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      EUSA vs. PFIX ETF Comparison

      Comparison of iShares MSCI USA Index Fund (EUSA) to Simplify Interest Rate Hedge ETF (PFIX)
      EUSA

      iShares MSCI USA Index Fund

      EUSA Description

      The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI USA Index (the "underlying index"). The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The underlying index is a market capitalization-weighted index designed to measure the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the United States. The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $95.65

      Average Daily Volume

      43,530

      Number of Holdings *

      591

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

      Simplify Interest Rate Hedge ETF

      PFIX Description The investment seeks to track the performance, before fees and expenses, of the SoFi Sustainable Dividend Index. The index follows a rules-based methodology that tracks the performance of the equity securities of publicly-traded, large- and mid-capitalization U.S. and non-U.S. companies in developed markets that are selected based on a set of dividend filters focused on dividend sustainability. The adviser attempts to invest all, or substantially all, of its assets in the component securities that make up the index. The fund will invest at least 80% its net assets in dividend paying securities. It is non-diversified.

      Grade (RS Rating)

      Last Trade

      $41.70

      Average Daily Volume

      48,713

      Number of Holdings *

      107

      * may have additional holdings in another (foreign) market
      Performance
      Period EUSA PFIX
      30 Days 3.29% 0.75%
      60 Days 5.57% -12.28%
      90 Days 8.86% -12.53%
      12 Months 28.89% -16.14%
      98 Overlapping Holdings
      Symbol Grade Weight in EUSA Weight in PFIX Overlap
      ADM D 0.17% 0.22% 0.17%
      ADP C 0.17% 0.79% 0.17%
      AEE B 0.17% 0.14% 0.14%
      AEP C 0.17% 0.31% 0.17%
      AIG D 0.17% 0.34% 0.17%
      AMCR B 0.17% 0.09% 0.09%
      APD B 0.18% 0.37% 0.18%
      ATO B 0.17% 0.11% 0.11%
      AVB C 0.17% 0.19% 0.17%
      AVGO C 0.17% 3.86% 0.17%
      BAC D 0.17% 1.73% 0.17%
      BBY A 0.19% 0.1% 0.1%
      BK B 0.18% 0.29% 0.18%
      BLK B 0.18% 0.87% 0.18%
      C C 0.16% 0.77% 0.16%
      CAG B 0.17% 0.09% 0.09%
      CHRW B 0.18% 0.06% 0.06%
      CINF C 0.17% 0.11% 0.11%
      CMCSA C 0.17% 1.29% 0.17%
      CMI B 0.17% 0.28% 0.17%
      CMS B 0.17% 0.12% 0.12%
      COP F 0.16% 1.01% 0.16%
      CPB C 0.16% 0.06% 0.06%
      CSCO B 0.17% 1.48% 0.17%
      CVS D 0.16% 0.76% 0.16%
      CVX F 0.17% 2.06% 0.17%
      DFS C 0.17% 0.22% 0.17%
      DRI C 0.18% 0.14% 0.14%
      DTE A 0.17% 0.17% 0.17%
      EG B 0.17% 0.09% 0.09%
      EIX B 0.17% 0.19% 0.17%
      ES B 0.16% 0.15% 0.15%
      ETN C 0.18% 0.82% 0.18%
      ETR A 0.18% 0.14% 0.14%
      EVRG B 0.17% 0.07% 0.07%
      EXC B 0.17% 0.27% 0.17%
      FANG F 0.16% 0.23% 0.16%
      FITB B 0.18% 0.16% 0.16%
      FNF B 0.17% 0.1% 0.1%
      GD C 0.17% 0.46% 0.17%
      GILD B 0.18% 0.66% 0.18%
      GIS B 0.17% 0.28% 0.17%
      GPC D 0.16% 0.14% 0.14%
      GRMN D 0.16% 0.13% 0.13%
      HBAN B 0.17% 0.13% 0.13%
      HPE C 0.16% 0.13% 0.13%
      HST D 0.18% 0.11% 0.11%
      HSY D 0.16% 0.22% 0.16%
      IP C 0.17% 0.09% 0.09%
      JCI B 0.18% 0.29% 0.18%
      JNJ C 0.17% 2.83% 0.17%
      JPM D 0.16% 3.9% 0.16%
      KR B 0.18% 0.26% 0.18%
      LHX C 0.17% 0.29% 0.17%
