EUSA vs. VCAR ETF Comparison

Comparison of iShares MSCI USA Index Fund (EUSA) to Simplify Volt RoboCar Disruption and Tech ETF (VCAR)

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

$100.25

Average Daily Volume

44,797

Number of Holdings ^*

591

* may have additional holdings in another (foreign) market

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

$18.05

Average Daily Volume

10,523

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EUSA	VCAR
30 Days	4.09%	64.87%
60 Days	6.02%	70.60%
90 Days	7.80%	62.32%
12 Months	30.83%	98.20%

37 Overlapping Holdings

Symbol	Grade	Weight in EUSA	Weight in VCAR	Overlap
AAPL	C	0.16%	4.18%	0.16%
ADBE	C	0.14%	0.07%	0.07%
ADI	D	0.15%	2.09%	0.15%
ADSK	A	0.19%	0.41%	0.19%
ALB	B	0.2%	0.17%	0.17%
AMD	F	0.14%	10.6%	0.14%
AMZN	C	0.18%	3.98%	0.18%
ANSS	B	0.16%	0.16%	0.16%
AXP	A	0.18%	0.11%	0.11%
COST	A	0.17%	0.69%	0.17%
CRWD	B	0.21%	0.42%	0.21%
DDOG	A	0.18%	0.01%	0.01%
DIS	B	0.2%	0.79%	0.2%
FI	A	0.22%	0.16%	0.16%
GOOG	C	0.08%	3.82%	0.08%
HPQ	B	0.17%	0.19%	0.17%
INTC	C	0.18%	0.73%	0.18%
KLAC	F	0.12%	0.61%	0.12%
KO	D	0.14%	0.14%	0.14%
LRCX	F	0.12%	0.59%	0.12%
MCHP	F	0.13%	0.24%	0.13%
MCO	B	0.15%	0.14%	0.14%
META	D	0.17%	2.79%	0.17%
MRVL	B	0.2%	0.42%	0.2%
MSFT	D	0.15%	4.8%	0.15%
MU	D	0.14%	0.73%	0.14%
NFLX	A	0.2%	1.06%	0.2%
NVDA	B	0.18%	21.29%	0.18%
NXPI	D	0.14%	0.38%	0.14%
PANW	B	0.17%	0.03%	0.03%
PAYX	B	0.18%	0.21%	0.18%
RIVN	F	0.12%	0.14%	0.12%
SNPS	B	0.15%	0.45%	0.15%
SQ	A	0.23%	3.56%	0.23%
TSLA	B	0.25%	8.11%	0.25%
TXN	C	0.15%	0.22%	0.15%
VRSN	C	0.16%	0.17%	0.16%

