IYG vs. SFYX ETF Comparison

Comparison of iShares U.S. Financial Services ETF (IYG) to SoFi Next 500 ETF (SFYX)
IYG

iShares U.S. Financial Services ETF

IYG Description

The investment seeks to track the investment results of an index composed of U.S. equities in the financial services sector. 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 Dow Jones U.S. Financial Services Index (the "underlying index"), which measures the performance of the financial services sector of the U.S. equity market. It is a subset of the Dow Jones U.S. Financials Index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$81.46

Average Daily Volume

47,515

Number of Holdings *

102

* 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

$15.58

Average Daily Volume

23,664

Number of Holdings *

480

* may have additional holdings in another (foreign) market
Performance
Period IYG SFYX
30 Days 9.66% 9.04%
60 Days 14.50% 9.54%
90 Days 16.89% 10.86%
12 Months 51.21% 34.71%
44 Overlapping Holdings
Symbol Grade Weight in IYG Weight in SFYX Overlap
ALLY C 0.16% 0.24% 0.16%
AMG B 0.09% 0.08% 0.08%
BOKF B 0.04% 0.22% 0.04%
CACC D 0.05% 0.1% 0.05%
CBSH A 0.14% 0.22% 0.14%
CFR B 0.14% 0.26% 0.14%
CG A 0.17% 0.25% 0.17%
CMA A 0.15% 0.25% 0.15%
EQH B 0.24% 0.21% 0.21%
ESNT D 0.1% 0.11% 0.1%
EVR B 0.17% 0.18% 0.17%
EWBC A 0.24% 0.49% 0.24%
FFIN B 0.09% 0.11% 0.09%
FHN A 0.18% 0.31% 0.18%
GBCI B 0.1% 0.13% 0.1%
HLI B 0.16% 0.17% 0.16%
HOMB A 0.09% 0.15% 0.09%
HOOD B 0.37% 0.95% 0.37%
IBKR A 0.32% 0.84% 0.32%
IVZ B 0.13% 0.33% 0.13%
JEF A 0.2% 0.3% 0.2%
MKTX D 0.16% 0.17% 0.16%
MORN B 0.15% 0.4% 0.15%
MTG C 0.11% 0.1% 0.1%
OMF A 0.11% 0.11% 0.11%
OWL A 0.19% 0.99% 0.19%
OZK B 0.08% 0.21% 0.08%
PB A 0.13% 0.19% 0.13%
PNFP B 0.15% 0.35% 0.15%
RDN C 0.09% 0.08% 0.08%
SEIC B 0.13% 0.18% 0.13%
SF B 0.19% 0.23% 0.19%
SLM A 0.09% 0.13% 0.09%
SNV B 0.13% 0.22% 0.13%
SOFI A 0.23% 0.66% 0.23%
SSB B 0.13% 0.2% 0.13%
TW A 0.24% 0.34% 0.24%
UBSI B 0.09% 0.15% 0.09%
VLY B 0.08% 0.17% 0.08%
VOYA B 0.13% 0.2% 0.13%
WAL B 0.16% 0.28% 0.16%
WBS A 0.17% 0.36% 0.17%
WTFC A 0.14% 0.3% 0.14%
ZION B 0.14% 0.23% 0.14%
IYG Overweight 58 Positions Relative to SFYX
Symbol Grade Weight
