SURI vs. ARKK ETF Comparison

Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to ARK Innovation ETF (ARKK)
SURI

Simplify Exchange Traded Funds Simplify Propel Opportunities ETF

SURI Description

The fund is an actively managed exchange-traded fund. The Sub-Adviser concentrates the fund's investments (i.e., invests more than 25% of its net assets) in the securities of issuers in the biotechnology, pharmaceuticals, healthcare technology, and life science tools and services industries. The Sub-Adviser employs an actively managed opportunistic multi-asset strategy that focuses on common stock, preferred stock, convertible bonds, structured notes, corporate notes and bonds, and ETFs that primarily invest in the preceding security types. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$22.88

Average Daily Volume

20,128

Number of Holdings *

10

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

ARK Innovation ETF

ARKK Description The investment seeks long-term growth of capital. The fund is an actively-managed exchange-traded fund ("ETF") that will invest under normal circumstances primarily (at least 65% of its assets) in domestic and foreign equity securities of companies that are relevant to the fund's investment theme of disruptive innovation. Its investments in foreign equity securities will be in both developed and emerging markets. The fund currently intends to use only American Depositary Receipts ("ADRs") when purchasing foreign securities. It is non-diversified.

Grade (RS Rating)

Last Trade

$45.78

Average Daily Volume

11,963,167

Number of Holdings *

36

* may have additional holdings in another (foreign) market
Performance
Period SURI ARKK
30 Days -1.23% -2.99%
60 Days -6.41% -7.27%
90 Days 8.69% -10.65%
12 Months 11.22% 17.96%
0 Overlapping Holdings
Symbol Grade Weight in SURI Weight in ARKK Overlap
SURI Overweight 10 Positions Relative to ARKK
Symbol Grade Weight
PAGP B 22.64%
APLT D 17.32%
TCRX A 7.52%
MDGL D 5.62%
PHAT C 5.01%
AKRO F 4.85%
FULC D 3.97%
ATHA F 3.7%
RNA A 2.88%
HIGH A 2.65%
SURI Underweight 36 Positions Relative to ARKK
Symbol Grade Weight
TSLA D -11.38%
COIN D -8.62%
ROKU D -8.29%
SQ D -6.36%
PATH D -5.47%
RBLX F -4.85%
CRSP F -4.61%
HOOD C -3.99%
ZM D -3.56%
U F -3.39%
PLTR D -3.17%
SHOP F -3.04%
DKNG C -2.59%
NTLA D -2.55%
TWST B -2.47%
PDFS C -2.13%
TXG F -2.01%
TTD C -1.94%
META D -1.92%
RXRX D -1.91%
BEAM F -1.79%
DNA F -1.7%
PINS B -1.7%
TDOC F -1.69%
TER A -1.52%
MRNA C -1.27%
EXAS F -1.25%
VCYT C -1.21%
SOFI D -0.99%
ACHR F -0.96%
PACB F -0.56%
CERS C -0.3%
NTRA B -0.26%
VERV F -0.26%
PRME D -0.2%
TWOU F -0.0%
Compare ETFs