SFYX was created on 2019-04-11 by SoFi. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 25.28m in AUM and 501 holdings. SFYX tracks a multi-factor-weighted index of US mid-cap equities", selected by market cap.
NUSC was created on 2016-12-13 by Nuveen. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 1138.6m in AUM and 455 holdings. NUSC tracks a multi-factor-weighted index of small-cap companies listed on US exchanges. Holdings are screened for environmental", social", and governance (ESG) criteria.
Key Details
Apr 11, 2019
Dec 13, 2016
Equity
Equity
Mid Cap
Small Cap
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
SeekingAlpha
Small-caps stocks may benefit soon from deglobalization, increased defense spending and a new era of tech advancement.
SeekingAlpha
Beyond the short-term market impacts of trade tensions and geopolitical risk events, we are constructive in our medium-term outlook for the global economy and risk assets.
Yahoo
Smart Beta ETF report for NUSC
SeekingAlpha
US small-cap stocks face an uncertain trajectory for the second half of the year as benchmark indexes sag and trail their larger peers.
SeekingAlpha
Yesterday, AI stocks soared, the Fed hedged, and the market took a well-earned breather after laughing off last weekendâs $100 oil prophecy. Nvidia hit a new high. Read more here...
SeekingAlpha
Small-cap stocksâ tendency to outperform during recessions and early-stage expansions may be related to interest rate sensitivity. Click to read.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -78.91% | $94.90M | 0.59% | |
VIXY | -75.66% | $200.94M | 0.85% | |
BTAL | -69.76% | $310.24M | 1.43% | |
VIXM | -69.16% | $22.99M | 0.85% | |
IVOL | -44.40% | $341.06M | 1.02% | |
XONE | -33.83% | $629.16M | 0.03% | |
SPTS | -31.95% | $5.78B | 0.03% | |
FTSD | -30.67% | $233.24M | 0.25% | |
FXY | -30.03% | $798.58M | 0.4% | |
SCHO | -27.87% | $10.92B | 0.03% | |
VGSH | -27.37% | $22.70B | 0.03% | |
UTWO | -27.21% | $376.64M | 0.15% | |
IBTH | -24.04% | $1.62B | 0.07% | |
IBTG | -23.52% | $1.93B | 0.07% | |
IBTI | -22.79% | $1.07B | 0.07% | |
BILS | -20.99% | $3.80B | 0.1356% | |
XHLF | -20.79% | $1.73B | 0.03% | |
TBLL | -19.73% | $2.12B | 0.08% | |
IBTJ | -18.31% | $689.78M | 0.07% | |
IEI | -16.84% | $15.68B | 0.15% |
SeekingAlpha
Q2 2025 Earnings Preview: Modest Growth Expected Amidst Economic Crosswinds
SeekingAlpha
S&P 500 Index closed at a new all-time high of 6,204.95 on June 30, 2025, prompting a familiar question among both retail investors and professional advisors: is the market now overvalued?
SeekingAlpha
The S&P 500 retreated on Friday from its record high set the previous day. The index posted a 0.3% weekly loss, snapping its two-week win streak.
SeekingAlpha
The latest weekly AAII survey showed 41.4% of respondents reporting as bullish and 35.6% were bearish. The predominant sentiment is still bullish as the bull-bear spread remains positive.
SeekingAlpha
In Nov. 2024, our CIOs met to consider upcoming year and to prepare for challenges and opportunities of 2025, identifying key themes they expected to see play out in markets and economy.
