SUSL vs. SFY ETF Comparison

Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to SoFi Select 500 ETF (SFY)

SUSL

iShares ESG MSCI USA Leaders ETF

SUSL Description

The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$105.82

Average Daily Volume

22,593

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

SFY

SoFi Select 500 ETF

SFY Description

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

Grade (RS Rating)

Last Trade

$110.95

Average Daily Volume

38,291

Number of Holdings ^*

495

* may have additional holdings in another (foreign) market

Performance

Period	SUSL	SFY
30 Days	3.38%	4.18%
60 Days	5.08%	7.67%
90 Days	6.25%	8.72%
12 Months	32.87%	38.94%

248 Overlapping Holdings

Symbol	Grade	Weight in SUSL	Weight in SFY	Overlap
A	D	0.14%	0.04%	0.04%
ACGL	D	0.13%	0.1%	0.1%
ACN	C	0.82%	0.29%	0.29%
ADBE	C	0.81%	0.37%	0.37%
ADP	B	0.45%	0.16%	0.16%
ADSK	A	0.25%	0.12%	0.12%
AFL	B	0.22%	0.07%	0.07%
AKAM	D	0.05%	0.02%	0.02%
ALGN	D	0.06%	0.03%	0.03%
ALL	A	0.19%	0.13%	0.13%
AMAT	F	0.53%	0.17%	0.17%
AMD	F	0.8%	1.44%	0.8%
AMGN	D	0.56%	0.36%	0.36%
AMP	A	0.2%	0.1%	0.1%
AMT	D	0.34%	0.18%	0.18%
ANSS	B	0.11%	0.05%	0.05%
APD	A	0.26%	0.08%	0.08%
ATO	A	0.08%	0.02%	0.02%
AVY	D	0.06%	0.02%	0.02%
AWK	D	0.1%	0.04%	0.04%
AXON	A	0.16%	0.13%	0.13%
AXP	A	0.61%	0.28%	0.28%
AZO	C	0.19%	0.07%	0.07%
BALL	D	0.07%	0.02%	0.02%
BBY	D	0.06%	0.02%	0.02%
BG	F	0.05%	0.01%	0.01%
BIIB	F	0.08%	0.02%	0.02%
BK	A	0.21%	0.16%	0.16%
BKNG	A	0.64%	0.25%	0.25%
BKR	B	0.16%	0.09%	0.09%
BLK	C	0.55%	0.23%	0.23%
BMY	B	0.43%	0.16%	0.16%
BR	A	0.1%	0.04%	0.04%
BURL	A	0.06%	0.03%	0.03%
CAG	D	0.05%	0.02%	0.02%
CARR	D	0.22%	0.1%	0.1%
CAT	B	0.69%	0.24%	0.24%
CBOE	B	0.08%	0.03%	0.03%
CBRE	B	0.15%	0.07%	0.07%
CCI	D	0.16%	0.04%	0.04%
CDNS	B	0.3%	0.12%	0.12%
CFG	B	0.08%	0.03%	0.03%
CHD	B	0.1%	0.04%	0.04%
CHTR	C	0.13%	0.04%	0.04%
CI	F	0.34%	0.17%	0.17%
CL	D	0.27%	0.13%	0.13%
CLX	B	0.08%	0.04%	0.04%
CMCSA	B	0.62%	0.25%	0.25%
CMI	A	0.18%	0.06%	0.06%
CMS	C	0.08%	0.02%	0.02%
COF	B	0.25%	0.11%	0.11%
COR	B	0.16%	0.07%	0.07%
CRM	B	1.18%	0.8%	0.8%
CSX	B	0.25%	0.07%	0.07%
CTAS	B	0.29%	0.11%	0.11%
DAL	C	0.04%	0.06%	0.04%
DASH	A	0.19%	0.17%	0.17%
DE	A	0.41%	0.1%	0.1%
DECK	A	0.1%	0.05%	0.05%
DFS	B	0.16%	0.08%	0.08%
DGX	A	0.07%	0.02%	0.02%
