SFYX vs. RAFE ETF Comparison

Comparison of SoFi Next 500 ETF (SFYX) to PIMCO RAFI ESG U.S. ETF (RAFE)
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

$15.58

Average Daily Volume

23,664

Number of Holdings *

480

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

PIMCO RAFI ESG U.S. ETF

RAFE Description The investment seeks to provide total return that closely corresponds, before fees and expenses, to the total return of the RAFI ESG US Index. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its total assets in the component securities of the RAFI ESG US Index. The underlying index is constructed by RAFI Indices, LLC using a rules-based approach within publicly traded U.S. equities to create an integrated ESG strategy which overweights companies that rate well across various ESG themes and excludes companies with a major involvement in industries such as tobacco, gaming, weapons and fossil fuels.

Grade (RS Rating)

Last Trade

$37.82

Average Daily Volume

12,485

Number of Holdings *

238

* may have additional holdings in another (foreign) market
Performance
Period SFYX RAFE
30 Days 9.04% 1.92%
60 Days 9.54% 3.06%
90 Days 10.86% 4.90%
12 Months 34.71% 24.12%
29 Overlapping Holdings
Symbol Grade Weight in SFYX Weight in RAFE Overlap
AAP C 0.08% 0.04% 0.04%
AGCO D 0.15% 0.04% 0.04%
ARW D 0.08% 0.15% 0.08%
DOX D 0.19% 0.08% 0.08%
DVA B 0.24% 0.17% 0.17%
DXC B 0.06% 0.07% 0.06%
EQH B 0.21% 0.06% 0.06%
FOXA B 0.19% 0.19% 0.19%
GAP C 0.26% 0.11% 0.11%
HAS D 0.07% 0.05% 0.05%
HSIC B 0.16% 0.06% 0.06%
HUN F 0.11% 0.07% 0.07%
JLL D 0.2% 0.21% 0.2%
JNPR F 0.24% 0.19% 0.19%
KIM A 0.6% 0.07% 0.07%
LEA D 0.14% 0.08% 0.08%
LNC B 0.11% 0.08% 0.08%
M D 0.12% 0.03% 0.03%
MHK D 0.08% 0.05% 0.05%
NWSA B 0.2% 0.07% 0.07%
OC A 0.27% 0.22% 0.22%
OGN D 0.06% 0.04% 0.04%
PARA C 0.07% 0.2% 0.07%
PVH C 0.15% 0.11% 0.11%
TPR B 0.23% 0.16% 0.16%
USFD A 0.37% 0.09% 0.09%
VFC C 0.09% 0.18% 0.09%
WHR B 0.15% 0.21% 0.15%
WU D 0.06% 0.04% 0.04%
SFYX Overweight 451 Positions Relative to RAFE
Symbol Grade Weight
OWL A 0.99%
HOOD B 0.95%
IBKR A 0.84%
