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

Number of Holdings *

489

* may have additional holdings in another (foreign) market
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

Number of Holdings *

196

* may have additional holdings in another (foreign) market
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%
Compare ETFs