DHI	D	0.17%	0.07%	0.07%
DHR	F	0.57%	0.13%	0.13%
DIS	B	0.76%	0.39%	0.39%
DLR	B	0.22%	0.1%	0.1%
DOC	D	0.06%	0.02%	0.02%
DOCU	A	0.06%	0.06%	0.06%
DOV	A	0.1%	0.03%	0.03%
DPZ	C	0.06%	0.02%	0.02%
DRI	B	0.07%	0.03%	0.03%
DXCM	D	0.11%	0.07%	0.07%
EA	A	0.15%	0.05%	0.05%
EBAY	D	0.11%	0.05%	0.05%
ECL	D	0.23%	0.09%	0.09%
ED	D	0.12%	0.04%	0.04%
EIX	B	0.12%	0.04%	0.04%
ELV	F	0.34%	0.12%	0.12%
EME	C	0.09%	0.04%	0.04%
ENPH	F	0.03%	0.01%	0.01%
EQIX	A	0.32%	0.13%	0.13%
ES	D	0.08%	0.07%	0.07%
ETN	A	0.54%	0.23%	0.23%
EW	C	0.15%	0.06%	0.06%
EXC	C	0.14%	0.07%	0.07%
EXPD	D	0.06%	0.01%	0.01%
FDS	B	0.07%	0.02%	0.02%
FI	A	0.46%	0.21%	0.21%
FICO	B	0.21%	0.09%	0.09%
FIS	C	0.17%	0.09%	0.09%
FSLR	F	0.07%	0.08%	0.07%
FTV	C	0.1%	0.04%	0.04%
GE	D	0.71%	0.16%	0.16%
GEHC	F	0.13%	0.05%	0.05%
GEN	B	0.06%	0.02%	0.02%
GILD	C	0.4%	0.37%	0.37%
GIS	D	0.13%	0.04%	0.04%
GOOGL	C	3.56%	1.72%	1.72%
GPC	D	0.06%	0.02%	0.02%
GWW	B	0.19%	0.07%	0.07%
HAL	C	0.1%	0.03%	0.03%
HBAN	A	0.09%	0.04%	0.04%
HCA	F	0.24%	0.1%	0.1%
HD	A	1.47%	0.44%	0.44%
HIG	B	0.13%	0.05%	0.05%
HLT	A	0.23%	0.1%	0.1%
HOLX	D	0.07%	0.02%	0.02%
HPE	B	0.1%	0.04%	0.04%
HPQ	B	0.13%	0.04%	0.04%
HUBS	A	0.13%	0.16%	0.13%
HUM	C	0.13%	0.05%	0.05%
IBM	C	0.74%	0.52%	0.52%
ICE	C	0.33%	0.18%	0.18%
IDXX	F	0.12%	0.05%	0.05%
IEX	B	0.06%	0.02%	0.02%
IFF	D	0.08%	0.03%	0.03%
INTC	D	0.38%	0.31%	0.31%
INTU	C	0.69%	0.33%	0.33%
IP	B	0.07%	0.02%	0.02%
IQV	D	0.13%	0.05%	0.05%
IR	B	0.15%	0.07%	0.07%
IRM	D	0.13%	0.05%	0.05%
IT	C	0.15%	0.05%	0.05%
ITW	B	0.29%	0.09%	0.09%
JBHT	C	0.05%	0.02%	0.02%
JCI	C	0.2%	0.07%	0.07%
JNJ	D	1.35%	0.43%	0.43%
K	A	0.08%	0.02%	0.02%
KDP	D	0.13%	0.05%	0.05%
KEY	B	0.07%	0.02%	0.02%
KEYS	A	0.11%	0.03%	0.03%
KMB	D	0.17%	0.06%	0.06%
KMX	B	0.05%	0.01%	0.01%
KO	D	0.94%	0.34%	0.34%
KR	B	0.15%	0.06%	0.06%
LH	C	0.07%	0.02%	0.02%
LII	A	0.08%	0.03%	0.03%
LIN	D	0.79%	0.27%	0.27%
LLY	F	2.19%	2.06%	2.06%
LNG	B	0.19%	0.03%	0.03%
LOW	D	0.55%	0.15%	0.15%
LPLA	A	0.09%	0.04%	0.04%
LRCX	F	0.35%	0.09%	0.09%
LW	C	0.04%	0.01%	0.01%
LYB	F	0.08%	0.03%	0.03%
MA	C	1.55%	0.67%	0.67%
MANH	D	0.06%	0.04%	0.04%
MCD	D	0.75%	0.28%	0.28%
MCO	B	0.28%	0.16%	0.16%
MKC	D	0.07%	0.03%	0.03%
MLM	B	0.13%	0.05%	0.05%
MMC	B	0.4%	0.17%	0.17%
MMM	D	0.25%	0.17%	0.17%
MOH	F	0.06%	0.03%	0.03%
MPC	D	0.2%	0.05%	0.05%
MRK	F	0.91%	0.77%	0.77%
