INDF vs. IOPP ETF Comparison

Comparison of Nifty India Financials ETF (INDF) to Simplify Tara India Opportunities ETF (IOPP)

INDF

Nifty India Financials ETF

INDF Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Nifty Financial Services 25/50 Index (the index). The fund will normally invest at least 80% of its total assets in securities of the index or in depositary receipts representing securities of the index. The index is designed to measure the performance of companies in the Indian financial market, including banks, financial institutions, housing finance, insurance companies and other financial services companies (Indian Financial Companies).

Grade (RS Rating)

Last Trade

$35.26

Average Daily Volume

1,718

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IOPP

Simplify Tara India Opportunities ETF

IOPP Description

IOPP invests in equity securities of Indian issuers positioned to benefit from its key themes relating to the countrys growing middle class, sectors with increasing economic participation, and the governments focus on defense, green energy, and exports. The fund invests in Indian companies perceived as high quality with potential for long-term growth and capital appreciation. The actively managed fund invests in companies with no restriction to market capitalization. The portfolio managers use a bottom-up selection process that identifies stocks through company-specific research and analysis. The process starts with 800-1,000 stocks that are screened using multiple factors, such as an evaluation of a companys competitive position, management, growth potential, and track record. Companies are further narrowed down using KPIs, model building, and valuations. To maintain the portfolio and ensure diversification, securities are monitored by tracking news and analyzing quarterly results.

Grade (RS Rating)

Last Trade

$25.71

Average Daily Volume

8,028

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	INDF	IOPP
30 Days	-1.69%	-0.58%
60 Days	-0.76%	1.72%
90 Days	2.32%
12 Months	8.10%

1 Overlapping Holdings

	Symbol	Grade	Weight in INDF	Weight in IOPP	Overlap
	IBN	C	18.81%	7.82%	7.82%

INDF Overweight 1 Positions Relative to IOPP

	Symbol	Grade	Weight
	HDB	D	18.91%

INDF Underweight 0 Positions Relative to IOPP

	Symbol	Grade	Weight

INDF: Top Represented Industries & Keywords

Industries: Banks - Regional - Asia