SFYF vs. SPYD ETF Comparison

Comparison of SoFi 50 ETF (SFYF) to SPDR S&P 500 High Dividend ETF (SPYD)

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

SPYD

SPDR S&P 500 High Dividend ETF

SPYD Description

The investment seeks to track the performance of the S&P 500 High Dividend Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the top 80 dividend-paying securities listed on the S&P 500® Index, based on dividend yield. The S&P 500 Index focuses on the large capitalization U.S. equity market, including common stock and real estate investment trusts ("REITs"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$46.73

Average Daily Volume

872,814

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SFYF	SPYD
30 Days	12.59%	2.04%
60 Days	14.05%	2.97%
90 Days	16.84%	5.83%
12 Months	51.53%	36.63%

5 Overlapping Holdings

Symbol	Grade	Weight in SFYF	Weight in SPYD	Overlap
F	C	1.14%	0.92%	0.92%
O	D	1.15%	1.13%	1.13%
PFE	D	0.99%	0.94%	0.94%
T	A	0.95%	1.35%	0.95%
VZ	C	0.72%	1.2%	0.72%

SFYF Overweight 44 Positions Relative to SPYD

Symbol	Grade	Weight
TSLA	B	11.77%
NVDA	C	9.36%
PLTR	B	5.05%
AMZN	C	4.73%
GOOGL	C	4.56%
MSFT	F	4.47%
AAPL	C	4.26%
META	D	4.21%
BRK.A	B	3.87%
COIN	C	3.57%
COST	B	3.28%
AMD	F	2.92%
RIVN	F	2.89%
GME	C	2.09%
DIS	B	2.07%
ARM	D	1.92%
NU	C	1.87%
TSM	B	1.71%
SHOP	B	1.63%
PYPL	B	1.53%
INTC	D	1.43%
WMT	A	1.39%
NFLX	A	1.26%
RDDT	B	1.22%
XOM	B	0.95%
BABA	D	0.93%
KO	D	0.87%
CCL	B	0.85%
DKNG	B	0.78%
NIO	F	0.69%
BA	F	0.68%
SQ	B	0.64%
DAL	C	0.62%
TGT	F	0.59%
LCID	F	0.55%
SBUX	A	0.54%
AMC	C	0.54%
NKE	D	0.53%
ABNB	C	0.51%
JNJ	D	0.42%
AAL	B	0.38%
TLRY	F	0.24%
WBD	C	0.12%
BYND	F	0.05%

SFYF Underweight 75 Positions Relative to SPYD

Symbol	Grade	Weight
K	A	-1.61%
OKE	A	-1.53%
WMB	A	-1.52%
ETR	B	-1.52%
KVUE	A	-1.5%
MS	A	-1.5%
KMI	A	-1.48%
BMY	B	-1.44%
MTB	A	-1.43%
IP	B	-1.42%
XEL	A	-1.41%
KEY	B	-1.39%
SPG	B	-1.38%
GILD	C	-1.38%
HBAN	A	-1.36%
VTR	C	-1.36%
KIM	A	-1.36%
RF	A	-1.36%
PNC	B	-1.34%
BXP	D	-1.34%
WEC	A	-1.34%
PM	B	-1.32%
FITB	A	-1.31%
PSA	D	-1.3%
EVRG	A	-1.3%
REG	B	-1.3%
MO	A	-1.29%
USB	A	-1.28%
CFG	B	-1.27%
IBM	C	-1.27%
PNW	B	-1.26%
EIX	B	-1.26%
MAA	B	-1.26%
D	C	-1.26%
VTRS	A	-1.25%
EXC	C	-1.23%
SO	D	-1.22%
TFC	A	-1.22%
IVZ	B	-1.22%
UDR	B	-1.22%
ESS	B	-1.21%
BBY	D	-1.21%
FRT	B	-1.21%
CPT	B	-1.21%
VICI	C	-1.2%
HAS	D	-1.2%
EQR	B	-1.2%
TROW	B	-1.19%
CVX	A	-1.19%
UPS	C	-1.19%
PRU	A	-1.18%
DUK	C	-1.18%
FE	C	-1.17%
AMCR	D	-1.16%
AEP	D	-1.16%
EXR	D	-1.16%
HST	C	-1.15%
DOC	D	-1.15%
CCI	D	-1.13%
SWK	D	-1.13%
ES	D	-1.12%
GIS	D	-1.1%
FMC	D	-1.09%
KHC	F	-1.08%
BEN	C	-1.08%
ABBV	D	-1.07%
ARE	D	-1.05%
SJM	D	-1.05%
IPG	D	-1.05%
CVS	D	-1.04%
CAG	D	-1.02%
LYB	F	-0.99%
DOW	F	-0.94%
AES	F	-0.92%
WBA	F	-0.87%