EUSA Overweight 554 Positions Relative to VCAR

Symbol	Grade	Weight
APP	B	0.58%
MSTR	B	0.51%
PLTR	B	0.31%
VST	A	0.31%
GEV	B	0.29%
VRT	B	0.29%
HOOD	B	0.28%
TOST	B	0.28%
TPL	A	0.27%
APO	B	0.26%
DAL	B	0.26%
CCL	A	0.26%
AXON	A	0.26%
COIN	C	0.26%
TEAM	A	0.25%
TWLO	A	0.25%
LPLA	A	0.23%
TRGP	A	0.23%
RCL	A	0.23%
Z	A	0.22%
SYF	B	0.22%
LYV	A	0.22%
BX	A	0.22%
DASH	B	0.22%
EME	A	0.22%
DOCU	B	0.22%
HUBS	A	0.22%
RJF	A	0.22%
PODD	C	0.22%
HBAN	A	0.21%
ZM	C	0.21%
WFC	A	0.21%
EXE	A	0.21%
EQT	B	0.21%
WMB	A	0.21%
MTB	A	0.21%
BKNG	A	0.21%
EXPE	B	0.21%
MS	A	0.21%
CPAY	A	0.21%
ORCL	A	0.21%
KMI	A	0.21%
PAYC	B	0.21%
DAY	B	0.21%
PWR	A	0.2%
CRM	B	0.2%
PNR	A	0.2%
DKNG	B	0.2%
TRMB	B	0.2%
V	A	0.2%
MET	A	0.2%
AIZ	A	0.2%
DLR	B	0.2%
EMR	B	0.2%
BKR	A	0.2%
NTRS	A	0.2%
CG	B	0.2%
FLUT	A	0.2%
IOT	A	0.2%
ETR	B	0.2%
AMP	A	0.2%
DFS	B	0.2%
RBLX	C	0.2%
SNA	A	0.2%
KKR	A	0.2%
COF	C	0.2%
FICO	B	0.2%
OKE	A	0.2%
NET	B	0.19%
CINF	A	0.19%
WELL	A	0.19%
PH	A	0.19%
GRMN	B	0.19%
HLT	A	0.19%
BLK	B	0.19%
CBRE	B	0.19%
PNC	B	0.19%
ROKU	D	0.19%
JCI	B	0.19%
TRV	B	0.19%
TT	A	0.19%
PYPL	B	0.19%
TTWO	A	0.19%
BMY	B	0.19%
GS	A	0.19%
ARES	A	0.19%
JBL	C	0.19%
SEIC	B	0.19%
FTNT	C	0.19%
WYNN	C	0.19%
BK	A	0.19%
APD	A	0.19%
PKG	A	0.19%
CMI	A	0.19%
LNG	A	0.19%
GM	C	0.19%
LVS	B	0.19%
GWW	B	0.19%
FAST	B	0.19%
BAC	A	0.19%
FFIV	B	0.19%
PRU	A	0.19%
CNP	A	0.19%
HUBB	B	0.19%
NOW	A	0.19%
LUV	C	0.19%
HWM	A	0.19%
WBD	B	0.19%
OC	A	0.19%
MA	B	0.19%
LW	C	0.19%
IP	A	0.19%
STLD	B	0.19%
ETN	A	0.19%
DELL	B	0.19%
WAB	B	0.19%
SW	A	0.19%
CEG	C	0.19%
RF	A	0.19%
MAR	A	0.19%
SCHW	B	0.19%
AEE	A	0.18%
IEX	C	0.18%
TDY	B	0.18%
ZBRA	B	0.18%
ISRG	A	0.18%
ABNB	C	0.18%
KR	B	0.18%
CAT	B	0.18%
EA	A	0.18%
FCNCA	A	0.18%
CMG	B	0.18%
DECK	A	0.18%
KIM	A	0.18%
SOLV	D	0.18%
ATO	A	0.18%
ADP	A	0.18%
AON	A	0.18%
SYK	B	0.18%
MCK	A	0.18%
CSCO	B	0.18%
WSO	A	0.18%
TAP	C	0.18%
JPM	A	0.18%
HON	C	0.18%
C	A	0.18%
ACM	B	0.18%
PCG	A	0.18%
VTRS	A	0.18%
BXP	C	0.18%
EPAM	B	0.18%
MSI	B	0.18%
MDB	B	0.18%
JKHY	D	0.18%
GDDY	A	0.18%
PEG	A	0.18%
VMC	B	0.18%
IR	B	0.18%
WMT	A	0.18%
NDAQ	A	0.18%
CFG	B	0.18%
AZPN	A	0.18%
MNST	C	0.18%
KEY	B	0.18%
HPE	B	0.18%
SPG	A	0.18%
MKTX	D	0.18%
CNH	C	0.18%
SRE	A	0.18%
URI	C	0.18%
FDS	B	0.18%
GEN	B	0.18%
BSX	A	0.18%
XEL	A	0.18%
LULU	C	0.18%
TW	A	0.18%
GLW	B	0.18%
PCAR	B	0.18%
GILD	C	0.18%
USB	A	0.18%
NRG	B	0.18%
T	A	0.18%
HIG	B	0.18%
TMUS	B	0.18%
NI	A	0.18%
TTD	B	0.18%
FITB	B	0.18%
FIS	C	0.18%
AME	A	0.18%
CRH	A	0.18%
RPM	A	0.18%
AFL	B	0.18%
STT	B	0.18%
ROK	C	0.17%
UDR	B	0.17%
REG	A	0.17%
CB	C	0.17%
F	C	0.17%
MANH	D	0.17%
TJX	A	0.17%
HST	C	0.17%
GE	D	0.17%
MSCI	C	0.17%
