SFYX vs. ESGU ETF Comparison

Comparison of SoFi Next 500 ETF (SFYX) to iShares MSCI USA ESG Optimized ETF (ESGU)
SFYX

SoFi Next 500 ETF

SFYX Description

The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US Next 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 the 500 smallest of the 1,000 largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.

Grade (RS Rating)

Last Trade

$14.13

Average Daily Volume

31,569

Number of Holdings *

483

* may have additional holdings in another (foreign) market
ESGU

iShares MSCI USA ESG Optimized ETF

ESGU Description The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.

Grade (RS Rating)

Last Trade

$124.97

Average Daily Volume

500,051

Number of Holdings *

284

* may have additional holdings in another (foreign) market
Performance
Period SFYX ESGU
30 Days 0.65% 1.28%
60 Days 6.12% 7.25%
90 Days 6.28% 3.70%
12 Months 23.72% 34.90%
20 Overlapping Holdings
Symbol Grade Weight in SFYX Weight in ESGU Overlap
AIZ A 0.27% 0.11% 0.11%
AVTR D 0.3% 0.1% 0.1%
CHRW A 0.15% 0.2% 0.15%
CNH C 0.3% 0.12% 0.12%
DVA B 0.26% 0.11% 0.11%
EME C 0.47% 0.12% 0.12%
EQT C 0.33% 0.1% 0.1%
HII D 0.2% 0.09% 0.09%
IPG C 0.21% 0.1% 0.1%
JNPR C 0.28% 0.1% 0.1%
LII C 0.45% 0.13% 0.13%
NI A 0.25% 0.36% 0.25%
OC B 0.25% 0.11% 0.11%
OVV F 0.14% 0.13% 0.13%
PARA F 0.08% 0.09% 0.08%
PNR A 0.3% 0.29% 0.29%
POOL B 0.22% 0.1% 0.1%
TAP D 0.62% 0.17% 0.17%
TRMB B 0.29% 0.1% 0.1%
WTRG D 0.16% 0.09% 0.09%
SFYX Overweight 463 Positions Relative to ESGU
Symbol Grade Weight
DT C 0.9%
OWL B 0.86%
FTI B 0.76%
PSTG F 0.74%
NTNX D 0.73%
IBKR A 0.65%
RRX C 0.63%
HOOD C 0.63%
NRG A 0.6%
TKO C 0.6%
KIM C 0.59%
NCLH C 0.57%
WYNN B 0.55%
MANH C 0.54%
GWRE A 0.5%
KNSL D 0.48%
DUOL B 0.47%
RIVN F 0.46%
HEI C 0.43%
NTRA B 0.43%
ACM B 0.43%
PEN D 0.42%
LNTH C 0.42%
RCM B 0.41%
CELH F 0.4%
UTHR B 0.4%
MORN C 0.4%
GTLS F 0.4%
TOST B 0.4%
SN B 0.39%
EWBC D 0.39%
TPL B 0.38%
RYAN A 0.38%
FIX B 0.38%
AAL D 0.38%
USFD C 0.37%
ACHC F 0.37%
SRPT F 0.37%
SOFI C 0.37%
ITCI D 0.37%
TTEK B 0.36%
PSN A 0.35%
IVZ C 0.35%
APPF C 0.35%
DAY C 0.35%
ELF F 0.35%
NBIX F 0.35%
ANF D 0.35%
RGA C 0.34%
U D 0.34%
