ESG vs. SFY ETF Comparison

Comparison of FlexShares STOXX US ESG Impact Index Fund (ESG) to SoFi Select 500 ETF (SFY)

ESG

FlexShares STOXX US ESG Impact Index Fund

ESG Description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX US ESG Impact Index.

Grade (RS Rating)

Last Trade

$140.22

Average Daily Volume

4,414

Number of Holdings ^*

259

* 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	ESG	SFY
30 Days	3.59%	4.18%
60 Days	3.59%	7.67%
90 Days	6.22%	8.72%
12 Months	27.36%	38.94%

241 Overlapping Holdings

	Symbol	Grade	Weight in ESG	Weight in SFY	Overlap
	A	D	0.06%	0.04%	0.04%
	AAPL	C	4.84%	4.2%	4.2%
	ABT	B	0.66%	0.27%	0.27%
	ACN	C	1.12%	0.29%	0.29%
	ADBE	C	0.76%	0.37%	0.37%
	ADM	D	0.08%	0.03%	0.03%
	ADP	B	0.5%	0.16%	0.16%
	ADSK	A	0.33%	0.12%	0.12%
	AEP	D	0.2%	0.06%	0.06%
	AES	F	0.04%	0.03%	0.03%
	AFL	B	0.23%	0.07%	0.07%
	AIG	B	0.08%	0.05%	0.05%
	AJG	B	0.16%	0.15%	0.15%
	AKAM	D	0.03%	0.02%	0.02%
	ALL	A	0.08%	0.13%	0.08%
	AMAT	F	0.5%	0.17%	0.17%
	AMD	F	0.74%	1.44%	0.74%
	AMT	D	0.37%	0.18%	0.18%
	AMZN	C	5.34%	4.53%	4.53%
	AON	A	0.27%	0.13%	0.13%
	APO	B	0.35%	0.17%	0.17%
	ARE	D	0.05%	0.04%	0.04%
	AVGO	D	1.95%	2.8%	1.95%
	AWK	D	0.13%	0.04%	0.04%
	AZO	C	0.09%	0.07%	0.07%
	BAC	A	1.03%	0.61%	0.61%
	BALL	D	0.07%	0.02%	0.02%
	BAX	D	0.04%	0.07%	0.04%
	BBY	D	0.09%	0.02%	0.02%
	BDX	F	0.11%	0.12%	0.11%
	BG	F	0.03%	0.01%	0.01%
	BK	A	0.23%	0.16%	0.16%
	BKNG	A	0.55%	0.25%	0.25%
	BKR	B	0.1%	0.09%	0.09%
	BLK	C	0.72%	0.23%	0.23%
	BMY	B	0.39%	0.16%	0.16%
	BR	A	0.09%	0.04%	0.04%
	BRK.A	B	3.02%	0.81%	0.81%
	BSX	B	0.21%	0.35%	0.21%
	BURL	A	0.05%	0.03%	0.03%
	C	A	0.64%	0.26%	0.26%
	CAG	D	0.03%	0.02%	0.02%
	CAH	B	0.09%	0.08%	0.08%
	CAT	B	0.31%	0.24%	0.24%
	CB	C	0.26%	0.21%	0.21%
	CBRE	B	0.2%	0.07%	0.07%
	CCL	B	0.08%	0.07%	0.07%
	CDNS	B	0.13%	0.12%	0.12%
	CEG	D	0.18%	0.13%	0.13%
	CI	F	0.3%	0.17%	0.17%
	CL	D	0.31%	0.13%	0.13%
	CLX	B	0.1%	0.04%	0.04%
	CMG	B	0.27%	0.15%	0.15%
	CMI	A	0.17%	0.06%	0.06%
	CMS	C	0.05%	0.02%	0.02%
	COST	B	1.01%	0.55%	0.55%
	CRM	B	0.53%	0.8%	0.53%
	CRWD	B	0.26%	0.42%	0.26%
	CSCO	B	0.96%	0.25%	0.25%
	CTAS	B	0.37%	0.11%	0.11%
	CTSH	B	0.1%	0.05%	0.05%
	CTVA	C	0.06%	0.06%	0.06%
	CVS	D	0.28%	0.14%	0.14%
	CVX	A	1.36%	0.26%	0.26%
	D	C	0.08%	0.05%	0.05%
