SFYF vs. JGRO ETF Comparison

Comparison of SoFi 50 ETF (SFYF) to JPMorgan Active Growth ETF (JGRO)

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 ^*

* may have additional holdings in another (foreign) market

JGRO

JPMorgan Active Growth ETF

JGRO Description

JPMorgan Active Growth ETF is an exchange traded fund launched and managed by J.P. Morgan Investment Management Inc. It invests in public equity markets of the United States. It invests directly and through derivatives in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth stocks of large-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund employs proprietary research to create its portfolio. JPMorgan Active Growth ETF was formed on August 8, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$80.92

Average Daily Volume

456,688

Number of Holdings ^*

105

* may have additional holdings in another (foreign) market

Performance

Period	SFYF	JGRO
30 Days	12.59%	4.02%
60 Days	14.05%	5.72%
90 Days	16.84%	7.35%
12 Months	51.53%	38.25%

17 Overlapping Holdings

Symbol	Grade	Weight in SFYF	Weight in JGRO	Overlap
AAPL	C	4.37%	7.14%	4.37%
ABNB	C	0.52%	0.02%	0.02%
AMD	F	2.81%	0.03%	0.03%
AMZN	C	4.6%	6.39%	4.6%
BABA	D	0.88%	0.12%	0.12%
BRK.A	B	3.9%	0.49%	0.49%
KO	D	0.87%	0.55%	0.55%
META	D	4.08%	5.32%	4.08%
MSFT	F	4.4%	7.34%	4.4%
NFLX	A	1.36%	2.32%	1.36%
NVDA	C	9.23%	10.41%	9.23%
PYPL	B	1.5%	0.37%	0.37%
SBUX	A	0.54%	0.54%	0.54%
SHOP	B	1.56%	0.25%	0.25%
SQ	B	0.66%	0.06%	0.06%
TSLA	B	12.29%	1.62%	1.62%
TSM	B	1.68%	0.74%	0.74%

SFYF Overweight 32 Positions Relative to JGRO

Symbol	Grade	Weight
PLTR	B	5.26%
GOOGL	C	4.43%
COIN	C	3.59%
COST	B	3.27%
RIVN	F	2.75%
DIS	B	2.35%
GME	C	2.23%
ARM	D	1.84%
NU	C	1.57%
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%
CCL	B	0.87%
DKNG	B	0.82%
VZ	C	0.75%
NIO	F	0.71%
BA	F	0.68%
DAL	C	0.62%
LCID	F	0.53%
AMC	C	0.53%
NKE	D	0.5%
TGT	F	0.46%
JNJ	D	0.42%
AAL	B	0.4%
TLRY	F	0.21%
WBD	C	0.13%
BYND	F	0.05%

SFYF Underweight 88 Positions Relative to JGRO

Symbol	Grade	Weight
GOOG	C	-4.59%
LLY	F	-3.1%
MA	C	-2.81%
AVGO	D	-2.48%
ISRG	A	-1.88%
ORCL	B	-1.75%
BX	A	-1.22%
KKR	A	-1.16%
PWR	A	-1.15%
INTU	C	-1.13%
TT	A	-1.07%
DASH	A	-1.02%
NOW	A	-1.0%
PANW	C	-1.0%
GS	A	-0.95%
BKNG	A	-0.94%
REGN	F	-0.9%
UBER	D	-0.87%
DHI	D	-0.86%
ANET	C	-0.78%
TTD	B	-0.73%
MMM	D	-0.72%
HUBS	A	-0.71%
MCK	B	-0.7%
VRT	B	-0.68%
TJX	A	-0.62%
SNPS	B	-0.58%
SPOT	B	-0.58%
IBKR	A	-0.56%
TDG	D	-0.54%
HD	A	-0.54%
NTRA	B	-0.51%
MCO	B	-0.51%
ETN	A	-0.51%
PGR	A	-0.51%
FTI	A	-0.48%
ITT	A	-0.46%
IBM	C	-0.46%
AME	A	-0.45%
CPRT	A	-0.44%
TMO	F	-0.43%
IR	B	-0.42%
MCD	D	-0.42%
GRMN	B	-0.41%
MELI	D	-0.41%
LRCX	F	-0.4%
EOG	A	-0.38%
TEAM	A	-0.37%
TTWO	A	-0.37%
FICO	B	-0.36%
GWW	B	-0.34%
AZO	C	-0.34%
BAH	F	-0.32%
HUBB	B	-0.32%
ENTG	D	-0.3%
ON	D	-0.29%
STZ	D	-0.29%
APH	A	-0.29%
ALNY	D	-0.28%
TER	D	-0.27%
JBHT	C	-0.26%
ABT	B	-0.26%
CRWD	B	-0.24%
ELF	C	-0.24%
MDB	C	-0.24%
HLT	A	-0.23%
EXP	A	-0.23%
GEV	B	-0.22%
ITCI	C	-0.22%
APP	B	-0.22%
CRM	B	-0.22%
POOL	C	-0.2%
SAIA	B	-0.19%
UNH	C	-0.19%
COP	C	-0.19%
MTD	D	-0.16%
IQV	D	-0.15%
SNOW	C	-0.15%
AL	B	-0.15%
CMG	B	-0.13%
EXAS	D	-0.11%
LNG	B	-0.08%
EW	C	-0.08%
CELH	F	-0.07%
MNST	C	-0.06%
ASML	F	-0.05%
FCX	D	-0.05%
ADBE	C	-0.04%