LRGE vs. SFYF ETF Comparison

Comparison of ClearBridge Large Cap Growth ESG ETF (LRGE) to SoFi 50 ETF (SFYF)
LRGE

ClearBridge Large Cap Growth ESG ETF

LRGE Description

The investment seeks long-term capital appreciation through investing in large-capitalization companies with the potential for high future earnings growth. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations that meet its financial and environmental, social and governance (ESG) criteria.

Grade (RS Rating)

Last Trade

$76.21

Average Daily Volume

11,442

Number of Holdings *

39

* 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 LRGE SFYF
30 Days 2.94% 12.59%
60 Days 4.68% 14.05%
90 Days 6.24% 16.84%
12 Months 33.88% 51.53%
13 Overlapping Holdings
Symbol Grade Weight in LRGE Weight in SFYF Overlap
AAPL C 4.76% 4.37% 4.37%
ABNB C 0.77% 0.52% 0.52%
AMZN C 7.64% 4.6% 4.6%
GOOGL C 1.68% 4.43% 1.68%
META D 4.85% 4.08% 4.08%
MSFT F 6.86% 4.4% 4.4%
NFLX A 3.75% 1.36% 1.36%
NVDA C 10.28% 9.23% 9.23%
PYPL B 2.01% 1.5% 1.5%
SBUX A 0.57% 0.54% 0.54%
TGT F 1.39% 0.46% 0.46%
TSLA B 1.47% 12.29% 1.47%
TSM B 1.81% 1.68% 1.68%
LRGE Overweight 26 Positions Relative to SFYF
Symbol Grade Weight
V A 4.88%
UNH C 2.77%
PANW C 2.73%
CRM B 2.54%
GWW B 2.27%
ETN A 2.12%
ISRG A 2.01%
UBER D 1.91%
TMO F 1.9%
LLY F 1.78%
SHW A 1.73%
EQIX A 1.73%
INTU C 1.73%
SPGI C 1.7%
ADBE C 1.69%
HON B 1.53%
ACN C 1.51%
MMC B 1.49%
UNP C 1.49%
ASML F 1.49%
SYK C 1.43%
WDAY B 1.41%
ZTS D 1.39%
MNST C 1.24%
ICE C 0.91%
NEE D 0.64%
LRGE Underweight 36 Positions Relative to SFYF
Symbol Grade Weight
PLTR B -5.26%
BRK.A B -3.9%
COIN C -3.59%
COST B -3.27%
AMD F -2.81%
RIVN F -2.75%
DIS B -2.35%
GME C -2.23%
ARM D -1.84%
NU C -1.57%
SHOP B -1.56%
WMT A -1.43%
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%
SQ B -0.66%
DAL C -0.62%
LCID F -0.53%
AMC C -0.53%
NKE D -0.5%
JNJ D -0.42%
AAL B -0.4%
TLRY F -0.21%
WBD C -0.13%
BYND F -0.05%
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