IWX vs. SFY ETF Comparison

Comparison of iShares Russell Top 200 Value ETF (IWX) to SoFi Select 500 ETF (SFY)

IWX

iShares Russell Top 200 Value ETF

IWX Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$84.27

Average Daily Volume

315,888

Number of Holdings ^*

158

* 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 ^*

494

* may have additional holdings in another (foreign) market

Performance

Period	IWX	SFY
30 Days	2.62%	4.18%
60 Days	4.46%	7.67%
90 Days	6.64%	8.72%
12 Months	28.30%	38.94%

156 Overlapping Holdings

Symbol	Grade	Weight in IWX	Weight in SFY	Overlap
ABBV	D	1.0%	0.55%	0.55%
ABT	B	1.21%	0.27%	0.27%
ACN	C	1.34%	0.29%	0.29%
ADI	D	0.62%	0.1%	0.1%
ADP	B	0.05%	0.17%	0.05%
AEP	D	0.31%	0.06%	0.06%
AIG	B	0.3%	0.05%	0.05%
AMAT	F	0.07%	0.18%	0.07%
AMD	F	0.45%	1.52%	0.45%
AMGN	D	0.2%	0.4%	0.2%
AON	A	0.45%	0.12%	0.12%
APD	A	0.43%	0.08%	0.08%
APH	A	0.21%	0.14%	0.14%
APO	B	0.13%	0.18%	0.13%
AXP	A	0.61%	0.28%	0.28%
AZO	C	0.03%	0.07%	0.03%
BA	F	0.49%	0.14%	0.14%
BAC	A	1.91%	0.6%	0.6%
BDX	F	0.39%	0.12%	0.12%
BKNG	A	0.06%	0.25%	0.06%
BMY	B	0.69%	0.17%	0.17%
BRK.A	B	5.18%	0.8%	0.8%
BSX	B	0.77%	0.34%	0.34%
C	A	0.79%	0.26%	0.26%
CARR	D	0.38%	0.1%	0.1%
CAT	B	0.97%	0.24%	0.24%
CB	C	0.7%	0.21%	0.21%
CEG	D	0.36%	0.13%	0.13%
CI	F	0.49%	0.18%	0.18%
CL	D	0.21%	0.13%	0.13%
CMCSA	B	0.99%	0.25%	0.25%
CME	A	0.49%	0.13%	0.13%
COF	B	0.42%	0.11%	0.11%
COP	C	0.79%	0.11%	0.11%
CPRT	A	0.02%	0.07%	0.02%
CRM	B	0.28%	0.83%	0.28%
CSCO	B	1.4%	0.25%	0.25%
CSX	B	0.41%	0.08%	0.08%
CTAS	B	0.02%	0.11%	0.02%
CVS	D	0.4%	0.13%	0.13%
CVX	A	1.68%	0.25%	0.25%
D	C	0.29%	0.04%	0.04%
DASH	A	0.04%	0.17%	0.04%
DE	A	0.61%	0.1%	0.1%
DELL	C	0.18%	0.06%	0.06%
DHR	F	0.9%	0.14%	0.14%
DIS	B	1.27%	0.34%	0.34%
DUK	C	0.52%	0.11%	0.11%
ECL	D	0.05%	0.1%	0.05%
EL	F	0.06%	0.02%	0.02%
ELV	F	0.47%	0.13%	0.13%
EMR	A	0.44%	0.1%	0.1%
EOG	A	0.47%	0.07%	0.07%
EQIX	A	0.49%	0.13%	0.13%
ETN	A	0.86%	0.23%	0.23%
EW	C	0.2%	0.05%	0.05%
F	C	0.26%	0.07%	0.07%
FCX	D	0.37%	0.11%	0.11%
FDX	B	0.4%	0.07%	0.07%
FI	A	0.5%	0.2%	0.2%
FTNT	C	0.07%	0.1%	0.07%
GD	F	0.47%	0.11%	0.11%
GE	D	0.91%	0.16%	0.16%
GEV	B	0.54%	0.33%	0.33%
GILD	C	0.66%	0.4%	0.4%
GM	B	0.38%	0.08%	0.08%
