ESMV vs. SFYX ETF Comparison

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

$29.50

Average Daily Volume

2,144

Number of Holdings *

150

* may have additional holdings in another (foreign) market
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

$15.56

Average Daily Volume

23,544

Number of Holdings *

481

* may have additional holdings in another (foreign) market
Performance
Period ESMV SFYX
30 Days 1.39% 7.27%
60 Days 2.89% 7.57%
90 Days 4.56% 9.14%
12 Months 24.02% 32.61%
7 Overlapping Holdings
Symbol Grade Weight in ESMV Weight in SFYX Overlap
AIZ A 0.19% 0.27% 0.19%
CHRW B 0.49% 0.14% 0.14%
CNH C 0.31% 0.26% 0.26%
FFIV B 0.12% 0.32% 0.12%
HII F 0.06% 0.15% 0.06%
JNPR D 0.45% 0.26% 0.26%
KNX C 0.07% 0.14% 0.07%
ESMV Overweight 143 Positions Relative to SFYX
Symbol Grade Weight
MSI B 1.81%
NVDA B 1.69%
GWW B 1.68%
IBM C 1.66%
TMUS B 1.65%
TRV B 1.64%
PEG A 1.64%
CSCO B 1.48%
WM B 1.44%
NOC D 1.43%
ADP A 1.43%
MMC B 1.4%
TXN C 1.39%
VRTX D 1.39%
HD B 1.39%
MCK A 1.38%
VZ C 1.37%
UNH B 1.36%
MSFT D 1.34%
ACN B 1.33%
PGR A 1.33%
EA A 1.31%
ROP B 1.31%
HES B 1.3%
FERG B 1.3%
GILD C 1.29%
ED C 1.26%
LLY F 1.25%
OKE A 1.24%
TT A 1.23%
GIS D 1.22%
CL D 1.21%
AMGN F 1.2%
ORCL A 1.19%
V A 1.13%
CDNS B 1.11%
KR B 1.09%
SPGI C 1.07%
PG C 1.06%
MCD D 1.02%
VLTO C 1.01%
MRK D 1.01%
PEP F 1.01%
NEM D 0.99%
MA B 0.97%
JNJ C 0.97%
ADBE C 0.93%
LOW C 0.89%
K A 0.86%
KEYS A 0.83%
TRGP A 0.82%
KO D 0.79%
PTC B 0.78%
WDAY B 0.77%
HUBS A 0.77%
COR B 0.77%
HPE B 0.75%
CRH A 0.75%
CRM B 0.74%
EQIX A 0.74%
IT C 0.72%
DGX A 0.7%
HON C 0.69%
REGN F 0.65%
ZTS D 0.63%
CMS C 0.58%
KMB C 0.55%
FICO B 0.54%
SRE A 0.53%
AAPL C 0.52%
ELV F 0.51%
HOLX D 0.51%
CBRE B 0.51%
NEE C 0.5%
CI D 0.44%
MELI C 0.44%
RTX D 0.43%
CME B 0.43%
UBER F 0.42%
AZO C 0.41%
DECK A 0.41%
CHD A 0.41%
ODFL C 0.4%
ES C 0.4%
T A 0.4%
ICE C 0.39%
YUM D 0.39%
GEN B 0.38%
STX C 0.36%
HRL D 0.35%
KHC F 0.34%
CLX A 0.34%
FI A 0.34%
INTC C 0.34%
CVX A 0.34%
AMCR C 0.34%
CPB D 0.33%
SNPS B 0.33%
NXPI D 0.32%
ECL D 0.32%
VRSN C 0.32%
PSX C 0.32%
HUM C 0.31%
BR A 0.31%
CTSH B 0.3%
AKAM D 0.3%
LKQ F 0.3%
BMY B 0.28%
ALNY D 0.28%
TSCO D 0.27%
INCY C 0.26%
AJG A 0.25%
XYL D 0.25%
JCI B 0.24%
FCNCA A 0.24%
ADSK A 0.23%
AWK C 0.22%
OTIS C 0.21%
FSLR F 0.19%
GDDY A 0.19%
RSG A 0.18%
INTU B 0.18%
WTW B 0.17%
ULTA F 0.17%
NOW A 0.17%
AZPN A 0.17%
KDP F 0.16%
UPS C 0.15%
NTAP C 0.15%
TEAM A 0.14%
DPZ C 0.13%
JKHY D 0.13%
MKC C 0.12%
SOLV D 0.11%
LDOS C 0.11%
MPC D 0.1%
LIN C 0.1%
CMCSA B 0.09%
FAST B 0.08%
CAH B 0.08%
TJX A 0.06%
AON A 0.06%
EXC C 0.05%
ESMV Underweight 474 Positions Relative to SFYX
Symbol Grade Weight
OWL A -0.95%
HOOD B -0.86%
DT D -0.85%
NTNX B -0.8%
IBKR A -0.79%
FTI A -0.76%
NCLH B -0.72%
PSTG D -0.68%
