SUSA vs. SFYF ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to SoFi 50 ETF (SFYF)
SUSA

iShares MSCI USA ESG Select ETF

SUSA Description

iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.

Grade (RS Rating)

Last Trade

$120.37

Average Daily Volume

51,279

Number of Holdings *

10

* may have additional holdings in another (foreign) market
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

$37.56

Average Daily Volume

2,621

Number of Holdings *

47

* may have additional holdings in another (foreign) market
Performance
Period SUSA SFYF
30 Days 2.12% 5.38%
60 Days 6.39% 9.67%
90 Days 7.07% 4.11%
12 Months 35.49% 42.47%
5 Overlapping Holdings
Symbol Grade Weight in SUSA Weight in SFYF Overlap
AAPL B 4.98% 4.68% 4.68%
GOOGL D 1.91% 4.91% 1.91%
KO B 1.96% 0.94% 0.94%
MSFT C 4.83% 4.82% 4.82%
NVDA C 4.62% 9.82% 4.62%
SUSA Overweight 5 Positions Relative to SFYF
Symbol Grade Weight
GOOG D 1.83%
LLY D 1.79%
AVGO C 1.6%
HD A 1.58%
K A 1.44%
SUSA Underweight 42 Positions Relative to SFYF
Symbol Grade Weight
TSLA B -11.43%
PLTR B -5.39%
AMZN C -4.97%
META B -4.62%
AMD C -3.88%
BRK.A C -3.74%
COST C -3.29%
RIVN F -2.85%
ARM C -2.58%
DIS D -2.23%
NU C -1.98%
GME D -1.83%
COIN F -1.79%
SHOP C -1.51%
NFLX B -1.37%
INTC D -1.36%
O A -1.34%
PYPL B -1.34%
WMT B -1.27%
PFE D -1.17%
T B -1.15%
F F -1.07%
NIO C -0.97%
BABA C -0.97%
XOM B -0.92%
RDDT C -0.83%
DKNG D -0.83%
CCL C -0.73%
LCID D -0.68%
SQ D -0.65%
SBUX C -0.63%
TGT C -0.63%
BA F -0.61%
AMC F -0.59%
NKE D -0.58%
ABNB D -0.57%
DAL C -0.54%
JNJ C -0.48%
AAL D -0.41%
TLRY F -0.24%
WBD D -0.12%
BYND D -0.06%
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