DT C 0.82%
NTNX A 0.78%
FTI A 0.77%
NCLH B 0.69%
PSTG D 0.69%
SOFI A 0.66%
TAP C 0.65%
TKO B 0.62%
RRX B 0.61%
TOST B 0.6%
NRG B 0.6%
WYNN D 0.56%
TPL A 0.55%
NTRA B 0.54%
GTLS B 0.52%
GWRE A 0.52%
EME C 0.52%
DUOL A 0.51%
PEN B 0.5%
EWBC A 0.49%
KNSL B 0.48%
MANH D 0.48%
AAL B 0.47%
ACM A 0.44%
FIX A 0.43%
HEI B 0.42%
LII A 0.42%
DAY B 0.42%
EQT B 0.41%
MORN B 0.4%
AFRM B 0.4%
ITCI C 0.4%
BILL A 0.39%
RIVN F 0.39%
RYAN B 0.38%
UI A 0.38%
UTHR C 0.38%
XPO B 0.38%
PCTY B 0.37%
ELF C 0.36%
CADE B 0.36%
GMED A 0.36%
WBS A 0.36%
CVNA B 0.35%
PCOR B 0.35%
PNFP B 0.35%
NBIX C 0.35%
SAIA B 0.34%
TW A 0.34%
HQY B 0.34%
FFIV B 0.33%
SN D 0.33%
ANF C 0.33%
RGA A 0.33%
CELH F 0.33%
IVZ B 0.33%
LNTH D 0.32%
IOT A 0.32%
U C 0.32%
APPF B 0.32%
TRMB B 0.32%
PNR A 0.31%
RPM A 0.31%
FHN A 0.31%
SRPT D 0.31%
AGNC D 0.31%
PR B 0.31%
WTFC A 0.3%
PSN D 0.3%
JEF A 0.3%
NOV C 0.3%
MTZ B 0.3%
TTEK F 0.29%
AIZ A 0.29%
CNH C 0.29%
AAON B 0.29%
FNF B 0.29%
BSY D 0.29%
WFRD D 0.29%
JAZZ B 0.28%
WAL B 0.28%
APG B 0.28%
PFGC B 0.28%
THG A 0.28%
GGG B 0.28%
TXRH C 0.27%
JBL B 0.27%
MEDP D 0.27%
CW B 0.27%
ARMK B 0.27%
WSO A 0.27%
LNW D 0.27%
RMBS C 0.27%
COLB A 0.26%
AMH D 0.26%
SFM A 0.26%
SMAR A 0.26%
REXR F 0.26%
ESTC C 0.26%
CFR B 0.26%
ALLE D 0.26%
ALK C 0.26%
GLPI C 0.26%
CHDN B 0.26%
PATH C 0.26%
NVT B 0.26%
ELS C 0.25%
EDR A 0.25%
S B 0.25%
WING D 0.25%
OSK B 0.25%
LECO B 0.25%
AL B 0.25%
CG A 0.25%
TOL B 0.25%
EXEL B 0.25%
NDSN B 0.25%
CMA A 0.25%
WWD B 0.25%
THC D 0.25%
NI A 0.25%
ITT A 0.24%
CASY A 0.24%
CZR F 0.24%
REG B 0.24%
UNM A 0.24%
BRBR A 0.24%
ALKS B 0.24%
CRBG B 0.24%
ALLY C 0.24%
SF B 0.23%
FRPT B 0.23%
BWXT B 0.23%
AFG A 0.23%
ZION B 0.23%
PEGA A 0.23%
FLR B 0.23%
BXP D 0.22%
UHS D 0.22%
AVTR F 0.22%
CLH B 0.22%
AZEK A 0.22%
ADTN A 0.22%
SNV B 0.22%
CBSH A 0.22%
KRG B 0.22%
BOKF B 0.22%
ONB B 0.21%
MSA D 0.21%
PNW B 0.21%
INSP D 0.21%
AOS F 0.21%
CIEN B 0.21%
EHC B 0.21%
OZK B 0.21%
PPC C 0.21%
ALSN B 0.21%
CUBE D 0.21%
Z A 0.21%
PRI A 0.2%
ENSG D 0.2%
BJ A 0.2%
SCI B 0.2%
ADC B 0.2%
VOYA B 0.2%
AIT A 0.2%
POOL C 0.2%
ATR B 0.2%
SSB B 0.2%