SeekingAlpha
Q1 2025 buybacks reached a record $293B, with analysts expecting 2025 total buybacks to hit $1T.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AEP | 0.09% | $56.10B | +15.48% | 3.51% |
BCE | 0.20% | $22.02B | -26.94% | 10.19% |
TU | 0.40% | $24.99B | +5.67% | 7.03% |
ASPS | -0.53% | $150.77M | +23.72% | 0.00% |
AMT | -0.62% | $103.82B | +6.20% | 3.01% |
DUK | -0.67% | $91.66B | +11.97% | 3.55% |
GFI | 0.86% | $21.69B | +51.82% | 2.28% |
EXC | 1.19% | $43.84B | +22.86% | 3.60% |
KR | -1.21% | $47.78B | +38.66% | 1.78% |
TEF | 1.47% | $29.40B | +19.77% | 6.32% |
CYCN | 1.48% | $10.59M | +13.01% | 0.00% |
MO | -1.56% | $97.92B | +21.81% | 7.02% |
NEUE | 1.79% | $60.89M | +31.91% | 0.00% |
SO | 1.92% | $101.86B | +15.78% | 3.13% |
HUSA | -2.21% | $20.46M | -9.15% | 0.00% |
DG | -2.33% | $25.17B | -9.90% | 2.08% |
COR | 2.47% | $57.58B | +33.69% | 0.73% |
CL | 2.73% | $72.01B | -8.64% | 2.28% |
VSTA | -2.73% | $325.62M | +40.00% | 0.00% |
PM | 2.76% | $281.34B | +72.03% | 3.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -21.81% | $24.71B | +36.77% | 1.07% |
ED | -12.75% | $36.39B | +11.91% | 3.34% |
AWK | -12.74% | $27.95B | +5.15% | 2.18% |
K | -10.75% | $27.64B | +41.46% | 2.87% |
MKTX | -10.24% | $8.15B | -1.09% | 1.39% |
CME | -7.56% | $99.84B | +44.13% | 1.75% |
DG | -4.71% | $25.17B | -9.90% | 2.08% |
LITB | -4.37% | $25.36M | -69.22% | 0.00% |
VSA | -3.31% | $12.16M | +21.20% | 0.00% |
DFDV | -3.19% | $361.15M | +2,667.20% | 0.00% |
AMT | -3.14% | $103.82B | +6.20% | 3.01% |
KR | -3.11% | $47.78B | +38.66% | 1.78% |
TU | -2.73% | $24.99B | +5.67% | 7.03% |
STG | -2.69% | $56.15M | +27.66% | 0.00% |
ASPS | -2.36% | $150.77M | +23.72% | 0.00% |
DUK | -2.31% | $91.66B | +11.97% | 3.55% |
ZCMD | -2.30% | $28.79M | -11.91% | 0.00% |
MO | -2.16% | $97.92B | +21.81% | 7.02% |
BCE | -2.01% | $22.02B | -26.94% | 10.19% |
AEP | -1.61% | $56.10B | +15.48% | 3.51% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BUXX | 0.05% | $312.54M | 0.25% | |
TPMN | -0.25% | $30.86M | 0.65% | |
CMBS | -0.38% | $456.43M | 0.25% | |
SMB | -0.38% | $276.89M | 0.07% | |
YEAR | -0.47% | $1.47B | 0.25% | |
OWNS | 0.50% | $128.82M | 0.3% | |
TOTL | 0.60% | $3.81B | 0.55% | |
AGZD | 0.60% | $98.57M | 0.23% | |
SMMU | 0.64% | $898.04M | 0.35% | |
DFNM | -0.80% | $1.59B | 0.17% | |
JBND | 0.81% | $2.36B | 0.25% | |
MLN | 0.95% | $513.44M | 0.24% | |
IBND | 1.00% | $407.57M | 0.5% | |
FLMI | -1.04% | $745.34M | 0.3% | |
IBMN | 1.15% | $445.33M | 0.18% | |
BNDX | 1.26% | $67.48B | 0.07% | |
SHM | 1.30% | $3.41B | 0.2% | |
