SFY vs. EHLS ETF Comparison

Comparison of SoFi Select 500 ETF (SFY) to Even Herd Long Short ETF (EHLS)
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 *

495

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

Even Herd Long Short ETF

EHLS Description EHLS seeks long-term capital appreciation through a momentum-focused strategy that takes both long and short positions in US equity securities. In selecting securities, the fund employs a proprietary algorithm that emphasizes a dynamic, trend-focused analysis, instead of a strictly bottom-up valuation analysis, driven by price movements and other data points based on market trends and stock momentum. The sub-adviser may adjust its proprietary system that is continuously optimized and refined. The fund strategy involves taking long positions in equity securities exhibiting strong upward momentum and short positions in those showing downward momentum. The actively managed fund targets a net equity exposure from 40% to 90% net long, subject to adjustments based on market conditions. The fund aims to maintain 100% long and 10-60% short exposure. Short sales may include entering into swap agreements or the use of leverage.

Grade (RS Rating)

Last Trade

$23.30

Average Daily Volume

2,650

Number of Holdings *

271

* may have additional holdings in another (foreign) market
Performance
Period SFY EHLS
30 Days 4.18% 10.27%
60 Days 7.67% 10.82%
90 Days 8.72% 13.69%
12 Months 38.94%
78 Overlapping Holdings
Symbol Grade Weight in SFY Weight in EHLS Overlap
ADM D 0.03% -0.25% -0.25%
AES F 0.03% -0.17% -0.17%
AKAM D 0.02% -0.25% -0.25%
ALB C 0.01% -0.28% -0.28%
ANET C 0.18% 0.88% 0.18%
ARE D 0.04% -0.26% -0.26%
ARES A 0.05% 1.05% 0.05%
AWK D 0.04% -0.3% -0.3%
AXP A 0.28% 1.0% 0.28%
BG F 0.01% -0.26% -0.26%
BK A 0.16% 1.24% 0.16%
BRO B 0.04% 1.0% 0.04%
BSX B 0.35% 0.71% 0.35%
CBRE B 0.07% 0.98% 0.07%
CDW F 0.03% -0.27% -0.27%
CEG D 0.13% 1.21% 0.13%
CSGP D 0.04% -0.23% -0.23%
CTAS B 0.11% 1.48% 0.11%
CTRA B 0.02% -0.26% -0.26%
CVNA B 0.03% 1.29% 0.03%
DASH A 0.17% 1.05% 0.17%
DG F 0.02% -0.21% -0.21%
DVN F 0.02% -0.27% -0.27%
EG C 0.03% -0.3% -0.3%
ELV F 0.12% -0.23% -0.23%
EME C 0.04% 0.75% 0.04%
ENPH F 0.01% -0.18% -0.18%
ENTG D 0.03% -0.24% -0.24%
ES D 0.07% -0.3% -0.3%
EXC C 0.07% -0.3% -0.3%
