BERZ vs. VCAR ETF Comparison
Comparison of MicroSectors FANG & Innovation -3x Inverse Leveraged ETN (BERZ) to Simplify Volt RoboCar Disruption and Tech ETF (VCAR)
BERZ
MicroSectors FANG & Innovation -3x Inverse Leveraged ETN
BERZ Description
BERZ provides daily -3x inverse exposure to an index of FANG and technology companies that meet certain requirements. The fund will consistently comprise eight core components (Alphabet, Amazon, Apple, Facebook, Microsoft, Netflix, NVIDIA, and Tesla) and include seven companies determined through a selection methodology. Eligible securities must be listed on a US exchange, classified in the technology sector, and have a market cap of at least 10 billion USD. Selection will begin with ranking the securities by market cap and selecting the 30 largest companies which will then be sorted by 12-month average daily value traded. The top seven stocks will complete the index along with the eight core components and are then equally weighted. The index is rebalanced monthly and reconstituted quarterly. As a leveraged inverse product with -3x factor that resets daily, BERZ is not a buy-and-hold investment and should not be expected to provide index leverage return greater than a one day period.
Grade (RS Rating)
Last Trade
$14.22
Average Daily Volume
107,368
15
VCAR
Simplify Volt RoboCar Disruption and Tech ETF
VCAR Description
The Simplify Volt Robocar Disruption and Tech ETF is not just another thematic investment product. VCAR is designed to concentrate in those few disruptive companies poised to dominate autonomous driving and then enhance the concentrated exposures with options. With our partner Volt Equity our investment process begins with a first principles approach to identify those few companies poised to lead the disruption. We then deploy a sophisticated option overlay to create convexity in the portfolio to enhance the upside while improving drawdowns.Grade (RS Rating)
Last Trade
$18.20
Average Daily Volume
10,046
50
Performance
| Period | BERZ | VCAR |
|---|---|---|
| 30 Days | -12.61% | 67.21% |
| 60 Days | -22.84% | 72.97% |
| 90 Days | -29.01% | 71.51% |
| 12 Months | -70.12% | 99.75% |
12 Overlapping Holdings
| Symbol | Grade | Weight in BERZ | Weight in VCAR | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.67% | 4.18% | 4.18% | |
| ADBE | D | 6.67% | 0.07% | 0.07% | |
| AMD | F | 6.67% | 10.6% | 6.67% | |
| AMZN | B | 6.67% | 3.98% | 3.98% | |
| INTC | C | 6.67% | 0.73% | 0.73% | |
| META | C | 6.67% | 2.79% | 2.79% | |
| MSFT | D | 6.67% | 4.8% | 4.8% | |
| MU | D | 6.67% | 0.73% | 0.73% | |
| NFLX | A | 6.67% | 1.06% | 1.06% | |
| NVDA | A | 6.67% | 21.29% | 6.67% | |
| PANW | A | 6.67% | 0.03% | 0.03% | |
| TSLA | B | 6.67% | 8.11% | 6.67% |
BERZ Underweight 38 Positions Relative to VCAR
| Symbol | Grade | Weight | |
|---|---|---|---|
| LMND | A | -4.02% | |
| GOOG | B | -3.82% | |
| ASML | F | -3.75% | |
| SQ | A | -3.56% | |
| ADI | D | -2.09% | |
| AUR | C | -0.98% | |
| DIS | B | -0.79% | |
| COST | A | -0.69% | |
| KLAC | F | -0.61% | |
| LRCX | F | -0.59% | |
| SNPS | C | -0.45% | |
| AMKR | F | -0.42% | |
| MRVL | B | -0.42% | |
| CRWD | B | -0.42% | |
| ADSK | A | -0.41% | |
| NXPI | F | -0.38% | |
| RIO | D | -0.37% | |
| BHP | F | -0.35% | |
| VALE | F | -0.28% | |
| MCHP | F | -0.24% | |
| GFS | C | -0.23% | |
| SQM | D | -0.22% | |
| TXN | C | -0.22% | |
| PAYX | B | -0.21% | |
| ARBE | D | -0.2% | |
| HPQ | B | -0.19% | |
| ALB | B | -0.17% | |
| VRSN | D | -0.17% | |
| FI | A | -0.16% | |
| ANSS | B | -0.16% | |
| TSM | C | -0.15% | |
| NIO | F | -0.15% | |
| MCO | B | -0.14% | |
| KO | D | -0.14% | |
| RIVN | F | -0.14% | |
| AXP | B | -0.11% | |
| LCID | F | -0.08% | |
| DDOG | A | -0.01% |
BERZ: Top Represented Industries & Keywords
VCAR: Top Represented Industries & Keywords
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