FNF	B	0.17%
CMCSA	B	0.17%
CDNS	B	0.17%
EOG	A	0.17%
SBUX	A	0.17%
KNX	C	0.17%
WRB	A	0.17%
AVB	B	0.17%
NWSA	A	0.17%
HES	B	0.17%
ORLY	B	0.17%
ODFL	C	0.17%
OVV	B	0.17%
DGX	A	0.17%
AIG	B	0.17%
APH	A	0.17%
LHX	C	0.17%
DE	B	0.17%
RMD	C	0.17%
DVA	C	0.17%
EBAY	D	0.17%
PGR	A	0.17%
IT	C	0.17%
ANET	C	0.17%
WEC	A	0.17%
BR	A	0.17%
IBM	C	0.17%
NSC	B	0.17%
VEEV	C	0.17%
IRM	C	0.17%
HSIC	C	0.17%
PFG	D	0.17%
GPN	B	0.17%
OTIS	C	0.17%
H	B	0.17%
LOW	C	0.17%
CPRT	B	0.17%
CARR	C	0.17%
PPL	A	0.17%
PTC	B	0.17%
CAH	B	0.17%
TGT	F	0.17%
CHD	A	0.17%
GGG	B	0.17%
CTVA	C	0.17%
BLDR	D	0.17%
CVX	A	0.17%
CME	B	0.17%
MKL	A	0.17%
CSL	C	0.17%
TROW	B	0.17%
VTR	B	0.17%
INCY	C	0.17%
LNT	A	0.17%
CF	A	0.17%
KVUE	A	0.17%
ITW	B	0.17%
MLM	C	0.17%
BRO	B	0.17%
ALL	A	0.17%
CHRW	B	0.17%
KEYS	A	0.17%
CTRA	B	0.17%
LII	A	0.17%
CLX	A	0.17%
HD	B	0.17%
EQIX	A	0.17%
PM	B	0.17%
L	A	0.17%
MO	A	0.17%
CTAS	B	0.17%
WTW	B	0.17%
SNAP	D	0.17%
RS	B	0.17%
WDAY	B	0.17%
BRK.A	B	0.17%
CHTR	C	0.17%
EVRG	A	0.17%
TFC	A	0.17%
DOV	A	0.17%
AFG	A	0.17%
EG	C	0.16%
STZ	D	0.16%
GEHC	D	0.16%
MDT	D	0.16%
ROP	B	0.16%
SSNC	B	0.16%
SNOW	B	0.16%
SBAC	D	0.16%
DOC	C	0.16%
CBOE	C	0.16%
ZBH	C	0.16%
PSX	C	0.16%
CTLT	C	0.16%
ELS	C	0.16%
UNH	B	0.16%
AEP	C	0.16%
MAS	D	0.16%
ROL	B	0.16%
WTRG	B	0.16%
ICE	C	0.16%
DTE	C	0.16%
AVGO	D	0.16%
HAL	C	0.16%
WSM	C	0.16%
K	A	0.16%
DUK	C	0.16%
PG	C	0.16%
MCD	D	0.16%
OMC	C	0.16%
BIO	C	0.16%
MMC	B	0.16%
ECL	D	0.16%
TSN	B	0.16%
COP	C	0.16%
MMM	D	0.16%
CPT	B	0.16%
SPGI	C	0.16%
EW	C	0.16%
CTSH	B	0.16%
PSA	C	0.16%
NUE	C	0.16%
VLO	C	0.16%
RTX	D	0.16%
WDC	D	0.16%
FDX	B	0.16%
COR	B	0.16%
WST	C	0.16%
WY	F	0.16%
WCN	A	0.16%
CCK	D	0.16%
VICI	C	0.16%
NVR	D	0.16%
CMS	C	0.16%
ILMN	C	0.16%
COO	D	0.16%
EIX	B	0.16%
BBY	D	0.16%
D	C	0.16%
FCX	F	0.16%
XOM	B	0.16%
WAT	C	0.16%
DD	C	0.16%
FWONK	A	0.16%
EQR	C	0.16%
DXCM	C	0.16%
SO	C	0.16%
VZ	C	0.16%
DT	D	0.16%
EXC	C	0.16%
CSX	C	0.16%
NLY	C	0.16%
DPZ	C	0.16%
RSG	A	0.16%
UPS	C	0.16%
TSCO	D	0.16%
MAA	B	0.16%
LH	B	0.16%
AJG	A	0.16%
MRO	B	0.16%
TRU	D	0.16%
DRI	B	0.16%
NDSN	B	0.16%
PHM	D	0.16%
TYL	B	0.16%
BURL	B	0.16%
ALLE	C	0.16%
JBHT	C	0.16%
GLPI	C	0.16%
UTHR	C	0.16%
EMN	C	0.16%
ZS	B	0.16%
POOL	C	0.16%
VRSK	A	0.16%
LDOS	C	0.16%
WM	B	0.16%
FTV	C	0.16%
SHW	B	0.16%
ESS	B	0.16%
ABT	B	0.16%
ACN	B	0.16%
SJM	D	0.15%
VRTX	D	0.15%
PLD	F	0.15%
MPC	D	0.15%
ACGL	C	0.15%
BBWI	C	0.15%
AVY	F	0.15%
TXT	D	0.15%
ES	C	0.15%
NTAP	C	0.15%
BG	D	0.15%
BALL	F	0.15%
PINS	F	0.15%
UNP	C	0.15%
KMX	B	0.15%
CVS	D	0.15%
PARA	C	0.15%
BSY	F	0.15%
CCI	C	0.15%
CI	D	0.15%
O	C	0.15%
KMB	C	0.15%
MOS	F	0.15%
UBER	F	0.15%
ROST	D	0.15%