FMHI | -1.53% | $748.97M | 0.7% | |
WEAT | -1.72% | $124.92M | 0.28% | |
IBMS | 1.81% | $89.71M | 0.18% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VB | 95.95% | $65.40B | 0.05% | |
SCHM | 95.81% | $11.92B | 0.04% | |
ESML | 95.60% | $1.91B | 0.17% | |
IVOO | 95.55% | $2.74B | 0.07% | |
MDY | 95.51% | $23.43B | 0.24% | |
VXF | 95.51% | $22.82B | 0.05% | |
SPMD | 95.48% | $13.68B | 0.03% | |
IJH | 95.46% | $98.03B | 0.05% | |
SMMD | 95.46% | $1.51B | 0.15% | |
ISCG | 95.33% | $696.78M | 0.06% | |
SMLF | 95.29% | $1.90B | 0.15% | |
NUSC | 95.23% | $1.17B | 0.31% | |
MDYG | 95.21% | $2.32B | 0.15% | |
JHMM | 95.21% | $4.20B | 0.42% | |
FNX | 95.12% | $1.16B | 0.6% | |
IJK | 95.12% | $9.01B | 0.17% | |
JMEE | 95.09% | $1.93B | 0.24% | |
SCHA | 95.00% | $17.85B | 0.04% | |
IVOG | 94.96% | $1.13B | 0.15% | |
XJH | 94.91% | $295.85M | 0.12% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SPMB | 0.05% | $6.20B | 0.04% | |
ITM | -0.06% | $1.87B | 0.18% | |
NUBD | -0.11% | $397.19M | 0.16% | |
FMB | -0.28% | $1.89B | 0.65% | |
SCHQ | 0.28% | $784.68M | 0.03% | |
BUXX | 0.31% | $312.54M | 0.25% | |
BILZ | 0.33% | $852.10M | 0.14% | |
TLH | -0.37% | $11.45B | 0.15% | |
BNDW | -0.39% | $1.29B | 0.05% | |
VGLT | 0.44% | $9.70B | 0.04% | |
VMBS | 0.45% | $14.36B | 0.03% | |
ISTB | 0.46% | $4.41B | 0.06% | |
NYF | 0.51% | $885.33M | 0.25% | |
WEAT | -0.57% | $124.92M | 0.28% | |
JMBS | 0.63% | $5.89B | 0.22% | |
BIV | 0.66% | $23.28B | 0.03% | |
FIXD | -0.70% | $3.40B | 0.65% | |
SPTL | 0.83% | $11.26B | 0.03% | |
GNMA | 0.86% | $375.09M | 0.1% | |
LMBS | -0.86% | $5.12B | 0.64% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -80.84% | $94.90M | 0.59% | |
VIXY | -76.55% | $200.94M | 0.85% | |
VIXM | -70.43% | $22.99M | 0.85% | |
BTAL | -69.34% | $310.24M | 1.43% | |
IVOL | -44.82% | $341.06M | 1.02% | |
SPTS | -34.80% | $5.78B | 0.03% | |
FTSD | -34.18% | $233.24M | 0.25% | |
XONE | -32.73% | $629.16M | 0.03% | |
FXY | -32.65% | $798.58M | 0.4% | |
VGSH | -30.19% | $22.70B | 0.03% | |
UTWO | -29.65% | $376.64M | 0.15% | |
SCHO | -29.17% | $10.92B | 0.03% | |
IBTH | -26.39% | $1.62B | 0.07% | |
IBTI | -26.09% | $1.07B | 0.07% | |
IBTG | -25.23% | $1.93B | 0.07% | |
BILS | -23.31% | $3.80B | 0.1356% | |
XHLF | -22.91% | $1.73B | 0.03% | |
IBTJ | -22.26% | $689.78M | 0.07% | |
IEI | -21.03% | $15.68B | 0.15% | |
SHYM | -20.40% | $355.87M | 0.35% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ESML | 99.56% | $1.91B | 0.17% | |
SCHA | 99.39% | $17.85B | 0.04% | |
SMMD | 99.35% | $1.51B | 0.15% | |
VB | 99.35% | $65.40B | 0.05% | |