      LMT A 0.17% 0.82% 0.17%
      LNT A 0.17% 0.08% 0.08%
      MDLZ C 0.17% 0.76% 0.17%
      MET B 0.2% 0.32% 0.2%
      MMC C 0.17% 0.75% 0.17%
      MOS F 0.15% 0.07% 0.07%
      MS B 0.17% 0.81% 0.17%
      MTB C 0.18% 0.15% 0.15%
      NI B 0.18% 0.08% 0.08%
      NSC C 0.17% 0.42% 0.17%
      NTRS C 0.17% 0.11% 0.11%
      NUE D 0.17% 0.32% 0.17%
      OKE C 0.18% 0.31% 0.18%
      OMC B 0.17% 0.13% 0.13%
      PAYX C 0.17% 0.3% 0.17%
      PCAR D 0.17% 0.42% 0.17%
      PEG B 0.18% 0.23% 0.18%
      PFG B 0.18% 0.14% 0.14%
      PG C 0.16% 2.82% 0.16%
      PKG B 0.18% 0.1% 0.1%
      PLD C 0.17% 0.91% 0.17%
      PNC C 0.18% 0.43% 0.18%
      PSX F 0.16% 0.45% 0.16%
      QCOM D 0.16% 1.27% 0.16%
      RF B 0.17% 0.12% 0.12%
      RSG D 0.16% 0.28% 0.16%
      SNA B 0.17% 0.1% 0.1%
      SO B 0.17% 0.55% 0.17%
      SRE B 0.17% 0.33% 0.17%
      STT B 0.18% 0.16% 0.16%
      SWKS F 0.15% 0.12% 0.12%
      SYF C 0.17% 0.12% 0.12%
      TROW C 0.16% 0.17% 0.16%
      TRV C 0.18% 0.38% 0.18%
      TXN B 0.16% 1.13% 0.16%
      UPS D 0.16% 0.81% 0.16%
      USB C 0.17% 0.45% 0.17%
      VICI C 0.17% 0.22% 0.17%
      VLO F 0.15% 0.36% 0.15%
      VTRS D 0.16% 0.11% 0.11%
      VZ A 0.18% 1.26% 0.18%
      WEC B 0.17% 0.18% 0.17%
      XEL B 0.17% 0.25% 0.17%
      XOM D 0.17% 3.19% 0.17%
      EUSA Overweight 493 Positions Relative to PFIX
      Symbol Grade Weight
      APP C 0.24%
      VST B 0.23%
      CEG C 0.22%
      GEV B 0.22%
      VRT C 0.21%
      PODD C 0.21%
      CCL C 0.2%
      IOT C 0.2%
      Z C 0.2%
      ROKU D 0.2%
      FBIN B 0.19%
      HUBB B 0.19%
      PLTR C 0.19%
      FI B 0.19%
      COO C 0.19%
      AFL A 0.19%
      HOOD C 0.19%
      CNH C 0.19%
      MSTR C 0.19%
      TSLA C 0.19%
      EBAY B 0.19%
      TPL C 0.19%
      EMN B 0.19%
      HIG B 0.19%
      PNR B 0.19%
      RBLX C 0.19%
      EXAS D 0.19%
      PRU C 0.19%
      ERIE B 0.19%
      ZM C 0.19%
      CARR B 0.19%
      SOLV D 0.19%
      PHM B 0.19%
      BLDR C 0.19%
      BXP C 0.19%
      TOST C 0.19%
      EME B 0.19%
      APO B 0.19%
      BX C 0.19%
      ORCL B 0.19%
      DAL C 0.19%
      RJF C 0.18%
      CTVA B 0.18%
      EXR C 0.18%
      ARE C 0.18%
      POOL C 0.18%
      NRG B 0.18%
      GEN A 0.18%
      NEM C 0.18%
      CLX C 0.18%
      HLT B 0.18%
      AMZN C 0.18%
      SPG B 0.18%
      NVR B 0.18%
      AZPN B 0.18%
      TGT C 0.18%
      CRWD D 0.18%
      CG C 0.18%
      VTR C 0.18%
      STLD C 0.18%
      LVS C 0.18%
      TTD B 0.18%
      CCK B 0.18%
      ULTA D 0.18%
      INTC D 0.18%
      HD B 0.18%
      MAS B 0.18%
      ANET C 0.18%
      WPC C 0.18%
      FTV C 0.18%
      UDR C 0.18%
      LII C 0.18%
      DLR B 0.18%
      UHAL B 0.18%
      ALLE B 0.18%
      PAYC D 0.18%
      H B 0.18%
      WELL C 0.18%
      HUBS D 0.18%
      TDG B 0.18%
      CB B 0.18%
      SBAC C 0.18%
      FICO B 0.18%
      AFG C 0.18%
      DVA B 0.18%
      DD B 0.18%
      CPAY B 0.18%
      CSL B 0.18%
      DE A 0.18%
      PYPL B 0.18%
      OC C 0.18%
      AES C 0.18%
      IRM C 0.18%
      DAY D 0.18%
      MANH B 0.18%
      NOW C 0.18%
      GEHC B 0.18%
      IR B 0.18%
      ARES B 0.18%
      PSA C 0.18%
      CHK C 0.18%
      FIS C 0.18%
      SWK B 0.18%
      CBRE B 0.18%
      ACGL B 0.18%
      RMD C 0.18%
      LOW B 0.18%
      SW B 0.18%
      MDB D 0.18%
      TT B 0.18%
      EXPE C 0.18%
      MAR B 0.18%
      CMG D 0.18%
      LYV A 0.18%
      WYNN C 0.18%
      KEYS B 0.18%
      FSLR C 0.18%
      FLUT C 0.18%