ACI	C	0.15%
BDX	F	0.15%
SUI	C	0.15%
VLTO	C	0.15%
GD	D	0.15%
ZTS	D	0.15%
STX	C	0.15%
ALGN	D	0.15%
QCOM	F	0.15%
JNJ	C	0.15%
MGM	D	0.15%
FBIN	D	0.15%
INVH	D	0.15%
AZO	C	0.15%
BEN	C	0.15%
MKC	C	0.15%
RPRX	D	0.15%
CSGP	D	0.15%
LMT	D	0.15%
MELI	C	0.15%
FE	C	0.15%
FANG	C	0.15%
INTU	B	0.15%
WPC	C	0.15%
AMH	C	0.15%
NOC	D	0.15%
TDG	D	0.15%
YUM	D	0.15%
LIN	C	0.15%
TEL	B	0.15%
NEE	C	0.15%
PPG	F	0.15%
AWK	C	0.15%
ED	C	0.15%
HOLX	D	0.15%
LEN	D	0.15%
EQH	C	0.15%
SYY	D	0.15%
EXR	C	0.15%
FERG	B	0.15%
SLB	C	0.15%
EXPD	C	0.15%
CHRD	D	0.14%
CAG	F	0.14%
ALLY	C	0.14%
DVN	F	0.14%
KHC	F	0.14%
PFE	F	0.14%
UHS	D	0.14%
GPC	D	0.14%
CPB	D	0.14%
ON	D	0.14%
NKE	F	0.14%
AOS	F	0.14%
GIS	D	0.14%
PEP	F	0.14%
KDP	F	0.14%
DINO	D	0.14%
ENTG	D	0.14%
WLK	D	0.14%
IPG	D	0.14%
SWK	D	0.14%
J	D	0.14%
OXY	D	0.14%
DKS	D	0.14%
ADM	D	0.14%
ERIE	D	0.14%
BAX	F	0.14%
HCA	F	0.14%
A	D	0.14%
MDLZ	F	0.14%
DHI	F	0.14%
IFF	D	0.14%
TTC	C	0.14%
AMT	C	0.14%
ARE	F	0.14%
BAH	F	0.14%
JNPR	D	0.14%
UHAL	D	0.14%
STE	D	0.14%
TECH	F	0.14%
AMCR	C	0.14%
RVTY	F	0.14%
CRL	D	0.14%
CL	D	0.14%
XYL	D	0.14%
HRL	D	0.14%
ULTA	F	0.14%
LKQ	F	0.14%
EXAS	D	0.14%
NBIX	C	0.13%
MTD	F	0.13%
MOH	F	0.13%
PSTG	D	0.13%
TFX	F	0.13%
AMAT	F	0.13%
EFX	F	0.13%
MTCH	D	0.13%
DOW	F	0.13%
TMO	F	0.13%
MRK	D	0.13%
ALNY	D	0.13%
IDXX	F	0.13%
NEM	D	0.13%
FSLR	F	0.13%
BA	F	0.13%
DHR	F	0.13%
AKAM	D	0.13%
HSY	F	0.13%
AMGN	F	0.13%
ABBV	F	0.13%
LYB	F	0.13%
CNC	D	0.12%
FOXA	A	0.12%
APTV	F	0.12%
BIIB	F	0.12%
OKTA	C	0.12%
LLY	F	0.12%
AVTR	F	0.12%
IQV	F	0.12%
WBA	F	0.12%
APA	D	0.12%
TER	F	0.12%
CDW	F	0.12%
HUM	C	0.12%
AES	F	0.12%
SWKS	F	0.12%
CELH	F	0.11%
HEI	A	0.11%
HII	F	0.11%
EL	F	0.11%
ELV	F	0.11%
REGN	F	0.1%
DG	F	0.1%
MPWR	F	0.1%
DLTR	F	0.1%
BMRN	F	0.1%
GOOGL	C	0.09%
CE	F	0.09%
QRVO	F	0.09%
HEI	A	0.08%
ENPH	F	0.08%
MRNA	F	0.07%
SMCI	F	0.07%
FOX	A	0.06%

EUSA Underweight 13 Positions Relative to VCAR

Symbol	Grade	Weight
LMND	B	-4.02%
ASML	F	-3.75%
AUR	C	-0.98%
AMKR	D	-0.42%
RIO	D	-0.37%
BHP	F	-0.35%
VALE	F	-0.28%
GFS	C	-0.23%
SQM	D	-0.22%
ARBE	D	-0.2%
TSM	B	-0.15%
NIO	F	-0.15%
LCID	F	-0.08%

VCAR: Top Represented Industries & Keywords

Industries: Semiconductors Software - Application Auto Manufacturers Industrial Metals & Minerals Internet Content & Information Semiconductor Equipment & Materials Software - Infrastructure Business Services Media - Diversified Beverages - Soft Drinks Capital Markets Chemicals Computer Systems Consumer Electronics Credit Services Discount Stores Information Technology Services Insurance - Property & Casualty Semiconductor Memory Specialty Chemicals