MRVL	B	0.29%	0.1%	0.1%
MS	A	0.6%	0.34%	0.34%
MSFT	F	10.54%	5.38%	5.38%
MTD	D	0.09%	0.03%	0.03%
NDAQ	A	0.13%	0.06%	0.06%
NEM	D	0.18%	0.22%	0.18%
NI	A	0.06%	0.02%	0.02%
NKE	D	0.33%	0.1%	0.1%
NOW	A	0.78%	0.56%	0.56%
NRG	B	0.07%	0.03%	0.03%
NTAP	C	0.09%	0.03%	0.03%
NTRS	A	0.08%	0.07%	0.07%
NUE	C	0.13%	0.03%	0.03%
NVDA	C	13.05%	17.18%	13.05%
NVR	D	0.1%	0.03%	0.03%
OC	A	0.06%	0.02%	0.02%
ODFL	B	0.15%	0.04%	0.04%
OKE	A	0.25%	0.08%	0.08%
OMC	C	0.07%	0.03%	0.03%
ORLY	B	0.26%	0.1%	0.1%
PANW	C	0.47%	0.44%	0.44%
PAYX	C	0.17%	0.06%	0.06%
PEP	F	0.8%	0.28%	0.28%
PFG	D	0.07%	0.02%	0.02%
PG	A	1.47%	0.51%	0.51%
PGR	A	0.56%	0.5%	0.5%
PHM	D	0.1%	0.03%	0.03%
PLD	D	0.38%	0.13%	0.13%
PNC	B	0.3%	0.13%	0.13%
PNR	A	0.06%	0.02%	0.02%
PODD	C	0.07%	0.07%	0.07%
PPG	F	0.1%	0.04%	0.04%
PRU	A	0.16%	0.08%	0.08%
PSX	C	0.2%	0.06%	0.06%
PTC	A	0.08%	0.04%	0.04%
PWR	A	0.18%	0.09%	0.09%
PYPL	B	0.31%	0.13%	0.13%
RCL	A	0.21%	0.25%	0.21%
RF	A	0.09%	0.03%	0.03%
RJF	A	0.12%	0.04%	0.04%
ROK	B	0.11%	0.04%	0.04%
SBAC	D	0.09%	0.03%	0.03%
SCHW	B	0.44%	0.15%	0.15%
SJM	D	0.04%	0.04%	0.04%
SLB	C	0.23%	0.11%	0.11%
SNPS	B	0.31%	0.14%	0.14%
SOLV	C	0.04%	0.01%	0.01%
SPGI	C	0.59%	0.31%	0.31%
SRE	A	0.22%	0.05%	0.05%
STE	F	0.08%	0.06%	0.06%
STLD	B	0.08%	0.02%	0.02%
STT	A	0.1%	0.06%	0.06%
STX	D	0.07%	0.06%	0.06%
SW	A	0.11%	0.04%	0.04%
SYF	B	0.09%	0.06%	0.06%
TEAM	A	0.15%	0.12%	0.12%
TFC	A	0.23%	0.06%	0.06%
TFX	F	0.03%	0.01%	0.01%
TGT	F	0.2%	0.07%	0.07%
TJX	A	0.49%	0.19%	0.19%
TRGP	B	0.16%	0.05%	0.05%
TROW	B	0.1%	0.03%	0.03%
TRU	D	0.07%	0.06%	0.06%
TRV	B	0.22%	0.12%	0.12%
TSCO	D	0.11%	0.03%	0.03%
TSLA	B	3.52%	0.96%	0.96%
TT	A	0.34%	0.15%	0.15%
TTWO	A	0.11%	0.03%	0.03%
TWLO	A	0.06%	0.03%	0.03%
TXN	C	0.65%	0.16%	0.16%
ULTA	F	0.06%	0.02%	0.02%
UNP	C	0.53%	0.16%	0.16%
UPS	C	0.35%	0.1%	0.1%
URI	B	0.2%	0.09%	0.09%
USB	A	0.29%	0.14%	0.14%
V	A	1.76%	0.73%	0.73%
VLO	C	0.17%	0.04%	0.04%
VLTO	D	0.1%	0.03%	0.03%
VZ	C	0.65%	0.22%	0.22%
WAT	B	0.08%	0.02%	0.02%
WDAY	B	0.21%	0.25%	0.21%
WDC	D	0.08%	0.08%	0.08%
WELL	A	0.3%	0.29%	0.29%
WMB	A	0.26%	0.08%	0.08%
WSM	B	0.08%	0.02%	0.02%
WST	C	0.08%	0.02%	0.02%
WTW	B	0.12%	0.05%	0.05%
WY	D	0.08%	0.02%	0.02%
XYL	D	0.11%	0.1%	0.1%
YUM	B	0.14%	0.05%	0.05%
ZBH	C	0.08%	0.04%	0.04%
ZS	C	0.07%	0.1%	0.07%
ZTS	D	0.29%	0.12%	0.12%

