XVV vs. SFY ETF Comparison

Comparison of iShares ESG Screened S&P 500 ETF (XVV) to SoFi Select 500 ETF (SFY)
XVV

iShares ESG Screened S&P 500 ETF

XVV Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P 500 Sustainability Screened Index, which measures the performance of the large-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$45.89

Average Daily Volume

40,869

Number of Holdings *

443

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

SoFi Select 500 ETF

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

Grade (RS Rating)

Last Trade

$110.95

Average Daily Volume

38,291

Number of Holdings *

495

* may have additional holdings in another (foreign) market
Performance
Period XVV SFY
30 Days 3.10% 4.18%
60 Days 4.22% 7.67%
90 Days 5.90% 8.72%
12 Months 32.25% 38.94%
384 Overlapping Holdings
Symbol Grade Weight in XVV Weight in SFY Overlap
A D 0.08% 0.04% 0.04%
AAPL C 7.53% 4.2% 4.2%
ABBV D 0.65% 0.53% 0.53%
ABNB C 0.13% 0.1% 0.1%
ABT B 0.43% 0.27% 0.27%
ACGL D 0.08% 0.1% 0.08%
ACN C 0.49% 0.29% 0.29%
ADBE C 0.51% 0.37% 0.37%
ADI D 0.23% 0.1% 0.1%
ADM D 0.05% 0.03% 0.03%
ADP B 0.27% 0.16% 0.16%
ADSK A 0.14% 0.12% 0.12%
AFL B 0.12% 0.07% 0.07%
AIG B 0.11% 0.05% 0.05%
AJG B 0.14% 0.15% 0.14%
AKAM D 0.03% 0.02% 0.02%
ALB C 0.03% 0.01% 0.01%
ALGN D 0.03% 0.03% 0.03%
ALL A 0.11% 0.13% 0.11%
AMAT F 0.33% 0.17% 0.17%
AMD F 0.49% 1.44% 0.49%
AME A 0.1% 0.05% 0.05%
AMGN D 0.35% 0.36% 0.35%
AMP A 0.12% 0.1% 0.1%
AMT D 0.2% 0.18% 0.18%
AMZN C 4.29% 4.53% 4.29%
ANET C 0.22% 0.18% 0.18%
ANSS B 0.06% 0.05% 0.05%
AON A 0.18% 0.13% 0.13%
APD A 0.15% 0.08% 0.08%
APH A 0.19% 0.13% 0.13%
ARE D 0.04% 0.04% 0.04%
ATO A 0.05% 0.02% 0.02%
AVB B 0.07% 0.04% 0.04%
AVGO D 1.72% 2.8% 1.72%
AVY D 0.04% 0.02% 0.02%
AWK D 0.06% 0.04% 0.04%
AXON A 0.1% 0.13% 0.1%
AXP A 0.35% 0.28% 0.28%
AZO C 0.12% 0.07% 0.07%
BAC A 0.67% 0.61% 0.61%
BALL D 0.04% 0.02% 0.02%
BAX D 0.04% 0.07% 0.04%
BBY D 0.04% 0.02% 0.02%
BDX F 0.14% 0.12% 0.12%
BG F 0.03% 0.01% 0.01%
BIIB F 0.05% 0.02% 0.02%
BK A 0.12% 0.16% 0.12%
BKNG A 0.36% 0.25% 0.25%
BKR B 0.09% 0.09% 0.09%
