SFYX vs. HART ETF Comparison

Comparison of SoFi Next 500 ETF (SFYX) to IQ Healthy Hearts ETF (HART)
SFYX

SoFi Next 500 ETF

SFYX Description

The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US Next 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 the 500 smallest of the 1,000 largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.

Grade (RS Rating)

Last Trade

$13.33

Average Daily Volume

30,842

Number of Holdings *

483

* may have additional holdings in another (foreign) market
HART

IQ Healthy Hearts ETF

HART Description The investment seeks investment results that correspond (before fees and expenses) generally to the price and yield performance of its underlying index, the IQ Candriam Healthy Hearts Index. The fund employs a passive management - or indexing - investment approach designed to track the performance of the index, which was developed by IndexIQ LLC with Candriam Belgium S.A. acting as index consultant to IndexIQ. The index includes securities of large-, mid- and small-capitalization companies that trade in the U.S. and foreign markets, including emerging markets other than China, Egypt, India, Kuwait, Pakistan, Qatar, Saudi Arabia and United Arab Emirates.

Grade (RS Rating)

Last Trade

$30.85

Average Daily Volume

690

Number of Holdings *

44

* may have additional holdings in another (foreign) market
Performance
Period SFYX HART
30 Days 0.31% 2.66%
60 Days -0.61% 4.95%
90 Days -3.93% 2.75%
12 Months 11.48% 10.89%
13 Overlapping Holdings
Symbol Grade Weight in SFYX Weight in HART Overlap
ACHC D 0.34% 0.39% 0.34%
CYTK D 0.07% 0.33% 0.07%
DKS B 0.27% 0.65% 0.27%
EHC B 0.21% 0.55% 0.21%
MMSI A 0.12% 0.5% 0.12%
MTN D 0.15% 0.37% 0.15%
PEN D 0.46% 0.36% 0.36%
PLNT B 0.17% 0.56% 0.17%
PNR D 0.26% 0.51% 0.26%
POOL F 0.22% 0.42% 0.22%
THC B 0.26% 0.71% 0.26%
UTHR A 0.38% 0.68% 0.38%
VFC C 0.07% 0.43% 0.07%
SFYX Overweight 470 Positions Relative to HART
Symbol Grade Weight
PSTG B 1.06%
OWL C 0.83%
DT F 0.83%
CELH F 0.8%
FTI C 0.73%
NTNX D 0.7%
ELF B 0.67%
HOOD B 0.66%
WYNN D 0.62%
TAP F 0.61%
IBKR B 0.61%
RRX F 0.57%
NRG C 0.57%
NCLH B 0.51%
KIM B 0.51%
ANF B 0.51%
RIVN C 0.5%
GTLS D 0.5%
MANH B 0.47%
NBIX C 0.46%
WFRD C 0.46%
KNSL F 0.46%
EME C 0.44%
LII B 0.42%
AAL F 0.42%
GWRE A 0.41%
NTRA B 0.41%
HEI B 0.4%
ACM D 0.4%
RCM B 0.39%
MORN C 0.39%
MEDP B 0.38%
SRPT B 0.38%
ESTC B 0.38%
NOV B 0.38%
TDW C 0.38%
GPS C 0.37%
APPF B 0.37%
EWBC C 0.37%
DUOL B 0.37%
ITCI C 0.37%
TOST B 0.36%
BSY D 0.36%
WING A 0.35%
PCOR D 0.35%
USFD B 0.34%
SOFI D 0.34%
TTEK C 0.34%
RYAN B 0.34%
APG B 0.34%
RGA B 0.34%
PR C 0.34%
LNTH B 0.34%
TPL B 0.33%
GMED A 0.33%
SAIA B 0.33%
RMBS D 0.33%
FIX D 0.33%
AGNC B 0.33%
SN B 0.32%
DAY F 0.32%
NVT D 0.32%
HQY A 0.32%