SUSL Overweight 45 Positions Relative to SFY

Symbol	Grade	Weight
GOOG	C	3.09%
MELI	D	0.32%
CRH	A	0.25%
NXPI	D	0.21%
FERG	B	0.15%
LULU	C	0.13%
COO	D	0.07%
EQH	B	0.06%
TRMB	B	0.06%
DAY	B	0.05%
NBIX	C	0.05%
CHRW	C	0.05%
AVTR	F	0.05%
POOL	C	0.05%
APTV	D	0.05%
GGG	B	0.05%
MKTX	D	0.04%
NLY	C	0.04%
LKQ	D	0.04%
ALLY	C	0.04%
WTRG	B	0.04%
CNH	C	0.04%
CTLT	B	0.04%
FOXA	B	0.04%
IPG	D	0.04%
TECH	D	0.04%
JNPR	F	0.04%
AIZ	A	0.04%
BXP	D	0.04%
ALLE	D	0.04%
DINO	D	0.03%
AZPN	A	0.03%
ACI	C	0.03%
RIVN	F	0.03%
CPB	D	0.03%
TTC	D	0.03%
DVA	B	0.03%
HRL	D	0.03%
KNX	B	0.03%
HSIC	B	0.03%
FBIN	D	0.03%
WBA	F	0.02%
FOX	A	0.02%
BEN	C	0.02%
BBWI	D	0.02%

