SFYF vs. RSPE ETF Comparison

Comparison of SoFi 50 ETF (SFYF) to Invesco ESG S&P 500 Equal Weigh (RSPE)

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

RSPE

Invesco ESG S&P 500 Equal Weigh

RSPE Description

Invesco ESG S&P 500 Equal Weigh is an exchange traded fund launched and managed by Invesco Capital Management LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the S&P 500 Equal Weight ESG Leaders Select Index, by using full replication technique. Invesco ESG S&P 500 Equal Weight ETF was formed on November 17, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$28.04

Average Daily Volume

6,663

Number of Holdings ^*

181

* may have additional holdings in another (foreign) market

Performance

Period	SFYF	RSPE
30 Days	12.59%	2.26%
60 Days	14.05%	3.28%
90 Days	16.84%	5.42%
12 Months	51.53%	27.12%

13 Overlapping Holdings

Symbol	Grade	Weight in SFYF	Weight in RSPE	Overlap
AAPL	C	4.37%	0.55%	0.55%
CCL	B	0.87%	0.79%	0.79%
DIS	B	2.35%	0.69%	0.69%
GOOGL	C	4.43%	0.34%	0.34%
INTC	D	1.42%	0.67%	0.67%
MSFT	F	4.4%	0.52%	0.52%
NKE	D	0.5%	0.51%	0.5%
NVDA	C	9.23%	0.64%	0.64%
PYPL	B	1.5%	0.65%	0.65%
SBUX	A	0.54%	0.55%	0.54%
T	A	0.98%	0.57%	0.57%
TGT	F	0.46%	0.57%	0.46%
WMT	A	1.43%	0.57%	0.57%

SFYF Overweight 36 Positions Relative to RSPE

Symbol	Grade	Weight
TSLA	B	12.29%
PLTR	B	5.26%
AMZN	C	4.6%
META	D	4.08%
BRK.A	B	3.9%
COIN	C	3.59%
COST	B	3.27%
AMD	F	2.81%
RIVN	F	2.75%
GME	C	2.23%
ARM	D	1.84%
TSM	B	1.68%
NU	C	1.57%
SHOP	B	1.56%
NFLX	A	1.36%
RDDT	B	1.3%
O	D	1.15%
F	C	1.11%
PFE	D	0.95%
XOM	B	0.95%
BABA	D	0.88%
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%
ABNB	C	0.52%
JNJ	D	0.42%
AAL	B	0.4%
TLRY	F	0.21%
WBD	C	0.13%
BYND	F	0.05%

SFYF Underweight 168 Positions Relative to RSPE

Symbol	Grade	Weight
RCL	A	-0.77%
NCLH	B	-0.75%
MS	A	-0.74%
HPE	B	-0.7%
EMR	A	-0.69%
DAY	B	-0.69%
CRM	B	-0.69%
MTB	A	-0.69%
NTRS	A	-0.67%
HBAN	A	-0.67%
GM	B	-0.67%
MAR	B	-0.66%
CMI	A	-0.66%
PNR	A	-0.65%
GWW	B	-0.64%
RF	A	-0.64%
BAC	A	-0.64%
C	A	-0.64%
AIZ	A	-0.63%
HLT	A	-0.63%
URI	B	-0.63%
JCI	C	-0.63%
APD	A	-0.63%
PCAR	B	-0.63%
RL	B	-0.63%
BK	A	-0.62%
DLR	B	-0.62%
TT	A	-0.62%
ALB	C	-0.62%
STT	A	-0.62%
CSCO	B	-0.62%
DECK	A	-0.62%
ADSK	A	-0.62%
PANW	C	-0.61%
IR	B	-0.61%
CBRE	B	-0.61%
FITB	A	-0.61%
HUBB	B	-0.61%
SRE	A	-0.61%
CAT	B	-0.61%
NOW	A	-0.61%
MET	A	-0.6%
PRU	A	-0.6%
HPQ	B	-0.6%
GILD	C	-0.59%
ITW	B	-0.59%
V	A	-0.59%
LOW	D	-0.59%
CHRW	C	-0.59%
NDAQ	A	-0.59%
ROK	B	-0.59%
CMCSA	B	-0.59%
HD	A	-0.59%
ALL	A	-0.58%
GL	B	-0.58%
JBHT	C	-0.58%
WAT	B	-0.58%
PFG	D	-0.58%
OTIS	C	-0.58%
BSX	B	-0.58%
DOV	A	-0.58%
FIS	C	-0.57%
AIG	B	-0.57%
PARA	C	-0.57%
WELL	A	-0.57%
MA	C	-0.57%
KIM	A	-0.57%
ADP	B	-0.57%
MU	D	-0.57%
DE	A	-0.56%
AFL	B	-0.56%
CSX	B	-0.56%
EQIX	A	-0.56%
MSCI	C	-0.56%
WM	A	-0.56%
DGX	A	-0.56%
FCX	D	-0.56%
RSG	A	-0.55%
KEYS	A	-0.55%
DVA	B	-0.55%
BXP	D	-0.55%
EW	C	-0.55%
VRSK	A	-0.55%
HST	C	-0.55%
HIG	B	-0.55%
NSC	B	-0.55%
MOS	F	-0.55%
UNH	C	-0.54%
WY	D	-0.54%
ABT	B	-0.54%
CTSH	B	-0.54%
ACN	C	-0.54%
CARR	D	-0.54%
TSCO	D	-0.54%
K	A	-0.54%
EBAY	D	-0.54%
TJX	A	-0.54%
WDC	D	-0.54%
PG	A	-0.53%
PPG	F	-0.53%
ICE	C	-0.53%
QCOM	F	-0.53%
ECL	D	-0.53%
WBA	F	-0.53%
IBM	C	-0.53%
EXC	C	-0.53%
EIX	B	-0.53%
CVS	D	-0.53%
YUM	B	-0.53%
FRT	B	-0.52%
MDT	D	-0.52%
LIN	D	-0.52%
SPGI	C	-0.52%
CBOE	B	-0.52%
VTR	C	-0.52%
MCO	B	-0.52%
UNP	C	-0.51%
BDX	F	-0.51%
AWK	D	-0.5%
ED	D	-0.5%
BALL	D	-0.5%
DOC	D	-0.5%
ON	D	-0.5%
XYL	D	-0.5%
BBY	D	-0.49%
ES	D	-0.49%
HAS	D	-0.49%
A	D	-0.49%
AMAT	F	-0.49%
LRCX	F	-0.49%
JNPR	F	-0.49%
AKAM	D	-0.48%
CL	D	-0.48%
ADM	D	-0.48%
PEP	F	-0.48%
CI	F	-0.48%
MKC	D	-0.48%
ARE	D	-0.47%
DHI	D	-0.47%
DOW	F	-0.47%
PLD	D	-0.47%
KHC	F	-0.47%
LYB	F	-0.47%
CPB	D	-0.47%
SWK	D	-0.47%
IPG	D	-0.47%
ABBV	D	-0.46%
HSY	F	-0.46%
GIS	D	-0.46%
MDLZ	F	-0.46%
ADBE	C	-0.46%
KLAC	D	-0.45%
NEM	D	-0.45%
BAX	D	-0.45%
NWSA	B	-0.45%
MRK	F	-0.45%
AMGN	D	-0.45%
DHR	F	-0.45%
HUM	C	-0.44%
CNC	D	-0.43%
APTV	D	-0.43%
BIIB	F	-0.42%
EL	F	-0.41%
ELV	F	-0.4%
REGN	F	-0.36%
GOOG	C	-0.28%
MRNA	F	-0.27%
NWS	B	-0.15%