SFYX vs. NBCR ETF Comparison

Comparison of SoFi Next 500 ETF (SFYX) to Neuberger Berman Core Equity ETF (NBCR)
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

$15.58

Average Daily Volume

23,664

Number of Holdings *

481

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

Neuberger Berman Core Equity ETF

NBCR Description To pursue its goal, the fund invests mainly in equity securities of large-capitalization companies, which it defines as companies that have a market capitalization within the market capitalization range of companies in the Russell 1000® Index at the time of initial purchase. The portfolio managers seek to invest in a broadly diversified group of securities that have the potential to outperform the Russell 1000 Index with a lower level of risk through security selection.

Grade (RS Rating)

Last Trade

$27.43

Average Daily Volume

16,373

Number of Holdings *

192

* may have additional holdings in another (foreign) market
Performance
Period SFYX NBCR
30 Days 9.04% 2.81%
60 Days 9.54% 4.11%
90 Days 10.86% 5.52%
12 Months 34.71%
22 Overlapping Holdings
Symbol Grade Weight in SFYX Weight in NBCR Overlap
AIZ A 0.27% 0.25% 0.25%
AVTR F 0.23% 0.13% 0.13%
CCK C 0.16% 0.08% 0.08%
DTM B 0.17% 0.08% 0.08%
EHC B 0.22% 0.22% 0.22%
ELS C 0.25% 0.16% 0.16%
EQT B 0.38% 0.13% 0.13%
ESI A 0.12% 0.14% 0.12%
FBIN D 0.16% 0.05% 0.05%
FYBR D 0.11% 0.6% 0.11%
GL B 0.16% 0.26% 0.16%
GXO B 0.15% 0.06% 0.06%
IONS F 0.12% 0.05% 0.05%
MTCH D 0.18% 0.12% 0.12%
NVT B 0.27% 0.39% 0.27%
SAIA B 0.35% 0.21% 0.21%
SMAR A 0.25% 0.07% 0.07%
STWD C 0.16% 0.11% 0.11%
TKO B 0.54% 0.15% 0.15%
TOL B 0.25% 0.07% 0.07%
TW A 0.32% 0.12% 0.12%
UNM A 0.23% 0.97% 0.23%
SFYX Overweight 459 Positions Relative to NBCR
Symbol Grade Weight
OWL A 0.95%
HOOD B 0.86%
DT C 0.85%
NTNX A 0.8%
IBKR A 0.79%
FTI A 0.76%
NCLH B 0.72%
PSTG D 0.68%
TAP C 0.66%
SOFI A 0.62%
RRX B 0.6%
KIM A 0.59%
NRG B 0.58%
TOST B 0.55%
TPL A 0.53%
GTLS B 0.52%
WYNN D 0.52%
GWRE A 0.51%
EME C 0.51%
MANH D 0.5%
PEN B 0.49%
EWBC A 0.49%
KNSL B 0.47%
DUOL A 0.47%
AAL B 0.45%
DAY B 0.44%
ACM A 0.44%
NTRA B 0.43%
FIX A 0.42%
RIVN F 0.41%
MORN B 0.41%
UTHR C 0.41%
LII A 0.41%
ITCI C 0.41%
HEI B 0.4%
PCTY B 0.4%
RCM F 0.39%
BILL A 0.39%
ELF C 0.39%
XPO B 0.39%
RYAN B 0.38%
UI A 0.38%
USFD A 0.37%
CADE B 0.37%
GMED A 0.36%
NBIX C 0.36%
AFRM B 0.36%
PNFP B 0.36%
WBS A 0.36%
PCOR B 0.35%
SN D 0.35%
PSN D 0.35%
IVZ B 0.34%
