PFIX vs. CLNR ETF Comparison

Comparison of Simplify Interest Rate Hedge ETF (PFIX) to IQ Cleaner Transport ETF (CLNR)
PFIX

Simplify Interest Rate Hedge ETF

PFIX Description

The investment seeks to track the performance, before fees and expenses, of the SoFi Sustainable Dividend Index. The index follows a rules-based methodology that tracks the performance of the equity securities of publicly-traded, large- and mid-capitalization U.S. and non-U.S. companies in developed markets that are selected based on a set of dividend filters focused on dividend sustainability. The adviser attempts to invest all, or substantially all, of its assets in the component securities that make up the index. The fund will invest at least 80% its net assets in dividend paying securities. It is non-diversified.

Grade (RS Rating)

Last Trade

$49.50

Average Daily Volume

95,967

Number of Holdings *

106

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

IQ Cleaner Transport ETF

CLNR Description The CLNR IQ Cleaner Transport ETF tracks the IQ Cleaner Transport Index, which is designed to deliver exposure to global companies that support the transition to more sustainable and efficient modes of transportation, which includes supporting technology and infrastructure.

Grade (RS Rating)

Last Trade

$23.96

Average Daily Volume

395

Number of Holdings *

28

* may have additional holdings in another (foreign) market
Performance
Period PFIX CLNR
30 Days -6.67% 6.93%
60 Days 5.31% 3.27%
90 Days 7.64% 4.09%
12 Months 42.66% 13.36%
5 Overlapping Holdings
Symbol Grade Weight in PFIX Weight in CLNR Overlap
EIX A 0.19% 1.39% 0.19%
EXC B 0.27% 1.77% 0.27%
HMC D 0.45% 2.17% 0.45%
TM D 1.97% 2.59% 1.97%
TXN A 1.13% 3.41% 1.13%
PFIX Overweight 101 Positions Relative to CLNR
Symbol Grade Weight
JPM A 3.9%
AVGO C 3.86%
XOM B 3.19%
JNJ D 2.83%
PG A 2.82%
CVX A 2.06%
BAC A 1.73%
NVS B 1.56%
CSCO D 1.48%
CMCSA D 1.29%
QCOM A 1.27%
VZ C 1.26%
COP D 1.01%
PLD D 0.91%
BLK C 0.87%
TD F 0.83%
LMT A 0.82%
ETN B 0.82%
MS A 0.81%
UPS D 0.81%
ADP C 0.79%
C A 0.77%
MDLZ B 0.76%
CVS F 0.76%
MMC B 0.75%
GILD F 0.66%
SO A 0.55%
GD A 0.46%
USB D 0.45%
PSX D 0.45%
STLA D 0.43%
PNC A 0.43%
NSC D 0.42%
PCAR D 0.42%
TRV D 0.38%
APD C 0.37%
VLO D 0.36%
AIG A 0.34%
SRE A 0.33%
NUE D 0.32%
MET B 0.32%
OKE A 0.31%
AEP A 0.31%
PAYX C 0.3%
BK A 0.29%
JCI B 0.29%
LHX A 0.29%
CMI A 0.28%
RSG B 0.28%
GIS B 0.28%
KR C 0.26%
E B 0.26%
XEL C 0.25%
PEG A 0.23%
FANG B 0.23%
HSY B 0.22%
DFS C 0.22%
ADM C 0.22%
VICI B 0.22%
BCS A 0.22%
AVB A 0.19%
WEC B 0.18%
TROW D 0.17%
DTE A 0.17%
STT B 0.16%
FITB A 0.16%
ES B 0.15%
MTB A 0.15%
PFG C 0.14%
GPC C 0.14%
DRI F 0.14%
AEE B 0.14%
ETR A 0.14%
HBAN A 0.13%
GRMN A 0.13%
OMC A 0.13%
HPE D 0.13%
CMS A 0.12%
RF B 0.12%
SWKS F 0.12%
SYF B 0.12%
HST D 0.11%
NTRS B 0.11%
VTRS D 0.11%
ATO C 0.11%
CINF C 0.11%
FNF B 0.1%
SNA D 0.1%
CCEP A 0.1%
PKG D 0.1%
BBY D 0.1%
IP B 0.09%
AMCR A 0.09%
EG C 0.09%
CAG B 0.09%
NI A 0.08%
LNT B 0.08%
MOS F 0.07%
EVRG B 0.07%
CHRW B 0.06%
CPB B 0.06%
PFIX Underweight 23 Positions Relative to CLNR
Symbol Grade Weight
NEE B -3.92%
GOOGL B -3.41%
ABBV D -3.39%
NXPI A -3.24%
AAPL B -2.98%
AMD D -2.69%
TSLA D -2.65%
INTC F -2.0%
WAB A -1.46%
FSLR B -1.35%
APTV C -1.12%
ENPH F -0.83%
JBL D -0.71%
LI F -0.53%
BE D -0.46%
RIVN F -0.36%
ITRI B -0.34%
PLUG F -0.26%
ARRY F -0.25%
LCID F -0.23%
XPEV F -0.22%
SEDG F -0.17%
SHLS F -0.13%
Compare ETFs