	DD	D	0.12%	0.07%	0.07%
	DE	A	0.44%	0.1%	0.1%
	DECK	A	0.11%	0.05%	0.05%
	DFS	B	0.18%	0.08%	0.08%
	DG	F	0.02%	0.02%	0.02%
	DIS	B	0.81%	0.39%	0.39%
	DLTR	F	0.04%	0.02%	0.02%
	DOC	D	0.08%	0.02%	0.02%
	DOV	A	0.05%	0.03%	0.03%
	DOW	F	0.1%	0.04%	0.04%
	DPZ	C	0.04%	0.02%	0.02%
	DUK	C	0.21%	0.12%	0.12%
	EA	A	0.13%	0.05%	0.05%
	EBAY	D	0.1%	0.05%	0.05%
	ECL	D	0.17%	0.09%	0.09%
	ED	D	0.05%	0.04%	0.04%
	EIX	B	0.13%	0.04%	0.04%
	EL	F	0.06%	0.02%	0.02%
	ELV	F	0.39%	0.12%	0.12%
	EMR	A	0.12%	0.1%	0.1%
	ESS	B	0.06%	0.02%	0.02%
	ETR	B	0.08%	0.03%	0.03%
	EW	C	0.13%	0.06%	0.06%
	EXPD	D	0.03%	0.01%	0.01%
	EXPE	B	0.07%	0.04%	0.04%
	FANG	D	0.05%	0.05%	0.05%
	FCX	D	0.15%	0.11%	0.11%
	FDS	B	0.1%	0.02%	0.02%
	FDX	B	0.22%	0.07%	0.07%
	FITB	A	0.08%	0.05%	0.05%
	FLUT	A	0.23%	0.07%	0.07%
	FTV	C	0.1%	0.04%	0.04%
	GEHC	F	0.17%	0.05%	0.05%
	GEN	B	0.07%	0.02%	0.02%
	GILD	C	0.28%	0.37%	0.28%
	GIS	D	0.18%	0.04%	0.04%
	GLW	B	0.06%	0.07%	0.06%
	GM	B	0.32%	0.08%	0.08%
	GS	A	0.92%	0.43%	0.43%
	GWW	B	0.17%	0.07%	0.07%
	HBAN	A	0.06%	0.04%	0.04%
	HD	A	0.99%	0.44%	0.44%
	HIG	B	0.14%	0.05%	0.05%
	HLT	A	0.25%	0.1%	0.1%
	HOLX	D	0.06%	0.02%	0.02%
	HPE	B	0.12%	0.04%	0.04%
	HPQ	B	0.17%	0.04%	0.04%
	HST	C	0.02%	0.02%	0.02%
	HSY	F	0.1%	0.03%	0.03%
	HUBS	A	0.14%	0.16%	0.14%
	IBM	C	0.95%	0.52%	0.52%
	ICE	C	0.44%	0.18%	0.18%
	IDXX	F	0.06%	0.05%	0.05%
	IEX	B	0.04%	0.02%	0.02%
	INTC	D	0.53%	0.31%	0.31%
	INTU	C	0.48%	0.33%	0.33%
	IQV	D	0.12%	0.05%	0.05%
	IRM	D	0.13%	0.05%	0.05%
	IT	C	0.17%	0.05%	0.05%
	ITW	B	0.13%	0.09%	0.09%
	JNJ	D	1.79%	0.43%	0.43%
	JPM	A	3.38%	1.55%	1.55%
	K	A	0.09%	0.02%	0.02%
	KDP	D	0.06%	0.05%	0.05%
	KEY	B	0.05%	0.02%	0.02%
	KHC	F	0.09%	0.03%	0.03%
	KLAC	D	0.15%	0.09%	0.09%
	KMB	D	0.22%	0.06%	0.06%
	KO	D	1.2%	0.34%	0.34%
	KR	B	0.2%	0.06%	0.06%
	LII	A	0.09%	0.03%	0.03%
	LLY	F	2.2%	2.06%	2.06%
	LNG	B	0.08%	0.03%	0.03%
	LNT	A	0.05%	0.02%	0.02%
	LOW	D	0.51%	0.15%	0.15%
	LRCX	F	0.24%	0.09%	0.09%
	LVS	C	0.04%	0.1%	0.04%
	MA	C	1.06%	0.67%	0.67%
	MAR	B	0.28%	0.09%	0.09%
	MAS	D	0.03%	0.02%	0.02%
	MCD	D	0.35%	0.28%	0.28%
	MCK	B	0.26%	0.11%	0.11%
	MCO	B	0.13%	0.16%	0.13%
	MDLZ	F	0.36%	0.11%	0.11%
	MDT	D	0.36%	0.16%	0.16%
	MET	A	0.2%	0.08%	0.08%
	META	D	5.19%	3.02%	3.02%
	MKC	D	0.06%	0.03%	0.03%