TTEK F 0.34%
CVNA B 0.34%
HQY B 0.33%
RGA A 0.33%
TRMB B 0.33%
ANF C 0.33%
CELH F 0.32%
FFIV B 0.32%
APPF B 0.32%
NOV C 0.31%
RPM A 0.31%
LNTH D 0.31%
IOT A 0.31%
WFRD D 0.31%
SRPT D 0.31%
JEF A 0.3%
MTZ B 0.3%
LNW D 0.3%
AAON B 0.3%
AGNC D 0.3%
PR B 0.3%
PNR A 0.3%
FHN A 0.3%
WTFC A 0.3%
BSY D 0.3%
WAL B 0.29%
JAZZ B 0.29%
FNF B 0.29%
MEDP D 0.29%
U C 0.28%
GGG B 0.28%
RMBS C 0.28%
THG A 0.28%
APG B 0.28%
PFGC B 0.28%
CW B 0.28%
TXRH C 0.27%
WSO A 0.27%
PATH C 0.27%
THC D 0.27%
GAP C 0.27%
JBL B 0.27%
EXEL B 0.26%
JNPR F 0.26%
CMA A 0.26%
CNH C 0.26%
ESTC C 0.26%
LECO B 0.26%
ALLE D 0.26%
SFM A 0.26%
ARMK B 0.26%
CFR B 0.26%
CHDN B 0.26%
OC A 0.26%
COLB A 0.26%
REXR F 0.25%
WING D 0.25%
ALK C 0.25%
CZR F 0.25%
AL B 0.25%
ALLY C 0.25%
S B 0.25%
GLPI C 0.25%
CG A 0.25%
ALKS B 0.25%
AMH D 0.25%
OSK B 0.25%
NDSN B 0.25%
WWD B 0.25%
PEGA A 0.24%
ITT A 0.24%
CASY A 0.24%
EDR A 0.24%
CRBG B 0.24%
NI A 0.24%
BOKF B 0.23%
CACI D 0.23%
FRPT B 0.23%
CLH B 0.23%
SF B 0.23%
BRBR A 0.23%
AFG A 0.23%
ZION B 0.23%
SNV B 0.23%
REG B 0.23%
DVA B 0.23%
EQH B 0.22%
ONB B 0.22%
ALSN B 0.22%
ADTN A 0.22%
KRG B 0.22%
BWXT B 0.22%
CIEN B 0.22%
UHS D 0.22%
CBSH A 0.22%
SSB B 0.21%
ATR B 0.21%
JLL D 0.21%
MSA D 0.21%
CUBE D 0.21%
OZK B 0.21%
AOS F 0.21%
TPR B 0.21%
AZEK A 0.21%
BXP D 0.21%
FLR B 0.21%
INSP D 0.21%
PPC C 0.21%
PLNT A 0.2%
EGP F 0.2%
NWSA B 0.2%
SCI B 0.2%
PRI A 0.2%
BIO D 0.2%
CPT B 0.2%
LAD A 0.2%
ENSG D 0.2%
AIT A 0.2%
Z A 0.2%
BJ A 0.2%
WEX D 0.2%
DOX D 0.2%
PNW B 0.2%
DKS C 0.2%
VOYA B 0.2%
ST F 0.2%
IPG D 0.19%
TDW F 0.19%
FOXA B 0.19%
PB A 0.19%
ACI C 0.19%
LBRDK C 0.19%
RLI B 0.19%
CRL C 0.19%
BLD D 0.19%
LAMR D 0.19%
ZWS B 0.19%
EXP A 0.19%
ADC B 0.19%
PRGO B 0.19%
RHP B 0.19%
POOL C 0.19%
HALO F 0.19%
WCC B 0.18%
SEIC B 0.18%
FN D 0.18%
MKTX D 0.18%
ROKU D 0.18%
FND C 0.18%
PAG B 0.18%
EVR B 0.18%
CFLT B 0.18%
GTLB B 0.18%
ATI D 0.18%
RBC A 0.18%
ACHC F 0.18%
OHI C 0.18%
BRKR D 0.18%
LYFT C 0.18%
FLS B 0.18%
SUM B 0.17%
VLY B 0.17%
NYT C 0.17%
BFAM D 0.17%
GPK C 0.17%
GNRC B 0.17%
AXTA A 0.17%
COHR B 0.17%
CHE D 0.17%
EXLS B 0.17%
TECH D 0.17%
AXS A 0.17%
INGR B 0.17%
COTY F 0.17%
CR A 0.17%
DNB B 0.16%
INFA D 0.16%
AM A 0.16%
AYI B 0.16%
SWX B 0.16%
KEX C 0.16%
TPX B 0.16%
DCI B 0.16%
VNO B 0.16%
RGLD C 0.16%
MUSA A 0.16%
APLS D 0.16%
SNX C 0.16%
HLI B 0.16%
GNTX C 0.16%
MTSI B 0.15%
FRT B 0.15%
AGCO D 0.15%
SW A 0.15%
BYD C 0.15%
TENB C 0.15%
HII D 0.15%
SIGI C 0.15%