CPT B 0.2%
DKS C 0.2%
PRGO B 0.2%
LAD A 0.2%
WEX D 0.2%
PLNT A 0.2%
FLS B 0.19%
CFLT B 0.19%
ACI C 0.19%
RBC A 0.19%
PB A 0.19%
GTLB B 0.19%
EXP A 0.19%
BLD D 0.19%
ZWS B 0.19%
LAMR D 0.19%
ST F 0.19%
RHP B 0.19%
RLI B 0.19%
EGP F 0.19%
SEIC B 0.18%
PAG B 0.18%
BRKR D 0.18%
EVR B 0.18%
TDW F 0.18%
CR A 0.18%
ACHC F 0.18%
OHI C 0.18%
BIO D 0.18%
ATI D 0.18%
AXS A 0.18%
FND C 0.18%
CACI D 0.18%
IPG D 0.18%
SUM B 0.17%
GPK C 0.17%
HLI B 0.17%
INGR B 0.17%
AXTA A 0.17%
COTY F 0.17%
VLY B 0.17%
CRL C 0.17%
INFA D 0.17%
CHE D 0.17%
COHR B 0.17%
LYFT C 0.17%
LBRDK C 0.17%
RGLD C 0.17%
DTM B 0.17%
MKTX D 0.17%
MTCH D 0.17%
WCC B 0.17%
CCK C 0.16%
FN D 0.16%
DCI B 0.16%
GL B 0.16%
SWX B 0.16%
NYT C 0.16%
KEX C 0.16%
AM A 0.16%
GNRC B 0.16%
ROKU D 0.16%
TECH D 0.16%
FBIN D 0.16%
GNTX C 0.16%
SNX C 0.16%
SW A 0.16%
MUSA A 0.16%
BFAM D 0.16%
EXLS B 0.16%
STWD C 0.16%
MASI A 0.15%
FRT B 0.15%
H B 0.15%
UBSI B 0.15%
NNN D 0.15%
LSCC D 0.15%
WMS D 0.15%
ORI A 0.15%
SPSC C 0.15%
HALO F 0.15%
HOMB A 0.15%
OVV B 0.15%
AYI B 0.15%
WTRG B 0.15%
TPX B 0.15%
DNB B 0.15%
APLS D 0.15%
VNO B 0.15%
HRB D 0.14%
FSS B 0.14%
SSD D 0.14%
HII D 0.14%
FR C 0.14%
RL B 0.14%
SKX D 0.14%
BRX A 0.14%
WSC D 0.14%
ESAB B 0.14%
MTSI B 0.14%
FCN D 0.14%
SIGI C 0.14%
CHRW C 0.14%
KNX B 0.14%
BYD C 0.14%
BL B 0.14%
CNM D 0.14%
GXO B 0.14%
ETSY D 0.14%
TENB C 0.14%
AWI A 0.13%
TREX C 0.13%
GKOS B 0.13%
MIDD C 0.13%
MLI C 0.13%
TTC D 0.13%
POST C 0.13%
DBX B 0.13%
MMSI B 0.13%
BPMC C 0.13%
CHX C 0.13%
QGEN D 0.13%
MTN C 0.13%
GBCI B 0.13%
XRAY F 0.13%
CWST A 0.13%
SLM A 0.13%
CHH A 0.13%
VMI B 0.12%
TRNO F 0.12%
DINO D 0.12%
BERY B 0.12%
X C 0.12%
KBR F 0.12%
QLYS C 0.12%
STAG F 0.12%
CROX D 0.12%
VRNS D 0.12%
MTDR B 0.12%
IRT A 0.12%
ESI A 0.12%
SITE D 0.12%
OLED D 0.12%
KNF A 0.12%
BECN B 0.12%
IPAR B 0.11%
RGEN D 0.11%
ESNT D 0.11%
OGE B 0.11%
IDA A 0.11%
SAIC F 0.11%
APA D 0.11%
RHI B 0.11%
OMF A 0.11%
ORA B 0.11%
WH B 0.11%
BWA D 0.11%
BBWI D 0.11%
DAR C 0.11%
FYBR D 0.11%
IONS F 0.11%
MAT D 0.11%
FFIN B 0.11%
CLF F 0.11%
BCPC B 0.1%
LANC C 0.1%
SLGN A 0.1%
FMC D 0.1%