	MMC	B	0.27%	0.17%	0.17%
	MRK	F	1.02%	0.77%	0.77%
	MRNA	F	0.04%	0.01%	0.01%
	MRO	B	0.05%	0.02%	0.02%
	MS	A	0.26%	0.34%	0.26%
	MSCI	C	0.12%	0.07%	0.07%
	MSFT	F	4.72%	5.38%	4.72%
	MU	D	0.54%	0.66%	0.54%
	NDAQ	A	0.13%	0.06%	0.06%
	NEM	D	0.19%	0.22%	0.19%
	NI	A	0.04%	0.02%	0.02%
	NKE	D	0.22%	0.1%	0.1%
	NOW	A	0.36%	0.56%	0.36%
	NRG	B	0.04%	0.03%	0.03%
	NTAP	C	0.08%	0.03%	0.03%
	OC	A	0.03%	0.02%	0.02%
	OKTA	C	0.02%	0.05%	0.02%
	OMC	C	0.1%	0.03%	0.03%
	ORCL	B	0.74%	0.48%	0.48%
	OTIS	C	0.16%	0.05%	0.05%
	PANW	C	0.32%	0.44%	0.32%
	PEG	A	0.14%	0.05%	0.05%
	PFE	D	0.36%	0.32%	0.32%
	PFG	D	0.08%	0.02%	0.02%
	PG	A	1.94%	0.51%	0.51%
	PNR	A	0.07%	0.02%	0.02%
	PPL	B	0.04%	0.03%	0.03%
	PSA	D	0.09%	0.06%	0.06%
	PSTG	D	0.02%	0.09%	0.02%
	PYPL	B	0.29%	0.13%	0.13%
	QCOM	F	0.6%	0.2%	0.2%
	RF	A	0.06%	0.03%	0.03%
	ROK	B	0.13%	0.04%	0.04%
	ROST	C	0.2%	0.07%	0.07%
	RPRX	D	0.05%	0.03%	0.03%
	RSG	A	0.07%	0.06%	0.06%
	SBUX	A	0.19%	0.14%	0.14%
	SHW	A	0.15%	0.1%	0.1%
	SJM	D	0.02%	0.04%	0.02%
	SLB	C	0.31%	0.11%	0.11%
	SMCI	F	0.05%	0.08%	0.05%
	SNAP	C	0.04%	0.01%	0.01%
	SNPS	B	0.21%	0.14%	0.14%
	SPGI	C	0.65%	0.31%	0.31%
	SRE	A	0.14%	0.05%	0.05%
	STT	A	0.07%	0.06%	0.06%
	STX	D	0.03%	0.06%	0.03%
	STZ	D	0.07%	0.05%	0.05%
	SUI	D	0.05%	0.02%	0.02%
	SWK	D	0.04%	0.02%	0.02%
	SYK	C	0.56%	0.2%	0.2%
	TFC	A	0.21%	0.06%	0.06%
	TFX	F	0.02%	0.01%	0.01%
	TGT	F	0.29%	0.07%	0.07%
	TJX	A	0.67%	0.19%	0.19%
	TRV	B	0.24%	0.12%	0.12%
	TSCO	D	0.12%	0.03%	0.03%
	TSLA	B	2.83%	0.96%	0.96%
	TSN	B	0.03%	0.06%	0.03%
	TT	A	0.38%	0.15%	0.15%
	TXN	C	0.62%	0.16%	0.16%
	UBER	D	0.49%	0.7%	0.49%
	UNH	C	0.91%	0.89%	0.89%
	UNP	C	0.58%	0.16%	0.16%
	USB	A	0.39%	0.14%	0.14%
	V	A	2.11%	0.73%	0.73%
	VICI	C	0.17%	0.06%	0.06%
	VLO	C	0.11%	0.04%	0.04%
	VRSK	A	0.13%	0.05%	0.05%
	VRTX	F	0.4%	0.4%	0.4%
	VTR	C	0.07%	0.03%	0.03%
	VZ	C	0.28%	0.22%	0.22%
	WAB	B	0.09%	0.06%	0.06%
	WDC	D	0.11%	0.08%	0.08%
	WELL	A	0.32%	0.29%	0.29%
	WM	A	0.13%	0.12%	0.12%
	WMT	A	1.82%	0.53%	0.53%
	WSM	B	0.08%	0.02%	0.02%
	WST	C	0.04%	0.02%	0.02%
	WTW	B	0.15%	0.05%	0.05%
	WY	D	0.11%	0.02%	0.02%
	XEL	A	0.06%	0.04%	0.04%
	XOM	B	2.63%	0.54%	0.54%
	XYL	D	0.1%	0.1%	0.1%
	YUM	B	0.12%	0.05%	0.05%
	ZBH	C	0.04%	0.04%	0.04%
	ZBRA	B	0.07%	0.02%	0.02%
	ZTS	D	0.32%	0.12%	0.12%