GS	A	0.83%	0.44%	0.44%
HCA	F	0.29%	0.11%	0.11%
HD	A	0.49%	0.44%	0.44%
HON	B	0.76%	0.2%	0.2%
IBM	C	1.13%	0.51%	0.51%
ICE	C	0.53%	0.18%	0.18%
INTC	D	0.62%	0.32%	0.32%
ITW	B	0.3%	0.09%	0.09%
JCI	C	0.34%	0.07%	0.07%
JNJ	D	2.24%	0.43%	0.43%
JPM	A	4.24%	1.52%	1.52%
KDP	D	0.21%	0.05%	0.05%
KHC	F	0.17%	0.03%	0.03%
KKR	A	0.43%	0.42%	0.42%
KMB	D	0.16%	0.05%	0.05%
KO	D	0.62%	0.33%	0.33%
LIN	D	1.3%	0.27%	0.27%
LMT	D	0.47%	0.18%	0.18%
LOW	D	0.93%	0.16%	0.16%
MAR	B	0.38%	0.09%	0.09%
MCD	D	1.19%	0.28%	0.28%
MCK	B	0.27%	0.11%	0.11%
MDLZ	F	0.52%	0.12%	0.12%
MDT	D	0.68%	0.17%	0.17%
MET	A	0.3%	0.08%	0.08%
MMC	B	0.57%	0.17%	0.17%
MMM	D	0.35%	0.18%	0.18%
MNST	C	0.04%	0.06%	0.04%
MO	A	0.58%	0.1%	0.1%
MPC	D	0.33%	0.05%	0.05%
MRNA	F	0.07%	0.01%	0.01%
MRVL	B	0.42%	0.1%	0.1%
MS	A	0.88%	0.34%	0.34%
MSI	B	0.26%	0.13%	0.13%
MU	D	0.64%	0.72%	0.64%
NEE	D	0.95%	0.2%	0.2%
NEM	D	0.28%	0.21%	0.21%
NKE	D	0.21%	0.1%	0.1%
NOC	D	0.41%	0.11%	0.11%
NSC	B	0.36%	0.07%	0.07%
ORLY	B	0.03%	0.1%	0.03%
OXY	D	0.2%	0.03%	0.03%
PCAR	B	0.35%	0.08%	0.08%
PEP	F	0.28%	0.28%	0.28%
PFE	D	0.85%	0.33%	0.33%
PG	A	1.87%	0.49%	0.49%
PGR	A	0.14%	0.5%	0.14%
PH	A	0.54%	0.12%	0.12%
PLD	D	0.63%	0.13%	0.13%
PM	B	1.2%	0.3%	0.3%
PNC	B	0.5%	0.13%	0.13%
PSA	D	0.27%	0.06%	0.06%
PSX	C	0.33%	0.06%	0.06%
PYPL	B	0.53%	0.13%	0.13%
QCOM	F	0.07%	0.22%	0.07%
REGN	F	0.44%	0.13%	0.13%
ROP	B	0.35%	0.1%	0.1%
RSG	A	0.26%	0.06%	0.06%
RTX	C	0.95%	0.39%	0.39%
SBUX	A	0.15%	0.14%	0.14%
SCHW	B	0.65%	0.14%	0.14%
SHW	A	0.05%	0.11%	0.05%
SLB	C	0.37%	0.11%	0.11%
SO	D	0.58%	0.12%	0.12%
SPGI	C	0.95%	0.31%	0.31%
SRE	A	0.35%	0.05%	0.05%
STZ	D	0.23%	0.05%	0.05%
SYK	C	0.6%	0.19%	0.19%
T	A	0.98%	0.33%	0.33%
TDG	D	0.33%	0.16%	0.16%
TFC	A	0.37%	0.06%	0.06%
TGT	F	0.42%	0.08%	0.08%
TJX	A	0.33%	0.19%	0.19%
TMO	F	1.18%	0.26%	0.26%
TMUS	B	0.69%	0.16%	0.16%
TRV	B	0.36%	0.12%	0.12%
TT	A	0.37%	0.15%	0.15%
TXN	C	0.97%	0.17%	0.17%
UNH	C	3.06%	0.91%	0.91%
UNP	C	0.45%	0.17%	0.17%
UPS	C	0.59%	0.1%	0.1%
USB	A	0.47%	0.14%	0.14%
VLO	C	0.27%	0.04%	0.04%
VRTX	F	0.36%	0.43%	0.36%
VZ	C	1.06%	0.21%	0.21%
WELL	A	0.49%	0.29%	0.29%
WFC	A	1.57%	0.32%	0.32%
WMT	A	2.2%	0.5%	0.5%
XOM	B	3.23%	0.53%	0.53%
ZTS	D	0.08%	0.12%	0.08%

