SFY vs. SCHG ETF Comparison

Comparison of SoFi Select 500 ETF (SFY) to Schwab U.S. Large-Cap Growth ETF (SCHG)
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
SCHG

Schwab U.S. Large-Cap Growth ETF

SCHG Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors. The index is a float-adjusted market capitalization weighted index.

Grade (RS Rating)

Last Trade

$27.49

Average Daily Volume

4,492,339

Number of Holdings *

223

* may have additional holdings in another (foreign) market
Performance
Period SFY SCHG
30 Days 4.18% 4.60%
60 Days 7.67% 6.32%
90 Days 8.72% 7.65%
12 Months 38.94% 38.45%
156 Overlapping Holdings
Symbol Grade Weight in SFY Weight in SCHG Overlap
AAPL C 4.2% 10.4% 4.2%
ABNB C 0.1% 0.23% 0.1%
ACN C 0.29% 0.87% 0.29%
ADBE C 0.37% 0.87% 0.37%
ADSK A 0.12% 0.26% 0.12%
ALGN D 0.03% 0.06% 0.03%
ALNY D 0.12% 0.12% 0.12%
AMD F 1.44% 0.88% 0.88%
AMZN C 4.53% 5.65% 4.53%
ANET C 0.18% 0.37% 0.18%
ANSS B 0.05% 0.12% 0.05%
APO B 0.17% 0.29% 0.17%
APP B 0.39% 0.25% 0.25%
AVGO D 2.8% 3.03% 2.8%
AXON A 0.13% 0.17% 0.13%
AZO C 0.07% 0.21% 0.07%
BKNG A 0.25% 0.66% 0.25%
BKR B 0.09% 0.17% 0.09%
BLDR D 0.02% 0.08% 0.02%
BLK C 0.23% 0.57% 0.23%
BMRN D 0.03% 0.05% 0.03%
CDNS B 0.12% 0.32% 0.12%
CEG D 0.13% 0.28% 0.13%
CHTR C 0.04% 0.15% 0.04%
CMG B 0.15% 0.32% 0.15%
COIN C 0.25% 0.26% 0.25%
COST B 0.55% 1.6% 0.55%
CPAY A 0.04% 0.1% 0.04%
CPRT A 0.07% 0.2% 0.07%
CRM B 0.8% 1.23% 0.8%
CRWD B 0.42% 0.31% 0.31%
CSGP D 0.04% 0.12% 0.04%
CSL C 0.02% 0.08% 0.02%
CTVA C 0.06% 0.15% 0.06%
CVNA B 0.03% 0.11% 0.03%
DASH A 0.17% 0.22% 0.17%
DDOG A 0.18% 0.15% 0.15%
DECK A 0.05% 0.11% 0.05%
DELL C 0.06% 0.15% 0.06%
DHR F 0.13% 0.58% 0.13%
DKNG B 0.07% 0.08% 0.07%
DOCU A 0.06% 0.06% 0.06%
DPZ C 0.02% 0.06% 0.02%
DXCM D 0.07% 0.12% 0.07%
EFX F 0.04% 0.12% 0.04%
EG C 0.03% 0.06% 0.03%
ELV F 0.12% 0.36% 0.12%
EME C 0.04% 0.09% 0.04%
ENPH F 0.01% 0.03% 0.01%
EPAM C 0.02% 0.05% 0.02%
EQIX A 0.13% 0.34% 0.13%
EW C 0.06% 0.17% 0.06%
EXAS D 0.02% 0.04% 0.02%
FCNCA A 0.08% 0.1% 0.08%
FDS B 0.02% 0.07% 0.02%
FI A 0.21% 0.48% 0.21%
FICO B 0.09% 0.22% 0.09%
FLUT A 0.07% 0.19% 0.07%
FSLR F 0.08% 0.08% 0.08%
FTNT C 0.09% 0.23% 0.09%
GDDY A 0.07% 0.1% 0.07%
GE D 0.16% 0.76% 0.16%
GEV B 0.33% 0.35% 0.33%
GOOGL C 1.72% 3.08% 1.72%
GWW B 0.07% 0.2% 0.07%
HES B 0.06% 0.16% 0.06%
HLT A 0.1% 0.24% 0.1%