      AIZ B 0.18%
      DASH B 0.18%
      CNP C 0.18%
      IBM B 0.18%
      FDS C 0.18%
      TRGP C 0.18%
      LUV C 0.18%
      JKHY B 0.18%
      MNST D 0.18%
      FFIV B 0.18%
      PWR B 0.18%
      WSM C 0.18%
      SNAP D 0.18%
      GLW B 0.18%
      T B 0.18%
      KKR B 0.18%
      BKNG B 0.18%
      ABNB D 0.18%
      MKTX D 0.18%
      FCX C 0.18%
      WY C 0.18%
      CAT B 0.18%
      GE C 0.18%
      V C 0.18%
      DKNG C 0.18%
      WAB B 0.18%
      URI B 0.18%
      RCL B 0.18%
      TRU B 0.18%
      MA B 0.18%
      CDW D 0.17%
      BSY C 0.17%
      CHD C 0.17%
      HON C 0.17%
      DOW C 0.17%
      ROL C 0.17%
      CL C 0.17%
      ADI C 0.17%
      TAP D 0.17%
      MTCH C 0.17%
      AVY C 0.17%
      TYL C 0.17%
      RTX B 0.17%
      FTNT B 0.17%
      PTC C 0.17%
      RPRX C 0.17%
      ELS D 0.17%
      CSX C 0.17%
      GS B 0.17%
      CSGP D 0.17%
      F F 0.17%
      WAT B 0.17%
      DUK B 0.17%
      NLY B 0.17%
      KO B 0.17%
      HSIC C 0.17%
      L D 0.17%
      STE B 0.17%
      REG C 0.17%
      MRVL D 0.17%
      LIN B 0.17%
      BIO C 0.17%
      VMC C 0.17%
      MKL C 0.17%
      PFE D 0.17%
      BG F 0.17%
      O B 0.17%
      AWK C 0.17%
      IDXX D 0.17%
      AME C 0.17%
      TJX C 0.17%
      SSNC C 0.17%
      VRSN C 0.17%
      PPL A 0.17%
      CRM C 0.17%
      SPGI C 0.17%
      AON B 0.17%
      PPG C 0.17%
      DOCU C 0.17%
      PM C 0.17%
      WST D 0.17%
      COST C 0.17%
      ROST C 0.17%
      APTV D 0.17%
      ED B 0.17%
      CME B 0.17%
      WLK C 0.17%
      UTHR B 0.17%
      MCD B 0.17%
      BRO C 0.17%
      HPQ C 0.17%
      WDC C 0.17%
      SEIC B 0.17%
      TFX B 0.17%
      BURL C 0.17%
      NOC B 0.17%
      CI C 0.17%
      WTW B 0.17%
      RS D 0.17%
      NFLX B 0.17%
      STZ C 0.17%
      EMR D 0.17%
      DIS D 0.17%
      HWM B 0.17%
      NKE D 0.17%
      AVTR C 0.17%
      STX B 0.17%
      MDT B 0.17%
      TWLO C 0.17%
      NET D 0.17%
      BMY C 0.17%
      EQR C 0.17%
      TEAM D 0.17%
      WMB C 0.17%
      IT C 0.17%
      SUI C 0.17%
      DT C 0.17%
      CE D 0.17%
      TDY B 0.17%
      RVTY B 0.17%
      LW D 0.17%
      ESS C 0.17%
      TRMB C 0.17%
      CPT C 0.17%
      BAH B 0.17%
      NDAQ C 0.17%
      ECL B 0.17%
      COF B 0.17%
      DOC B 0.17%
      LDOS A 0.17%
      BRK.A C 0.17%
      MSI B 0.17%
      ZTS B 0.17%
      TW B 0.17%
      CTAS C 0.17%
      SQ D 0.17%
      OTIS B 0.17%
      MAA C 0.17%
      SYK C 0.17%
      WSO C 0.17%
      GM C 0.17%
      MELI C 0.17%
      GLPI C 0.17%
      BALL C 0.17%
      EXPD B 0.17%
      IEX C 0.17%
      GGG C 0.17%
      TSCO B 0.17%
      KIM C 0.17%
      AXP B 0.17%
      JBL C 0.17%
      AXON B 0.17%
      UBER C 0.17%
      WDAY D 0.17%
      CF B 0.17%
      ZBRA B 0.17%
      NEE B 0.17%
      EQIX B 0.17%
      KDP B 0.17%
      AMP B 0.17%
      ACM B 0.17%
      DELL C 0.17%
      KMI C 0.17%
      AOS B 0.17%
      ITW B 0.17%
      LEN B 0.17%
      ALGN D 0.17%
      CCI C 0.17%
      WBD D 0.17%
      FAST C 0.17%
      UHS C 0.17%
      KVUE B 0.17%
      DHI C 0.17%
      META B 0.17%
      IFF A 0.17%
      PCG C 0.17%
      NDSN C 0.17%
      ALL C 0.17%
      BAX C 0.17%
      AMT C 0.17%
      VEEV C 0.17%
      MKC C 0.17%
      TECH C 0.17%
      BKR C 0.17%
      SHW B 0.17%
      ADSK B 0.17%
      PH B 0.17%
      EQT C 0.17%
      GWW B 0.17%
      HCA B 0.17%
      CRH B 0.17%
      ALB D 0.17%
      RPM B 0.17%
      PGR C 0.17%
      WMT B 0.17%
      BSX B 0.17%
