IOPP vs. NDIA ETF Comparison

Comparison of Simplify Tara India Opportunities ETF (IOPP) to Global X India Active ETF (NDIA)

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

$25.78

Average Daily Volume

8,272

Number of Holdings ^*

* may have additional holdings in another (foreign) market

NDIA

Global X India Active ETF

NDIA Description

The fund is an actively managed exchange traded fund ("ETF") advised by Global X Management Company LLC (the "Adviser") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, measured at the time of purchase, in equity securities: (i) of issuers domiciled in India; and/or (ii) that are tied economically to India. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$29.14

Average Daily Volume

4,496

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IOPP	NDIA
30 Days	3.60%	-0.19%
60 Days	1.88%	-1.34%
90 Days		0.68%
12 Months

1 Overlapping Holdings

	Symbol	Grade	Weight in IOPP	Weight in NDIA	Overlap
	IBN	A	7.82%	6.98%	6.98%

IOPP Overweight 0 Positions Relative to NDIA

	Symbol	Grade	Weight

IOPP Underweight 2 Positions Relative to NDIA

	Symbol	Grade	Weight
	INFY	D	-5.3%
	HDB	C	-4.93%

NDIA: Top Represented Industries & Keywords

Industries: Banks - Regional - Asia Information Technology Services