HUBS A 0.16% 0.13% 0.13%
HUM C 0.05% 0.13% 0.05%
IDXX F 0.05% 0.14% 0.05%
ILMN D 0.03% 0.08% 0.03%
INTU C 0.33% 0.74% 0.33%
IQV D 0.05% 0.13% 0.05%
ISRG A 0.38% 0.74% 0.38%
IT C 0.05% 0.16% 0.05%
JBHT C 0.02% 0.06% 0.02%
KLAC D 0.09% 0.33% 0.09%
LII A 0.03% 0.08% 0.03%
LIN D 0.27% 0.85% 0.27%
LLY F 2.06% 2.25% 2.06%
LNG B 0.03% 0.19% 0.03%
LPLA A 0.04% 0.09% 0.04%
LRCX F 0.09% 0.36% 0.09%
LYV A 0.05% 0.08% 0.05%
MA C 0.67% 1.69% 0.67%
MAR B 0.09% 0.26% 0.09%
MCK B 0.11% 0.31% 0.11%
MCO B 0.16% 0.29% 0.16%
MDB C 0.05% 0.08% 0.05%
META D 3.02% 3.64% 3.02%
MKL A 0.03% 0.09% 0.03%
MLM B 0.05% 0.14% 0.05%
MOH F 0.03% 0.07% 0.03%
MPWR F 0.04% 0.11% 0.04%
MRNA F 0.01% 0.05% 0.01%
MRVL B 0.1% 0.3% 0.1%
MSCI C 0.07% 0.18% 0.07%
MSFT F 5.38% 9.27% 5.38%
MSTR C 0.07% 0.26% 0.07%
MTD D 0.03% 0.1% 0.03%
NET B 0.11% 0.11% 0.11%
NFLX A 0.74% 1.43% 0.74%
NOW A 0.56% 0.81% 0.56%
NVDA C 17.18% 10.35% 10.35%
NVR D 0.03% 0.11% 0.03%
ODFL B 0.04% 0.16% 0.04%
OKTA C 0.05% 0.05% 0.05%
ORLY B 0.1% 0.28% 0.1%
PANW C 0.44% 0.49% 0.44%
PGR A 0.5% 0.59% 0.5%
PH A 0.12% 0.35% 0.12%
PINS D 0.05% 0.07% 0.05%
PLTR B 0.53% 0.48% 0.48%
PODD C 0.07% 0.07% 0.07%
PSTG D 0.09% 0.06% 0.06%
PTC A 0.04% 0.09% 0.04%
RBLX C 0.04% 0.11% 0.04%
REGN F 0.12% 0.32% 0.12%
RMD C 0.05% 0.14% 0.05%
ROP B 0.1% 0.23% 0.1%
RVTY F 0.02% 0.05% 0.02%
SBAC D 0.03% 0.09% 0.03%
SHW A 0.1% 0.34% 0.1%
SMCI F 0.08% 0.04% 0.04%
SNOW C 0.11% 0.17% 0.11%
SNPS B 0.14% 0.31% 0.14%
SPGI C 0.31% 0.63% 0.31%
SQ B 0.21% 0.2% 0.2%
STZ D 0.05% 0.15% 0.05%
TDG D 0.16% 0.28% 0.16%
TDY B 0.03% 0.09% 0.03%
TEAM A 0.12% 0.15% 0.12%
TMO F 0.24% 0.75% 0.24%
TMUS B 0.16% 0.46% 0.16%
TRGP B 0.05% 0.17% 0.05%
TSLA B 0.96% 3.69% 0.96%
TTD B 0.15% 0.21% 0.15%
TTWO A 0.03% 0.12% 0.03%
TWLO A 0.03% 0.06% 0.03%
TYL B 0.04% 0.1% 0.04%
UBER D 0.7% 0.57% 0.57%
ULTA F 0.02% 0.07% 0.02%
UNH C 0.89% 2.14% 0.89%
URI B 0.09% 0.22% 0.09%
V A 0.73% 2.05% 0.73%
VEEV C 0.06% 0.12% 0.06%
VMC B 0.04% 0.14% 0.04%
VRT B 0.14% 0.18% 0.14%
VRTX F 0.4% 0.47% 0.4%
WAT B 0.02% 0.08% 0.02%
WBD C 0.02% 0.08% 0.02%
WDAY B 0.25% 0.22% 0.22%
WST C 0.02% 0.09% 0.02%
ZM B 0.06% 0.08% 0.06%
ZS C 0.1% 0.08% 0.08%
ZTS D 0.12% 0.31% 0.12%
SFY Overweight 339 Positions Relative to SCHG
Symbol Grade Weight
JPM A 1.55%
BRK.A B 0.81%
MRK F 0.77%
MU D 0.66%
BAC A 0.61%
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%