F C 0.07% -0.25% -0.25%
FI A 0.21% 0.48% 0.21%
FICO B 0.09% 1.3% 0.09%
FTV C 0.04% -0.25% -0.25%
GIS D 0.04% -0.25% -0.25%
HES B 0.06% -0.3% -0.3%
HSY F 0.03% -0.25% -0.25%
HUBB B 0.04% 0.46% 0.04%
HWM A 0.09% 1.8% 0.09%
IDXX F 0.05% -0.3% -0.3%
IRM D 0.05% 1.68% 0.05%
ISRG A 0.38% 0.76% 0.38%
KKR A 0.41% 0.76% 0.41%
KMX B 0.01% -0.31% -0.31%
LYV A 0.05% 0.26% 0.05%
MCHP D 0.03% -0.23% -0.23%
META D 3.02% 1.64% 1.64%
MRK F 0.77% -0.23% -0.23%
MSI B 0.13% 1.57% 0.13%
NKE D 0.1% -0.23% -0.23%
NRG B 0.03% 1.2% 0.03%
NUE C 0.03% -0.23% -0.23%
NVDA C 17.18% 1.72% 1.72%
OKTA C 0.05% -0.28% -0.28%
ON D 0.03% -0.27% -0.27%
PEP F 0.28% -0.25% -0.25%
PGR A 0.5% 0.48% 0.48%
PINS D 0.05% -0.3% -0.3%
PKG A 0.02% 0.49% 0.02%
PLD D 0.13% -0.24% -0.24%
PLTR B 0.53% 1.25% 0.53%
PPG F 0.04% -0.3% -0.3%
SJM D 0.04% -0.29% -0.29%
SLB C 0.11% -0.29% -0.29%
SNOW C 0.11% -0.3% -0.3%
STZ D 0.05% -0.26% -0.26%
TMO F 0.24% -0.29% -0.29%
TMUS B 0.16% 0.96% 0.16%
TRGP B 0.05% 1.03% 0.05%
TWLO A 0.03% 0.49% 0.03%
TYL B 0.04% 0.48% 0.04%
UPS C 0.1% -0.37% -0.37%
VLO C 0.04% -0.32% -0.32%
VRSN F 0.02% -0.28% -0.28%
VST B 0.07% 1.31% 0.07%
WAB B 0.06% 0.89% 0.06%
WELL A 0.29% 1.25% 0.29%
WPC D 0.01% -0.24% -0.24%
SFY Overweight 417 Positions Relative to EHLS
Symbol Grade Weight
MSFT F 5.38%
AMZN C 4.53%
AAPL C 4.2%
AVGO D 2.8%
LLY F 2.06%
GOOGL C 1.72%
JPM A 1.55%
AMD F 1.44%
TSLA B 0.96%
UNH C 0.89%
BRK.A B 0.81%
CRM B 0.8%
NFLX A 0.74%
V A 0.73%
UBER D 0.7%
MA C 0.67%
MU D 0.66%
BAC A 0.61%
NOW A 0.56%
COST B 0.55%
XOM B 0.54%
WMT A 0.53%
ABBV D 0.53%
IBM C 0.52%
PG A 0.51%
ORCL B 0.48%
HD A 0.44%
PANW C 0.44%
JNJ D 0.43%
GS A 0.43%
CRWD B 0.42%
VRTX F 0.4%
APP B 0.39%
DIS B 0.39%
RTX C 0.38%
GILD C 0.37%
ADBE C 0.37%
AMGN D 0.36%
KO D 0.34%
MS A 0.34%
T A 0.34%
GEV B 0.33%
WFC A 0.33%
INTU C 0.33%
PM B 0.32%
PFE D 0.32%
SPGI C 0.31%
INTC D 0.31%
ACN C 0.29%
MCD D 0.28%
BX A 0.28%
ABT B 0.27%
LIN D 0.27%
C A 0.26%
CVX A 0.26%
CMCSA B 0.25%
RCL A 0.25%
WDAY B 0.25%
CSCO B 0.25%
BKNG A 0.25%
COIN C 0.25%
CAT B 0.24%
BLK C 0.23%
ETN A 0.23%
NEM D 0.22%
VZ C 0.22%
HON B 0.21%
NEE D 0.21%
SQ B 0.21%
CB C 0.21%
SYK C 0.2%
QCOM F 0.2%
TJX A 0.19%
DDOG A 0.18%
ICE C 0.18%
AMT D 0.18%
LMT D 0.17%
AMAT F 0.17%
MMC B 0.17%
CI F 0.17%
MMM D 0.17%
APO B 0.17%
HUBS A 0.16%
