PFIX vs. DGRO ETF Comparison
Comparison of Simplify Interest Rate Hedge ETF (PFIX) to iShares Core Dividend Growth ETF (DGRO)
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
$41.70
Average Daily Volume
48,713
Number of Holdings
*
107
* may have additional holdings in another (foreign) market
DGRO
iShares Core Dividend Growth ETF
DGRO Description
The investment seeks to track the investment results of the Morningstar® U.S. Dividend Growth IndexSM. The index is a dividend dollars weighted index that seeks to measure the performance of U.S. companies selected based on a consistent history of growing dividends. The index is a subset of the Morningstar® U.S. Market IndexSM, which is a diversified broad market index that represents approximately 97% of the market capitalization of publicly-traded U.S. stocks. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index.Grade (RS Rating)
Last Trade
$62.40
Average Daily Volume
1,198,018
Number of Holdings
*
410
* may have additional holdings in another (foreign) market
Performance
| Period | PFIX | DGRO |
|---|---|---|
| 30 Days | 0.75% | 2.27% |
| 60 Days | -12.28% | 4.86% |
| 90 Days | -12.53% | 9.01% |
| 12 Months | -16.14% | 28.48% |
68 Overlapping Holdings
| Symbol | Grade | Weight in PFIX | Weight in DGRO | Overlap | |
|---|---|---|---|---|---|
| ADM | D | 0.22% | 0.23% | 0.22% | |
| ADP | C | 0.79% | 0.53% | 0.53% | |
| AEE | B | 0.14% | 0.17% | 0.14% | |
| AEP | C | 0.31% | 0.43% | 0.31% | |
| APD | B | 0.37% | 0.38% | 0.37% | |
| ATO | B | 0.11% | 0.11% | 0.11% | |
| AVGO | C | 3.86% | 2.4% | 2.4% | |
| BAC | D | 1.73% | 1.54% | 1.54% | |
| BK | B | 0.29% | 0.34% | 0.29% | |
| BLK | B | 0.87% | 0.74% | 0.74% | |
| C | C | 0.77% | 1.07% | 0.77% | |
| CHRW | B | 0.06% | 0.07% | 0.06% | |
| CINF | C | 0.11% | 0.12% | 0.11% | |
| CMCSA | C | 1.29% | 1.15% | 1.15% | |
| CMI | B | 0.28% | 0.24% | 0.24% | |
| CMS | B | 0.12% | 0.14% | 0.12% | |
| COP | F | 1.01% | 0.9% | 0.9% | |
| CSCO | B | 1.48% | 1.58% | 1.48% | |
| CVX | F | 2.06% | 2.69% | 2.06% | |
| DFS | C | 0.22% | 0.18% | 0.18% | |
| DTE | A | 0.17% | 0.2% | 0.17% | |
| EG | B | 0.09% | 0.08% | 0.08% | |
| EIX | B | 0.19% | 0.28% | 0.19% | |
| ES | B | 0.15% | 0.23% | 0.15% | |
| ETN | C | 0.82% | 0.39% | 0.39% | |
| ETR | A | 0.14% | 0.23% | 0.14% | |
| FNF | B | 0.1% | 0.12% | 0.1% | |
| GD | C | 0.46% | 0.33% | 0.33% | |
| GILD | B | 0.66% | 0.92% | 0.66% | |
| GPC | D | 0.14% | 0.13% | 0.13% | |