IWX Overweight 2 Positions Relative to SFY

	Symbol	Grade	Weight
	BLK	C	0.93%
	CRH	A	0.41%

IWX Underweight 338 Positions Relative to SFY

Symbol	Grade	Weight
NVDA	C	-16.87%
MSFT	F	-5.34%
AMZN	C	-4.56%
AAPL	C	-4.05%
META	D	-3.07%
AVGO	D	-3.03%
LLY	F	-2.25%
GOOGL	C	-1.74%
TSLA	B	-0.97%
MRK	F	-0.79%
V	A	-0.73%
UBER	D	-0.71%
MA	C	-0.69%
NFLX	A	-0.66%
NOW	A	-0.56%
COST	B	-0.54%
PLTR	B	-0.51%
ORCL	B	-0.47%
PANW	C	-0.44%
CRWD	B	-0.41%
ISRG	A	-0.37%
ADBE	C	-0.37%
INTU	C	-0.35%
APP	B	-0.34%
BX	A	-0.28%
WDAY	B	-0.25%
COIN	C	-0.25%
RCL	A	-0.24%
SQ	B	-0.19%
AMT	D	-0.18%
ANET	C	-0.18%
MCO	B	-0.16%
DDOG	A	-0.16%
BK	A	-0.16%
SNPS	B	-0.15%
AJG	B	-0.15%
HUBS	A	-0.15%
TTD	B	-0.15%
CMG	B	-0.14%
ALNY	D	-0.13%
AXON	A	-0.13%
ALL	A	-0.13%
WM	A	-0.12%
CDNS	B	-0.12%
ADSK	A	-0.12%
VRT	B	-0.12%
O	D	-0.12%
EXR	D	-0.11%
NET	B	-0.11%
LHX	C	-0.11%
TEAM	A	-0.11%
KLAC	D	-0.1%
AMP	A	-0.1%
XYL	D	-0.1%
ACGL	D	-0.1%
SNOW	C	-0.1%
ABNB	C	-0.1%
LVS	C	-0.1%
FSLR	F	-0.09%
FICO	B	-0.09%
HWM	A	-0.09%
PWR	A	-0.09%
PSTG	D	-0.09%
FIS	C	-0.09%
URI	B	-0.09%
LRCX	F	-0.09%
ZS	C	-0.09%
HLT	A	-0.09%
DLR	B	-0.09%
PODD	C	-0.08%
OKE	A	-0.08%
MSCI	C	-0.08%
CAH	B	-0.08%
PRU	A	-0.08%
SPG	B	-0.08%
DFS	B	-0.08%
WDC	D	-0.08%
BKR	B	-0.08%
STX	D	-0.07%
ES	D	-0.07%
DHI	D	-0.07%
CBRE	B	-0.07%
GWW	B	-0.07%
LUV	C	-0.07%
AFL	B	-0.07%
PCG	A	-0.07%
ZM	B	-0.07%
GDDY	A	-0.07%
IR	B	-0.07%
CCL	B	-0.07%
TRU	D	-0.07%
GLW	B	-0.07%
BAX	D	-0.07%
SMCI	F	-0.07%
DKNG	B	-0.07%
ROST	C	-0.07%
COR	B	-0.07%
DD	D	-0.07%
FCNCA	A	-0.07%
WMB	A	-0.07%
KMI	A	-0.06%
CTVA	C	-0.06%
MTB	A	-0.06%
DAL	C	-0.06%
KR	B	-0.06%