SRCL B 0.31%
WWD C 0.31%
XPO D 0.31%
LNW B 0.31%
IVZ D 0.31%
JBL F 0.3%
CHDN A 0.3%
PCTY F 0.3%
CADE C 0.3%
TW C 0.3%
JAZZ F 0.3%
REXR C 0.3%
ALLY B 0.3%
RPM D 0.29%
GGG D 0.29%
TRMB C 0.29%
OSK C 0.28%
ST D 0.28%
WBS D 0.28%
WSO C 0.28%
AOS D 0.28%
PSN B 0.28%
OC C 0.28%
ARMK A 0.27%
FNF C 0.27%
APLS F 0.27%
PATH F 0.27%
AL C 0.27%
MTZ C 0.27%
AVTR F 0.27%
TXRH B 0.27%
JNPR B 0.27%
AMH A 0.27%
U F 0.27%
LECO D 0.26%
CRBG C 0.26%
FFIV C 0.26%
PFGC D 0.26%
NDSN D 0.26%
COTY D 0.26%
CZR C 0.26%
ALKS D 0.25%
CASY B 0.25%
FHN C 0.25%
MSA B 0.25%
AIZ D 0.25%
GLPI B 0.25%
PNFP C 0.25%
EDR A 0.25%
BLD D 0.25%
UHS B 0.24%
FND F 0.24%
AZEK D 0.24%
DVA C 0.24%
THG C 0.24%
ELS B 0.24%
WTFC C 0.24%
BRKR F 0.24%
CLH B 0.24%
ALLE C 0.24%
BILL F 0.24%
FLR B 0.23%
ALK D 0.23%
AFG D 0.23%
TECH D 0.23%
ITT C 0.23%
CW B 0.23%
ADTN D 0.23%
WMS D 0.23%
BJ B 0.23%
CRL F 0.22%
CG C 0.22%
IPG F 0.22%
SMAR B 0.22%
CUBE B 0.22%
PRGO F 0.22%
ACI F 0.22%
WEX D 0.22%
FRPT B 0.22%
INFA B 0.22%
TOL D 0.22%
AFRM F 0.22%
CROX B 0.22%
REG B 0.22%
XRAY F 0.21%
CFLT C 0.21%
CFR C 0.21%
JEF A 0.21%
NWSA A 0.21%
SNX C 0.21%
EQH B 0.21%
GNTX D 0.21%
INSP F 0.21%
NI B 0.21%
EGP B 0.21%
WAL C 0.21%
ATR D 0.2%
FN B 0.2%
CMA C 0.2%
PVH F 0.2%
BOKF C 0.2%
AAON B 0.2%
CACI B 0.2%
TPR B 0.2%
MTCH F 0.2%
KRG B 0.2%
LSCC F 0.2%
BRBR C 0.2%
HII D 0.2%
CPT A 0.2%
VOYA D 0.2%
UNM C 0.19%
CNM D 0.19%
PAG D 0.19%
BIO F 0.19%
JLL B 0.19%
CHE D 0.19%
ENSG B 0.19%
RHP D 0.19%
CBSH C 0.19%
AGCO F 0.19%
DOX D 0.19%
HALO A 0.19%
PNW C 0.19%
ETSY F 0.19%
S D 0.19%
SCI B 0.19%
OZK D 0.19%
IOT D 0.19%
LAMR A 0.19%
EQT D 0.19%
ATI C 0.19%
SKX B 0.19%
LEA F 0.19%
BFAM C 0.18%
ONB C 0.18%
EXEL B 0.18%
RLI D 0.18%
WSC F 0.18%
SPSC C 0.18%
SF A 0.18%
GPK D 0.18%
RBC C 0.18%
COLB D 0.18%
CVNA B 0.18%
BWXT B 0.18%
AXTA D 0.18%
ZION C 0.18%
BXP B 0.18%
ETRN D 0.18%
UI B 0.18%
WRK D 0.17%
CLF D 0.17%
KEX B 0.17%
BPMC B 0.17%
M C 0.17%
SNV A 0.17%
DCI D 0.17%
CIEN C 0.17%
OVV C 0.17%
NYT A 0.17%
TTC B 0.17%
ZWS D 0.17%
SWX D 0.17%
PRI B 0.17%
MUSA B 0.17%
FCN C 0.17%
TREX F 0.17%
OLED A 0.17%
BBWI F 0.17%
PEGA C 0.17%
STWD C 0.17%
ADC B 0.17%
TPX D 0.16%
NNN A 0.16%
SSB C 0.16%
AIT C 0.16%
TENB D 0.16%
RGLD C 0.16%
SFM A 0.16%
SEIC D 0.16%
CR B 0.16%
OHI A 0.16%
LAD D 0.16%
H B 0.16%
ONTO B 0.16%
PPC A 0.16%
WCC F 0.16%
FLS C 0.16%
HSIC F 0.16%
LYFT D 0.16%
DINO D 0.16%
AXS B 0.16%
WTRG C 0.16%
AM B 0.16%
FIVE F 0.16%
EXP D 0.16%
FSS D 0.15%
SUM D 0.15%
ROKU D 0.15%
KBR C 0.15%
AAP F 0.15%
Z C 0.15%
CHX C 0.15%
SSD F 0.15%
INGR D 0.15%
APA D 0.15%
IONS B 0.15%
GTLB D 0.15%
PB C 0.15%
CCK F 0.15%
MKTX F 0.15%
FOXA A 0.15%
SIGI F 0.15%
ALSN C 0.15%
QGEN D 0.15%
GXO D 0.14%
POST C 0.14%
GL C 0.14%
COHR B 0.14%
MTSI A 0.14%
KNX C 0.14%