AGNC C 0.34%
TW A 0.33%
PCTY C 0.33%
REXR D 0.33%
WFRD F 0.33%
BSY D 0.33%
WING B 0.33%
IOT C 0.32%
FFIV C 0.32%
XPO F 0.32%
CADE D 0.32%
PCOR D 0.32%
NOV F 0.32%
GMED D 0.32%
SAIA D 0.31%
FNF A 0.31%
PNFP D 0.3%
THC C 0.3%
SRCL B 0.3%
LNW F 0.29%
GGG B 0.29%
PR F 0.29%
RPM C 0.29%
AFRM C 0.29%
WBS D 0.29%
TDW F 0.28%
CZR C 0.28%
PFGC B 0.28%
WAL C 0.28%
ALLE A 0.28%
UHS D 0.28%
MEDP F 0.28%
AMH D 0.28%
MTZ C 0.28%
JEF B 0.27%
JAZZ F 0.27%
AOS B 0.27%
WSO B 0.27%
NDSN B 0.27%
SMAR A 0.27%
PATH D 0.27%
GAP F 0.27%
THG A 0.27%
APG F 0.27%
GLPI B 0.27%
ARMK B 0.27%
HQY B 0.27%
CVNA A 0.26%
TXRH B 0.26%
WTFC C 0.26%
CW A 0.26%
TOL A 0.26%
CHDN D 0.26%
ELS D 0.26%
NVT D 0.26%
WWD B 0.26%
BILL D 0.25%
REG B 0.25%
ITT B 0.25%
WEX C 0.25%
AL D 0.25%
EDR A 0.25%
FHN D 0.25%
ALLY F 0.25%
CUBE C 0.25%
JBL D 0.25%
INSP C 0.25%
AAON B 0.25%
UI A 0.25%
ST F 0.24%
BRKR D 0.24%
DKS D 0.24%
CRBG C 0.24%
OSK F 0.24%
ESTC F 0.24%
LECO F 0.24%
ALKS C 0.24%
COTY F 0.23%
JLL B 0.23%
MTCH C 0.23%
EGP D 0.23%
COLB C 0.23%
CMA C 0.23%
CASY D 0.23%
MSA D 0.23%
BLD C 0.23%
KRG C 0.23%
BXP C 0.23%
S D 0.23%
AFG B 0.23%
CLH C 0.23%
ATI B 0.22%
FLR D 0.22%
CG C 0.22%
ENSG D 0.22%
CFR D 0.22%
EHC B 0.22%
ALK B 0.22%
ADTN C 0.22%
AZEK B 0.22%
FND B 0.22%
CPT C 0.22%
FRPT C 0.22%
BFAM C 0.22%
VOYA A 0.21%
CIEN B 0.21%
PEGA C 0.21%
BRBR B 0.21%
RMBS F 0.21%
SFM A 0.21%
LAMR C 0.21%
BOKF D 0.21%
CACI A 0.21%
PNW A 0.21%
SF A 0.2%
HALO D 0.2%
ATR A 0.2%
CBSH D 0.2%
BWXT A 0.2%
EXEL C 0.2%
RHP C 0.2%
PRGO F 0.2%
UNM A 0.2%
BJ D 0.2%
EQH C 0.2%
ADC B 0.2%
DOX B 0.2%
TPR B 0.2%
CRL F 0.19%
TECH B 0.19%
CROX C 0.19%
BIO B 0.19%
PRI A 0.19%
ZION D 0.19%
NWSA D 0.19%
OZK F 0.19%
WMS D 0.19%
EXP C 0.19%
PAG D 0.19%
ACI F 0.19%
ONB D 0.19%
SCI C 0.19%
OHI C 0.19%
SSB C 0.19%
Z C 0.19%
XRAY D 0.19%
CHE B 0.19%
FCN B 0.18%
AIT A 0.18%
GNTX F 0.18%
STWD C 0.18%
GPK B 0.18%
NYT B 0.18%
MKTX C 0.18%
RLI A 0.18%
FOXA A 0.18%
LAD B 0.18%
RGLD C 0.18%
ZWS A 0.18%
PLNT C 0.18%
APLS F 0.18%
ROKU D 0.18%
RBC B 0.18%
ALSN A 0.18%
PPC A 0.18%
SNV D 0.18%
ETSY F 0.17%
CR C 0.17%
GTLB D 0.17%
FN C 0.17%
GL C 0.17%
LEA F 0.17%
INGR A 0.17%
SPSC D 0.17%