DFAS | 99.16% | $10.68B | 0.27% | |
FNDA | 98.97% | $8.65B | 0.25% | |
JMEE | 98.94% | $1.93B | 0.24% | |
IJH | 98.91% | $98.03B | 0.05% | |
SPMD | 98.90% | $13.68B | 0.03% | |
MDY | 98.89% | $23.43B | 0.24% | |
IVOO | 98.81% | $2.74B | 0.07% | |
PRFZ | 98.78% | $2.44B | 0.34% | |
VTWO | 98.72% | $12.69B | 0.07% | |
VBR | 98.65% | $30.55B | 0.07% | |
IJR | 98.64% | $82.91B | 0.06% | |
SMLF | 98.64% | $1.90B | 0.15% | |
IWM | 98.63% | $67.25B | 0.19% | |
SPSM | 98.58% | $11.90B | 0.03% | |
FNX | 98.56% | $1.16B | 0.6% | |
SCHM | 98.48% | $11.92B | 0.04% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITT | 87.21% | $12.44B | +15.16% | 0.85% |
PH | 85.75% | $90.99B | +30.72% | 0.94% |
GS | 85.32% | $218.87B | +44.91% | 1.69% |
BN | 84.91% | $105.26B | +38.58% | 0.53% |
EVR | 84.66% | $11.31B | +23.79% | 1.11% |
BNT | 84.35% | $12.84B | +38.78% | 0.00% |
JHG | 83.61% | $6.54B | +16.03% | 3.79% |
AXP | 83.46% | $224.83B | +31.52% | 0.96% |
EQH | 82.80% | $16.23B | +24.47% | 1.86% |
JEF | 82.76% | $11.52B | +1.58% | 2.67% |
CG | 82.37% | $21.30B | +33.81% | 2.37% |
SF | 82.36% | $11.33B | +28.96% | 1.61% |
BX | 82.36% | $198.19B | +23.41% | 2.14% |
KKR | 82.31% | $124.18B | +21.29% | 0.51% |
MS | 82.29% | $230.97B | +36.78% | 2.58% |
DOV | 81.98% | $25.90B | +2.11% | 1.08% |
KN | 81.60% | $1.57B | -3.89% | 0.00% |
PIPR | 81.52% | $5.43B | +24.50% | 0.85% |
AIT | 81.50% | $9.79B | +27.68% | 0.64% |
HBAN | 81.42% | $24.87B | +24.33% | 3.65% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITT | 88.75% | $12.44B | +15.16% | 0.85% |
BN | 87.13% | $105.26B | +38.58% | 0.53% |
BNT | 86.40% | $12.84B | +38.78% | 0.00% |
EVR | 85.75% | $11.31B | +23.79% | 1.11% |
AXP | 85.35% | $224.83B | +31.52% | 0.96% |
DOV | 84.95% | $25.90B | +2.11% | 1.08% |
PH | 84.93% | $90.99B | +30.72% | 0.94% |
AVNT | 84.92% | $3.07B | -24.11% | 3.16% |
WTFC | 84.78% | $8.89B | +24.71% | 1.43% |
SNV | 84.78% | $7.60B | +24.61% | 2.83% |
JHG | 84.57% | $6.54B | +16.03% | 3.79% |
GS | 84.42% | $218.87B | +44.91% | 1.69% |
KN | 84.13% | $1.57B | -3.89% | 0.00% |
HBAN | 83.89% | $24.87B | +24.33% | 3.65% |
APAM | 83.83% | $3.30B | +12.13% | 6.53% |
RF | 83.79% | $22.20B | +17.62% | 4.06% |
CG | 83.71% | $21.30B | +33.81% | 2.37% |
PIPR | 83.60% | $5.43B | +24.50% | 0.85% |
PNFP | 83.40% | $9.23B | +34.16% | 0.77% |
ONB | 83.38% | $8.63B | +24.77% | 2.40% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -22.95% | $24.71B | +36.77% | 1.07% |
CME | -12.28% | $99.84B | +44.13% | 1.75% |
ED | -10.98% | $36.39B | +11.91% | 3.34% |
MKTX | -8.58% | $8.15B | -1.09% | 1.39% |