UFPI B 0.1%
WTS B 0.1%
AN C 0.1%
R B 0.1%
REYN D 0.1%
CHRD D 0.1%
MTG C 0.1%
TNET D 0.1%
RYN D 0.1%
IBP D 0.1%
CMC B 0.1%
CTLT B 0.1%
CACC D 0.1%
TMHC B 0.1%
GTES A 0.1%
WK B 0.1%
FAF A 0.1%
HXL D 0.1%
ONTO D 0.1%
HP B 0.1%
FIVE F 0.1%
OPCH D 0.09%
CIVI D 0.09%
FIVN C 0.09%
CGNX C 0.09%
NXST C 0.09%
POR C 0.09%
AMKR D 0.09%
RVMD C 0.09%
TKR D 0.09%
DV C 0.09%
RRC B 0.09%
EEFT B 0.09%
AR B 0.09%
MTH D 0.09%
ACT D 0.09%
WMG C 0.09%
MMS F 0.09%
HAE C 0.09%
CBT C 0.09%
DLB B 0.09%
LPX B 0.09%
ZI D 0.09%
VNT B 0.09%
NEU C 0.09%
BCC B 0.08%
SMG D 0.08%
ABG B 0.08%
NSIT F 0.08%
KRC C 0.08%
SON D 0.08%
MSM C 0.08%
AA B 0.08%
SEE C 0.08%
COOP B 0.08%
HGV B 0.08%
RH B 0.08%
W F 0.08%
HOG D 0.08%
TDC D 0.08%
BC C 0.08%
CRUS D 0.08%
AMG B 0.08%
RDN C 0.08%
FIZZ C 0.08%
FLO D 0.08%
LFUS F 0.08%
ALGM D 0.08%
WEN D 0.07%
ELAN D 0.07%
MUR D 0.07%
EXPO D 0.07%
THO B 0.07%
JXN C 0.07%
COLM B 0.07%
IGT F 0.07%
LSTR D 0.07%
RIG D 0.07%
MKSI C 0.07%
DDS B 0.07%
CAR C 0.06%
ASH D 0.06%
IPGP D 0.06%
OLN D 0.06%
LCID F 0.06%
ASGN F 0.06%
IAC D 0.06%
CYTK F 0.06%
CNXC F 0.06%
PII D 0.06%
BKH A 0.06%
OGS A 0.06%
MGY A 0.06%
NFG A 0.06%
COLD D 0.06%
SM B 0.06%
ALIT C 0.05%
CC C 0.05%
NSP D 0.05%
UGI A 0.05%
NJR A 0.05%
PBF D 0.05%
ASO F 0.05%
VAC B 0.05%
NFE D 0.05%
VVV F 0.05%
SLAB D 0.04%
POWI D 0.04%
CPRI F 0.04%
ATKR C 0.04%
MDU D 0.04%
SFYX Underweight 209 Positions Relative to RAFE
Symbol Grade Weight
AAPL C -6.52%
MSFT F -5.72%
JPM A -4.09%
C A -3.25%
JNJ D -3.18%
CSCO B -2.94%
INTC D -2.85%
PG A -2.84%
WFC A -2.82%
T A -2.41%
PFE D -2.32%
GM B -2.16%
BMY B -1.97%
IBM C -1.81%
HD A -1.77%
VZ C -1.69%
MRK F -1.69%
ORCL B -1.68%
QCOM F -1.6%
CMCSA B -1.55%
ABBV D -1.53%
CI F -1.3%
AVGO D -1.26%
META D -1.2%
DIS B -1.2%
TGT F -1.18%
ABT B -1.18%
LOW D -1.14%
F C -1.14%
NVDA C -1.12%
LIN D -1.12%
V A -1.09%
AMGN D -1.08%
MMM D -1.07%
GILD C -0.99%
GS A -0.98%
KO D -0.98%
ACN C -0.97%
MU D -0.95%
ELV F -0.89%
BAC A -0.86%
TXN C -0.83%
AMAT F -0.81%
MA C -0.79%
HPQ B -0.72%
BLK C -0.71%
HPE B -0.7%
MET A -0.7%
LLY F -0.67%
AXP A -0.63%
ADBE C -0.63%
