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SFYFvsBALQETF Comparison

ETF 1

SFYF

SoFi Social 50 ETF

This fund is part of

US Multi-Factor

+0%

Full SFYF fund page

VS

ETF 2

BALQ

iShares Nasdaq Premium Income Active ETF

This fund is part of

Options Strategies

+0%

Full BALQ fund page

SoFi Social 50 ETF (SFYF) belongs to the US Multi-Factor segment. iShares Nasdaq Premium Income Active ETF (BALQ) is part of the Options Strategies segment. SFYF's top 3 sector exposures are Information Technology, Consumer Discretionary and Communication Services. In contrast, BALQ's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. SFYF is less expensive with a Total Expense Ratio (TER) of 0.29%, versus 0.35% for BALQ. SFYF is up 12.53% year-to-date (YTD) with -$3M in YTD flows. BALQ performs better with 22.45% YTD performance, and +$3M in YTD flows. Run a side-by-side ETF comparison of SFYF and BALQ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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SFYF vs BALQ performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 06/18/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SFYF BALQ	+1.71%+4.90%	+19.39%+24.66%	+12.53%+22.45%	+40.45%n/a	+132.12%n/a	+70.02%n/a
Flows	SFYF BALQ	-+$1M	-$50K+$1M	-$3M+$3M	+$4M-	+$8M-	+$5M-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SFYF BALQ	+24.47%+23.53%	+19.46%n/a	+24.53%n/a	+29.39%n/a
Max drawdown	SFYF BALQ	-7.90%-6.64%	-15.13%n/a	-26.56%n/a	-55.57%n/a
Max drawdown duration	SFYF BALQ	18d16d	174dn/a	127dn/a	1095dn/a

Trading data

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	SFYF	BALQ
Last sale 6/18/2026 at 1:30 PM	$62.84	$57.95
Previous close 06/18/2026	$61.69	$56.59
Consolidated volume 06/18/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of May 29, 2026

1-year trailing difference

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BALQ

is actively managed and doesn’t replicate an index

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	SFYF	BALQ
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 6/18/2026 at 1:30 PM

Live

Closed

	SFYF	BALQ
Last price	$62.84	$57.95
1D performance	+1.87%	+2.40%
AuM	$42.08 M	$16.20 M
E/R	0.29%	0.35%

Characteristics

	SFYF	BALQ
Management strategy	Passive	Active
Provider	SoFi	iShares
Benchmark	SoFi Social 50 Index	-
N° of holdings	41	102
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	May 2, 2019	December 3, 2025
ESG	No	No

More SFYF data on Trackinsight

More BALQ data on Trackinsight

Exposure

Countries

SFYF

USA

97.93%

Other

2.07%

BALQ

USA

97.52%

Other

2.48%

Sectors

SFYF

Information Techn.

36.22%

Consumer Discreti.

22.42%

Communication Ser.

12.41%

Other

28.95%

BALQ

Information Techn.

50.81%

Communication Ser.

14.26%

Consumer Discreti.

10.85%

Consumer Staples

8.04%

Other

16.04%

Diversification

SFYF

Total weight of top 15 holdings out of 15

68.95%

BALQ

Total weight of top 15 holdings out of 15

67.1%

Top 15 holdings

Data as of April 30, 2026

SFYF

NVIDIA

8.99%

TESLA

8.89%

AMAZON.COM INC

7.29%

ADVANCED MICRO DEVICES

4.65%

ALPHABET INC-CL

4.54%

MICROSOFT-T

4.28%

META PLATFORMS

4.10%

APPLE

3.93%

BERKSHIRE HATHWAY

3.84%

PALANTIR TECHNOLOGIES

3.64%

MICRON TECHNOLOGY

3.15%

US8740391003

3.10%

COSTCO WHOLESALE

3.10%

RIVIAN AUTOMOTIVE

2.84%

BROADCOM LIMITED

2.61%

BALQ

NVIDIA

9.03%

APPLE

7.81%

MICROSOFT-T

6.74%

AMAZON.COM INC

5.99%

ALPHABET INC-CL

4.74%

BROADCOM LIMITED

4.06%

ALPHABET INC-CL

3.66%

ADVANCED MICRO DEVICES

3.42%

MICRON TECHNOLOGY

3.41%

TESLA

3.40%

COSTCO WHOLESALE

3.22%

META PLATFORMS

3.19%

WALMART INC

3.10%

APPLIED MATERIAL

2.89%

US5128073062

2.45%

Frequently asked questions about SFYF and BALQ

How have the SFYF and BALQ ETFs performed in 2026?

As of June 18, 2026, SFYF is up 12.53% year-to-date (YTD), while BALQ has returned 22.45%. That puts BALQ better performer ahead so far this year.

Which ETF is attracting more investor money: SFYF or BALQ?

Year-to-date, the SFYF ETF saw -$3M in flows, compared to +$3M for BALQ.

Which ETF is bigger: SFYF or BALQ?

As of June 18, 2026, SFYF holds $42.08 M in assets under management (AUM), while BALQ manages $16.20 M.

What sectors do the SFYF and BALQ ETFs invest in?

SFYF leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, BALQ focuses on Information Technology, Communication Services and Consumer Discretionary.

What are the top holdings of the SFYF ETF and BALQ ETF?

SFYF top holdings include NVIDIA, TESLA and AMAZON.COM INC. BALQ holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: SFYF or BALQ?

SFYF holds 47 securities with 68.95% of its assets in the top 15. BALQ has 111 securities and a top 15 weight of 67.1%.

ETFs That Bet on Social Media Sentiment: A Look at BUZZ, SFYF, and MEME

April 25, 2023

SFYF

SFYFvsBALQETF Comparison

SoFi Social 50 ETF

iShares Nasdaq Premium Income Active ETF

SFYF vs BALQ performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the SFYF and BALQ ETFs performed in 2026?

As of June 18, 2026, SFYF is up 12.53% year-to-date (YTD), while BALQ has returned 22.45%. That puts BALQ better performer ahead so far this year.

Which ETF is attracting more investor money: SFYF or BALQ?

Year-to-date, the SFYF ETF saw -$3M in flows, compared to +$3M for BALQ.

Which ETF is bigger: SFYF or BALQ?

As of June 18, 2026, SFYF holds $42.08 M in assets under management (AUM), while BALQ manages $16.20 M.

What sectors do the SFYF and BALQ ETFs invest in?

SFYF leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, BALQ focuses on Information Technology, Communication Services and Consumer Discretionary.

What are the top holdings of the SFYF ETF and BALQ ETF?

SFYF top holdings include NVIDIA, TESLA and AMAZON.COM INC. BALQ holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: SFYF or BALQ?

SFYF holds 47 securities with 68.95% of its assets in the top 15. BALQ has 111 securities and a top 15 weight of 67.1%.

ETFs That Bet on Social Media Sentiment: A Look at BUZZ, SFYF, and MEME

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