SUSL Underweight 247 Positions Relative to SFY

Symbol	Grade	Weight
AMZN	C	-4.53%
AAPL	C	-4.2%
META	D	-3.02%
AVGO	D	-2.8%
JPM	A	-1.55%
UNH	C	-0.89%
BRK.A	B	-0.81%
NFLX	A	-0.74%
UBER	D	-0.7%
MU	D	-0.66%
BAC	A	-0.61%
COST	B	-0.55%
XOM	B	-0.54%
WMT	A	-0.53%
PLTR	B	-0.53%
ABBV	D	-0.53%
ORCL	B	-0.48%
GS	A	-0.43%
CRWD	B	-0.42%
KKR	A	-0.41%
VRTX	F	-0.4%
APP	B	-0.39%
RTX	C	-0.38%
ISRG	A	-0.38%
BSX	B	-0.35%
T	A	-0.34%
GEV	B	-0.33%
WFC	A	-0.33%
PM	B	-0.32%
PFE	D	-0.32%
BX	A	-0.28%
ABT	B	-0.27%
C	A	-0.26%
CVX	A	-0.26%
CSCO	B	-0.25%
COIN	C	-0.25%
TMO	F	-0.24%
HON	B	-0.21%
NEE	D	-0.21%
SQ	B	-0.21%
CB	C	-0.21%
SYK	C	-0.2%
QCOM	F	-0.2%
ANET	C	-0.18%
DDOG	A	-0.18%
LMT	D	-0.17%
APO	B	-0.17%
TMUS	B	-0.16%
TDG	D	-0.16%
MDT	D	-0.16%
CMG	B	-0.15%
TTD	B	-0.15%
AJG	B	-0.15%
CME	A	-0.14%
VRT	B	-0.14%
BA	F	-0.14%
CVS	D	-0.14%
SBUX	A	-0.14%
AON	A	-0.13%
MSI	B	-0.13%
CEG	D	-0.13%
APH	A	-0.13%
ALNY	D	-0.12%
WM	A	-0.12%
SO	D	-0.12%
DUK	C	-0.12%
BDX	F	-0.12%
REGN	F	-0.12%
PH	A	-0.12%
O	D	-0.12%
LHX	C	-0.11%
SNOW	C	-0.11%
EXR	D	-0.11%
FCX	D	-0.11%
COP	C	-0.11%
MCK	B	-0.11%
NET	B	-0.11%
MDLZ	F	-0.11%
EMR	A	-0.1%
ADI	D	-0.1%
ROP	B	-0.1%
NOC	D	-0.1%
GD	F	-0.1%
ABNB	C	-0.1%
SHW	A	-0.1%
LVS	C	-0.1%
MO	A	-0.1%
MAR	B	-0.09%
PSTG	D	-0.09%
KLAC	D	-0.09%
HWM	A	-0.09%
FTNT	C	-0.09%
EOG	A	-0.08%
FCNCA	A	-0.08%
CAH	B	-0.08%
MET	A	-0.08%
GM	B	-0.08%
SPG	B	-0.08%
SMCI	F	-0.08%
CPRT	A	-0.07%
F	C	-0.07%
FLUT	A	-0.07%
LUV	C	-0.07%
BAX	D	-0.07%
VST	B	-0.07%
GLW	B	-0.07%
NSC	B	-0.07%
PCG	A	-0.07%
ROST	C	-0.07%
CCL	B	-0.07%
MSTR	C	-0.07%
GDDY	A	-0.07%
DD	D	-0.07%
DKNG	B	-0.07%
FDX	B	-0.07%
PCAR	B	-0.07%
MSCI	C	-0.07%
VICI	C	-0.06%
MTB	A	-0.06%
VEEV	C	-0.06%
CTVA	C	-0.06%
FAST	B	-0.06%
DELL	C	-0.06%
KMI	A	-0.06%
TSN	B	-0.06%
WAB	B	-0.06%
PSA	D	-0.06%
HES	B	-0.06%
KVUE	A	-0.06%
AEP	D	-0.06%
RSG	A	-0.06%
ZM	B	-0.06%
CTSH	B	-0.05%
D	C	-0.05%
SYY	B	-0.05%
OKTA	C	-0.05%
AIG	B	-0.05%
LYV	A	-0.05%
PINS	D	-0.05%
VRSK	A	-0.05%
PEG	A	-0.05%
CINF	A	-0.05%
OTIS	C	-0.05%
RMD	C	-0.05%
LEN	D	-0.05%
FANG	D	-0.05%
MDB	C	-0.05%
FITB	A	-0.05%
STZ	D	-0.05%
GPN	B	-0.05%
AME	A	-0.05%
MNST	C	-0.05%
ARES	A	-0.05%
BAH	F	-0.04%
EXPE	B	-0.04%
INCY	C	-0.04%
HUBB	B	-0.04%
DOW	F	-0.04%
CPAY	A	-0.04%
AVB	B	-0.04%
TYL	B	-0.04%
XEL	A	-0.04%
GRMN	B	-0.04%
ARE	D	-0.04%
CNC	D	-0.04%
BRO	B	-0.04%
VTRS	A	-0.04%
CSGP	D	-0.04%
UAL	A	-0.04%
VMC	B	-0.04%
FE	C	-0.04%
EFX	F	-0.04%
MPWR	F	-0.04%
RBLX	C	-0.04%
AES	F	-0.03%
RPRX	D	-0.03%
ADM	D	-0.03%
ROL	B	-0.03%
ERIE	D	-0.03%
SSNC	B	-0.03%
MCHP	D	-0.03%
AEE	A	-0.03%
TDY	B	-0.03%
CDW	F	-0.03%
MKL	A	-0.03%
ON	D	-0.03%
ENTG	D	-0.03%
WRB	A	-0.03%
KHC	F	-0.03%
PPL	B	-0.03%
ETR	B	-0.03%
EG	C	-0.03%
ILMN	D	-0.03%
INVH	D	-0.03%
CVNA	B	-0.03%
VTR	C	-0.03%
OXY	D	-0.03%
HSY	F	-0.03%
WEC	A	-0.03%
EQR	B	-0.03%
LDOS	C	-0.03%
BMRN	D	-0.03%
UDR	B	-0.02%
CSL	C	-0.02%
RVTY	F	-0.02%
EVRG	A	-0.02%
HST	C	-0.02%
CTRA	B	-0.02%
ZBRA	B	-0.02%
MRO	B	-0.02%
EPAM	C	-0.02%
DLTR	F	-0.02%
JKHY	D	-0.02%
RS	B	-0.02%
SWK	D	-0.02%
LNT	A	-0.02%
BLDR	D	-0.02%
MAS	D	-0.02%
DG	F	-0.02%
EXAS	D	-0.02%
VRSN	F	-0.02%
DTE	C	-0.02%
RPM	A	-0.02%
EQT	B	-0.02%
CNP	B	-0.02%
WBD	C	-0.02%
EL	F	-0.02%
ESS	B	-0.02%
DVN	F	-0.02%
WSO	A	-0.02%
MAA	B	-0.02%
KIM	A	-0.02%
TER	D	-0.02%
PKG	A	-0.02%
TXT	D	-0.02%
SUI	D	-0.02%
J	F	-0.02%
SNA	A	-0.02%
MRNA	F	-0.01%
ALB	C	-0.01%
CE	F	-0.01%
EMN	D	-0.01%
CF	B	-0.01%
SNAP	C	-0.01%
WPC	D	-0.01%
SWKS	F	-0.01%
SCCO	F	-0.0%