IYK vs. SURI ETF Comparison

Comparison of iShares U.S. Consumer Goods ETF (IYK) to Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI)
IYK

iShares U.S. Consumer Goods ETF

IYK Description

The investment seeks to track the investment results of an index composed of U.S. equities in the consumer goods sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Consumer Goods Index (the "underlying index"), which measures the performance of the consumer goods sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$69.40

Average Daily Volume

90,978

Number of Holdings *

53

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

Simplify Exchange Traded Funds Simplify Propel Opportunities ETF

SURI Description The fund is an actively managed exchange-traded fund. The Sub-Adviser concentrates the fund's investments (i.e., invests more than 25% of its net assets) in the securities of issuers in the biotechnology, pharmaceuticals, healthcare technology, and life science tools and services industries. The Sub-Adviser employs an actively managed opportunistic multi-asset strategy that focuses on common stock, preferred stock, convertible bonds, structured notes, corporate notes and bonds, and ETFs that primarily invest in the preceding security types. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$23.15

Average Daily Volume

5,497

Number of Holdings *

15

* may have additional holdings in another (foreign) market
Performance
Period IYK SURI
30 Days -0.76% -1.79%
60 Days -1.00% -1.24%
90 Days -0.14% -0.03%
12 Months 12.67% 41.29%
0 Overlapping Holdings
Symbol Grade Weight in IYK Weight in SURI Overlap
IYK Overweight 53 Positions Relative to SURI
Symbol Grade Weight
PG C 16.39%
KO D 9.96%
PEP F 9.12%
PM B 8.46%
MO A 4.51%
MDLZ F 4.05%
MCK A 3.72%
CL D 3.57%
CVS D 3.16%
KVUE A 2.16%
KMB C 2.14%
COR B 1.89%
CTVA C 1.83%
KR B 1.82%
STZ D 1.79%
SYY D 1.77%
MNST C 1.76%
KDP F 1.68%
GIS D 1.67%
KHC F 1.31%
CHD A 1.26%
ADM D 1.2%
HSY F 1.18%
K A 1.0%
CLX A 0.99%
MKC C 0.88%
TSN B 0.86%
USFD A 0.7%
CASY A 0.7%
PFGC B 0.6%
CAG F 0.6%
BG D 0.6%
TAP C 0.52%
SJM D 0.52%
LW C 0.51%
INGR C 0.44%
BRBR A 0.44%
HRL D 0.4%
CPB D 0.39%
ACI C 0.37%
COKE C 0.35%
FRPT A 0.33%
DAR C 0.32%
WBA F 0.29%
POST C 0.25%
CELH F 0.21%
FLO D 0.19%
SAM C 0.13%
SPB C 0.11%
PPC C 0.1%
GO C 0.08%
REYN D 0.07%
SEB F 0.03%
IYK Underweight 15 Positions Relative to SURI
Symbol Grade Weight
APLT C -24.2%
PAGP A -21.27%
PHAT F -8.7%
AKRO B -6.84%
MDGL B -5.87%
RNA C -5.13%
ARDX F -3.93%
TSAT D -1.83%
SNDX F -1.47%
KYMR D -1.37%
KURA F -1.3%
ACHV F -0.99%
ATHA D -0.62%
CMPS F -0.56%
VRCA F -0.27%
Compare ETFs