.04% | |
UAL | B | 0.04% | |
PPG | D | 0.04% | |
KMI | A | 0.04% | |
AIG | F | 0.04% | |
DOW | B | 0.04% | |
HBAN | D | 0.04% | |
SJM | D | 0.04% | |
CTSH | B | 0.04% | |
HAL | D | 0.04% | |
TDY | A | 0.03% | |
SSNC | C | 0.03% | |
MKC | C | 0.03% | |
ULTA | D | 0.03% | |
WST | D | 0.03% | |
LPLA | C | 0.03% | |
DRI | C | 0.03% | |
K | A | 0.03% | |
ALGN | D | 0.03% | |
J | F | 0.03% | |
TROW | D | 0.03% | |
BURL | D | 0.03% | |
TYL | B | 0.03% | |
BIIB | F | 0.03% | |
KEY | C | 0.03% | |
EL | D | 0.03% | |
DOV | B | 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% | |
LUV | B | 0.03% | |
ENTG | D | 0.03% | |
WEC | A | 0.03% | |
IFF | C | 0.03% | |
VTR | C | 0.03% | |
ON | F | 0.03% | |
BAH | A | 0.03% | |
VLTO | A | 0.03% | |
PPL | B | 0.03% | |
FANG | C | 0.03% | |
INVH | F | 0.03% | |
RF | C | 0.03% | |
UDR | C | 0.03% | |
CBOE | B | 0.03% | |
PHM | A | 0.03% | |
EQR | C | 0.03% | |
TSCO | B | 0.03% | |
SBAC | C | 0.03% | |
HUBB | B | 0.03% | |
CFG | D | 0.03% | |
CDW | D | 0.03% | |
TTWO | F | 0.03% | |
AES | C | 0.03% | |
TFX | C | 0.02% | |
DPZ | D | 0.02% | |
LKQ | F | 0.02% | |
CSL | A | 0.02% | |
ALB | D | 0.02% | |
LNT | A | 0.02% | |
DGX | C | 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% | |
WLK | C | 0.02% | |
AGR | B | 0.02% | |
PAYC | D | 0.02% | |
AVY | D | 0.02% | |
STLD | B | 0.02% | |
CNP | B | 0.02% | |
HRL | F | 0.02% | |
WSM | B | 0.02% | |
IEX | D | 0.02% | |
DOC | C | 0.02% | |
IP | C | 0.02% | |
CAG | D | 0.02% | |
BLDR | B | 0.02% | |
TWLO | B | 0.02% | |
CE | C | 0.02% | |
CNA | D | 0.02% | |
MGM | C | 0.02% | |
PKG | B | 0.02% | |
ATO | A | 0.02% | |
SNA | A | 0.02% | |
PFG | C | 0.02% | |
WBA | F | 0.02% | |
MAS | A | 0.02% | |
WPC | C | 0.02% | |
CMS | A | 0.02% | |
DTE | A | 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% | |
LW | D | 0.02% | |
DVN | F | 0.02% | |
MAA | D | 0.02% | |
GPC | 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% | |
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% | |
EVRG | C | 0.01% | |
MRO | C | 0.01% |
SFY Underweight 23 Positions Relative to OALC
Symbol | Grade | Weight | |
---|---|---|---|
FFIV | B | -0.34% | |
KRC | C | -0.3% | |
JLL | C | -0.27% | |
JNPR | B | -0.27% | |
CIEN | A | -0.22% | |
JBL | C | -0.18% | |
UI | A | -0.17% | |
HHH | C | -0.16% | |
MTCH | B | -0.14% | |
IDCC | A | -0.13% | |
NMRK | B | -0.13% | |
ZG | C | -0.12% | |
LUMN | C | -0.12% | |
LYFT | D | -0.12% | |
CRDO | B | -0.12% | |
ROKU | B | -0.11% | |
SPSC | F | -0.1% | |
COMP | C | -0.1% | |
CRVL | C | -0.1% | |
PSTG | F | -0.1% | |
IAC | D | -0.1% | |
IBKR | A | -0.1% | |
FYBR | C | -0.09% |
SFY: Top Represented Industries & Keywords
OALC: Top Represented Industries & Keywords