JNJ D 0.43%
GS A 0.43%
KKR A 0.41%
DIS B 0.39%
RTX C 0.38%
GILD C 0.37%
AMGN D 0.36%
BSX B 0.35%
KO D 0.34%
MS A 0.34%
T A 0.34%
WFC A 0.33%
PM B 0.32%
PFE D 0.32%
INTC D 0.31%
WELL A 0.29%
AXP A 0.28%
MCD D 0.28%
PEP F 0.28%
BX A 0.28%
ABT B 0.27%
C A 0.26%
CVX A 0.26%
CMCSA B 0.25%
RCL A 0.25%
CSCO B 0.25%
CAT B 0.24%
ETN A 0.23%
NEM D 0.22%
VZ C 0.22%
HON B 0.21%
NEE D 0.21%
CB C 0.21%
SYK C 0.2%
QCOM F 0.2%
TJX A 0.19%
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%
TXN C 0.16%
BK A 0.16%
MDT D 0.16%
UNP C 0.16%
ADP B 0.16%
BMY B 0.16%
SCHW B 0.15%
TT A 0.15%
LOW D 0.15%
AJG B 0.15%
CME A 0.14%
BA F 0.14%
CVS D 0.14%
USB A 0.14%
SBUX A 0.14%
AON A 0.13%
MSI B 0.13%
PYPL B 0.13%
PNC B 0.13%
PLD D 0.13%
APH A 0.13%
ALL A 0.13%
CL D 0.13%
WM A 0.12%
SO D 0.12%
DUK C 0.12%
BDX F 0.12%
TRV B 0.12%
O D 0.12%
LHX C 0.11%
SLB C 0.11%
CTAS B 0.11%
EXR D 0.11%
FCX D 0.11%
COF B 0.11%
COP C 0.11%
MDLZ F 0.11%
NKE D 0.1%
ACGL D 0.1%
EMR A 0.1%
DE A 0.1%
DLR B 0.1%
ADI D 0.1%
UPS C 0.1%
XYL D 0.1%
AMP A 0.1%
NOC D 0.1%
GD F 0.1%
CARR D 0.1%
HCA F 0.1%
LVS C 0.1%
MO A 0.1%
ITW B 0.09%
FIS C 0.09%
PWR A 0.09%
HWM A 0.09%
ECL D 0.09%
EOG 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%
APD A 0.08%
EXC C 0.07%
CBRE B 0.07%
DHI D 0.07%
NTRS A 0.07%
F C 0.07%
TGT F 0.07%
LUV C 0.07%
ES D 0.07%
BAX D 0.07%
VST B 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%
ROST C 0.07%
COR B 0.07%
CSX B 0.07%
CCL B 0.07%
DD D 0.07%
FDX B 0.07%
PCAR B 0.07%
VICI C 0.06%
KR B 0.06%
MTB A 0.06%
TFC A 0.06%
KMB D 0.06%
FAST B 0.06%
DAL C 0.06%
KMI A 0.06%
TSN B 0.06%
SYF B 0.06%
WAB B 0.06%
NDAQ A 0.06%
PSA D 0.06%
PAYX C 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%
CTSH B 0.05%
D C 0.05%
GEHC F 0.05%
SYY B 0.05%
YUM B 0.05%
AIG B 0.05%
WTW B 0.05%
EBAY D 0.05%
VRSK A 0.05%
PEG A 0.05%
CINF A 0.05%
MPC D 0.05%
OTIS C 0.05%
SRE A 0.05%
LEN D 0.05%
FANG D 0.05%
EA A 0.05%
KDP D 0.05%
HIG B 0.05%
IRM D 0.05%
FITB A 0.05%
GPN B 0.05%
AME A 0.05%
MNST C 0.05%
ARES A 0.05%
SW A 0.04%
MANH D 0.04%
BAH F 0.04%
EXPE B 0.04%
PPG F 0.04%
ROK B 0.04%
INCY C 0.04%
HUBB B 0.04%
ED D 0.04%
HPE B 0.04%
AWK D 0.04%
VLO C 0.04%
DOW F 0.04%
A D 0.04%
AVB B 0.04%
ZBH C 0.04%
XEL A 0.04%
GIS D 0.04%
BR A 0.04%
CLX B 0.04%
HPQ B 0.04%
GRMN B 0.04%
ARE D 0.04%
FTV C 0.04%
CNC D 0.04%