NDAQ	A	-0.06%
FAST	B	-0.06%
HES	B	-0.06%
SYF	B	-0.06%
WAB	B	-0.06%
DXCM	D	-0.06%
KVUE	A	-0.06%
PAYX	C	-0.06%
DOCU	A	-0.06%
CMI	A	-0.06%
VEEV	C	-0.06%
STT	A	-0.06%
STE	F	-0.06%
FLUT	A	-0.06%
EXC	C	-0.06%
VST	B	-0.06%
NTRS	A	-0.06%
GEHC	F	-0.05%
YUM	B	-0.05%
ANSS	B	-0.05%
RBLX	C	-0.05%
CTSH	B	-0.05%
WTW	B	-0.05%
DECK	A	-0.05%
EBAY	D	-0.05%
PEG	A	-0.05%
HUM	C	-0.05%
EFX	F	-0.05%
SYY	B	-0.05%
VRSK	A	-0.05%
TRGP	B	-0.05%
OKTA	C	-0.05%
PINS	D	-0.05%
EA	A	-0.05%
CINF	A	-0.05%
MPWR	F	-0.05%
MLM	B	-0.05%
FANG	D	-0.05%
MSTR	C	-0.05%
OTIS	C	-0.05%
RMD	C	-0.05%
HIG	B	-0.05%
LEN	D	-0.05%
IT	C	-0.05%
TSN	B	-0.05%
VICI	C	-0.05%
IDXX	F	-0.05%
AME	A	-0.05%
IRM	D	-0.05%
ARES	A	-0.05%
GPN	B	-0.05%
MDB	C	-0.05%
FITB	A	-0.05%
IQV	D	-0.05%
ROK	B	-0.04%
ILMN	D	-0.04%
AWK	D	-0.04%
MANH	D	-0.04%
BMRN	D	-0.04%
EXPE	B	-0.04%
ED	D	-0.04%
PPG	F	-0.04%
CHTR	C	-0.04%
XEL	A	-0.04%
HUBB	B	-0.04%
LPLA	A	-0.04%
CPAY	A	-0.04%
HPE	B	-0.04%
ZBH	C	-0.04%
AVB	B	-0.04%
CLX	B	-0.04%
TYL	B	-0.04%
GIS	D	-0.04%
DOW	F	-0.04%
A	D	-0.04%
PTC	A	-0.04%
BR	A	-0.04%
UAL	A	-0.04%
HPQ	B	-0.04%
INCY	C	-0.04%
CHD	B	-0.04%
FTV	C	-0.04%
LYV	A	-0.04%
VTRS	A	-0.04%
GRMN	B	-0.04%
CSGP	D	-0.04%
LDOS	C	-0.04%
EIX	B	-0.04%
BRO	B	-0.04%
CNC	D	-0.04%
HBAN	A	-0.04%
FE	C	-0.04%
RJF	A	-0.04%
EME	C	-0.04%
CCI	D	-0.04%
ARE	D	-0.04%
SJM	D	-0.04%
ODFL	B	-0.04%
VMC	B	-0.04%
BAH	F	-0.04%
TXT	D	-0.03%
ROL	B	-0.03%
AES	F	-0.03%
ALGN	D	-0.03%
J	F	-0.03%
LYB	F	-0.03%
OMC	C	-0.03%
ERIE	D	-0.03%
CFG	B	-0.03%
AEE	A	-0.03%
BIIB	F	-0.03%
SSNC	B	-0.03%
NVR	D	-0.03%
TWLO	A	-0.03%
MKL	A	-0.03%
