ESMV vs. SFY ETF Comparison

Comparison of iShares ESG MSCI USA Min Vol Factor ETF (ESMV) to SoFi Select 500 ETF (SFY)

ESMV

iShares ESG MSCI USA Min Vol Factor ETF

ESMV Description

iShares ESG MSCI USA Min Vol Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index, by using representative sampling technique. iShares ESG MSCI USA Min Vol Factor ETF is domiciled in the United States

Grade (RS Rating)

Last Trade

$29.49

Average Daily Volume

4,983

Number of Holdings ^*

150

* 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	ESMV	SFY
30 Days	2.11%	4.18%
60 Days	2.84%	7.67%
90 Days	4.91%	8.72%
12 Months	24.44%	38.94%

134 Overlapping Holdings

Symbol	Grade	Weight in ESMV	Weight in SFY	Overlap
AAPL	C	0.52%	4.2%	0.52%
ACN	C	1.33%	0.29%	0.29%
ADBE	C	0.93%	0.37%	0.37%
ADP	B	1.43%	0.16%	0.16%
ADSK	A	0.23%	0.12%	0.12%
AJG	B	0.25%	0.15%	0.15%
AKAM	D	0.3%	0.02%	0.02%
ALNY	D	0.28%	0.12%	0.12%
AMGN	D	1.2%	0.36%	0.36%
AON	A	0.06%	0.13%	0.06%
AWK	D	0.22%	0.04%	0.04%
AZO	C	0.41%	0.07%	0.07%
BMY	B	0.28%	0.16%	0.16%
BR	A	0.31%	0.04%	0.04%
CAH	B	0.08%	0.08%	0.08%
CBRE	B	0.51%	0.07%	0.07%
CDNS	B	1.11%	0.12%	0.12%
CHD	B	0.41%	0.04%	0.04%
CI	F	0.44%	0.17%	0.17%
CL	D	1.21%	0.13%	0.13%
CLX	B	0.34%	0.04%	0.04%
CMCSA	B	0.09%	0.25%	0.09%
CME	A	0.43%	0.14%	0.14%
CMS	C	0.58%	0.02%	0.02%
COR	B	0.77%	0.07%	0.07%
CRM	B	0.74%	0.8%	0.74%
CSCO	B	1.48%	0.25%	0.25%
CTSH	B	0.3%	0.05%	0.05%
CVX	A	0.34%	0.26%	0.26%
DECK	A	0.41%	0.05%	0.05%
DGX	A	0.7%	0.02%	0.02%
DPZ	C	0.13%	0.02%	0.02%
EA	A	1.31%	0.05%	0.05%
ECL	D	0.32%	0.09%	0.09%
ED	D	1.26%	0.04%	0.04%
ELV	F	0.51%	0.12%	0.12%
EQIX	A	0.74%	0.13%	0.13%
ES	D	0.4%	0.07%	0.07%
EXC	C	0.05%	0.07%	0.05%
FAST	B	0.08%	0.06%	0.06%
FCNCA	A	0.24%	0.08%	0.08%
FI	A	0.34%	0.21%	0.21%
FICO	B	0.54%	0.09%	0.09%
FSLR	F	0.19%	0.08%	0.08%
GDDY	A	0.19%	0.07%	0.07%
GEN	B	0.38%	0.02%	0.02%
GILD	C	1.29%	0.37%	0.37%
GIS	D	1.22%	0.04%	0.04%
GWW	B	1.68%	0.07%	0.07%
HD	A	1.39%	0.44%	0.44%
HES	B	1.3%	0.06%	0.06%
HOLX	D	0.51%	0.02%	0.02%