TAP C -0.66%
SOFI B -0.62%
RRX B -0.6%
KIM A -0.59%
NRG B -0.58%
TOST B -0.55%
TKO A -0.54%
TPL A -0.53%
GTLS A -0.52%
WYNN C -0.52%
GWRE A -0.51%
EME A -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 B -0.44%
NTRA A -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 A -0.4%
PCTY C -0.4%
RCM A -0.39%
BILL A -0.39%
ELF C -0.39%
XPO B -0.39%
RYAN A -0.38%
EQT B -0.38%
UI B -0.38%
USFD A -0.37%
CADE B -0.37%
GMED A -0.36%
NBIX C -0.36%
AFRM A -0.36%
PNFP B -0.36%
WBS A -0.36%
PCOR B -0.35%
SAIA B -0.35%
SN D -0.35%
PSN D -0.35%
IVZ B -0.34%
TTEK F -0.34%
CVNA B -0.34%
HQY A -0.33%
RGA A -0.33%
TRMB B -0.33%
ANF F -0.33%
CELH F -0.32%
TW A -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 F -0.31%
JEF A -0.3%
MTZ B -0.3%
LNW F -0.3%
AAON B -0.3%
AGNC C -0.3%
PR B -0.3%
PNR A -0.3%
FHN A -0.3%
WTFC A -0.3%
BSY F -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 B -0.28%
THG A -0.28%
APG B -0.28%
PFGC B -0.28%
CW C -0.28%
TXRH B -0.27%
WSO A -0.27%
NVT B -0.27%
PATH C -0.27%
THC D -0.27%
GAP C -0.27%
JBL C -0.27%
EXEL B -0.26%
CMA B -0.26%
ESTC C -0.26%
LECO C -0.26%
ALLE C -0.26%
SFM A -0.26%
ARMK B -0.26%
CFR B -0.26%
CHDN B -0.26%
OC A -0.26%
COLB B -0.26%
TOL B -0.25%
REXR F -0.25%
WING D -0.25%
ELS C -0.25%
ALK B -0.25%
CZR F -0.25%
AL B -0.25%
ALLY C -0.25%
S B -0.25%
GLPI C -0.25%
CG B -0.25%
ALKS C -0.25%
AMH C -0.25%
OSK C -0.25%
NDSN B -0.25%
SMAR B -0.25%
WWD C -0.25%
PEGA B -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 A -0.23%
CLH C -0.23%
SF B -0.23%
BRBR A -0.23%
AFG A -0.23%
ZION B -0.23%
SNV C -0.23%
UNM A -0.23%
REG A -0.23%
DVA C -0.23%
AVTR F -0.23%
EHC B -0.22%
EQH C -0.22%
ONB C -0.22%
ALSN B -0.22%
ADTN A -0.22%
KRG B -0.22%
BWXT B -0.22%
CIEN C -0.22%
UHS D -0.22%
CBSH B -0.22%
SSB B -0.21%
ATR B -0.21%
JLL D -0.21%
MSA F -0.21%
CUBE C -0.21%
OZK B -0.21%
AOS F -0.21%
TPR B -0.21%
AZEK A -0.21%
BXP C -0.21%
FLR B -0.21%
INSP D -0.21%
PPC C -0.21%
PLNT A -0.2%
EGP D -0.2%
NWSA A -0.2%
SCI B -0.2%
PRI B -0.2%
BIO C -0.2%
CPT B -0.2%
LAD A -0.2%
ENSG C -0.2%
AIT B -0.2%
Z A -0.2%
BJ A -0.2%
WEX D -0.2%
DOX D -0.2%
PNW A -0.2%
DKS D -0.2%
VOYA B -0.2%
ST F -0.2%
IPG D -0.19%
TDW F -0.19%
FOXA A -0.19%
PB B -0.19%
ACI C -0.19%
LBRDK C -0.19%
RLI A -0.19%
CRL D -0.19%
BLD D -0.19%
LAMR C -0.19%
ZWS B -0.19%
EXP B -0.19%
ADC A -0.19%
PRGO C -0.19%
RHP B -0.19%
POOL C -0.19%
HALO F -0.19%
WCC B -0.18%
SEIC B -0.18%
MTCH D -0.18%
FN C -0.18%
MKTX D -0.18%
ROKU D -0.18%
FND D -0.18%
PAG B -0.18%
EVR B -0.18%
CFLT B -0.18%
GTLB B -0.18%
ATI C -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%
DTM A -0.17%
VLY B -0.17%
NYT D -0.17%
BFAM D -0.17%
GPK C -0.17%
GNRC C -0.17%
AXTA B -0.17%
COHR B -0.17%
CHE D -0.17%
EXLS B -0.17%