      MMM B 0.17%
      DOV B 0.17%
      EW F 0.16%
      CNC D 0.16%
      MGM D 0.16%
      KMX D 0.16%
      PEP D 0.16%
      INTU D 0.16%
      GDDY C 0.16%
      ZBH F 0.16%
      PARA D 0.16%
      OVV F 0.16%
      HRL F 0.16%
      LH D 0.16%
      ALNY C 0.16%
      TSN D 0.16%
      CDNS D 0.16%
      EQH C 0.16%
      SJM C 0.16%
      WFC D 0.16%
      MCHP D 0.16%
      ILMN D 0.16%
      WTRG D 0.16%
      TTC F 0.16%
      WCN D 0.16%
      DKS D 0.16%
      ELV D 0.16%
      LLY D 0.16%
      TTWO D 0.16%
      HAL F 0.16%
      GPN D 0.16%
      IQV D 0.16%
      FWONK C 0.16%
      FERG D 0.16%
      YUM B 0.16%
      DECK C 0.16%
      SLB F 0.16%
      KMB C 0.16%
      LKQ F 0.16%
      KHC C 0.16%
      NWSA D 0.16%
      VRSK D 0.16%
      MSCI C 0.16%
      ROK D 0.16%
      AJG D 0.16%
      TXT D 0.16%
      TER C 0.16%
      WM D 0.16%
      AKAM D 0.16%
      ANSS D 0.16%
      HES F 0.16%
      ABBV B 0.16%
      MRO D 0.16%
      INCY C 0.16%
      APH C 0.16%
      LNG D 0.16%
      CTRA F 0.16%
      ODFL D 0.16%
      MOH D 0.16%
      SCHW D 0.16%
      ENPH D 0.16%
      WRB D 0.16%
      TMO B 0.16%
      UNH C 0.16%
      INVH D 0.16%
      TEL D 0.16%
      CBOE C 0.16%
      CRL F 0.16%
      TFC D 0.16%
      ICE C 0.16%
      DPZ D 0.16%
      EPAM F 0.16%
      ROP C 0.16%
      XYL C 0.16%
      CPRT D 0.16%
      LYB D 0.16%
      EOG D 0.16%
      MCO C 0.16%
      K A 0.16%
      ISRG C 0.16%
      ORLY B 0.16%
      PINS D 0.16%
      IPG C 0.16%
      ACN C 0.16%
      JNPR A 0.16%
      BR C 0.16%
      MRK F 0.16%
      KNX C 0.16%
      AAPL C 0.16%
      UNP D 0.16%
      BDX D 0.16%
      CAH C 0.16%
      KEY C 0.16%
      SYY C 0.16%
      JBHT D 0.16%
      MTD C 0.16%
      MPWR B 0.16%
      ENTG D 0.16%
      HOLX D 0.16%
      FE B 0.16%
      LULU D 0.16%
      CTSH B 0.16%
      DGX B 0.16%
      MLM D 0.16%
      TMUS B 0.16%
      LPLA D 0.16%
      SBUX C 0.16%
      MSFT C 0.16%
      AMD C 0.16%
      EL D 0.16%
      EFX C 0.16%
      J A 0.16%
      MO C 0.16%
      D C 0.16%
      ABT C 0.16%
      CFG D 0.16%
      CTLT B 0.16%
      A C 0.16%
      DDOG D 0.16%
      DHR B 0.16%
      AMGN D 0.16%
      VLTO B 0.16%
      AMH D 0.16%
      APA F 0.15%
      RIVN F 0.15%
      ACI F 0.15%
      BA F 0.15%
      BBWI D 0.15%
      SNPS F 0.15%
      CHRD F 0.15%
      LRCX D 0.15%
      NXPI D 0.15%
      QRVO F 0.15%
      OXY F 0.15%
      ADBE F 0.15%
      FDX D 0.15%
      ON D 0.15%
      PANW D 0.15%
      CHTR D 0.15%
      FCNCA D 0.15%
      DVN F 0.15%
      BEN F 0.15%
      NTAP D 0.15%
      DXCM F 0.15%
      HII F 0.15%
      COR F 0.15%
      BIIB F 0.15%
      NVDA C 0.15%
      MPC F 0.15%
      AZO B 0.15%
      DINO F 0.15%
      KLAC D 0.15%
      EA D 0.15%
      AMAT D 0.15%
      VRTX D 0.15%
      SNOW F 0.14%
      REGN D 0.14%
      COIN F 0.14%
      MU D 0.14%
      MCK F 0.14%
      HUM F 0.14%
      ZS F 0.14%
      OKTA F 0.13%
      NBIX F 0.13%
      CELH F 0.13%
      WBA F 0.13%
      PSTG F 0.13%
      ALLY F 0.13%
      DLTR F 0.12%
      MRNA F 0.12%
      BMRN F 0.12%
      SMCI F 0.12%
      HEI C 0.11%
      FOXA B 0.11%
      DG F 0.11%
      GOOG D 0.08%
      GOOGL D 0.08%
      HEI C 0.07%
      FOX B 0.06%
      EUSA Underweight 9 Positions Relative to PFIX
      Symbol Grade Weight
      TM D -1.97%
      NVS C -1.56%
      TD C -0.83%
      HMC D -0.45%
      STLA F -0.43%
      E D -0.26%
      BCS B -0.22%
      CCEP C -0.1%
      FRO D -0.02%