BLDR D 0.05% 0.02% 0.02%
BLK C 0.32% 0.23% 0.23%
BMY B 0.26% 0.16% 0.16%
BR A 0.06% 0.04% 0.04%
BRK.A B 1.86% 0.81% 0.81%
BRO B 0.06% 0.04% 0.04%
BSX B 0.28% 0.35% 0.28%
BX A 0.28% 0.28% 0.28%
C A 0.28% 0.26% 0.26%
CAG D 0.03% 0.02% 0.02%
CAH B 0.06% 0.08% 0.06%
CARR D 0.14% 0.1% 0.1%
CAT B 0.41% 0.24% 0.24%
CB C 0.23% 0.21% 0.21%
CBOE B 0.04% 0.03% 0.03%
CBRE B 0.09% 0.07% 0.07%
CCI D 0.1% 0.04% 0.04%
CCL B 0.05% 0.07% 0.05%
CDNS B 0.18% 0.12% 0.12%
CDW F 0.05% 0.03% 0.03%
CE F 0.02% 0.01% 0.01%
CEG D 0.15% 0.13% 0.13%
CF B 0.03% 0.01% 0.01%
CFG B 0.05% 0.03% 0.03%
CHD B 0.06% 0.04% 0.04%
CHTR C 0.08% 0.04% 0.04%
CI F 0.2% 0.17% 0.17%
CINF A 0.05% 0.05% 0.05%
CL D 0.16% 0.13% 0.13%
CLX B 0.04% 0.04% 0.04%
CMCSA B 0.36% 0.25% 0.25%
CME A 0.18% 0.14% 0.14%
CMG B 0.18% 0.15% 0.15%
CMI A 0.11% 0.06% 0.06%
CNC D 0.07% 0.04% 0.04%
CNP B 0.04% 0.02% 0.02%
COF B 0.15% 0.11% 0.11%
COR B 0.09% 0.07% 0.07%
COST B 0.89% 0.55% 0.55%
CPAY A 0.06% 0.04% 0.04%
CPRT A 0.11% 0.07% 0.07%
CRM B 0.7% 0.8% 0.7%
CRWD B 0.17% 0.42% 0.17%
CSCO B 0.51% 0.25% 0.25%
CSGP D 0.07% 0.04% 0.04%
CSX B 0.15% 0.07% 0.07%
CTAS B 0.16% 0.11% 0.11%
CTSH B 0.09% 0.05% 0.05%
CTVA C 0.09% 0.06% 0.06%
CVS D 0.15% 0.14% 0.14%
D C 0.1% 0.05% 0.05%
DAL C 0.09% 0.06% 0.06%
DE A 0.22% 0.1% 0.1%
DECK A 0.06% 0.05% 0.05%
DFS B 0.1% 0.08% 0.08%
DG F 0.04% 0.02% 0.02%
DGX A 0.04% 0.02% 0.02%
DHI D 0.1% 0.07% 0.07%
DHR F 0.33% 0.13% 0.13%
DIS B 0.43% 0.39% 0.39%
DLR B 0.12% 0.1% 0.1%
DLTR F 0.03% 0.02% 0.02%
DOC D 0.03% 0.02% 0.02%
DOV A 0.06% 0.03% 0.03%
DOW F 0.07% 0.04% 0.04%
DPZ C 0.03% 0.02% 0.02%
DRI B 0.04% 0.03% 0.03%
DXCM D 0.06% 0.07% 0.06%
EA A 0.09% 0.05% 0.05%
EBAY D 0.07% 0.05% 0.05%
ECL D 0.14% 0.09% 0.09%
ED D 0.07% 0.04% 0.04%
EFX F 0.07% 0.04% 0.04%
EIX B 0.07% 0.04% 0.04%
EL F 0.03% 0.02% 0.02%
ELV F 0.21% 0.12% 0.12%
EMR A 0.16% 0.1% 0.1%
ENPH F 0.02% 0.01% 0.01%
EPAM C 0.03% 0.02% 0.02%
EQIX A 0.19% 0.13% 0.13%
EQR B 0.05% 0.03% 0.03%
ES D 0.05% 0.07% 0.05%
ESS B 0.04% 0.02% 0.02%
ETN A 0.31% 0.23% 0.23%
ETR B 0.07% 0.03% 0.03%
EW C 0.09% 0.06% 0.06%
EXC C 0.08% 0.07% 0.07%