| GRMN | D | 0.13% | 0.1% | 0.1% | |
| HSY | D | 0.22% | 0.18% | 0.18% | |
| JNJ | C | 2.83% | 2.75% | 2.75% | |
| JPM | D | 3.9% | 2.83% | 2.83% | |
| KR | B | 0.26% | 0.21% | 0.21% | |
| LHX | C | 0.29% | 0.21% | 0.21% | |
| LMT | A | 0.82% | 0.62% | 0.62% | |
| LNT | A | 0.08% | 0.11% | 0.08% | |
| MDLZ | C | 0.76% | 0.53% | 0.53% | |
| MET | B | 0.32% | 0.32% | 0.32% | |
| MMC | C | 0.75% | 0.36% | 0.36% | |
| MOS | F | 0.07% | 0.06% | 0.06% | |
| MS | B | 0.81% | 1.13% | 0.81% | |
| MTB | C | 0.15% | 0.22% | 0.15% | |
| NI | B | 0.08% | 0.11% | 0.08% | |
| NSC | C | 0.42% | 0.28% | 0.28% | |
| NTRS | C | 0.11% | 0.15% | 0.11% | |
| NUE | D | 0.32% | 0.13% | 0.13% | |
| OMC | B | 0.13% | 0.13% | 0.13% | |
| PCAR | D | 0.42% | 0.15% | 0.15% | |
| PEG | B | 0.23% | 0.29% | 0.23% | |
| PFG | B | 0.14% | 0.17% | 0.14% | |
| PG | C | 2.82% | 2.2% | 2.2% | |
| PNC | C | 0.43% | 0.62% | 0.43% | |
| PSX | F | 0.45% | 0.46% | 0.45% | |
| QCOM | D | 1.27% | 0.89% | 0.89% | |
| RSG | D | 0.28% | 0.1% | 0.1% | |
| SNA | B | 0.1% | 0.09% | 0.09% | |
| SO | B | 0.55% | 0.73% | 0.55% | |
| SRE | B | 0.33% | 0.37% | 0.33% | |
| STT | B | 0.16% | 0.21% | 0.16% | |
| SWKS | F | 0.12% | 0.1% | 0.1% | |
| SYF | C | 0.12% | 0.1% | 0.1% | |
| TRV | C | 0.38% | 0.23% | 0.23% | |
| UPS | D | 0.81% | 1.1% | 0.81% | |
| WEC | B | 0.18% | 0.24% | 0.18% | |
| XEL | B | 0.25% | 0.28% | 0.25% | |
| XOM | D | 3.19% | 2.98% | 2.98% |
PFIX Overweight 39 Positions Relative to DGRO
| Symbol | Grade | Weight | |
|---|---|---|---|
| TM | D | 1.97% | |
| NVS | C | 1.56% | |
| VZ | A | 1.26% | |
| TXN | B | 1.13% | |
| PLD | C | 0.91% | |
| TD | C | 0.83% | |
| CVS | D | 0.76% | |
| USB | C | 0.45% | |
| HMC | D | 0.45% | |
| STLA | F | 0.43% | |
| VLO | F | 0.36% | |
| AIG | D | 0.34% | |
| OKE | C | 0.31% | |
| PAYX | C | 0.3% | |
| JCI | B | 0.29% | |
| GIS | B | 0.28% | |
| EXC | B | 0.27% | |
| E | D | 0.26% | |
| FANG | F | 0.23% | |
| VICI | C | 0.22% | |
| BCS | B | 0.22% | |
| AVB | C | 0.19% | |
| TROW | C | 0.17% | |
| FITB | B | 0.16% | |
| DRI | C | 0.14% | |
| HBAN | B | 0.13% | |
| HPE | C | 0.13% | |
| RF | B | 0.12% | |
| HST | D | 0.11% | |
| VTRS | D | 0.11% | |
| CCEP | C | 0.1% | |
| PKG | B | 0.1% | |
| BBY | A | 0.1% | |
| IP | C | 0.09% | |
| AMCR | B | 0.09% | |
| CAG | B | 0.09% | |
| EVRG | B | 0.07% | |
| CPB | C | 0.06% | |
| FRO | D | 0.02% |
PFIX Underweight 342 Positions Relative to DGRO
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | C | -3.0% | |