TXN C 0.16%
GE D 0.16%
TDG D 0.16%
MCO B 0.16%
MDT D 0.16%
UNP C 0.16%
ADP B 0.16%
BMY B 0.16%
CMG B 0.15%
SCHW B 0.15%
TTD B 0.15%
TT A 0.15%
LOW D 0.15%
AJG B 0.15%
CME A 0.14%
VRT B 0.14%
BA F 0.14%
CVS D 0.14%
USB A 0.14%
SBUX A 0.14%
SNPS B 0.14%
AON A 0.13%
PYPL B 0.13%
PNC B 0.13%
EQIX A 0.13%
DHR F 0.13%
AXON A 0.13%
APH A 0.13%
ALL A 0.13%
CL D 0.13%
ALNY D 0.12%
WM A 0.12%
TEAM A 0.12%
SO D 0.12%
DUK C 0.12%
BDX F 0.12%
REGN F 0.12%
CDNS B 0.12%
ADSK A 0.12%
PH A 0.12%
TRV B 0.12%
ZTS D 0.12%
O D 0.12%
LHX C 0.11%
EXR D 0.11%
FCX D 0.11%
COF B 0.11%
COP C 0.11%
MCK B 0.11%
NET B 0.11%
MDLZ F 0.11%
HLT A 0.1%
ZS C 0.1%
ACGL D 0.1%
EMR A 0.1%
ORLY B 0.1%
DE A 0.1%
DLR B 0.1%
ADI D 0.1%
MRVL B 0.1%
XYL D 0.1%
ROP B 0.1%
AMP A 0.1%
NOC D 0.1%
GD F 0.1%
CARR D 0.1%
ABNB C 0.1%
SHW A 0.1%
HCA F 0.1%
LVS C 0.1%
MO A 0.1%
BKR B 0.09%
MAR B 0.09%
ITW B 0.09%
PSTG D 0.09%
LRCX F 0.09%
URI B 0.09%
FIS C 0.09%
KLAC D 0.09%
PWR A 0.09%
FTNT C 0.09%
ECL D 0.09%
EOG A 0.08%
FCNCA A 0.08%
CAH B 0.08%
WMB A 0.08%
MET A 0.08%
PRU A 0.08%
GM B 0.08%
OKE A 0.08%
DFS B 0.08%
SPG B 0.08%
WDC D 0.08%
SMCI F 0.08%
APD A 0.08%
FSLR F 0.08%
GWW B 0.07%
DHI D 0.07%
DXCM D 0.07%
NTRS A 0.07%
CPRT A 0.07%
TGT F 0.07%
FLUT A 0.07%
LUV C 0.07%
BAX D 0.07%
IR B 0.07%
GLW B 0.07%
NSC B 0.07%
JCI C 0.07%
AFL B 0.07%
PCG A 0.07%
AZO C 0.07%
ROST C 0.07%
COR B 0.07%
CSX B 0.07%
CCL B 0.07%
MSTR C 0.07%
GDDY A 0.07%
DD D 0.07%
DKNG B 0.07%
PODD C 0.07%
FDX B 0.07%
PCAR B 0.07%
MSCI C 0.07%
EW C 0.06%
VICI C 0.06%
KR B 0.06%
MTB A 0.06%
TFC A 0.06%
KMB D 0.06%
VEEV C 0.06%
CTVA C 0.06%
FAST B 0.06%
DELL C 0.06%
DAL C 0.06%
KMI A 0.06%
TSN B 0.06%
SYF B 0.06%
NDAQ A 0.06%
PSA D 0.06%
PAYX C 0.06%
DOCU A 0.06%
KVUE A 0.06%
STE F 0.06%
AEP D 0.06%
PSX C 0.06%
RSG A 0.06%
STT A 0.06%
CMI A 0.06%
STX D 0.06%
TRU D 0.06%
ZM B 0.06%
CTSH B 0.05%
D C 0.05%
GEHC F 0.05%
SYY B 0.05%
YUM B 0.05%
AIG B 0.05%
ANSS B 0.05%
WTW B 0.05%
EBAY D 0.05%
DECK A 0.05%
VRSK A 0.05%
MLM B 0.05%
PEG A 0.05%
IQV D 0.05%
HUM C 0.05%
CINF A 0.05%
IT C 0.05%
MPC D 0.05%
OTIS C 0.05%
RMD C 0.05%
SRE A 0.05%
LEN D 0.05%
FANG D 0.05%
EA A 0.05%
MDB C 0.05%
KDP D 0.05%
HIG B 0.05%
FITB A 0.05%
GPN B 0.05%
AME A 0.05%
MNST C 0.05%
SW A 0.04%
MANH D 0.04%
BAH F 0.04%
EXPE B 0.04%
ROK B 0.04%