      EUSA: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Business Services Diagnostics & Research Semiconductors Asset Management Oil & Gas E&P Software - Infrastructure Capital Markets Specialty Retail Aerospace & Defense Banks - Regional - US Biotechnology REIT - Residential Specialty Chemicals Drug Manufacturers - Major Insurance - Property & Casualty Medical Instruments & Supplies Packaged Foods
      Keywords: S&P 500 Nasdaq 100 Computing Natural Gas Insurance Electricity Electronics Dow Jones Component Chemical Telecommunications Aerospace Real Estate Investment Trust Medicine Bank Semiconductor Cloud Computing Banking Mining IBD 50 Insurance Products

      PFIX: Top Represented Industries & Keywords

      Industries: Utilities - Regulated Electric Banks - Regional - US Asset Management Banks - Global Semiconductors Utilities - Diversified Auto Manufacturers Communication Equipment Drug Manufacturers - Major Oil & Gas Integrated Packaged Foods Packaging & Containers Aerospace & Defense Business Services Confectioners Credit Services Insurance - Life Insurance - Property & Casualty Integrated Shipping & Logistics Oil & Gas E&P
      Keywords: S&P 500 Natural Gas Electricity Nasdaq 100 Bank Insurance Banking Cash Management Insurance Products Investment Bank Investment Management Dow Jones Component Financial Products Chemical Commercial Banking Electric Utility Mining Asset Management Services Cash Management Services Food Products
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