SFYF vs. XLY ETF Comparison

Comparison of SoFi 50 ETF (SFYF) to SPDR Select Sector Fund - Consumer Discretionary (XLY)

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

$31.58

Average Daily Volume

2,562

Number of Holdings ^*

* may have additional holdings in another (foreign) market

XLY

SPDR Select Sector Fund - Consumer Discretionary

XLY Description

The investment seeks investment results that, before expenses, correspond to the price and yield performance of publicly traded equity securities of companies in The Consumer Discretionary Select Sector Index. The fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: media; retail; hotels, restaurants & leisure; textiles, apparel & luxury goods; household durables; automobiles; auto components; distributors; leisure equipment & products; and diversified consumer services. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$179.06

Average Daily Volume

4,482,475

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SFYF	XLY
30 Days	-1.79%	-1.28%
60 Days	-2.55%	-0.48%
90 Days	1.26%	-0.25%
12 Months	35.13%	21.60%

7 Overlapping Holdings

Symbol	Grade	Weight in SFYF	Weight in XLY	Overlap
ABNB	D	0.92%	1.96%	0.92%
AMZN	A	4.96%	23.76%	4.96%
CCL	F	0.85%	0.42%	0.42%
F	D	1.41%	1.38%	1.38%
NKE	F	0.36%	3.17%	0.36%
SBUX	F	0.49%	2.77%	0.49%
TSLA	D	10.96%	14.52%	10.96%

SFYF Overweight 42 Positions Relative to XLY

Symbol	Grade	Weight
NVDA	B	9.7%
GOOGL	B	5.51%
AAPL	B	5.12%
MSFT	D	4.76%
META	D	4.22%
PLTR	D	4.06%
BRK.A	C	3.35%
AMD	D	3.33%
COIN	D	3.25%
RIVN	F	3.18%
DIS	D	3.07%
COST	A	2.84%
ARM	F	2.6%
NU	C	2.2%
PYPL	C	2.01%
SHOP	F	1.74%
NFLX	C	1.33%
BABA	B	1.22%
T	B	1.19%
XOM	B	1.14%
WMT	B	1.06%
PFE	C	1.05%
KO	A	1.04%
DKNG	C	1.01%
SQ	D	0.97%
INTC	F	0.91%
NIO	D	0.88%
TGT	D	0.86%
BA	F	0.79%
DAL	A	0.74%
LCID	F	0.69%
JNJ	F	0.69%
GME	C	0.62%
MRNA	B	0.42%
AMC	F	0.39%
AAL	C	0.38%
TLRY	D	0.32%
SNAP	B	0.29%
ZM	F	0.21%
WBD	F	0.16%
SPCE	F	0.09%
BYND	F	0.07%

SFYF Underweight 45 Positions Relative to XLY

Symbol	Grade	Weight
HD	D	-9.05%
MCD	F	-4.22%
LOW	D	-3.68%
BKNG	B	-3.4%
TJX	C	-3.0%
CMG	A	-2.44%
ORLY	D	-1.69%
MAR	D	-1.64%
GM	A	-1.47%
AZO	D	-1.43%
HLT	D	-1.41%
ROST	D	-1.22%
DHI	D	-1.2%
LULU	F	-1.15%
YUM	D	-1.11%
LEN	C	-1.06%
RCL	A	-0.93%
TSCO	C	-0.83%
EBAY	D	-0.76%
NVR	D	-0.67%
PHM	B	-0.67%
GPC	C	-0.63%
GRMN	A	-0.61%
DECK	D	-0.59%
APTV	C	-0.56%
ULTA	F	-0.55%
DPZ	B	-0.51%
DRI	F	-0.51%
EXPE	F	-0.49%
LVS	F	-0.47%
POOL	D	-0.4%
BBY	D	-0.4%
LKQ	F	-0.32%
MGM	D	-0.31%
KMX	D	-0.3%
BBWI	B	-0.29%
WYNN	D	-0.26%
TPR	D	-0.26%
NCLH	F	-0.23%
ETSY	F	-0.23%
HAS	C	-0.23%
CZR	F	-0.22%
BWA	B	-0.21%
RL	D	-0.18%
MHK	C	-0.17%