ESG Overweight 18 Positions Relative to SFY

	Symbol	Grade	Weight
	NXPI	D	0.23%
	LULU	C	0.19%
	NU	C	0.08%
	CCEP	C	0.08%
	XPO	B	0.07%
	NVT	B	0.06%
	IPG	D	0.06%
	ACM	A	0.06%
	DOX	D	0.05%
	APTV	D	0.04%
	NDSN	B	0.04%
	LECO	B	0.03%
	JBL	B	0.03%
	DKS	C	0.02%
	LKQ	D	0.02%
	FFIV	B	0.02%
	RNR	C	0.02%
	AVTR	F	0.02%

ESG Underweight 254 Positions Relative to SFY

	Symbol	Grade	Weight
	NVDA	C	-17.18%
	GOOGL	C	-1.72%
	NFLX	A	-0.74%
	PLTR	B	-0.53%
	ABBV	D	-0.53%
	PGR	A	-0.5%
	KKR	A	-0.41%
	APP	B	-0.39%
	RTX	C	-0.38%
	ISRG	A	-0.38%
	AMGN	D	-0.36%
	T	A	-0.34%
	GEV	B	-0.33%
	WFC	A	-0.33%
	PM	B	-0.32%
	AXP	A	-0.28%
	PEP	F	-0.28%
	BX	A	-0.28%
	LIN	D	-0.27%
	CMCSA	B	-0.25%
	RCL	A	-0.25%
	WDAY	B	-0.25%
	COIN	C	-0.25%
	TMO	F	-0.24%
	ETN	A	-0.23%
	HON	B	-0.21%
	FI	A	-0.21%
	NEE	D	-0.21%
	SQ	B	-0.21%
	ANET	C	-0.18%
	DDOG	A	-0.18%
	LMT	D	-0.17%
	DASH	A	-0.17%
	MMM	D	-0.17%
	TMUS	B	-0.16%
	GE	D	-0.16%
	TDG	D	-0.16%
	SCHW	B	-0.15%
	TTD	B	-0.15%
	CME	A	-0.14%
	VRT	B	-0.14%
	BA	F	-0.14%
	MSI	B	-0.13%
	PNC	B	-0.13%
	EQIX	A	-0.13%
	PLD	D	-0.13%
	DHR	F	-0.13%
	AXON	A	-0.13%
	APH	A	-0.13%
	ALNY	D	-0.12%
	TEAM	A	-0.12%
	SO	D	-0.12%
	REGN	F	-0.12%
	PH	A	-0.12%
	O	D	-0.12%
	LHX	C	-0.11%
	SNOW	C	-0.11%
	EXR	D	-0.11%
	COF	B	-0.11%
	COP	C	-0.11%
	NET	B	-0.11%
	ZS	C	-0.1%
	ACGL	D	-0.1%
	ORLY	B	-0.1%
	DLR	B	-0.1%
	ADI	D	-0.1%
	UPS	C	-0.1%
	MRVL	B	-0.1%
	ROP	B	-0.1%
	AMP	A	-0.1%
	NOC	D	-0.1%
	GD	F	-0.1%
	CARR	D	-0.1%
	ABNB	C	-0.1%
	HCA	F	-0.1%
	MO	A	-0.1%
	FICO	B	-0.09%
	URI	B	-0.09%
	FIS	C	-0.09%
	PWR	A	-0.09%
	HWM	A	-0.09%
	FTNT	C	-0.09%
	EOG	A	-0.08%
	FCNCA	A	-0.08%
	WMB	A	-0.08%
	PRU	A	-0.08%
	OKE	A	-0.08%
	SPG	B	-0.08%
	APD	A	-0.08%
	FSLR	F	-0.08%
	EXC	C	-0.07%
	DHI	D	-0.07%
	DXCM	D	-0.07%
	NTRS	A	-0.07%
	CPRT	A	-0.07%
	F	C	-0.07%
	LUV	C	-0.07%
	ES	D	-0.07%
	VST	B	-0.07%
	IR	B	-0.07%
	NSC	B	-0.07%
	JCI	C	-0.07%
	PCG	A	-0.07%
	COR	B	-0.07%
	CSX	B	-0.07%
	MSTR	C	-0.07%
	GDDY	A	-0.07%
	DKNG	B	-0.07%
	PODD	C	-0.07%
	PCAR	B	-0.07%
	MTB	A	-0.06%
	VEEV	C	-0.06%
	FAST	B	-0.06%
	DELL	C	-0.06%
	DAL	C	-0.06%