PYPL B -0.62%
DD D -0.59%
ALL A -0.58%
UNH C -0.58%
CRM B -0.58%
JCI C -0.55%
UPS C -0.54%
DE A -0.54%
PRU A -0.51%
BBY D -0.5%
LRCX F -0.5%
DOW F -0.5%
TSLA B -0.49%
TJX A -0.49%
NKE D -0.48%
NEM D -0.46%
DHR F -0.46%
TMUS B -0.46%
ADP B -0.45%
FDX B -0.45%
WM A -0.44%
IP B -0.43%
MCK B -0.43%
APD A -0.42%
EBAY D -0.41%
HUM C -0.41%
CVS D -0.4%
WDC D -0.37%
ADI D -0.37%
CARR D -0.37%
CBRE B -0.37%
CL D -0.37%
FIS C -0.36%
WELL A -0.33%
ADM D -0.33%
GIS D -0.32%
BDX F -0.32%
ITW B -0.31%
EA A -0.31%
KMB D -0.3%
NTAP C -0.29%
MDLZ F -0.29%
CAH B -0.29%
MAR B -0.28%
PEP F -0.28%
FI A -0.28%
HIG B -0.27%
BIIB F -0.27%
GEHC F -0.27%
CCI D -0.27%
STT A -0.26%
WY D -0.26%
ECL D -0.26%
EIX B -0.25%
PGR A -0.25%
AMP A -0.25%
SYY B -0.24%
EQIX A -0.24%
VTR C -0.23%
MSI B -0.21%
KLAC D -0.21%
LUMN C -0.21%
CMI A -0.21%
PFG D -0.2%
KHC F -0.2%
PPG F -0.2%
LH C -0.19%
IRM D -0.19%
MOS F -0.19%
AMT D -0.19%
BK A -0.19%
K A -0.18%
BAX D -0.18%
CTSH B -0.18%
GWW B -0.17%
CF B -0.16%
AVB B -0.16%
BALL D -0.16%
MCO B -0.16%
EW C -0.16%
EQR B -0.16%
PKG A -0.15%
DG F -0.15%
HLT A -0.15%
SHW A -0.15%
A D -0.15%
KDP D -0.14%
AWK D -0.14%
ISRG A -0.14%
OMC C -0.14%
KSS F -0.14%
ZTS D -0.14%
FAST B -0.13%
CDNS B -0.13%
FITB A -0.13%
CNC D -0.13%
MRVL B -0.13%
COR B -0.13%
DELL C -0.13%
OTIS C -0.12%
TROW B -0.12%
EL F -0.12%
SYK C -0.12%
IFF D -0.12%
HOLX D -0.11%
PAYX C -0.11%
WAT B -0.11%
HST C -0.11%
TSCO D -0.11%
SWK D -0.11%
BSX B -0.11%
ON D -0.1%
KEYS A -0.1%
SPGI C -0.1%
LKQ D -0.09%
WAB B -0.09%
SOLV C -0.09%
HCA F -0.09%
WBA F -0.09%
VTRS A -0.09%
AVT C -0.09%
SJM D -0.09%
NFLX A -0.09%
TER D -0.09%
CDW F -0.09%
ILMN D -0.08%
SNPS B -0.08%
GPC D -0.08%
PLD D -0.08%
DGX A -0.07%
NDAQ A -0.07%
CHD B -0.07%
CAG D -0.07%
AKAM D -0.07%
TSN B -0.07%
MAA B -0.07%
NTRS A -0.07%
DOV A -0.06%
KD B -0.06%
HSY F -0.06%
GT C -0.06%
MCHP D -0.06%
AMD F -0.06%
ESS B -0.05%
XRX F -0.05%
CTVA C -0.05%
FL F -0.05%
CPB D -0.05%
ORLY B -0.05%
ROK B -0.05%
GEN B -0.04%
NWL B -0.04%
FLEX A -0.04%
RSG A -0.04%
MAN D -0.03%
O D -0.02%
ANET C -0.02%
HRL D -0.01%
Compare ETFs