NNN A 0.17%
FLS B 0.17%
WSC D 0.17%
CCK A 0.17%
PB D 0.17%
INFA D 0.17%
SNX C 0.17%
AXS A 0.17%
LBRDK C 0.16%
H C 0.16%
FR C 0.16%
VNO B 0.16%
FRT B 0.16%
COHR B 0.16%
SEIC B 0.16%
HRB C 0.16%
EVR C 0.16%
DCI B 0.16%
HSIC C 0.16%
KEX C 0.16%
LSCC D 0.16%
OLED C 0.16%
SKX C 0.16%
SWX C 0.16%
MUSA D 0.16%
AGCO D 0.16%
AXTA C 0.16%
TPX B 0.16%
AM A 0.16%
EXLS B 0.15%
QGEN D 0.15%
VRNS C 0.15%
SW B 0.15%
FSS B 0.15%
ORI A 0.15%
WHR C 0.15%
TENB F 0.15%
VLY C 0.15%
WCC C 0.15%
DNB D 0.15%
HLI B 0.15%
CNM F 0.15%
PVH F 0.15%
SSD C 0.15%
CHX F 0.14%
HUN B 0.14%
BYD C 0.14%
IONS F 0.14%
UBSI D 0.14%
CFLT F 0.14%
SITE D 0.14%
STAG D 0.14%
TRNO D 0.14%
AYI A 0.14%
RL B 0.14%
KBR D 0.14%
ONTO C 0.14%
BRX B 0.14%
SUM D 0.14%
DTM A 0.14%
HOMB D 0.14%
MIDD D 0.14%
GNRC B 0.14%
TTC D 0.14%
POST B 0.14%
MTN D 0.14%
LYFT D 0.14%
SIGI D 0.14%
KNX C 0.14%
MASI C 0.13%
DBX C 0.13%
CHH C 0.13%
ESNT C 0.13%
BPMC F 0.13%
MTSI C 0.13%
CLF D 0.13%
M F 0.13%
OPCH D 0.13%
SLM C 0.13%
TREX D 0.13%
MMSI C 0.13%
CWST D 0.13%
DINO F 0.13%
ESAB C 0.13%
BL D 0.13%
GXO D 0.13%
REYN C 0.12%
BBWI F 0.12%
KNF C 0.12%
ESI B 0.12%
GKOS C 0.12%
FYBR C 0.12%
BWA C 0.12%
MAT C 0.12%
FIVE D 0.12%
BERY C 0.12%
IBP C 0.12%
IRT C 0.12%
APA F 0.12%
X F 0.12%
SAIC B 0.12%
WTS B 0.11%
OGE A 0.11%
MLI B 0.11%
W D 0.11%
CRUS D 0.11%
LCID D 0.11%
TKR B 0.11%
FAF B 0.11%
TMHC B 0.11%
QLYS F 0.11%
CACC F 0.11%
CHRD F 0.11%
TNET F 0.11%
MTG B 0.11%
IPAR D 0.11%
FFIN D 0.11%
MTDR F 0.11%
CTLT B 0.11%
MTH B 0.11%
CHK C 0.11%
GBCI D 0.11%
RYN C 0.11%
ORA B 0.11%
AN B 0.11%
MMS A 0.11%
RGEN F 0.11%
AWI A 0.11%
NSIT C 0.11%
HXL F 0.11%
AMKR F 0.11%
FMC B 0.11%
ZI D 0.1%
SLGN A 0.1%
CMC C 0.1%
R C 0.1%
LFUS C 0.1%
IDA B 0.1%
WH C 0.1%
CBT B 0.1%
BCPC C 0.1%
ARW C 0.1%
LANC F 0.1%
ALGM F 0.1%
HOG C 0.1%
HP F 0.1%
RHI D 0.1%
DAR F 0.1%
MHK B 0.1%
CNXC F 0.1%
ACT C 0.1%
LNC D 0.1%
NEU F 0.1%
UFPI B 0.1%
BECN F 0.1%
VMI B 0.1%
MSM D 0.09%
FIZZ C 0.09%
COLD D 0.09%
IGT F 0.09%
TDC D 0.09%
AAP F 0.09%
RH C 0.09%
SMG B 0.09%
HAE D 0.09%
OGN D 0.09%
SON D 0.09%
CIVI F 0.09%
VNT F 0.09%
EXPO B 0.09%
GTES C 0.09%
WMG D 0.09%
DLB D 0.09%
BC C 0.09%
RDN D 0.09%
NXST D 0.09%