EXPD D 0.04% 0.01% 0.01%
EXPE B 0.05% 0.04% 0.04%
EXR D 0.08% 0.11% 0.08%
F C 0.09% 0.07% 0.07%
FAST B 0.1% 0.06% 0.06%
FCX D 0.13% 0.11% 0.11%
FDS B 0.04% 0.02% 0.02%
FDX B 0.14% 0.07% 0.07%
FI A 0.26% 0.21% 0.21%
FICO B 0.12% 0.09% 0.09%
FIS C 0.1% 0.09% 0.09%
FITB A 0.07% 0.05% 0.05%
FSLR F 0.04% 0.08% 0.04%
FTNT C 0.13% 0.09% 0.09%
FTV C 0.06% 0.04% 0.04%
GDDY A 0.06% 0.07% 0.06%
GE D 0.42% 0.16% 0.16%
GEHC F 0.08% 0.05% 0.05%
GEN B 0.04% 0.02% 0.02%
GEV B 0.2% 0.33% 0.2%
GILD C 0.25% 0.37% 0.25%
GIS D 0.08% 0.04% 0.04%
GLW B 0.08% 0.07% 0.07%
GM B 0.14% 0.08% 0.08%
GOOGL C 2.23% 1.72% 1.72%
GPC D 0.04% 0.02% 0.02%
GPN B 0.06% 0.05% 0.05%
GRMN B 0.07% 0.04% 0.04%
GS A 0.4% 0.43% 0.4%
HAL C 0.06% 0.03% 0.03%
HBAN A 0.05% 0.04% 0.04%
HCA F 0.14% 0.1% 0.1%
HD A 0.87% 0.44% 0.44%
HIG B 0.07% 0.05% 0.05%
HLT A 0.13% 0.1% 0.1%
HOLX D 0.04% 0.02% 0.02%
HPE B 0.06% 0.04% 0.04%
HPQ B 0.08% 0.04% 0.04%
HST C 0.03% 0.02% 0.02%
HSY F 0.06% 0.03% 0.03%
HUBB B 0.05% 0.04% 0.04%
HUM C 0.07% 0.05% 0.05%
HWM A 0.1% 0.09% 0.09%
ICE C 0.19% 0.18% 0.18%
IDXX F 0.08% 0.05% 0.05%
IEX B 0.04% 0.02% 0.02%
IFF D 0.05% 0.03% 0.03%
INCY C 0.03% 0.04% 0.03%
INTC D 0.23% 0.31% 0.23%
INTU C 0.43% 0.33% 0.33%
INVH D 0.04% 0.03% 0.03%
IP B 0.04% 0.02% 0.02%
IQV D 0.08% 0.05% 0.05%
IR B 0.09% 0.07% 0.07%
IRM D 0.07% 0.05% 0.05%
ISRG A 0.41% 0.38% 0.38%
IT C 0.09% 0.05% 0.05%
ITW B 0.16% 0.09% 0.09%
JBHT C 0.03% 0.02% 0.02%
JCI C 0.12% 0.07% 0.07%
JKHY D 0.03% 0.02% 0.02%
JPM A 1.49% 1.55% 1.49%
K A 0.05% 0.02% 0.02%
KDP D 0.08% 0.05% 0.05%
KEY B 0.04% 0.02% 0.02%
KEYS A 0.06% 0.03% 0.03%
KHC F 0.06% 0.03% 0.03%
KIM A 0.04% 0.02% 0.02%
KKR A 0.22% 0.41% 0.22%
KLAC D 0.19% 0.09% 0.09%
KMB D 0.1% 0.06% 0.06%
KMI A 0.11% 0.06% 0.06%
KMX B 0.03% 0.01% 0.01%
KO D 0.53% 0.34% 0.34%
KR B 0.09% 0.06% 0.06%
LEN D 0.09% 0.05% 0.05%
LH C 0.04% 0.02% 0.02%
LIN D 0.47% 0.27% 0.27%
LLY F 1.35% 2.06% 1.35%
LOW D 0.33% 0.15% 0.15%
LRCX F 0.21% 0.09% 0.09%
LUV C 0.04% 0.07% 0.04%
LVS C 0.04% 0.1% 0.04%
LW C 0.03% 0.01% 0.01%
LYB F 0.05% 0.03% 0.03%
LYV A 0.04% 0.05% 0.04%