| AAPL | C | -2.86% | |
| ABBV | B | -2.51% | |
| HD | B | -2.17% | |
| MRK | F | -1.84% | |
| KO | B | -1.76% | |
| UNH | C | -1.74% | |
| PEP | D | -1.68% | |
| IBM | B | -1.47% | |
| BMY | C | -1.15% | |
| AMGN | D | -1.14% | |
| MCD | B | -1.14% | |
| LLY | D | -1.02% | |
| NEE | B | -0.97% | |
| GS | B | -0.95% | |
| ABT | C | -0.86% | |
| WMT | B | -0.83% | |
| MDT | B | -0.82% | |
| V | C | -0.8% | |
| RTX | B | -0.76% | |
| DUK | B | -0.75% | |
| UNP | D | -0.75% | |
| ACN | C | -0.72% | |
| CAT | B | -0.7% | |
| HON | C | -0.65% | |
| LOW | B | -0.64% | |
| ORCL | B | -0.63% | |
| LIN | B | -0.62% | |
| SBUX | C | -0.58% | |
| EOG | D | -0.52% | |
| TGT | C | -0.5% | |
| MA | B | -0.5% | |
| COST | C | -0.48% | |
| NKE | D | -0.45% | |
| ADI | C | -0.42% | |
| ITW | B | -0.4% | |
| AXP | B | -0.39% | |
| KMB | C | -0.38% | |
| CL | C | -0.37% | |
| CME | B | -0.37% | |
| ELV | D | -0.35% | |
| AMAT | D | -0.32% | |
| CB | B | -0.32% | |
| EMR | D | -0.29% | |
| NOC | B | -0.28% | |
| SYK | C | -0.27% | |
| SPGI | C | -0.27% | |
| HPQ | C | -0.26% | |
| ED | B | -0.26% | |
| WM | D | -0.25% | |
| BDX | D | -0.25% | |
| ICE | C | -0.24% | |
| NXPI | D | -0.24% | |
| LRCX | D | -0.24% | |
| CSX | C | -0.23% | |
| ALL | C | -0.23% | |
| SYY | C | -0.23% | |
| INTU | D | -0.23% | |
| AFL | A | -0.23% | |
| MCHP | D | -0.22% | |
| PH | B | -0.21% | |
| FAST | C | -0.21% | |
| GLW | B | -0.21% | |
| FIS | C | -0.19% | |
| TEL | D | -0.19% | |
| TT | B | -0.19% | |
| ARES | B | -0.18% | |
| KLAC | D | -0.18% | |
| ZTS | B | -0.18% | |
| YUM | B | -0.17% | |
| SHW | B | -0.16% | |
| DHR | B | -0.16% | |
| PPG | C | -0.15% | |
| OTIS | B | -0.15% | |
| STZ | C | -0.15% | |
| MSI | B | -0.15% | |
| FERG | D | -0.15% | |
| AON | B | -0.14% | |
| TMO | B | -0.14% | |
| AWK | C | -0.14% | |
| K | A | -0.14% | |
| AMP | B | -0.14% | |
| SWK | B | -0.13% | |
| DG | F | -0.13% | |
| MCO | C | -0.13% | |
| APH | C | -0.13% | |
| HIG | B | -0.13% | |
| EBAY | B | -0.13% | |
| BAX | C | -0.13% | |
| ROK | D | -0.13% | |
| ECL | B | -0.13% | |
| IPG | C | -0.12% | |
| HCA | B | -0.12% | |
| AES | C | -0.12% | |
| CTAS | C | -0.12% | |
| SJM | C | -0.11% | |
| CTVA | B | -0.11% | |
| TSCO | B | -0.11% | |
| CAH | C | -0.11% | |
| AJG | D | -0.11% | |
| ROST | C | -0.11% | |
| MSCI | C | -0.11% | |
| EMN | B | -0.1% | |
| MKC | C | -0.1% | |
| NTAP | D | -0.1% | |
| DHI | C | -0.09% | |