INCY C 0.04%
ED D 0.04%
HPE B 0.04%
CHTR C 0.04%
DOW F 0.04%
A D 0.04%
CPAY A 0.04%
AVB B 0.04%
LPLA A 0.04%
PTC A 0.04%
ZBH C 0.04%
XEL A 0.04%
BR A 0.04%
CLX B 0.04%
HPQ B 0.04%
GRMN B 0.04%
ODFL B 0.04%
CNC D 0.04%
VTRS A 0.04%
HBAN A 0.04%
UAL A 0.04%
VMC B 0.04%
CHD B 0.04%
RJF A 0.04%
FE C 0.04%
EFX F 0.04%
MPWR F 0.04%
EIX B 0.04%
RBLX C 0.04%
CCI D 0.04%
RPRX D 0.03%
ROL B 0.03%
MKC D 0.03%
OMC C 0.03%
LYB F 0.03%
ALGN D 0.03%
CBOE B 0.03%
MTD D 0.03%
ERIE D 0.03%
SSNC B 0.03%
CFG B 0.03%
NVR D 0.03%
AEE A 0.03%
TDY B 0.03%
DRI B 0.03%
LII A 0.03%
IFF D 0.03%
MKL A 0.03%
BURL A 0.03%
NTAP C 0.03%
WRB A 0.03%
MOH F 0.03%
TTWO A 0.03%
KHC F 0.03%
PPL B 0.03%
ETR B 0.03%
DOV A 0.03%
RF A 0.03%
PHM D 0.03%
ILMN D 0.03%
KEYS A 0.03%
SBAC D 0.03%
VLTO D 0.03%
INVH D 0.03%
TROW B 0.03%
VTR C 0.03%
OXY D 0.03%
LNG B 0.03%
TSCO D 0.03%
HAL C 0.03%
WEC A 0.03%
EQR B 0.03%
LDOS C 0.03%
BMRN D 0.03%
UDR B 0.02%
CSL C 0.02%
JBHT C 0.02%
DPZ C 0.02%
RVTY F 0.02%
EVRG A 0.02%
HST C 0.02%
CAG D 0.02%
ZBRA B 0.02%
AVY D 0.02%
MRO B 0.02%
NI A 0.02%
EPAM C 0.02%
DLTR F 0.02%
JKHY D 0.02%
RS B 0.02%
SWK D 0.02%
LNT A 0.02%
BLDR D 0.02%
DGX A 0.02%
DOC D 0.02%
ULTA F 0.02%
IEX B 0.02%
MAS D 0.02%
HOLX D 0.02%
BALL D 0.02%
STLD B 0.02%
GPC D 0.02%
OC A 0.02%
PNR A 0.02%
WY D 0.02%
BBY D 0.02%
EXAS D 0.02%
PFG D 0.02%
IP B 0.02%
DTE C 0.02%
CMS C 0.02%
RPM A 0.02%
EQT B 0.02%
CNP B 0.02%
WBD C 0.02%
EL F 0.02%
ESS B 0.02%
ATO A 0.02%
WSO A 0.02%
MAA B 0.02%
KIM A 0.02%
LH C 0.02%
WAT B 0.02%
TER D 0.02%
WSM B 0.02%
WST C 0.02%
GEN B 0.02%
TXT D 0.02%
SUI D 0.02%
K A 0.02%
J F 0.02%
KEY B 0.02%
BIIB F 0.02%
SNA A 0.02%
FDS B 0.02%
MRNA F 0.01%
CE F 0.01%
TFX F 0.01%
EMN D 0.01%
CF B 0.01%
SOLV C 0.01%
LW C 0.01%
EXPD D 0.01%
SNAP C 0.01%
SWKS F 0.01%
SCCO F 0.0%
SFY Underweight 193 Positions Relative to EHLS
Symbol Grade Weight
SPOT B -2.25%
BMA B -2.14%
CSWI A -2.03%
QTWO A -1.82%
GDS C -1.71%
LMB A -1.7%
PIPR B -1.67%
SLG B -1.62%
USLM A -1.53%
HWKN B -1.46%
GVA A -1.41%
IGIC B -1.33%
SE B -1.3%
CRS A -1.27%
CW B -1.26%
ADMA B -1.26%
TPB B -1.24%
SFM A -1.2%
CLBT B -1.2%
SKT B -1.14%
REAX D -1.1%
PAM A -1.09%
RDNT B -1.08%
SLVM B -1.06%
FTDR A -1.04%
TPL A -1.02%
HOOD B -1.01%
THC D -0.98%
RSI B -0.98%
NPAB B -0.92%
EDN B -0.92%
JXN C -0.87%