BRK.A B 13.92%
JPM A 11.28%
V A 8.36%
MA C 6.96%
BAC A 5.1%
WFC A 4.09%
GS A 3.03%
MS A 2.7%
AXP A 2.6%
SPGI C 2.6%
BLK C 2.36%
C A 2.12%
BX A 2.11%
SCHW B 1.95%
KKR A 1.63%
ICE C 1.44%
PNC B 1.34%
CME A 1.31%
USB A 1.26%
MCO B 1.2%
APO B 1.19%
COF B 1.14%
TFC A 1.01%
COIN C 1.0%
BK A 0.93%
AMP A 0.89%
MSCI C 0.75%
DFS B 0.72%
MTB A 0.58%
NDAQ A 0.53%
FITB A 0.52%
ARES A 0.5%
RJF A 0.48%
STT A 0.46%
TROW B 0.43%
FCNCA A 0.43%
HBAN A 0.42%
SYF B 0.42%
RF A 0.39%
LPLA A 0.38%
NTRS A 0.35%
CBOE B 0.34%
CFG B 0.34%
FDS B 0.3%
KEY B 0.29%
HLNE B 0.13%
BPOP B 0.12%
LAZ B 0.11%
BEN C 0.11%
JHG A 0.1%
FNB A 0.1%
UMBF B 0.09%
TPG A 0.09%
FCFS F 0.07%
VIRT B 0.05%
RKT F 0.03%
UWMC D 0.01%
TFSL A 0.01%
IYG Underweight 436 Positions Relative to SFYX
Symbol Grade Weight
DT C -0.82%
NTNX A -0.78%
FTI A -0.77%
NCLH B -0.69%
PSTG D -0.69%
TAP C -0.65%
TKO B -0.62%
RRX B -0.61%
TOST B -0.6%
NRG B -0.6%
KIM A -0.6%
WYNN D -0.56%
TPL A -0.55%
NTRA B -0.54%
GTLS B -0.52%
GWRE A -0.52%
EME C -0.52%
DUOL A -0.51%
PEN B -0.5%
KNSL B -0.48%
MANH D -0.48%
AAL B -0.47%
ACM A -0.44%
FIX A -0.43%
HEI B -0.42%
LII A -0.42%
DAY B -0.42%
EQT B -0.41%
AFRM B -0.4%
ITCI C -0.4%
BILL A -0.39%
RIVN F -0.39%
RYAN B -0.38%
UI A -0.38%
UTHR C -0.38%
XPO B -0.38%
USFD A -0.37%
PCTY B -0.37%
ELF C -0.36%
CADE B -0.36%
GMED A -0.36%
CVNA B -0.35%
PCOR B -0.35%
NBIX C -0.35%
SAIA B -0.34%
HQY B -0.34%
FFIV B -0.33%
SN D -0.33%
ANF C -0.33%
RGA A -0.33%
CELH F -0.33%
LNTH D -0.32%
IOT A -0.32%
U C -0.32%
APPF B -0.32%
TRMB B -0.32%
PNR A -0.31%
RPM A -0.31%
SRPT D -0.31%
AGNC D -0.31%
PR B -0.31%
PSN D -0.3%
NOV C -0.3%
MTZ B -0.3%
TTEK F -0.29%
AIZ A -0.29%
CNH C -0.29%
AAON B -0.29%
FNF B -0.29%
BSY D -0.29%
WFRD D -0.29%
JAZZ B -0.28%
APG B -0.28%
PFGC B -0.28%
THG A -0.28%
GGG B -0.28%
TXRH C -0.27%
JBL B -0.27%
OC A -0.27%
MEDP D -0.27%
CW B -0.27%
ARMK B -0.27%
WSO A -0.27%
LNW D -0.27%
RMBS C -0.27%
COLB A -0.26%
AMH D -0.26%
SFM A -0.26%
SMAR A -0.26%
REXR F -0.26%
ESTC C -0.26%
ALLE D -0.26%
ALK C -0.26%
GAP C -0.26%
GLPI C -0.26%
CHDN B -0.26%
PATH C -0.26%
NVT B -0.26%
ELS C -0.25%
EDR A -0.25%
S B -0.25%
WING D -0.25%
OSK B -0.25%
LECO B -0.25%
AL B -0.25%
TOL B -0.25%