BRO B 0.04%
VTRS A 0.04%
HBAN A 0.04%
UAL A 0.04%
CHD B 0.04%
RJF A 0.04%
FE C 0.04%
EIX B 0.04%
SJM D 0.04%
CCI D 0.04%
AES F 0.03%
RPRX D 0.03%
ADM D 0.03%
ROL B 0.03%
MKC D 0.03%
OMC C 0.03%
LYB F 0.03%
CBOE B 0.03%
ERIE D 0.03%
SSNC B 0.03%
CFG B 0.03%
MCHP D 0.03%
AEE A 0.03%
DRI B 0.03%
IFF D 0.03%
NRG B 0.03%
CDW F 0.03%
NUE C 0.03%
ON D 0.03%
ENTG D 0.03%
BURL A 0.03%
NTAP C 0.03%
WRB 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%
KEYS A 0.03%
VLTO D 0.03%
INVH D 0.03%
TROW B 0.03%
VTR C 0.03%
OXY D 0.03%
HSY F 0.03%
TSCO D 0.03%
HAL C 0.03%
WEC A 0.03%
EQR B 0.03%
LDOS C 0.03%
UDR B 0.02%
EVRG A 0.02%
HST C 0.02%
CTRA B 0.02%
CAG D 0.02%
ZBRA B 0.02%
AVY D 0.02%
MRO B 0.02%
NI A 0.02%
DLTR F 0.02%
JKHY D 0.02%
RS B 0.02%
SWK D 0.02%
LNT A 0.02%
DGX A 0.02%
DOC D 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%
DG F 0.02%
OC A 0.02%
PNR A 0.02%
AKAM D 0.02%
WY D 0.02%
BBY D 0.02%
PFG D 0.02%
VRSN F 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%
EL F 0.02%
ESS B 0.02%
DVN F 0.02%
ATO A 0.02%
WSO A 0.02%
MAA B 0.02%
KIM A 0.02%
LH C 0.02%
TER D 0.02%
PKG A 0.02%
WSM B 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%
ALB C 0.01%
CE F 0.01%
TFX F 0.01%
KMX B 0.01%
EMN D 0.01%
CF B 0.01%
BG F 0.01%
SOLV C 0.01%
LW C 0.01%
EXPD D 0.01%
SNAP C 0.01%
WPC D 0.01%
SWKS F 0.01%
SCCO F 0.0%
SFY Underweight 67 Positions Relative to SCHG
Symbol Grade Weight
GOOG C -2.54%
LULU C -0.14%
HOOD B -0.1%
TPL A -0.1%
HEI B -0.1%
IBKR A -0.08%
NTRA B -0.07%
SFM A -0.06%
COHR B -0.06%
CASY A -0.06%
TW A -0.06%
DT C -0.06%
FIX A -0.06%
TOST B -0.06%
DAY B -0.05%
NBIX C -0.05%
OWL A -0.05%
FTI A -0.05%
CLH B -0.05%
PFGC B -0.05%
TXRH C -0.05%
RNR C -0.05%
AVTR F -0.05%
SAIA B -0.05%
POOL C -0.05%
PEN B -0.04%
WMS D -0.04%
ROKU D -0.04%
WING D -0.04%
MUSA A -0.04%
CRL C -0.04%
SRPT D -0.04%
CACI D -0.04%
CHDN B -0.04%
KNSL B -0.04%
BLD D -0.04%
CTLT B -0.04%
PAYC B -0.04%
GNRC B -0.04%
FND C -0.04%
LBRDK C -0.04%
INSM C -0.04%
RGEN D -0.03%
WSC D -0.03%
COKE C -0.03%
RIVN F -0.03%
PCOR B -0.03%
OLED D -0.03%
ESTC C -0.03%
TREX C -0.03%
MEDP D -0.03%
CHE D -0.03%
RRC B -0.03%
TKO B -0.03%
CNM D -0.03%
PCTY B -0.03%
CELH F -0.02%
PSN D -0.02%
ROIV C -0.02%
U C -0.02%
CLF F -0.02%
PATH C -0.02%
ETSY D -0.02%
BIO D -0.02%
NOV C -0.02%
QRVO F -0.02%
RCM F -0.01%
Compare ETFs