EEFT F 0.09%
FLO C 0.09%
CGNX F 0.09%
WK D 0.09%
VFC B 0.09%
POR B 0.09%
LPX A 0.09%
OMF D 0.09%
ABG D 0.08%
COLM B 0.08%
HGV F 0.08%
MUR F 0.08%
BCC B 0.08%
MKSI F 0.08%
LSTR D 0.08%
COOP C 0.08%
KRC C 0.08%
CPRI C 0.08%
RIG F 0.08%
AR C 0.08%
AMG C 0.08%
SEE B 0.08%
DV F 0.08%
PII D 0.08%
RRC D 0.08%
SWN C 0.08%
HAS A 0.08%
OGS A 0.07%
AA C 0.07%
NFG A 0.07%
WU D 0.07%
FIVN F 0.07%
WEN C 0.07%
CYTK F 0.07%
JXN B 0.07%
ASH F 0.07%
ASGN D 0.07%
MDU C 0.07%
OLN D 0.07%
IAC C 0.07%
DDS D 0.07%
ELAN D 0.07%
THO C 0.07%
ASO D 0.07%
RVMD B 0.07%
NFE F 0.06%
MGY C 0.06%
IPGP D 0.06%
DXC D 0.06%
NSP F 0.06%
SM F 0.06%
BKH B 0.06%
VVV D 0.06%
VAC D 0.05%
CC D 0.05%
CAR D 0.05%
NJR C 0.05%
UGI C 0.05%
PBF F 0.05%
POWI F 0.04%
ALIT D 0.04%
SLAB D 0.04%
ATKR F 0.04%
SFYX Underweight 264 Positions Relative to ESGU
Symbol Grade Weight
AAPL C -6.49%
MSFT C -6.22%
NVDA C -5.8%
AMZN C -3.51%
GOOG C -2.28%
META A -2.28%
LLY D -1.53%
AVGO C -1.46%
TSLA B -1.36%
JPM D -1.19%
GOOGL C -1.16%
KO B -1.02%
HD A -1.0%
V C -0.99%
UNH B -0.95%
MA A -0.92%
COST C -0.81%
TXN C -0.73%
PG C -0.73%
JNJ C -0.68%
ADP A -0.66%
NOW C -0.63%
CRM C -0.61%
ADBE F -0.6%
INTU F -0.59%
BAC D -0.58%
MRK F -0.58%
CVX D -0.57%
XOM B -0.57%
ORCL C -0.56%
IBM C -0.56%
AMAT D -0.53%
PRU C -0.53%
AMD D -0.52%
NFLX C -0.52%
K B -0.5%
SPGI C -0.5%
GE C -0.49%
ABBV A -0.49%
PEG A -0.48%
ELV F -0.47%
GILD A -0.47%
TT A -0.46%
NEE A -0.46%
AMGN D -0.45%
PGR C -0.44%
CSCO A -0.44%
BR B -0.43%
RTX A -0.43%
ECL A -0.42%
AXP A -0.42%
MS B -0.42%
PEP D -0.42%
GIS B -0.42%
ACN B -0.42%
BRK.A C -0.41%
CMI B -0.41%
VZ A -0.41%
DIS D -0.39%
BK C -0.39%
DHR B -0.38%
CRH C -0.38%
ZTS B -0.38%
LOW A -0.38%
AMT C -0.38%
LIN B -0.37%
CCI A -0.36%
HON B -0.36%
COP D -0.36%
GS D -0.35%
OKE C -0.34%
ADSK C -0.34%
MMM B -0.34%
VRTX D -0.33%
LRCX F -0.33%
EQIX B -0.33%
PNC C -0.33%
GWW A -0.33%
UNP C -0.32%
CAT A -0.32%
C B -0.32%
MCO C -0.32%
MCD A -0.32%
ISRG C -0.31%
MET A -0.31%
CI C -0.31%
PFE D -0.3%
QCOM D -0.3%
HES D -0.3%
BKNG C -0.29%
NXPI F -0.29%
IDXX D -0.28%
KMI A -0.27%
EXPD B -0.27%
INTC D -0.27%
MCK F -0.27%
CLX B -0.26%
HIG A -0.26%
LKQ F -0.25%
EW F -0.25%