MA C 0.93% 0.67% 0.67%
MAA B 0.04% 0.02% 0.02%
MAR B 0.14% 0.09% 0.09%
MAS D 0.04% 0.02% 0.02%
MCD D 0.47% 0.28% 0.28%
MCHP D 0.08% 0.03% 0.03%
MCK B 0.17% 0.11% 0.11%
MCO B 0.16% 0.16% 0.16%
MDLZ F 0.19% 0.11% 0.11%
MDT D 0.24% 0.16% 0.16%
MET A 0.11% 0.08% 0.08%
META D 2.74% 3.02% 2.74%
MKC D 0.04% 0.03% 0.03%
MLM B 0.08% 0.05% 0.05%
MMC B 0.24% 0.17% 0.17%
MNST C 0.09% 0.05% 0.05%
MOH F 0.04% 0.03% 0.03%
MPC D 0.11% 0.05% 0.05%
MPWR F 0.06% 0.04% 0.04%
MRK F 0.54% 0.77% 0.54%
MRNA F 0.03% 0.01% 0.01%
MS A 0.36% 0.34% 0.34%
MSCI C 0.1% 0.07% 0.07%
MSFT F 6.89% 5.38% 5.38%
MSI B 0.18% 0.13% 0.13%
MTB A 0.08% 0.06% 0.06%
MTD D 0.06% 0.03% 0.03%
MU D 0.24% 0.66% 0.24%
NDAQ A 0.07% 0.06% 0.06%
NEE D 0.34% 0.21% 0.21%
NEM D 0.1% 0.22% 0.1%
NFLX A 0.78% 0.74% 0.74%
NKE D 0.2% 0.1% 0.1%
NOW A 0.46% 0.56% 0.46%
NSC B 0.13% 0.07% 0.07%
NTAP C 0.05% 0.03% 0.03%
NTRS A 0.05% 0.07% 0.05%
NUE C 0.08% 0.03% 0.03%
NVDA C 7.83% 17.18% 7.83%
NVR D 0.06% 0.03% 0.03%
O D 0.11% 0.12% 0.11%
ODFL B 0.09% 0.04% 0.04%
OKE A 0.14% 0.08% 0.08%
OMC C 0.05% 0.03% 0.03%
ON D 0.06% 0.03% 0.03%
ORCL B 0.65% 0.48% 0.48%
ORLY B 0.16% 0.1% 0.1%
OTIS C 0.09% 0.05% 0.05%
PANW C 0.28% 0.44% 0.28%
PAYX C 0.1% 0.06% 0.06%
PCAR B 0.13% 0.07% 0.07%
PEG A 0.09% 0.05% 0.05%
PEP F 0.49% 0.28% 0.28%
PFE D 0.32% 0.32% 0.32%
PFG D 0.04% 0.02% 0.02%
PG A 0.85% 0.51% 0.51%
PGR A 0.33% 0.5% 0.33%
PH A 0.19% 0.12% 0.12%
PHM D 0.06% 0.03% 0.03%
PKG A 0.05% 0.02% 0.02%
PLD D 0.23% 0.13% 0.13%
PNC B 0.18% 0.13% 0.13%
PNR A 0.04% 0.02% 0.02%
PODD C 0.04% 0.07% 0.04%
PPG F 0.06% 0.04% 0.04%
PRU A 0.1% 0.08% 0.08%
PSA D 0.11% 0.06% 0.06%
PSX C 0.12% 0.06% 0.06%
PTC A 0.05% 0.04% 0.04%
PWR A 0.1% 0.09% 0.09%
PYPL B 0.19% 0.13% 0.13%
QCOM F 0.4% 0.2% 0.2%
RCL A 0.12% 0.25% 0.12%
REGN F 0.18% 0.12% 0.12%
RF A 0.05% 0.03% 0.03%
RJF A 0.06% 0.04% 0.04%
RMD C 0.07% 0.05% 0.05%
ROK B 0.07% 0.04% 0.04%
ROL B 0.03% 0.03% 0.03%
ROP B 0.13% 0.1% 0.1%
ROST C 0.1% 0.07% 0.07%
RSG A 0.09% 0.06% 0.06%
RVTY F 0.03% 0.02% 0.02%
SBAC D 0.05% 0.03% 0.03%
SBUX A 0.24% 0.14% 0.14%
SCHW B 0.26% 0.15% 0.15%
SHW A 0.2% 0.1% 0.1%