GLNG C -0.86%
PNTG D -0.84%
MOD A -0.82%
IESC B -0.79%
COOP B -0.78%
SKYW B -0.76%
CNX A -0.76%
PSN D -0.7%
CDNA D -0.62%
HLNE B -0.62%
CCB A -0.56%
AMAL B -0.56%
AIT A -0.55%
ALSN B -0.55%
NBN B -0.54%
BBSI B -0.54%
FTI A -0.53%
CNK B -0.51%
VERX B -0.49%
CLH B -0.48%
QFIN B -0.47%
MMYT B -0.46%
GRBK D -0.46%
POWL C -0.45%
UFPT B -0.44%
RNA D -0.44%
ALHC C -0.42%
CACI D -0.42%
RKLB B -0.39%
WULF C -0.34%
YPF B -0.32%
TCBX A -0.3%
CEIX A -0.3%
FRHC B -0.28%
KTB B -0.27%
MUSA A -0.27%
PPTA C -0.27%
CASH A -0.27%
EXLS B -0.26%
SOFI A -0.25%
MLR B -0.25%
PEGA A -0.25%
SNEX B -0.25%
MATX C -0.24%
ONON A -0.24%
BBW B -0.24%
GATO D -0.23%
TRUP B -0.23%
EXEL B -0.23%
AORT B -0.22%
CSTM F --0.07%
NEP F --0.09%
SPT C --0.14%
CVI F --0.15%
AMN F --0.16%
VSAT F --0.16%
PGNY F --0.17%
STNG F --0.17%
APTV D --0.18%
WU D --0.18%
FLNG B --0.19%
W F --0.2%
BEN C --0.2%
COLD D --0.2%
VAL D --0.2%
AMRC F --0.2%
WRLD C --0.2%
ASH D --0.21%
ELF C --0.21%
ADNT F --0.21%
WSC D --0.21%
ASML F --0.22%
IGT F --0.22%
ENOV C --0.22%
PARR D --0.22%
FIVE F --0.22%
AVTR F --0.22%
DOOO F --0.22%
LEA D --0.22%
ROG D --0.23%
DLB B --0.23%
NTST D --0.23%
APA D --0.23%
IMCR D --0.23%
TEX D --0.23%
OLN D --0.23%
SCL C --0.24%
OMI F --0.24%
CWT D --0.24%
ODP F --0.24%
NSP D --0.24%
WOR F --0.24%
APLS D --0.24%
PD C --0.24%
ETSY D --0.24%
SITE D --0.24%
CC C --0.24%
JBSS D --0.25%
OTEX D --0.25%
PCH D --0.25%
IPG D --0.25%
MTN C --0.25%
FUL F --0.25%
ATKR C --0.25%
REXR F --0.25%
ALV C --0.25%
MGM D --0.26%
GO C --0.26%
THS D --0.26%
ALGM D --0.26%
IAC D --0.26%
HDB C --0.26%
FMX F --0.26%
SON D --0.26%
CALX D --0.27%
COHU C --0.27%
HXL D --0.27%
MTDR B --0.27%
SLAB D --0.27%
CNI D --0.27%
CWH B --0.27%
YELP C --0.28%
VTLE C --0.28%
MUR D --0.28%
MRTN C --0.28%
CRL C --0.28%
USPH B --0.28%
SJW D --0.28%
PZZA D --0.28%
CENTA C --0.28%
TDC D --0.29%
FIVN C --0.29%
UGI A --0.29%
HP B --0.29%
CHRD D --0.29%
LKQ D --0.29%
AMRK F --0.29%
AIN C --0.29%
MOS F --0.29%
URBN C --0.29%
CENT C --0.29%
SIGI C --0.29%
RPD C --0.29%
CIVI D --0.29%
WFRD D --0.3%
RIO D --0.3%
AVA A --0.3%
EVTC B --0.3%
HELE C --0.3%
ACI C --0.3%
DIOD D --0.3%
OXM D --0.31%
ZD C --0.31%
IRTC D --0.32%
CAR C --0.32%
ALRM C --0.32%
TENB C --0.33%
OVV B --0.33%
NARI C --0.34%
AMR C --0.35%
PRGO B --0.44%
Compare ETFs