	KMI	A	-0.06%
	SYF	B	-0.06%
	PAYX	C	-0.06%
	DOCU	A	-0.06%
	HES	B	-0.06%
	KVUE	A	-0.06%
	STE	F	-0.06%
	PSX	C	-0.06%
	TRU	D	-0.06%
	ZM	B	-0.06%
	SYY	B	-0.05%
	LYV	A	-0.05%
	ANSS	B	-0.05%
	PINS	D	-0.05%
	MLM	B	-0.05%
	HUM	C	-0.05%
	CINF	A	-0.05%
	TRGP	B	-0.05%
	MPC	D	-0.05%
	RMD	C	-0.05%
	LEN	D	-0.05%
	MDB	C	-0.05%
	GPN	B	-0.05%
	AME	A	-0.05%
	MNST	C	-0.05%
	ARES	A	-0.05%
	SW	A	-0.04%
	MANH	D	-0.04%
	BAH	F	-0.04%
	PPG	F	-0.04%
	INCY	C	-0.04%
	HUBB	B	-0.04%
	CHTR	C	-0.04%
	CPAY	A	-0.04%
	AVB	B	-0.04%
	LPLA	A	-0.04%
	PTC	A	-0.04%
	TYL	B	-0.04%
	GRMN	B	-0.04%
	ODFL	B	-0.04%
	CNC	D	-0.04%
	BRO	B	-0.04%
	VTRS	A	-0.04%
	CSGP	D	-0.04%
	UAL	A	-0.04%
	VMC	B	-0.04%
	CHD	B	-0.04%
	RJF	A	-0.04%
	FE	C	-0.04%
	EFX	F	-0.04%
	MPWR	F	-0.04%
	EME	C	-0.04%
	RBLX	C	-0.04%
	CCI	D	-0.04%
	ROL	B	-0.03%
	LYB	F	-0.03%
	ALGN	D	-0.03%
	CBOE	B	-0.03%
	MTD	D	-0.03%
	ERIE	D	-0.03%
	SSNC	B	-0.03%
	CFG	B	-0.03%
	MCHP	D	-0.03%
	NVR	D	-0.03%
	AEE	A	-0.03%
	TDY	B	-0.03%
	DRI	B	-0.03%
	IFF	D	-0.03%
	CDW	F	-0.03%
	NUE	C	-0.03%
	MKL	A	-0.03%
	ON	D	-0.03%
	ENTG	D	-0.03%
	TWLO	A	-0.03%
	WRB	A	-0.03%
	MOH	F	-0.03%
	TTWO	A	-0.03%
	EG	C	-0.03%
	PHM	D	-0.03%
	ILMN	D	-0.03%
	KEYS	A	-0.03%
	SBAC	D	-0.03%
	VLTO	D	-0.03%
	INVH	D	-0.03%
	TROW	B	-0.03%
	CVNA	B	-0.03%
	OXY	D	-0.03%
	HAL	C	-0.03%
	WEC	A	-0.03%
	EQR	B	-0.03%
	LDOS	C	-0.03%
	BMRN	D	-0.03%
	UDR	B	-0.02%
	CSL	C	-0.02%
	JBHT	C	-0.02%
	RVTY	F	-0.02%
	EVRG	A	-0.02%
	CTRA	B	-0.02%
	AVY	D	-0.02%
	EPAM	C	-0.02%
	JKHY	D	-0.02%
	RS	B	-0.02%
	BLDR	D	-0.02%
	DGX	A	-0.02%
	ULTA	F	-0.02%
	STLD	B	-0.02%
	GPC	D	-0.02%
	EXAS	D	-0.02%
	VRSN	F	-0.02%
	IP	B	-0.02%
	DTE	C	-0.02%
	RPM	A	-0.02%
	EQT	B	-0.02%
	CNP	B	-0.02%
	WBD	C	-0.02%
	DVN	F	-0.02%
	ATO	A	-0.02%
	WSO	A	-0.02%
	MAA	B	-0.02%
	KIM	A	-0.02%
	LH	C	-0.02%
	WAT	B	-0.02%
	TER	D	-0.02%
	PKG	A	-0.02%
	TXT	D	-0.02%
	J	F	-0.02%
	BIIB	F	-0.02%
	SNA	A	-0.02%
	ENPH	F	-0.01%
	ALB	C	-0.01%
	CE	F	-0.01%
	KMX	B	-0.01%
	EMN	D	-0.01%
	CF	B	-0.01%
	SOLV	C	-0.01%
	LW	C	-0.01%
	WPC	D	-0.01%
	SWKS	F	-0.01%
	SCCO	F	-0.0%