ORI A 0.15%
H B 0.15%
BL B 0.15%
UBSI B 0.15%
WSC D 0.15%
WHR B 0.15%
WTRG B 0.15%
WMS D 0.15%
ETSY D 0.15%
ESAB B 0.15%
LSCC D 0.15%
PVH C 0.15%
HOMB A 0.15%
SPSC C 0.15%
BRX A 0.14%
FR C 0.14%
OVV B 0.14%
SSD D 0.14%
SKX D 0.14%
MASI A 0.14%
CHRW C 0.14%
LEA D 0.14%
HRB D 0.14%
NNN D 0.14%
RL B 0.14%
KBR F 0.14%
KNX B 0.14%
FCN D 0.14%
HSIC B 0.14%
OLED D 0.13%
XRAY F 0.13%
POST C 0.13%
SITE D 0.13%
MIDD C 0.13%
GKOS B 0.13%
MMSI B 0.13%
CWST A 0.13%
TTC D 0.13%
MLI C 0.13%
TREX C 0.13%
CHH A 0.13%
SAIC F 0.13%
BPMC C 0.13%
DBX B 0.13%
SLM A 0.13%
CHX C 0.13%
QGEN D 0.13%
GBCI B 0.13%
MTN C 0.13%
FSS B 0.13%
CNM D 0.13%
MTDR B 0.12%
IRT A 0.12%
BWA D 0.12%
CLF F 0.12%
VMI B 0.12%
FFIN B 0.12%
TRNO F 0.12%
BECN B 0.12%
KNF A 0.12%
X C 0.12%
STAG F 0.12%
M D 0.12%
CROX D 0.12%
QLYS C 0.12%
AWI A 0.12%
VRNS D 0.12%
IDA A 0.11%
HUN F 0.11%
HXL D 0.11%
ESNT D 0.11%
ORA B 0.11%
ONTO D 0.11%
HP B 0.11%
RHI B 0.11%
RGEN D 0.11%
DAR C 0.11%
MAT D 0.11%
BBWI D 0.11%
LNC B 0.11%
WH B 0.11%
BERY B 0.11%
ZI D 0.11%
DINO D 0.11%
CBT C 0.1%
NEU C 0.1%
WTS B 0.1%
AN C 0.1%
CHRD D 0.1%
REYN D 0.1%
RYN D 0.1%
FAF A 0.1%
CACC D 0.1%
VNT B 0.1%
GTES A 0.1%
IBP D 0.1%
UFPI B 0.1%
MTG C 0.1%
R B 0.1%
HAE C 0.1%
CTLT B 0.1%
TNET D 0.1%
LANC C 0.1%
TMHC B 0.1%
WK B 0.1%
MMS F 0.1%
CMC B 0.1%
IPAR B 0.1%
FIVE F 0.1%
APA D 0.1%
OMF A 0.1%
OGE B 0.1%
CRUS D 0.09%
NXST C 0.09%
RRC B 0.09%
FIZZ C 0.09%
MHK D 0.09%
POR C 0.09%
FIVN C 0.09%
OPCH D 0.09%
LFUS F 0.09%
WMG C 0.09%
TKR D 0.09%
EEFT B 0.09%
RVMD C 0.09%
AMKR D 0.09%
MTH D 0.09%
CGNX C 0.09%
ACT D 0.09%
LPX B 0.09%
FMC D 0.09%
DV C 0.09%
VFC C 0.09%
BCPC B 0.09%
SLGN A 0.09%
EXPO D 0.08%
LSTR D 0.08%
MKSI C 0.08%
BCC B 0.08%
ABG B 0.08%
SON D 0.08%
KRC C 0.08%
PARA C 0.08%
JXN C 0.08%
SEE C 0.08%
RH B 0.08%
HOG D 0.08%
IGT F 0.08%
TDC D 0.08%
AAP C 0.08%
NSIT F 0.08%
FLO D 0.08%
COOP B 0.08%
AMG B 0.08%
ARW D 0.08%
DLB B 0.08%
HGV B 0.08%
BC C 0.08%
CIVI D 0.08%
MSM C 0.08%
RDN C 0.08%
ALGM D 0.08%
AR B 0.08%
OGN D 0.07%
WEN D 0.07%
CYTK F 0.07%
ASGN F 0.07%
MUR D 0.07%
DDS B 0.07%
AA B 0.07%
HAS D 0.07%
ELAN D 0.07%
THO B 0.07%
RIG D 0.07%
COLM B 0.07%
SMG D 0.07%
W F 0.07%
VAC B 0.06%
WU D 0.06%
CAR C 0.06%
ASO F 0.06%
ASH D 0.06%
IAC D 0.06%
VVV F 0.06%
BKH A 0.06%
PII D 0.06%
MGY A 0.06%
OLN D 0.06%
LCID F 0.06%
CNXC F 0.06%
IPGP D 0.06%
OGS A 0.06%
SM B 0.06%
NFG A 0.06%
COLD D 0.06%
DXC B 0.06%
CC C 0.05%
ATKR C 0.05%