EXEL B -0.25%
NDSN B -0.25%
WWD B -0.25%
THC D -0.25%
NI A -0.25%
ITT A -0.24%
CASY A -0.24%
CZR F -0.24%
JNPR F -0.24%
REG B -0.24%
UNM A -0.24%
BRBR A -0.24%
DVA B -0.24%
ALKS B -0.24%
CRBG B -0.24%
FRPT B -0.23%
BWXT B -0.23%
AFG A -0.23%
PEGA A -0.23%
TPR B -0.23%
FLR B -0.23%
BXP D -0.22%
UHS D -0.22%
AVTR F -0.22%
CLH B -0.22%
AZEK A -0.22%
ADTN A -0.22%
KRG B -0.22%
ONB B -0.21%
MSA D -0.21%
PNW B -0.21%
INSP D -0.21%
AOS F -0.21%
CIEN B -0.21%
EHC B -0.21%
PPC C -0.21%
ALSN B -0.21%
CUBE D -0.21%
Z A -0.21%
PRI A -0.2%
ENSG D -0.2%
BJ A -0.2%
SCI B -0.2%
ADC B -0.2%
NWSA B -0.2%
AIT A -0.2%
POOL C -0.2%
ATR B -0.2%
JLL D -0.2%
CPT B -0.2%
DKS C -0.2%
PRGO B -0.2%
LAD A -0.2%
WEX D -0.2%
PLNT A -0.2%
FLS B -0.19%
FOXA B -0.19%
DOX D -0.19%
CFLT B -0.19%
ACI C -0.19%
RBC A -0.19%
GTLB B -0.19%
EXP A -0.19%
BLD D -0.19%
ZWS B -0.19%
LAMR D -0.19%
ST F -0.19%
RHP B -0.19%
RLI B -0.19%
EGP F -0.19%
PAG B -0.18%
BRKR D -0.18%
TDW F -0.18%
CR A -0.18%
ACHC F -0.18%
OHI C -0.18%
BIO D -0.18%
ATI D -0.18%
AXS A -0.18%
FND C -0.18%
CACI D -0.18%
IPG D -0.18%
SUM B -0.17%
GPK C -0.17%
INGR B -0.17%
AXTA A -0.17%
COTY F -0.17%
CRL C -0.17%
INFA D -0.17%
CHE D -0.17%
COHR B -0.17%
LYFT C -0.17%
LBRDK C -0.17%
RGLD C -0.17%
DTM B -0.17%
MTCH D -0.17%
WCC B -0.17%
CCK C -0.16%
FN D -0.16%
DCI B -0.16%
GL B -0.16%
SWX B -0.16%
NYT C -0.16%
KEX C -0.16%
HSIC B -0.16%
AM A -0.16%
GNRC B -0.16%
ROKU D -0.16%
TECH D -0.16%
FBIN D -0.16%
GNTX C -0.16%
SNX C -0.16%
SW A -0.16%
MUSA A -0.16%
BFAM D -0.16%
EXLS B -0.16%
STWD C -0.16%
PVH C -0.15%
MASI A -0.15%
FRT B -0.15%
H B -0.15%
NNN D -0.15%
LSCC D -0.15%
AGCO D -0.15%
WMS D -0.15%
ORI A -0.15%
SPSC C -0.15%
HALO F -0.15%
OVV B -0.15%
WHR B -0.15%
AYI B -0.15%
WTRG B -0.15%
TPX B -0.15%
DNB B -0.15%
APLS D -0.15%
VNO B -0.15%
HRB D -0.14%
FSS B -0.14%
SSD D -0.14%
LEA D -0.14%
HII D -0.14%
FR C -0.14%
RL B -0.14%
SKX D -0.14%
BRX A -0.14%
WSC D -0.14%
ESAB B -0.14%
MTSI B -0.14%
FCN D -0.14%
SIGI C -0.14%
CHRW C -0.14%
KNX B -0.14%
BYD C -0.14%
BL B -0.14%
CNM D -0.14%
GXO B -0.14%
ETSY D -0.14%
TENB C -0.14%
AWI A -0.13%
TREX C -0.13%
GKOS B -0.13%
MIDD C -0.13%
MLI C -0.13%
TTC D -0.13%
POST C -0.13%
