SFYF vs. WLDR ETF Comparison

Comparison of SoFi 50 ETF (SFYF) to Affinity World Leaders Equity ETF (WLDR)

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

$41.86

Average Daily Volume

3,796

Number of Holdings ^*

* may have additional holdings in another (foreign) market

WLDR

Affinity World Leaders Equity ETF

WLDR Description

The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.

Grade (RS Rating)

Last Trade

$34.47

Average Daily Volume

3,249

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SFYF	WLDR
30 Days	9.87%	3.61%
60 Days	14.11%	5.09%
90 Days	15.97%	7.41%
12 Months	50.40%	35.69%

7 Overlapping Holdings

Symbol	Grade	Weight in SFYF	Weight in WLDR	Overlap
BRK.A	B	3.87%	1.21%	1.21%
CCL	A	0.85%	0.77%	0.77%
DAL	B	0.62%	0.38%	0.38%
META	D	4.21%	2.91%	2.91%
PFE	F	0.99%	1.96%	0.99%
PYPL	B	1.53%	0.64%	0.64%
VZ	C	0.72%	1.31%	0.72%

SFYF Overweight 42 Positions Relative to WLDR

Symbol	Grade	Weight
TSLA	B	11.77%
NVDA	B	9.36%
PLTR	B	5.05%
AMZN	C	4.73%
GOOGL	C	4.56%
MSFT	D	4.47%
AAPL	C	4.26%
COIN	C	3.57%
COST	A	3.28%
AMD	F	2.92%
RIVN	F	2.89%
GME	C	2.09%
DIS	B	2.07%
ARM	F	1.92%
NU	C	1.87%
TSM	B	1.71%
SHOP	B	1.63%
INTC	C	1.43%
WMT	A	1.39%
NFLX	A	1.26%
RDDT	A	1.22%
O	C	1.15%
F	C	1.14%
XOM	B	0.95%
T	A	0.95%
BABA	D	0.93%
KO	D	0.87%
DKNG	B	0.78%
NIO	F	0.69%
BA	F	0.68%
SQ	A	0.64%
TGT	F	0.59%
LCID	F	0.55%
SBUX	A	0.54%
AMC	C	0.54%
NKE	F	0.53%
ABNB	C	0.51%
JNJ	C	0.42%
AAL	B	0.38%
TLRY	F	0.24%
WBD	B	0.12%
BYND	F	0.05%

SFYF Underweight 66 Positions Relative to WLDR

Symbol	Grade	Weight
APP	B	-3.48%
DELL	B	-3.12%
HPE	B	-2.96%
AMAT	F	-2.91%
NTAP	C	-2.79%
BURL	B	-2.66%
STX	C	-2.65%
CPNG	D	-2.48%
VTRS	A	-2.18%
DOCU	B	-2.06%
CTSH	B	-1.92%
GEN	B	-1.91%
SSNC	B	-1.74%
EBAY	D	-1.68%
DFS	B	-1.44%
CMCSA	B	-1.42%
RF	A	-1.32%
TROW	B	-1.31%
BK	A	-1.29%
OMC	C	-1.2%
TEVA	C	-1.06%
PM	B	-1.03%
VRT	B	-1.02%
BKR	A	-1.0%
WMB	A	-0.99%
MMM	D	-0.95%
OC	A	-0.95%
MO	A	-0.94%
LMT	D	-0.94%
TOL	B	-0.9%
KR	B	-0.89%
USFD	A	-0.87%
FANG	C	-0.82%
BCS	A	-0.8%
RCL	A	-0.78%
CI	D	-0.7%
FI	A	-0.7%
SWK	D	-0.69%
THC	D	-0.66%
ELV	F	-0.64%
HCA	F	-0.63%
UHS	D	-0.59%
ALL	A	-0.58%
MKL	A	-0.56%
LOGI	D	-0.54%
CNC	D	-0.53%
AER	A	-0.51%
GOLD	C	-0.49%
CF	A	-0.48%
RNR	C	-0.46%
EMN	C	-0.44%
VST	A	-0.41%
UAL	A	-0.41%
ETR	B	-0.4%
FIS	C	-0.4%
SPG	A	-0.36%
PPL	A	-0.36%
EVRG	A	-0.35%
EXC	C	-0.35%
LUV	C	-0.3%
VICI	C	-0.3%
DOC	C	-0.29%
CPT	B	-0.29%
GLPI	C	-0.28%
PKG	A	-0.26%
NEM	D	-0.22%