IOPP vs. DFAW ETF Comparison
Comparison of Simplify Tara India Opportunities ETF (IOPP) to Dimensional World Equity ETF (DFAW)
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
$25.90
Average Daily Volume
8,552
1
DFAW
Dimensional World Equity ETF
DFAW Description
The fund is a "fund of funds", which means that the Portfolio generally allocates its assets among other funds managed by the Advisor, although it has the flexibility to invest directly in securities and derivatives.Grade (RS Rating)
Last Trade
$57.92
Average Daily Volume
47,624
5
Performance
| Period | IOPP | DFAW |
|---|---|---|
| 30 Days | 4.07% | -1.36% |
| 60 Days | 0.95% | |
| 90 Days | 4.78% | |
| 12 Months |
0 Overlapping Holdings
| Symbol | Grade | Weight in IOPP | Weight in DFAW | Overlap |
|---|
IOPP Overweight 1 Positions Relative to DFAW
| Symbol | Grade | Weight | |
|---|---|---|---|
| IBN | A | 7.82% |
IOPP: Top Represented Industries & Keywords
DFAW: Top Represented Industries & Keywords
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