HON	B	0.69%	0.21%	0.21%
HPE	B	0.75%	0.04%	0.04%
HUBS	A	0.77%	0.16%	0.16%
HUM	C	0.31%	0.05%	0.05%
IBM	C	1.66%	0.52%	0.52%
ICE	C	0.39%	0.18%	0.18%
INCY	C	0.26%	0.04%	0.04%
INTC	D	0.34%	0.31%	0.31%
INTU	C	0.18%	0.33%	0.18%
IT	C	0.72%	0.05%	0.05%
JCI	C	0.24%	0.07%	0.07%
JKHY	D	0.13%	0.02%	0.02%
JNJ	D	0.97%	0.43%	0.43%
K	A	0.86%	0.02%	0.02%
KDP	D	0.16%	0.05%	0.05%
KEYS	A	0.83%	0.03%	0.03%
KHC	F	0.34%	0.03%	0.03%
KMB	D	0.55%	0.06%	0.06%
KO	D	0.79%	0.34%	0.34%
KR	B	1.09%	0.06%	0.06%
LDOS	C	0.11%	0.03%	0.03%
LIN	D	0.1%	0.27%	0.1%
LLY	F	1.25%	2.06%	1.25%
LOW	D	0.89%	0.15%	0.15%
MA	C	0.97%	0.67%	0.67%
MCD	D	1.02%	0.28%	0.28%
MCK	B	1.38%	0.11%	0.11%
MKC	D	0.12%	0.03%	0.03%
MMC	B	1.4%	0.17%	0.17%
MPC	D	0.1%	0.05%	0.05%
MRK	F	1.01%	0.77%	0.77%
MSFT	F	1.34%	5.38%	1.34%
MSI	B	1.81%	0.13%	0.13%
NEE	D	0.5%	0.21%	0.21%
NEM	D	0.99%	0.22%	0.22%
NOC	D	1.43%	0.1%	0.1%
NOW	A	0.17%	0.56%	0.17%
NTAP	C	0.15%	0.03%	0.03%
NVDA	C	1.69%	17.18%	1.69%
ODFL	B	0.4%	0.04%	0.04%
OKE	A	1.24%	0.08%	0.08%
ORCL	B	1.19%	0.48%	0.48%
OTIS	C	0.21%	0.05%	0.05%
PEG	A	1.64%	0.05%	0.05%
PEP	F	1.01%	0.28%	0.28%
PG	A	1.06%	0.51%	0.51%
PGR	A	1.33%	0.5%	0.5%
PSX	C	0.32%	0.06%	0.06%
PTC	A	0.78%	0.04%	0.04%
REGN	F	0.65%	0.12%	0.12%
ROP	B	1.31%	0.1%	0.1%
RSG	A	0.18%	0.06%	0.06%
RTX	C	0.43%	0.38%	0.38%
SNPS	B	0.33%	0.14%	0.14%
SOLV	C	0.11%	0.01%	0.01%
SPGI	C	1.07%	0.31%	0.31%
SRE	A	0.53%	0.05%	0.05%
STX	D	0.36%	0.06%	0.06%
T	A	0.4%	0.34%	0.34%
TEAM	A	0.14%	0.12%	0.12%
TJX	A	0.06%	0.19%	0.06%
TMUS	B	1.65%	0.16%	0.16%
TRGP	B	0.82%	0.05%	0.05%
TRV	B	1.64%	0.12%	0.12%
TSCO	D	0.27%	0.03%	0.03%
TT	A	1.23%	0.15%	0.15%
TXN	C	1.39%	0.16%	0.16%
UBER	D	0.42%	0.7%	0.42%
ULTA	F	0.17%	0.02%	0.02%
UNH	C	1.36%	0.89%	0.89%
UPS	C	0.15%	0.1%	0.1%
V	A	1.13%	0.73%	0.73%
VLTO	D	1.01%	0.03%	0.03%
VRSN	F	0.32%	0.02%	0.02%
VRTX	F	1.39%	0.4%	0.4%
VZ	C	1.37%	0.22%	0.22%
WDAY	B	0.77%	0.25%	0.25%
WM	A	1.44%	0.12%	0.12%
WTW	B	0.17%	0.05%	0.05%
XYL	D	0.25%	0.1%	0.1%
YUM	B	0.39%	0.05%	0.05%
ZTS	D	0.63%	0.12%	0.12%