TMO C -0.25%
XYL B -0.25%
SBUX B -0.24%
REGN D -0.24%
UBER C -0.24%
TGT C -0.24%
PANW D -0.24%
DE A -0.23%
ANET B -0.22%
COR F -0.22%
KR B -0.22%
PPG D -0.22%
FLUT B -0.22%
WELL B -0.22%
TRGP C -0.22%
VLTO C -0.21%
CDNS D -0.21%
KEYS C -0.21%
NOC B -0.21%
ANSS D -0.21%
DLR C -0.21%
SNPS F -0.21%
MELI C -0.2%
NDAQ C -0.2%
DFS C -0.2%
NEM C -0.2%
FERG F -0.2%
BG D -0.2%
CHD B -0.2%
KHC B -0.19%
CMCSA B -0.19%
CARR C -0.19%
CMS A -0.19%
COO C -0.19%
TRV C -0.19%
DECK C -0.18%
MU D -0.18%
MMC D -0.18%
SYF C -0.18%
ETN C -0.18%
KMB B -0.17%
WAT B -0.17%
CBRE A -0.17%
BBY B -0.17%
WDAY D -0.17%
EXC A -0.17%
LNG D -0.17%
DAL B -0.17%
FDS C -0.16%
IRM B -0.16%
UPS D -0.16%
BMY B -0.16%
IQV F -0.16%
D A -0.16%
T A -0.16%
JCI B -0.16%
HCA A -0.16%
USB C -0.16%
SCHW D -0.16%
IT C -0.16%
STE D -0.16%
PTC D -0.15%
AXON A -0.15%
HBAN C -0.15%
TSCO A -0.15%
SBAC B -0.15%
CAH B -0.15%
WSM C -0.15%
EA D -0.15%
PLD D -0.15%
HPE C -0.15%
PSX F -0.14%
DGX C -0.14%
ACGL A -0.14%
ADI C -0.14%
MRVL C -0.14%
J D -0.14%
FTV B -0.14%
BKR B -0.13%
CMG C -0.13%
A B -0.13%
URI B -0.13%
GEV A -0.13%
CEG B -0.13%
PYPL B -0.13%
AFL A -0.12%
FBIN B -0.12%
TFC D -0.12%
NUE D -0.12%
FIS C -0.12%
FSLR C -0.11%
HUBS D -0.11%
ULTA D -0.11%
PWR B -0.11%
AJG D -0.11%
RCL C -0.11%
MDB D -0.11%
FI A -0.11%
BLK B -0.11%
FICO C -0.11%
PFG C -0.11%
MKC B -0.11%
ES A -0.11%
PHM A -0.11%
HUBB A -0.11%
VEEV C -0.11%
EIX A -0.11%
WY B -0.11%
KKR C -0.11%
ALNY B -0.1%
ODFL D -0.1%
MTD B -0.1%
SYY B -0.1%
HRL F -0.1%
GDDY D -0.1%
LH D -0.1%
CNC F -0.1%
CL D -0.1%
WFC D -0.1%
MRO D -0.1%
LULU D -0.1%
MOH D -0.1%
JBHT D -0.1%
STX B -0.1%
HPQ C -0.1%
HWM A -0.1%
ED A -0.1%
TFX B -0.1%
WTW A -0.1%
IP B -0.1%
WST D -0.1%
STLD C -0.1%
WDC C -0.1%
AKAM D -0.1%
ADM D -0.1%
HOLX D -0.1%
SLB F -0.1%
HLT B -0.1%
TWLO C -0.1%
TEAM D -0.1%
IFF C -0.1%
LDOS A -0.1%
BALL B -0.1%
IEX D -0.1%
SYK C -0.1%
FOX A -0.1%
CPB D -0.1%
DELL D -0.1%
PAYX A -0.1%
KDP C -0.1%
NTRS C -0.1%
DHI B -0.1%
IR B -0.1%
COF C -0.1%
NTAP D -0.09%
VLO F -0.09%
ZBH F -0.09%
FANG F -0.09%
FDX D -0.09%
DXCM F -0.09%
BIIB F -0.09%
SNOW F -0.08%
DLTR F -0.07%
MRNA F -0.07%
Compare ETFs