| BR | C | -0.09% | |
| VST | B | -0.09% | |
| NDAQ | C | -0.09% | |
| GWW | B | -0.09% | |
| WSO | C | -0.09% | |
| HUM | F | -0.09% | |
| PNW | C | -0.09% | |
| CMA | C | -0.09% | |
| DGX | B | -0.08% | |
| HRL | F | -0.08% | |
| OVV | F | -0.08% | |
| COR | F | -0.08% | |
| CDW | D | -0.08% | |
| XYL | C | -0.08% | |
| WTW | B | -0.08% | |
| RJF | C | -0.08% | |
| MCK | F | -0.08% | |
| HUBB | B | -0.07% | |
| DOV | B | -0.07% | |
| FMC | B | -0.07% | |
| STLD | C | -0.07% | |
| WSM | C | -0.07% | |
| RMD | C | -0.07% | |
| WTRG | D | -0.07% | |
| CE | D | -0.07% | |
| EWBC | C | -0.07% | |
| ROP | C | -0.07% | |
| RHI | D | -0.06% | |
| MPWR | B | -0.06% | |
| RGA | C | -0.06% | |
| RPM | B | -0.06% | |
| CFR | C | -0.06% | |
| EQH | C | -0.06% | |
| RS | D | -0.06% | |
| DKS | D | -0.06% | |
| JEF | C | -0.06% | |
| ZION | D | -0.06% | |
| VMC | C | -0.06% | |
| AME | C | -0.06% | |
| MAS | B | -0.06% | |
| BAH | B | -0.06% | |
| AVY | C | -0.06% | |
| A | C | -0.06% | |
| ORI | B | -0.06% | |
| UNM | B | -0.06% | |
| CHD | C | -0.06% | |
| MLM | D | -0.05% | |
| FLO | C | -0.05% | |
| CSL | B | -0.05% | |
| STE | B | -0.05% | |
| INGR | B | -0.05% | |
| EXPD | B | -0.05% | |
| SON | D | -0.05% | |
| ODFL | D | -0.05% | |
| POR | B | -0.05% | |
| VRSK | D | -0.05% | |
| DPZ | D | -0.05% | |
| AFG | C | -0.05% | |
| SSNC | C | -0.05% | |
| PB | D | -0.05% | |
| HII | F | -0.05% | |
| NXST | D | -0.05% | |
| LW | D | -0.05% | |
| FAF | B | -0.05% | |
| IEX | C | -0.05% | |
| OC | C | -0.05% | |
| PRGO | F | -0.04% | |
| PII | D | -0.04% | |
| LII | C | -0.04% | |
| J | A | -0.04% | |
| TTC | F | -0.04% | |
| R | C | -0.04% | |
| MAN | C | -0.04% | |
| MSM | D | -0.04% | |
| HOMB | D | -0.04% | |
| AIZ | B | -0.04% | |
| GBCI | C | -0.04% | |
| AOS | B | -0.04% | |
| JKHY | B | -0.04% | |
| NDSN | C | -0.04% | |
| IDA | B | -0.04% | |
| FDS | C | -0.04% | |
| TXRH | B | -0.04% | |
| LECO | D | -0.04% | |
| ALLE | B | -0.04% | |
| PNR | B | -0.04% | |
| NJR | C | -0.04% | |
| GGG | C | -0.04% | |
| SSB | C | -0.04% | |
| WAL | B | -0.04% | |
| ALB | D | -0.04% | |
| PHM | B | -0.04% | |
| SCI | C | -0.04% | |
| HRB | C | -0.04% | |
| BPOP | C | -0.04% | |
| VOYA | B | -0.04% | |
| OZK | F | -0.04% | |
| SR | B | -0.04% | |
| POOL | C | -0.04% | |
| SF | B | -0.04% | |
| NFG | B | -0.04% | |
| FFIN | C | -0.03% | |
| RGLD | C | -0.03% | |
| MKTX | D | -0.03% | |
| GNTX | D | -0.03% | |
| CRI | D | -0.03% | |
| ITT | B | -0.03% | |
