JDOC vs. SURI ETF Comparison
Comparison of JPMorgan Healthcare Leaders ETF (JDOC) to Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI)
JDOC
JPMorgan Healthcare Leaders ETF
JDOC Description
The fund will invest primarily in equity securities issued by pharmaceutical, biotechnology, healthcare services, healthcare technology, medical technology and life sciences companies which the adviser believes are leaders and where the magnitude and/or duration of future growth for these companies is underappreciated by the market. Under normal circumstances, the fund invests at least 80% of its assets in the equity securities of healthcare companies.
Grade (RS Rating)
Last Trade
$55.98
Average Daily Volume
613
44
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
$23.69
Average Daily Volume
5,487
15
Performance
| Period | JDOC | SURI |
|---|---|---|
| 30 Days | -5.08% | 1.36% |
| 60 Days | -8.36% | 2.75% |
| 90 Days | -11.27% | 2.33% |
| 12 Months | 10.60% | 44.62% |
0 Overlapping Holdings
| Symbol | Grade | Weight in JDOC | Weight in SURI | Overlap |
|---|
JDOC Overweight 44 Positions Relative to SURI
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | F | 8.8% | |
| UNH | C | 8.71% | |
| TMO | F | 4.58% | |
| ABBV | D | 4.17% | |
| DHR | F | 3.86% | |
| BSX | B | 3.46% | |
| REGN | F | 3.18% | |
| MCK | B | 2.94% | |
| SYK | C | 2.77% | |
| BMY | B | 2.76% | |
| VRTX | F | 2.69% | |
| MDT | D | 2.54% | |
| CI | F | 2.46% | |
| JNJ | D | 2.36% | |
| ISRG | A | 1.65% | |
| HCA | F | 1.62% | |
| MRK | F | 1.6% | |
| IQV | D | 1.19% | |
| WST | C | 1.0% | |
| EXAS | D | 0.9% | |
| NTRA | B | 0.85% | |
| CNC | D | 0.83% | |
| DXCM | D | 0.81% | |
| AGIO | C | 0.79% | |
| HALO | F | 0.78% | |
| ITCI | C | 0.77% | |
| NBIX | C | 0.76% | |
| AMGN | D | 0.71% | |
| INSP | D | 0.69% | |
| HUM | C | 0.69% | |
| BPMC | C | 0.6% | |
| SRPT | D | 0.59% | |
| RVMD | C | 0.56% | |
| NVS | D | 0.55% | |
| BMRN | D | 0.55% | |
| TWST | D | 0.52% | |
| BIIB | F | 0.46% | |
| IRTC | D | 0.42% | |
| ACHC | F | 0.41% | |
| ALNY | D | 0.38% | |
| APLS | D | 0.33% | |
| ARVN | D | 0.28% | |
| EVH | F | 0.26% | |
| IDXX | F | 0.2% |
JDOC: Top Represented Industries & Keywords
SURI: Top Represented Industries & Keywords
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