ESG: Top Represented Industries & Keywords

Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Specialty Retail Banks - Regional - US Capital Markets Discount Stores Drug Manufacturers - Major Medical Devices Packaged Foods Semiconductors Software - Infrastructure Business Services Household & Personal Products Medical Instruments & Supplies Restaurants Utilities - Diversified Asset Management Credit Services Data Storage

Keywords: S&P 500 Nasdaq 100 Dow Jones Component Computing Insurance Natural Gas Electricity Electronics Bank Banking Medicine Semiconductor Work From Home Integrated Circuits Investment Bank Mining Pharmaceutical Products Retailing Insurance Products Plastic

SFY: Top Represented Industries & Keywords

Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Business Services Diagnostics & Research Semiconductors Asset Management Banks - Regional - US Specialty Retail Capital Markets Drug Manufacturers - Major Oil & Gas E&P Aerospace & Defense Medical Devices Medical Instruments & Supplies Software - Infrastructure Specialty Chemicals Biotechnology Credit Services Health Care Plans

Keywords: S&P 500 Nasdaq 100 Computing Natural Gas Electricity Dow Jones Component Insurance Electronics Chemical Medicine Aerospace Bank Banking Cloud Computing Semiconductor Telecommunications Real Estate Investment Trust Mining Mobile Devices Insurance Products