ESMV Overweight 16 Positions Relative to SFY

Symbol	Grade	Weight
FERG	B	1.3%
CRH	A	0.75%
CHRW	C	0.49%
JNPR	F	0.45%
MELI	D	0.44%
HRL	D	0.35%
AMCR	D	0.34%
CPB	D	0.33%
NXPI	D	0.32%
CNH	C	0.31%
LKQ	D	0.3%
AIZ	A	0.19%
AZPN	A	0.17%
FFIV	B	0.12%
KNX	B	0.07%
HII	D	0.06%

ESMV Underweight 361 Positions Relative to SFY

Symbol	Grade	Weight
AMZN	C	-4.53%
META	D	-3.02%
AVGO	D	-2.8%
GOOGL	C	-1.72%
JPM	A	-1.55%
AMD	F	-1.44%
TSLA	B	-0.96%
BRK.A	B	-0.81%
NFLX	A	-0.74%
MU	D	-0.66%
BAC	A	-0.61%
COST	B	-0.55%
XOM	B	-0.54%
WMT	A	-0.53%
PLTR	B	-0.53%
ABBV	D	-0.53%
PANW	C	-0.44%
GS	A	-0.43%
CRWD	B	-0.42%
KKR	A	-0.41%
APP	B	-0.39%
DIS	B	-0.39%
ISRG	A	-0.38%
BSX	B	-0.35%
MS	A	-0.34%
GEV	B	-0.33%
WFC	A	-0.33%
PM	B	-0.32%
PFE	D	-0.32%
WELL	A	-0.29%
AXP	A	-0.28%
BX	A	-0.28%
ABT	B	-0.27%
C	A	-0.26%
RCL	A	-0.25%
BKNG	A	-0.25%
COIN	C	-0.25%
CAT	B	-0.24%
TMO	F	-0.24%
BLK	C	-0.23%
ETN	A	-0.23%
SQ	B	-0.21%
CB	C	-0.21%
SYK	C	-0.2%
QCOM	F	-0.2%
ANET	C	-0.18%
DDOG	A	-0.18%
AMT	D	-0.18%
LMT	D	-0.17%
DASH	A	-0.17%
AMAT	F	-0.17%
MMM	D	-0.17%
APO	B	-0.17%
GE	D	-0.16%
TDG	D	-0.16%
MCO	B	-0.16%
BK	A	-0.16%
MDT	D	-0.16%
UNP	C	-0.16%
CMG	B	-0.15%
SCHW	B	-0.15%
TTD	B	-0.15%
VRT	B	-0.14%
BA	F	-0.14%
CVS	D	-0.14%
USB	A	-0.14%
SBUX	A	-0.14%
PYPL	B	-0.13%
CEG	D	-0.13%
PNC	B	-0.13%
PLD	D	-0.13%
DHR	F	-0.13%
AXON	A	-0.13%
APH	A	-0.13%
ALL	A	-0.13%
SO	D	-0.12%
DUK	C	-0.12%
BDX	F	-0.12%
PH	A	-0.12%
O	D	-0.12%
LHX	C	-0.11%
SLB	C	-0.11%
SNOW	C	-0.11%
CTAS	B	-0.11%
EXR	D	-0.11%
FCX	D	-0.11%
COF	B	-0.11%
COP	C	-0.11%
NET	B	-0.11%
MDLZ	F	-0.11%
HLT	A	-0.1%
ZS	C	-0.1%
NKE	D	-0.1%
ACGL	D	-0.1%
EMR	A	-0.1%
ORLY	B	-0.1%
DE	A	-0.1%
DLR	B	-0.1%
ADI	D	-0.1%
MRVL	B	-0.1%
AMP	A	-0.1%
GD	F	-0.1%
CARR	D	-0.1%
ABNB	C	-0.1%
SHW	A	-0.1%
HCA	F	-0.1%
LVS	C	-0.1%
MO	A	-0.1%
BKR	B	-0.09%
MAR	B	-0.09%
ITW	B	-0.09%
PSTG	D	-0.09%
LRCX	F	-0.09%
URI	B	-0.09%
FIS	C	-0.09%
KLAC	D	-0.09%
PWR	A	-0.09%
HWM	A	-0.09%
FTNT	C	-0.09%
EOG	A	-0.08%
WMB	A	-0.08%
MET	A	-0.08%
PRU	A	-0.08%
GM	B	-0.08%
DFS	B	-0.08%
SPG	B	-0.08%
WDC	D	-0.08%
SMCI	F	-0.08%
APD	A	-0.08%
DHI	D	-0.07%
DXCM	D	-0.07%
NTRS	A	-0.07%
CPRT	A	-0.07%
F	C	-0.07%
TGT	F	-0.07%
FLUT	A	-0.07%
LUV	C	-0.07%
BAX	D	-0.07%
VST	B	-0.07%
IR	B	-0.07%
GLW	B	-0.07%
NSC	B	-0.07%
AFL	B	-0.07%
PCG	A	-0.07%
ROST	C	-0.07%
CSX	B	-0.07%
CCL	B	-0.07%
MSTR	C	-0.07%
DD	D	-0.07%
DKNG	B	-0.07%
PODD	C	-0.07%
FDX	B	-0.07%
PCAR	B	-0.07%
MSCI	C	-0.07%
EW	C	-0.06%
VICI	C	-0.06%
MTB	A	-0.06%
TFC	A	-0.06%