DBX B -0.13%
MMSI B -0.13%
BPMC C -0.13%
CHX C -0.13%
QGEN D -0.13%
MTN C -0.13%
XRAY F -0.13%
CWST A -0.13%
CHH A -0.13%
VMI B -0.12%
TRNO F -0.12%
DINO D -0.12%
BERY B -0.12%
X C -0.12%
KBR F -0.12%
QLYS C -0.12%
M D -0.12%
STAG F -0.12%
CROX D -0.12%
VRNS D -0.12%
MTDR B -0.12%
IRT A -0.12%
ESI A -0.12%
SITE D -0.12%
OLED D -0.12%
KNF A -0.12%
BECN B -0.12%
IPAR B -0.11%
RGEN D -0.11%
OGE B -0.11%
IDA A -0.11%
SAIC F -0.11%
APA D -0.11%
RHI B -0.11%
HUN F -0.11%
ORA B -0.11%
LNC B -0.11%
WH B -0.11%
BWA D -0.11%
BBWI D -0.11%
DAR C -0.11%
FYBR D -0.11%
IONS F -0.11%
MAT D -0.11%
CLF F -0.11%
BCPC B -0.1%
LANC C -0.1%
SLGN A -0.1%
FMC D -0.1%
UFPI B -0.1%
WTS B -0.1%
AN C -0.1%
R B -0.1%
REYN D -0.1%
CHRD D -0.1%
TNET D -0.1%
RYN D -0.1%
IBP D -0.1%
CMC B -0.1%
CTLT B -0.1%
TMHC B -0.1%
GTES A -0.1%
WK B -0.1%
FAF A -0.1%
HXL D -0.1%
ONTO D -0.1%
HP B -0.1%
FIVE F -0.1%
OPCH D -0.09%
CIVI D -0.09%
FIVN C -0.09%
CGNX C -0.09%
NXST C -0.09%
VFC C -0.09%
POR C -0.09%
AMKR D -0.09%
RVMD C -0.09%
TKR D -0.09%
DV C -0.09%
RRC B -0.09%
EEFT B -0.09%
AR B -0.09%
MTH D -0.09%
ACT D -0.09%
WMG C -0.09%
MMS F -0.09%
HAE C -0.09%
CBT C -0.09%
DLB B -0.09%
LPX B -0.09%
ZI D -0.09%
VNT B -0.09%
NEU C -0.09%
BCC B -0.08%
SMG D -0.08%
ABG B -0.08%
NSIT F -0.08%
KRC C -0.08%
SON D -0.08%
MSM C -0.08%
AA B -0.08%
SEE C -0.08%
AAP C -0.08%
COOP B -0.08%
HGV B -0.08%
RH B -0.08%
W F -0.08%
HOG D -0.08%
ARW D -0.08%
TDC D -0.08%
BC C -0.08%
CRUS D -0.08%
FIZZ C -0.08%
FLO D -0.08%
LFUS F -0.08%
ALGM D -0.08%
MHK D -0.08%
WEN D -0.07%
ELAN D -0.07%
MUR D -0.07%
HAS D -0.07%
EXPO D -0.07%
THO B -0.07%
JXN C -0.07%
COLM B -0.07%
IGT F -0.07%
LSTR D -0.07%
RIG D -0.07%
PARA C -0.07%
MKSI C -0.07%
DDS B -0.07%
CAR C -0.06%
WU D -0.06%
ASH D -0.06%
IPGP D -0.06%
OLN D -0.06%
LCID F -0.06%
ASGN F -0.06%
IAC D -0.06%
CYTK F -0.06%
DXC B -0.06%
CNXC F -0.06%
PII D -0.06%
BKH A -0.06%
OGS A -0.06%
MGY A -0.06%
NFG A -0.06%
OGN D -0.06%
COLD D -0.06%
SM B -0.06%
ALIT C -0.05%
CC C -0.05%
NSP D -0.05%
UGI A -0.05%
NJR A -0.05%
PBF D -0.05%
ASO F -0.05%
VAC B -0.05%
NFE D -0.05%
VVV F -0.05%
SLAB D -0.04%
POWI D -0.04%
CPRI F -0.04%
ATKR C -0.04%
MDU D -0.04%
Compare ETFs