K | -8.56% | $27.64B | +41.46% | 2.87% |
AWK | -8.04% | $27.95B | +5.15% | 2.18% |
LITB | -5.59% | $25.36M | -69.22% | 0.00% |
DFDV | -5.30% | $361.15M | +2,667.20% | 0.00% |
STG | -4.68% | $56.15M | +27.66% | 0.00% |
VSA | -3.49% | $12.16M | +21.20% | 0.00% |
ZCMD | -2.84% | $28.79M | -11.91% | 0.00% |
VSTA | -2.73% | $325.62M | +40.00% | 0.00% |
DG | -2.33% | $25.17B | -9.90% | 2.08% |
HUSA | -2.21% | $20.46M | -9.15% | 0.00% |
MO | -1.56% | $97.92B | +21.81% | 7.02% |
KR | -1.21% | $47.78B | +38.66% | 1.78% |
DUK | -0.67% | $91.66B | +11.97% | 3.55% |
AMT | -0.62% | $103.82B | +6.20% | 3.01% |
ASPS | -0.53% | $150.77M | +23.72% | 0.00% |
AEP | 0.09% | $56.10B | +15.48% | 3.51% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
HUSA | <0.01% | $20.46M | -9.15% | 0.00% |
WTRG | -0.32% | $10.61B | -4.25% | 3.45% |
TEF | 0.33% | $29.40B | +19.77% | 6.32% |
EXC | 0.51% | $43.84B | +22.86% | 3.60% |
VSTA | 0.58% | $325.62M | +40.00% | 0.00% |
PM | 1.33% | $281.34B | +72.03% | 3.00% |
CL | 1.47% | $72.01B | -8.64% | 2.28% |
SO | -1.50% | $101.86B | +15.78% | 3.13% |
AEP | -1.61% | $56.10B | +15.48% | 3.51% |
LTM | 1.80% | $12.57B | -95.57% | 2.41% |
CYCN | 1.94% | $10.59M | +13.01% | 0.00% |
BCE | -2.01% | $22.02B | -26.94% | 10.19% |
HIHO | 2.03% | $7.36M | -25.37% | 4.38% |
PHYS.U | 2.08% | - | - | 0.00% |
NEUE | 2.13% | $60.89M | +31.91% | 0.00% |
MO | -2.16% | $97.92B | +21.81% | 7.02% |
ZCMD | -2.30% | $28.79M | -11.91% | 0.00% |
DUK | -2.31% | $91.66B | +11.97% | 3.55% |
ASPS | -2.36% | $150.77M | +23.72% | 0.00% |
STG | -2.69% | $56.15M | +27.66% | 0.00% |
SFYX - SoFi Next 500 ETF and NUSC - Nuveen ESG Small Cap ETF have a 182 holding overlap. Which accounts for a 27.5% overlap.
Number of overlapping holdings
182
% of overlapping holdings
27.49%
Name | Weight in SFYX | Weight in NUSC |
---|---|---|
1.00% | 1.07% | |
0.66% | 0.79% | |
0.59% | 1.13% | |
0.55% | 0.78% | |
0.47% | 0.56% | |
0.47% | 0.04% | |
0.46% | 0.13% | |
0.44% | 0.11% | |
0.40% | 0.01% | |
0.40% | 0.36% |
SoFi Next 500 ETF - SFYX is made up of 498 holdings. Nuveen ESG Small Cap ETF - NUSC is made up of 452 holdings.
Name | Weight |
---|---|
C CRWVCoreWeave, Inc. | 1.50% |
1.12% | |
1.00% | |
0.90% | |
0.85% | |
![]() | 0.81% |
0.79% | |
0.77% | |
0.67% | |
![]() | 0.67% |
![]() | 0.66% |
0.66% | |
0.62% | |
0.61% | |
![]() | 0.59% |
0.59% | |
0.58% | |
![]() | 0.56% |
![]() | 0.56% |
0.55% | |
0.55% | |
![]() | 0.54% |
![]() | 0.53% |
![]() | 0.53% |
![]() | 0.51% |
![]() | 0.48% |
0.47% | |
![]() | 0.47% |
![]() | 0.46% |
![]() | 0.46% |