VEEV	C	-0.06%
CTVA	C	-0.06%
DELL	C	-0.06%
DAL	C	-0.06%
KMI	A	-0.06%
TSN	B	-0.06%
SYF	B	-0.06%
WAB	B	-0.06%
NDAQ	A	-0.06%
PSA	D	-0.06%
PAYX	C	-0.06%
DOCU	A	-0.06%
KVUE	A	-0.06%
STE	F	-0.06%
AEP	D	-0.06%
STT	A	-0.06%
CMI	A	-0.06%
TRU	D	-0.06%
ZM	B	-0.06%
D	C	-0.05%
GEHC	F	-0.05%
SYY	B	-0.05%
OKTA	C	-0.05%
AIG	B	-0.05%
LYV	A	-0.05%
ANSS	B	-0.05%
EBAY	D	-0.05%
PINS	D	-0.05%
VRSK	A	-0.05%
MLM	B	-0.05%
IQV	D	-0.05%
CINF	A	-0.05%
RMD	C	-0.05%
IDXX	F	-0.05%
LEN	D	-0.05%
FANG	D	-0.05%
MDB	C	-0.05%
HIG	B	-0.05%
IRM	D	-0.05%
FITB	A	-0.05%
STZ	D	-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%
EXPE	B	-0.04%
PPG	F	-0.04%
ROK	B	-0.04%
HUBB	B	-0.04%
CHTR	C	-0.04%
VLO	C	-0.04%
DOW	F	-0.04%
A	D	-0.04%
CPAY	A	-0.04%
AVB	B	-0.04%
LPLA	A	-0.04%
TYL	B	-0.04%
ZBH	C	-0.04%
XEL	A	-0.04%
HPQ	B	-0.04%
GRMN	B	-0.04%
ARE	D	-0.04%
FTV	C	-0.04%
CNC	D	-0.04%
BRO	B	-0.04%
VTRS	A	-0.04%
CSGP	D	-0.04%
HBAN	A	-0.04%
UAL	A	-0.04%
VMC	B	-0.04%
RJF	A	-0.04%
FE	C	-0.04%
EFX	F	-0.04%
MPWR	F	-0.04%
EIX	B	-0.04%
EME	C	-0.04%
SJM	D	-0.04%
RBLX	C	-0.04%
CCI	D	-0.04%
AES	F	-0.03%
RPRX	D	-0.03%
ADM	D	-0.03%
ROL	B	-0.03%
OMC	C	-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%
LII	A	-0.03%
IFF	D	-0.03%
NRG	B	-0.03%
CDW	F	-0.03%
NUE	C	-0.03%
MKL	A	-0.03%
ON	D	-0.03%
ENTG	D	-0.03%
BURL	A	-0.03%
TWLO	A	-0.03%
WRB	A	-0.03%
MOH	F	-0.03%
TTWO	A	-0.03%
PPL	B	-0.03%
ETR	B	-0.03%
DOV	A	-0.03%
RF	A	-0.03%
EG	C	-0.03%
PHM	D	-0.03%
ILMN	D	-0.03%
SBAC	D	-0.03%
INVH	D	-0.03%
TROW	B	-0.03%
CVNA	B	-0.03%
VTR	C	-0.03%
OXY	D	-0.03%
HSY	F	-0.03%
LNG	B	-0.03%
HAL	C	-0.03%
WEC	A	-0.03%
EQR	B	-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%
HST	C	-0.02%
CTRA	B	-0.02%
CAG	D	-0.02%
ZBRA	B	-0.02%
AVY	D	-0.02%
MRO	B	-0.02%
NI	A	-0.02%
EPAM	C	-0.02%
DLTR	F	-0.02%
RS	B	-0.02%
SWK	D	-0.02%
LNT	A	-0.02%
BLDR	D	-0.02%
DOC	D	-0.02%
IEX	B	-0.02%
MAS	D	-0.02%
BALL	D	-0.02%
STLD	B	-0.02%
GPC	D	-0.02%
DG	F	-0.02%
OC	A	-0.02%
PNR	A	-0.02%
WY	D	-0.02%
BBY	D	-0.02%
EXAS	D	-0.02%
PFG	D	-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%
EL	F	-0.02%
ESS	B	-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%
WSM	B	-0.02%
WST	C	-0.02%
TXT	D	-0.02%
SUI	D	-0.02%
J	F	-0.02%
KEY	B	-0.02%
BIIB	F	-0.02%
SNA	A	-0.02%
FDS	B	-0.02%
ENPH	F	-0.01%
MRNA	F	-0.01%
ALB	C	-0.01%
CE	F	-0.01%
TFX	F	-0.01%
KMX	B	-0.01%
EMN	D	-0.01%
CF	B	-0.01%
BG	F	-0.01%
LW	C	-0.01%
EXPD	D	-0.01%
SNAP	C	-0.01%
WPC	D	-0.01%
SWKS	F	-0.01%
SCCO	F	-0.0%