FELG vs. SFYF ETF Comparison

Comparison of Fidelity Enhanced Large Cap Growth ETF (FELG) to SoFi 50 ETF (SFYF)
FELG

Fidelity Enhanced Large Cap Growth ETF

FELG Description

The fund will invest at least 80% of assets in common stocks included in the Russell 1000® Growth Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap growth segment of the U.S. equity market. The adviser will generally use computer-aided, quantitative analysis of historical valuation, growth, profitability, and other factors to select a broadly diversified group of stocks that may have the potential to provide a higher total return than that of the index. It will invest in domestic and foreign issuers. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$34.54

Average Daily Volume

218,971

Number of Holdings *

79

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

SoFi 50 ETF

SFYF Description SFYF is composed of the top 50 most widely held U.S. listed stocks on SoFi Invest. Stocks are rebalanced monthly and weighted according to how much money members have invested in each company at the end of every month. The SoFi 50 ETF seeks to track the performance, before fees and expenses, of the SoFi Social 50 Index.

Grade (RS Rating)

Last Trade

$42.17

Average Daily Volume

3,834

Number of Holdings *

49

* may have additional holdings in another (foreign) market
Performance
Period FELG SFYF
30 Days 3.26% 12.59%
60 Days 5.11% 14.05%
90 Days 6.08% 16.84%
12 Months 36.88% 51.53%
13 Overlapping Holdings
Symbol Grade Weight in FELG Weight in SFYF Overlap
AAPL C 12.05% 4.37% 4.37%
AMD F 0.01% 2.81% 0.01%
AMZN C 6.62% 4.6% 4.6%
COST B 0.91% 3.27% 0.91%
GOOGL C 3.57% 4.43% 3.57%
META D 4.74% 4.08% 4.08%
MSFT F 10.23% 4.4% 4.4%
NFLX A 1.81% 1.36% 1.36%
NU C 0.19% 1.57% 0.19%
NVDA C 11.91% 9.23% 9.23%
SQ B 0.66% 0.66% 0.66%
TSLA B 3.47% 12.29% 3.47%
WMT A 0.13% 1.43% 0.13%
FELG Overweight 66 Positions Relative to SFYF
Symbol Grade Weight
AVGO D 3.11%
GOOG C 2.52%
MA C 2.02%
LLY F 1.54%
MRK F 1.35%
ADBE C 1.29%
V A 1.2%
QCOM F 1.12%
BKNG A 1.1%
UBER D 0.98%
AMAT F 0.94%
ABBV D 0.94%
ANET C 0.83%
LRCX F 0.82%
KLAC D 0.79%
CMG B 0.77%
TJX A 0.77%
UNP C 0.74%
DASH A 0.72%
WDAY B 0.71%
ECL D 0.7%
CTAS B 0.66%
FTNT C 0.65%
MSI B 0.65%
TT A 0.63%
LMT D 0.62%
HD A 0.62%
CRM B 0.59%
SCHW B 0.59%
EXEL B 0.57%
SPG B 0.56%
HWM A 0.55%
BMY B 0.54%
GRMN B 0.54%
ANF C 0.52%
LYFT C 0.51%
NOW A 0.51%
ZM B 0.51%
TMUS B 0.5%
NTRA B 0.5%
INCY C 0.5%
GILD C 0.5%
NOC D 0.49%
ORCL B 0.46%
BBWI D 0.45%
DBX B 0.43%
MPWR F 0.4%
IDXX F 0.39%
ALLE D 0.33%
AXON A 0.32%
CAT B 0.32%
APP B 0.31%
TW A 0.31%
TDC D 0.3%
MSCI C 0.26%
CLX B 0.18%
PEP F 0.15%
SCCO F 0.14%
MEDP D 0.12%
INTU C 0.11%
BAH F 0.11%
ISRG A 0.1%
ZBRA B 0.09%
CVNA B 0.07%
MORN B 0.07%
TPL A 0.03%
FELG Underweight 36 Positions Relative to SFYF
Symbol Grade Weight
PLTR B -5.26%
BRK.A B -3.9%
COIN C -3.59%
RIVN F -2.75%
DIS B -2.35%
GME C -2.23%
ARM D -1.84%
TSM B -1.68%
SHOP B -1.56%
PYPL B -1.5%
INTC D -1.42%
RDDT B -1.3%
O D -1.15%
F C -1.11%
T A -0.98%
PFE D -0.95%
XOM B -0.95%
BABA D -0.88%
CCL B -0.87%
KO D -0.87%
DKNG B -0.82%
VZ C -0.75%
NIO F -0.71%
BA F -0.68%
DAL C -0.62%
SBUX A -0.54%
LCID F -0.53%
AMC C -0.53%
ABNB C -0.52%
NKE D -0.5%
TGT F -0.46%
JNJ D -0.42%
AAL B -0.4%
TLRY F -0.21%
WBD C -0.13%
BYND F -0.05%
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