SFYF vs. KCE ETF Comparison

Comparison of SoFi 50 ETF (SFYF) to SPDR S&P Capital Markets ETF (KCE)

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

$42.17

Average Daily Volume

3,834

Number of Holdings ^*

* may have additional holdings in another (foreign) market

KCE

SPDR S&P Capital Markets ETF

KCE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies that do business as broker-dealers, asset managers, trust and custody banks or exchanges. In seeking to track the performance of the S&P Capital Markets Select Industry Index, the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the capital markets industry group of the S&P Total Market Index ("S&P TMI"). It is non-diversified.

Grade (RS Rating)

Last Trade

$146.81

Average Daily Volume

70,565

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SFYF	KCE
30 Days	12.59%	11.35%
60 Days	14.05%	17.27%
90 Days	16.84%	22.08%
12 Months	51.53%	67.71%

1 Overlapping Holdings

	Symbol	Grade	Weight in SFYF	Weight in KCE	Overlap
	COIN	C	3.59%	2.54%	2.54%

SFYF Overweight 48 Positions Relative to KCE

Symbol	Grade	Weight
TSLA	B	12.29%
NVDA	C	9.23%
PLTR	B	5.26%
AMZN	C	4.6%
GOOGL	C	4.43%
MSFT	F	4.4%
AAPL	C	4.37%
META	D	4.08%
BRK.A	B	3.9%
COST	B	3.27%
AMD	F	2.81%
RIVN	F	2.75%
DIS	B	2.35%
GME	C	2.23%
ARM	D	1.84%
TSM	B	1.68%
NU	C	1.57%
SHOP	B	1.56%
PYPL	B	1.5%
WMT	A	1.43%
INTC	D	1.42%
NFLX	A	1.36%
RDDT	B	1.3%
O	D	1.15%
F	C	1.11%
T	A	0.98%
PFE	D	0.95%
XOM	B	0.95%
BABA	D	0.88%
CCL	B	0.87%
KO	D	0.87%
DKNG	B	0.82%
VZ	C	0.75%
NIO	F	0.71%
BA	F	0.68%
SQ	B	0.66%
DAL	C	0.62%
SBUX	A	0.54%
LCID	F	0.53%
AMC	C	0.53%
ABNB	C	0.52%
NKE	D	0.5%
TGT	F	0.46%
JNJ	D	0.42%
AAL	B	0.4%
TLRY	F	0.21%
WBD	C	0.13%
BYND	F	0.05%

SFYF Underweight 59 Positions Relative to KCE

Symbol	Grade	Weight
LPLA	A	-2.22%
HOOD	B	-2.1%
IBKR	A	-2.03%
RJF	A	-1.98%
MS	A	-1.96%
SF	B	-1.95%
PJT	A	-1.86%
OWL	A	-1.86%
CG	A	-1.86%
AMP	A	-1.85%
JEF	A	-1.85%
EVR	B	-1.84%
SCHW	B	-1.83%
PIPR	B	-1.82%
HLNE	B	-1.81%
STEP	B	-1.8%
KKR	A	-1.8%
GS	A	-1.8%
JHG	A	-1.79%
VCTR	B	-1.77%
NTRS	A	-1.76%
HLI	B	-1.75%
SEIC	B	-1.75%
FHI	A	-1.74%
BX	A	-1.74%
TPG	A	-1.7%
BLK	C	-1.69%
APAM	B	-1.68%
STT	A	-1.66%
TROW	B	-1.65%
ARES	A	-1.65%
BK	A	-1.64%
MORN	B	-1.62%
WT	B	-1.62%
MC	C	-1.62%
BGC	C	-1.61%
IVZ	B	-1.6%
FDS	B	-1.6%
AMG	B	-1.6%
NDAQ	A	-1.59%
CNS	B	-1.59%
MSCI	C	-1.58%
VIRT	B	-1.58%
BEN	C	-1.57%
TW	A	-1.57%
CME	A	-1.53%
MKTX	D	-1.51%
MCO	B	-1.46%
SPGI	C	-1.43%
SNEX	B	-1.4%
ICE	C	-1.4%
CBOE	B	-1.36%
DBRG	F	-1.29%
VRTS	B	-1.22%
DFIN	D	-0.87%
BSIG	A	-0.66%
PX	A	-0.63%
DHIL	A	-0.36%
LPRO	C	-0.35%