TECH F -0.17%
AXS A -0.17%
INGR C -0.17%
COTY F -0.17%
CR A -0.17%
DNB B -0.16%
INFA D -0.16%
AM A -0.16%
GL C -0.16%
AYI B -0.16%
STWD C -0.16%
SWX B -0.16%
KEX B -0.16%
TPX B -0.16%
CCK D -0.16%
DCI B -0.16%
VNO C -0.16%
FBIN D -0.16%
RGLD C -0.16%
MUSA B -0.16%
APLS F -0.16%
SNX D -0.16%
HLI A -0.16%
GNTX C -0.16%
MTSI B -0.15%
FRT B -0.15%
AGCO D -0.15%
SW A -0.15%
GXO B -0.15%
BYD B -0.15%
TENB C -0.15%
SIGI C -0.15%
ORI A -0.15%
H B -0.15%
BL B -0.15%
UBSI B -0.15%
WSC F -0.15%
WHR B -0.15%
WTRG B -0.15%
WMS F -0.15%
ETSY D -0.15%
ESAB C -0.15%
LSCC D -0.15%
PVH C -0.15%
HOMB A -0.15%
SPSC D -0.15%
BRX A -0.14%
FR D -0.14%
OVV B -0.14%
SSD F -0.14%
SKX D -0.14%
MASI B -0.14%
LEA F -0.14%
HRB D -0.14%
NNN C -0.14%
RL C -0.14%
KBR F -0.14%
FCN F -0.14%
HSIC C -0.14%
OLED F -0.13%
XRAY F -0.13%
POST C -0.13%
SITE F -0.13%
MIDD C -0.13%
GKOS B -0.13%
MMSI A -0.13%
CWST A -0.13%
TTC C -0.13%
MLI B -0.13%
TREX C -0.13%
CHH A -0.13%
SAIC F -0.13%
BPMC B -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%
IONS F -0.12%
KNF B -0.12%
X B -0.12%
STAG D -0.12%
M F -0.12%
ESI B -0.12%
CROX D -0.12%
QLYS B -0.12%
AWI A -0.12%
VRNS D -0.12%
IDA A -0.11%
HUN F -0.11%
HXL F -0.11%
ESNT F -0.11%
ORA B -0.11%
FYBR C -0.11%
ONTO F -0.11%
HP C -0.11%
RHI C -0.11%
RGEN D -0.11%
DAR C -0.11%
MAT D -0.11%
BBWI C -0.11%
LNC C -0.11%
WH B -0.11%
BERY C -0.11%
ZI D -0.11%
DINO D -0.11%
CBT D -0.1%
NEU D -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 C -0.1%
GTES A -0.1%
IBP D -0.1%
UFPI C -0.1%
MTG C -0.1%
R B -0.1%
HAE C -0.1%
CTLT C -0.1%
TNET F -0.1%
LANC C -0.1%
TMHC C -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 A -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 D -0.09%
WMG D -0.09%
TKR D -0.09%
EEFT B -0.09%
RVMD C -0.09%
AMKR D -0.09%
MTH D -0.09%
CGNX D -0.09%
ACT C -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 C -0.08%
SON F -0.08%
KRC B -0.08%
PARA C -0.08%
JXN C -0.08%
SEE C -0.08%
RH C -0.08%
HOG D -0.08%
IGT F -0.08%
TDC D -0.08%
AAP D -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 C -0.08%
BC C -0.08%
CIVI D -0.08%
MSM C -0.08%
RDN D -0.08%
ALGM D -0.08%
AR B -0.08%
OGN F -0.07%
WEN D -0.07%
CYTK F -0.07%
ASGN F -0.07%
MUR D -0.07%
DDS B -0.07%
AA A -0.07%
HAS D -0.07%
ELAN D -0.07%
THO B -0.07%
RIG D -0.07%
COLM C -0.07%
SMG C -0.07%
W D -0.07%
VAC C -0.06%
WU F -0.06%
CAR C -0.06%
ASO F -0.06%
ASH F -0.06%
IAC F -0.06%
VVV D -0.06%
BKH A -0.06%
PII F -0.06%
MGY A -0.06%
OLN F -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 D -0.05%
UGI C -0.05%
ALIT C -0.05%
NJR A -0.05%
PBF D -0.05%
NSP F -0.05%
NFE D -0.05%
CPRI F -0.04%
SLAB F -0.04%
POWI F -0.04%
MDU D -0.04%
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