SJM D 0.03% 0.04% 0.03%
SLB C 0.13% 0.11% 0.11%
SMCI F 0.02% 0.08% 0.02%
SNA A 0.04% 0.02% 0.02%
SNPS B 0.18% 0.14% 0.14%
SPG B 0.12% 0.08% 0.08%
SPGI C 0.35% 0.31% 0.31%
SRE A 0.12% 0.05% 0.05%
STE F 0.05% 0.06% 0.05%
STLD B 0.04% 0.02% 0.02%
STT A 0.06% 0.06% 0.06%
STX D 0.04% 0.06% 0.04%
STZ D 0.08% 0.05% 0.05%
SW A 0.05% 0.04% 0.04%
SWK D 0.03% 0.02% 0.02%
SWKS F 0.03% 0.01% 0.01%
SYF B 0.06% 0.06% 0.06%
SYK C 0.28% 0.2% 0.2%
SYY B 0.08% 0.05% 0.05%
T A 0.35% 0.34% 0.34%
TER D 0.04% 0.02% 0.02%
TFC A 0.13% 0.06% 0.06%
TFX F 0.02% 0.01% 0.01%
TGT F 0.15% 0.07% 0.07%
TJX A 0.29% 0.19% 0.19%
TMO F 0.44% 0.24% 0.24%
TMUS B 0.25% 0.16% 0.16%
TRGP B 0.09% 0.05% 0.05%
TROW B 0.06% 0.03% 0.03%
TRV B 0.13% 0.12% 0.12%
TSCO D 0.06% 0.03% 0.03%
TSLA B 1.87% 0.96% 0.96%
TSN B 0.04% 0.06% 0.04%
TT A 0.2% 0.15% 0.15%
TTWO A 0.06% 0.03% 0.03%
TXN C 0.41% 0.16% 0.16%
TYL B 0.06% 0.04% 0.04%
UAL A 0.07% 0.04% 0.04%
UBER D 0.33% 0.7% 0.33%
UDR B 0.03% 0.02% 0.02%
ULTA F 0.04% 0.02% 0.02%
UNH C 1.19% 0.89% 0.89%
UNP C 0.31% 0.16% 0.16%
UPS C 0.21% 0.1% 0.1%
URI B 0.12% 0.09% 0.09%
USB A 0.17% 0.14% 0.14%
V A 1.12% 0.73% 0.73%
VICI C 0.07% 0.06% 0.06%
VLO C 0.1% 0.04% 0.04%
VLTO D 0.06% 0.03% 0.03%
VMC B 0.08% 0.04% 0.04%
VRSK A 0.09% 0.05% 0.05%
VRSN F 0.03% 0.02% 0.02%
VRTX F 0.27% 0.4% 0.27%
VTR C 0.06% 0.03% 0.03%
VTRS A 0.03% 0.04% 0.03%
VZ C 0.37% 0.22% 0.22%
WAB B 0.07% 0.06% 0.06%
WAT B 0.05% 0.02% 0.02%
WBD C 0.05% 0.02% 0.02%
WDC D 0.04% 0.08% 0.04%
WELL A 0.17% 0.29% 0.17%
WFC A 0.54% 0.33% 0.33%
WM A 0.18% 0.12% 0.12%
WMB A 0.15% 0.08% 0.08%
WRB A 0.04% 0.03% 0.03%
WST C 0.05% 0.02% 0.02%
WTW B 0.07% 0.05% 0.05%
WY D 0.05% 0.02% 0.02%
XYL D 0.06% 0.1% 0.06%
YUM B 0.08% 0.05% 0.05%
ZBH C 0.05% 0.04% 0.04%
ZBRA B 0.05% 0.02% 0.02%
ZTS D 0.17% 0.12% 0.12%
XVV Overweight 59 Positions Relative to SFY
Symbol Grade Weight
GOOG C 1.85%
NXPI D 0.12%
TEL B 0.1%
LULU C 0.08%
TRMB B 0.04%
COO D 0.04%
AIZ A 0.03%
TECH D 0.03%
NCLH B 0.03%
REG B 0.03%
UHS D 0.03%
DAY B 0.03%
ALLE D 0.03%
JNPR F 0.03%
CPT B 0.03%
TPR B 0.03%
CHRW C 0.03%
POOL C 0.03%
NDSN B 0.03%