UGI A 0.05%
ALIT C 0.05%
NJR A 0.05%
PBF D 0.05%
NSP D 0.05%
NFE D 0.05%
CPRI F 0.04%
SLAB D 0.04%
POWI D 0.04%
MDU D 0.04%
SFYX Underweight 170 Positions Relative to NBCR
Symbol Grade Weight
NVDA C -6.7%
AAPL C -6.48%
MSFT F -6.01%
AMZN C -3.83%
GOOGL C -3.37%
GOOG C -1.94%
AON A -1.41%
JPM A -1.4%
V A -1.23%
HD A -1.22%
LLY F -1.19%
XOM B -1.15%
MA C -1.1%
COST B -1.06%
ORCL B -0.99%
WFC A -0.99%
JNJ D -0.98%
GE D -0.94%
QCOM F -0.91%
TMUS B -0.88%
BSX B -0.87%
PG A -0.87%
CRM B -0.87%
ABBV D -0.86%
NFLX A -0.81%
TDG D -0.77%
NOW A -0.77%
BAC A -0.76%
AIG B -0.76%
T A -0.75%
SPGI C -0.74%
UBER D -0.74%
MDT D -0.72%
TJX A -0.71%
FI A -0.66%
TXN C -0.63%
ETN A -0.63%
CCL B -0.62%
INTU C -0.62%
KKR A -0.61%
LIN D -0.59%
GM B -0.59%
MCD D -0.58%
SNPS B -0.58%
AMD F -0.57%
IWB A -0.56%
ICE C -0.56%
TMO F -0.53%
DKNG B -0.52%
AMAT F -0.52%
VRTX F -0.51%
CAT B -0.51%
CRWD B -0.51%
UL D -0.51%
ADI D -0.5%
ZBH C -0.5%
BKNG A -0.49%
PH A -0.48%
TT A -0.48%
ACN C -0.47%
CSCO B -0.46%
ALL A -0.45%
APH A -0.45%
MMM D -0.44%
GS A -0.42%
KDP D -0.42%
ULTA F -0.4%
COP C -0.4%
C A -0.39%
PLD D -0.38%
CARR D -0.36%
CL D -0.36%
IR B -0.36%
MDLZ F -0.36%
BLK C -0.35%
MSI B -0.35%
LVS C -0.35%
NEE D -0.33%
CVS D -0.33%
DE A -0.33%
APO B -0.32%
URI B -0.32%
AMGN D -0.31%
GIS D -0.31%
EOG A -0.31%
PNC B -0.31%
REGN F -0.3%
TRU D -0.3%
NDAQ A -0.3%
AVY D -0.29%
NSC B -0.29%
BMY B -0.28%
MCO B -0.28%
CSX B -0.27%
FCX D -0.26%
ELV F -0.26%
LMT D -0.26%
ORLY B -0.26%
HCA F -0.26%
SLB C -0.26%
MCK B -0.25%
DAL C -0.25%
DLTR F -0.25%
NKE D -0.25%
MLM B -0.25%
SHW A -0.24%
PSX C -0.24%
FANG D -0.24%
FITB A -0.24%
ASML F -0.23%
DUK C -0.23%
K A -0.22%
LEN D -0.22%
MET A -0.22%
FDX B -0.22%
WCN A -0.21%
LRCX F -0.2%
HUM C -0.2%
SRE A -0.2%
VTR C -0.2%
CHKP D -0.2%
J F -0.19%
AEP D -0.19%
BA F -0.19%
DGX A -0.19%
EFX F -0.18%
DXCM D -0.18%
CNC D -0.18%
STZ D -0.17%
EA A -0.17%
MOH F -0.17%
D C -0.17%
ADSK A -0.17%
VRSK A -0.17%
CEG D -0.17%
WMB A -0.16%
PEG A -0.16%
RSG A -0.16%
ECL D -0.16%
OKE A -0.16%
ETR B -0.16%
VST B -0.15%
FCPT C -0.14%
CFG B -0.14%
PCG A -0.14%
APTV D -0.14%
WRBY B -0.14%
APD A -0.14%
LNT A -0.13%
LNG B -0.13%
CDW F -0.13%
ENTG D -0.13%
IQV D -0.13%
IT C -0.13%
BLDR D -0.12%
BK A -0.12%
NUE C -0.11%
FE C -0.11%
ON D -0.1%
INVH D -0.1%
STLD B -0.1%
EQR B -0.09%
CNP B -0.09%
TRGP B -0.09%
BMRN D -0.09%
UTZ D -0.08%
WIX B -0.08%
DTE C -0.07%
WY D -0.06%
BHP F -0.03%
Compare ETFs