GNRC D 0.14%
HRB A 0.14%
CHRD C 0.14%
FR C 0.14%
NFE D 0.14%
HUN F 0.14%
RL B 0.14%
WHR C 0.14%
AYI D 0.14%
AMKR B 0.14%
FRT C 0.14%
OPCH F 0.13%
ESAB D 0.13%
BL D 0.13%
CACC C 0.13%
DTM A 0.13%
UBSI C 0.13%
QLYS D 0.13%
TRNO B 0.13%
VLY D 0.13%
SLM C 0.13%
CHK D 0.13%
CHRW B 0.13%
BECN D 0.13%
DNB D 0.13%
X D 0.13%
SITE F 0.13%
HXL F 0.13%
HOMB C 0.13%
MTDR D 0.13%
HLI A 0.13%
STAG B 0.13%
EVR A 0.13%
ESI B 0.13%
ALGM D 0.13%
ORI C 0.13%
MIDD F 0.13%
MASI C 0.13%
CWST B 0.13%
W D 0.12%
ORA C 0.12%
BERY D 0.12%
LBRDK C 0.12%
CGNX C 0.12%
VRNS B 0.12%
CRUS A 0.12%
BRX B 0.12%
NSIT B 0.12%
GKOS A 0.12%
MAT F 0.12%
ESNT B 0.12%
IBP D 0.12%
CIVI D 0.12%
CHH B 0.12%
BYD D 0.12%
TNET F 0.12%
EXLS B 0.12%
ZI F 0.12%
BWA F 0.12%
FIVN F 0.11%
FMC D 0.11%
VMI B 0.11%
ARW F 0.11%
CTLT B 0.11%
RGEN D 0.11%
EEFT D 0.11%
LNC B 0.11%
VNT D 0.11%
VNO B 0.11%
RYN D 0.11%
SAIC D 0.11%
REYN C 0.11%
MMS B 0.11%
TKR D 0.11%
LANC C 0.11%
IRT A 0.11%
DBX D 0.11%
AN D 0.11%
HP D 0.11%
WMG D 0.1%
GBCI C 0.1%
OGE C 0.1%
MTH D 0.1%
CMC C 0.1%
UFPI D 0.1%
OGN B 0.1%
SON F 0.1%
KNF C 0.1%
DV F 0.1%
DLB D 0.1%
RRC D 0.1%
AIRC A 0.1%
RIG D 0.1%
CNXC D 0.1%
WTS D 0.1%
AR D 0.1%
IPAR D 0.1%
AWI D 0.1%
TDC D 0.1%
NEU F 0.1%
RHI F 0.1%
LFUS C 0.1%
ELAN C 0.1%
DAR D 0.1%
HAE D 0.1%
OMF C 0.1%
MKSI B 0.1%
IGT C 0.09%
DDS C 0.09%
MLI C 0.09%
BC F 0.09%
GTES D 0.09%
HGV D 0.09%
LCID F 0.09%
SLGN D 0.09%
FFIN C 0.09%
NXST C 0.09%
FYBR B 0.09%
POR C 0.09%
IDA C 0.09%
ACT C 0.09%
SWN D 0.09%
MUR D 0.09%
FIZZ B 0.09%
SEE D 0.09%
TMHC C 0.09%
WK D 0.09%
HOG D 0.09%
WH C 0.09%
CBT D 0.09%
FAF D 0.09%
BCPC B 0.09%
MTG B 0.09%
FLO D 0.09%
SM D 0.08%
COOP C 0.08%
HAS C 0.08%
IPGP D 0.08%
ATKR D 0.08%
AMG C 0.08%
MHK C 0.08%
OLN F 0.08%
EXPO B 0.08%
ABG C 0.08%
PARA D 0.08%
COLD C 0.08%
ASH D 0.08%
LSTR B 0.08%
PBF D 0.08%
R B 0.08%
COLM D 0.08%
LPX C 0.08%
MSM D 0.08%
RDN B 0.08%
PII F 0.08%
MDU B 0.07%
CC F 0.07%
IAC D 0.07%
KRC D 0.07%
VVV B 0.07%
THO D 0.07%
CAR F 0.07%
RVMD C 0.07%
ASGN D 0.07%
WEN F 0.07%
AA C 0.07%
CPRI D 0.07%
WU D 0.07%
NSP F 0.07%
ASO F 0.07%
SMG D 0.07%
BCC F 0.07%
OGS C 0.06%
DXC C 0.06%
VAC D 0.06%
JXN C 0.06%
BKH C 0.06%
MGY C 0.06%
NFG D 0.06%
RH D 0.06%
ALIT D 0.05%
SLAB F 0.05%
NJR C 0.05%
UGI C 0.05%
POWI F 0.05%
SFYX Underweight 31 Positions Relative to HART
Symbol Grade Weight
GOOGL B -6.1%
LLY A -5.62%
AAPL B -5.56%
NVS A -4.95%
PFE C -4.89%
JNJ F -4.5%
UNH C -4.48%
ABT D -4.33%
ELV A -3.24%
NKE F -2.96%
BSX A -2.94%
MDT D -2.81%
BMY F -2.21%
HCA C -1.71%
EW B -1.41%
GIS D -0.98%
CNC F -0.93%
GRMN B -0.64%
DECK B -0.64%
ONON B -0.6%
SEM B -0.58%
YETI D -0.53%
MODG D -0.52%
K D -0.5%
LIVN C -0.48%
MOH F -0.46%
RYTM C -0.45%
UAA D -0.4%
PTON D -0.4%
NARI C -0.39%
ATRC D -0.33%
Compare ETFs