BURL	A	-0.03%
NRG	B	-0.03%
LII	A	-0.03%
MTD	D	-0.03%
TDY	B	-0.03%
DRI	B	-0.03%
IFF	D	-0.03%
MCHP	D	-0.03%
TTWO	A	-0.03%
NTAP	C	-0.03%
WRB	A	-0.03%
ON	D	-0.03%
ENTG	D	-0.03%
NUE	C	-0.03%
PPL	B	-0.03%
EG	C	-0.03%
ETR	B	-0.03%
RF	A	-0.03%
KEYS	A	-0.03%
CDW	F	-0.03%
VLTO	D	-0.03%
SBAC	D	-0.03%
DOV	A	-0.03%
LNG	B	-0.03%
HAL	C	-0.03%
TROW	B	-0.03%
INVH	D	-0.03%
SW	A	-0.03%
PHM	D	-0.03%
VTR	C	-0.03%
MOH	F	-0.03%
CVNA	B	-0.03%
WEC	A	-0.03%
EQR	B	-0.03%
HSY	F	-0.03%
TSCO	D	-0.03%
UDR	B	-0.02%
SNAP	C	-0.02%
SWKS	F	-0.02%
CTRA	B	-0.02%
EVRG	A	-0.02%
DPZ	C	-0.02%
CSL	C	-0.02%
NI	A	-0.02%
MRO	B	-0.02%
DLTR	F	-0.02%
JBHT	C	-0.02%
WSM	B	-0.02%
HST	C	-0.02%
CAG	D	-0.02%
LNT	A	-0.02%
AVY	D	-0.02%
RVTY	F	-0.02%
ZBRA	B	-0.02%
EPAM	C	-0.02%
DGX	A	-0.02%
JKHY	D	-0.02%
RS	B	-0.02%
SWK	D	-0.02%
BLDR	D	-0.02%
DOC	D	-0.02%
IEX	B	-0.02%
BALL	D	-0.02%
EXAS	D	-0.02%
HOLX	D	-0.02%
EQT	B	-0.02%
WBD	C	-0.02%
OC	A	-0.02%
GPC	D	-0.02%
CNP	B	-0.02%
IP	B	-0.02%
DTE	C	-0.02%
MAS	D	-0.02%
STLD	B	-0.02%
PNR	A	-0.02%
ULTA	F	-0.02%
WY	D	-0.02%
BBY	D	-0.02%
DG	F	-0.02%
AKAM	D	-0.02%
CMS	C	-0.02%
VRSN	F	-0.02%
PFG	D	-0.02%
RPM	A	-0.02%
ATO	A	-0.02%
ESS	B	-0.02%
KIM	A	-0.02%
WSO	A	-0.02%
DVN	F	-0.02%
MAA	B	-0.02%
PKG	A	-0.02%
LH	C	-0.02%
TER	D	-0.02%
K	A	-0.02%
SUI	D	-0.02%
WAT	B	-0.02%
GEN	B	-0.02%
KEY	B	-0.02%
WST	C	-0.02%
ADM	D	-0.02%
SNA	A	-0.02%
CBOE	B	-0.02%
RPRX	D	-0.02%
FDS	B	-0.02%
MKC	D	-0.02%
ENPH	F	-0.01%
ALB	C	-0.01%
CE	F	-0.01%
CF	B	-0.01%
KMX	B	-0.01%
EMN	D	-0.01%
BG	F	-0.01%
TFX	F	-0.01%
SOLV	C	-0.01%
WPC	D	-0.01%
EXPD	D	-0.01%
LW	C	-0.01%
SCCO	F	-0.0%