SFYF vs. CVSE ETF Comparison

Comparison of SoFi 50 ETF (SFYF) to Morgan Stanley ETF Trust Calvert US Select Equity ETF (CVSE)

SFYF

SoFi 50 ETF

SFYF Description

SFYF is composed of the top 50 most widely held U.S. listed stocks on SoFi Invest. Stocks are rebalanced monthly and weighted according to how much money members have invested in each company at the end of every month. The SoFi 50 ETF seeks to track the performance, before fees and expenses, of the SoFi Social 50 Index.

Grade (RS Rating)

Last Trade

$36.84

Average Daily Volume

2,936

Number of Holdings ^*

* may have additional holdings in another (foreign) market

CVSE

Morgan Stanley ETF Trust Calvert US Select Equity ETF

CVSE Description

Under normal circumstances, at least 80% of the fund"s net assets (plus any borrowings for investment purposes) will be invested in the equity securities of U.S. issuers. The fund is actively managed, not designed to track a benchmark, and therefore not constrained by the composition of a benchmark. The fund primarily invests in the equity securities of large capitalization U.S. issuers that are involved in economic activities that address global environmental or societal challenges that relate to areas such as environmental sustainability and resource efficiency.

Grade (RS Rating)

Last Trade

$68.14

Average Daily Volume

6,791

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SFYF	CVSE
30 Days	3.12%	2.67%
60 Days	0.85%	4.66%
90 Days	7.55%	5.36%
12 Months	37.80%	30.72%

4 Overlapping Holdings

Symbol	Grade	Weight in SFYF	Weight in CVSE	Overlap
AAPL	C	4.77%	7.09%	4.77%
MSFT	C	4.9%	7.79%	4.9%
NFLX	B	1.43%	1.34%	1.34%
NVDA	D	9.32%	6.74%	6.74%

SFYF Overweight 44 Positions Relative to CVSE

Symbol	Grade	Weight
TSLA	C	9.54%
PLTR	B	5.86%
AMZN	C	4.88%
META	B	4.71%
GOOGL	D	4.26%
BRK.A	C	3.88%
RIVN	F	3.67%
COST	B	3.48%
AMD	D	3.35%
ARM	D	2.48%
GME	F	2.26%
DIS	D	2.21%
NU	B	2.15%
COIN	F	1.58%
O	C	1.56%
SHOP	C	1.5%
PYPL	B	1.46%
T	C	1.3%
WMT	C	1.26%
PFE	C	1.25%
F	F	1.11%
KO	C	1.05%
XOM	C	1.03%
NIO	C	0.98%
BABA	B	0.96%
SBUX	C	0.89%
DKNG	C	0.89%
RDDT	C	0.82%
INTC	F	0.78%
NKE	D	0.78%
SQ	D	0.77%
LCID	C	0.77%
AMC	F	0.76%
CCL	C	0.74%
BA	F	0.67%
TGT	C	0.66%
DAL	C	0.54%
JNJ	C	0.54%
ABNB	D	0.52%
AAL	D	0.45%
TLRY	F	0.26%
MRNA	F	0.24%
WBD	D	0.12%
BYND	D	0.06%

SFYF Underweight 6 Positions Relative to CVSE

Symbol	Grade	Weight
LLY	C	-3.33%
MRK	D	-2.17%
SPGI	B	-2.1%
ACN	C	-1.78%
MA	B	-1.48%
PH	B	-1.48%