FFIV B 0.03%
APTV D 0.03%
JBL B 0.03%
AMCR D 0.03%
L A 0.03%
FMC D 0.02%
DVA B 0.02%
MHK D 0.02%
BWA D 0.02%
HAS D 0.02%
MTCH D 0.02%
IVZ B 0.02%
RL B 0.02%
HSIC B 0.02%
CZR F 0.02%
MOS F 0.02%
AOS F 0.02%
HRL D 0.02%
FRT B 0.02%
MGM D 0.02%
CPB D 0.02%
WYNN D 0.02%
MKTX D 0.02%
GL B 0.02%
CRL C 0.02%
LKQ D 0.02%
PAYC B 0.02%
CTLT B 0.02%
FOXA B 0.02%
IPG D 0.02%
NWSA B 0.02%
TAP C 0.02%
GNRC B 0.02%
BXP D 0.02%
NWS B 0.01%
FOX A 0.01%
QRVO F 0.01%
WBA F 0.01%
BEN C 0.01%
PARA C 0.01%
XVV Underweight 111 Positions Relative to SFY
Symbol Grade Weight
XOM B -0.54%
WMT A -0.53%
PLTR B -0.53%
IBM C -0.52%
JNJ D -0.43%
APP B -0.39%
RTX C -0.38%
PM B -0.32%
CVX A -0.26%
WDAY B -0.25%
COIN C -0.25%
HON B -0.21%
SQ B -0.21%
DDOG A -0.18%
LMT D -0.17%
DASH A -0.17%
MMM D -0.17%
APO B -0.17%
HUBS A -0.16%
TDG D -0.16%
TTD B -0.15%
VRT B -0.14%
BA F -0.14%
ALNY D -0.12%
TEAM A -0.12%
SO D -0.12%
DUK C -0.12%
LHX C -0.11%
SNOW C -0.11%
COP C -0.11%
NET B -0.11%
ZS C -0.1%
MRVL B -0.1%
NOC D -0.1%
GD F -0.1%
MO A -0.1%
PSTG D -0.09%
EOG A -0.08%
FCNCA A -0.08%
GWW B -0.07%
FLUT A -0.07%
VST B -0.07%
PCG A -0.07%
MSTR C -0.07%
DD D -0.07%
DKNG B -0.07%
VEEV C -0.06%
DELL C -0.06%
DOCU A -0.06%
HES B -0.06%
KVUE A -0.06%
AEP D -0.06%
TRU D -0.06%
ZM B -0.06%
OKTA C -0.05%
PINS D -0.05%
FANG D -0.05%
MDB C -0.05%
ARES A -0.05%
MANH D -0.04%
BAH F -0.04%
LPLA A -0.04%
XEL A -0.04%
FE C -0.04%
EME C -0.04%
RBLX C -0.04%
AES F -0.03%
RPRX D -0.03%
ERIE D -0.03%
SSNC B -0.03%
AEE A -0.03%
TDY B -0.03%
LII A -0.03%
NRG B -0.03%
MKL A -0.03%
ENTG D -0.03%
BURL A -0.03%
TWLO A -0.03%
PPL B -0.03%
EG C -0.03%
ILMN D -0.03%
CVNA B -0.03%
OXY D -0.03%
LNG B -0.03%
WEC A -0.03%
LDOS C -0.03%
BMRN D -0.03%
CSL C -0.02%
EVRG A -0.02%
CTRA B -0.02%
MRO B -0.02%
NI A -0.02%
RS B -0.02%
LNT A -0.02%
OC A -0.02%
EXAS D -0.02%
DTE C -0.02%
CMS C -0.02%
RPM A -0.02%
EQT B -0.02%
DVN F -0.02%
WSO A -0.02%
WSM B -0.02%
TXT D -0.02%
SUI D -0.02%
J F -0.02%
EMN D -0.01%
SOLV C -0.01%
SNAP C -0.01%
WPC D -0.01%
SCCO F -0.0%
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