| LCII | C | -0.03% | |
| AVT | B | -0.03% | |
| KTB | B | -0.03% | |
| ATR | B | -0.03% | |
| WTFC | C | -0.03% | |
| OSK | F | -0.03% | |
| BC | C | -0.03% | |
| ESNT | B | -0.03% | |
| PRI | B | -0.03% | |
| EVR | B | -0.03% | |
| FBIN | B | -0.03% | |
| ERIE | B | -0.03% | |
| DCI | C | -0.03% | |
| BRO | C | -0.03% | |
| THG | C | -0.03% | |
| HLI | C | -0.03% | |
| NVT | C | -0.03% | |
| XRAY | D | -0.03% | |
| JBHT | D | -0.03% | |
| OGS | B | -0.03% | |
| AXS | B | -0.03% | |
| CBSH | D | -0.03% | |
| MTG | B | -0.03% | |
| PNM | B | -0.03% | |
| AGO | D | -0.02% | |
| CADE | C | -0.02% | |
| AIT | B | -0.02% | |
| CWT | D | -0.02% | |
| MGEE | C | -0.02% | |
| AWR | C | -0.02% | |
| LPX | B | -0.02% | |
| CASY | D | -0.02% | |
| LFUS | C | -0.02% | |
| OLED | D | -0.02% | |
| DLB | D | -0.02% | |
| WLK | C | -0.02% | |
| UMBF | C | -0.02% | |
| LANC | F | -0.02% | |
| AGCO | D | -0.02% | |
| ASH | F | -0.02% | |
| MSA | D | -0.02% | |
| GATX | D | -0.02% | |
| CNO | C | -0.02% | |
| OTTR | F | -0.02% | |
| NYT | B | -0.02% | |
| SFBS | C | -0.02% | |
| SNX | C | -0.02% | |
| HLNE | B | -0.02% | |
| SIGI | D | -0.02% | |
| PAG | D | -0.02% | |
| RNR | B | -0.02% | |
| NSP | F | -0.02% | |
| GL | D | -0.02% | |
| UFPI | C | -0.02% | |
| WD | B | -0.02% | |
| WRB | D | -0.02% | |
| G | C | -0.02% | |
| AL | C | -0.02% | |
| CATY | C | -0.02% | |
| AVNT | B | -0.02% | |
| BWXT | A | -0.02% | |
| TKR | C | -0.02% | |
| MDU | B | -0.02% | |
| THO | C | -0.02% | |
| FBP | C | -0.02% | |
| UCB | D | -0.02% | |
| RRX | C | -0.02% | |
| SEIC | B | -0.02% | |
| TPL | C | -0.02% | |
| CBT | B | -0.02% | |
| HEI | C | -0.01% | |
| KWR | D | -0.01% | |
| GOLF | F | -0.01% | |
| NNI | C | -0.01% | |
| BCPC | C | -0.01% | |
| IR | B | -0.01% | |
| AAON | B | -0.01% | |
| CHE | C | -0.01% | |
| AIN | F | -0.01% | |
| CHDN | D | -0.01% | |
| GPI | B | -0.01% | |
| WING | C | -0.01% | |
| BCC | C | -0.01% | |
| FELE | B | -0.01% | |
| CW | B | -0.01% | |
| IOSP | F | -0.01% | |
| BMI | B | -0.01% | |
| MGRC | D | -0.01% | |
| COLM | C | -0.01% | |
| WHD | D | -0.01% | |
| BANF | C | -0.01% | |
| MORN | C | -0.01% | |
| POWI | F | -0.01% | |
| TEX | F | -0.01% | |
| CGNX | F | -0.01% | |
| WTS | C | -0.01% | |
| FUL | D | -0.01% | |
| RUSHA | C | -0.01% | |
| WMS | D | -0.01% | |
| JJSF | B | -0.01% | |
| RLI | B | -0.01% | |
| FIX | B | -0.01% | |
| SSD | C | -0.01% | |
| BRC | B | -0.01% | |
| WDFC | C | -0.01% | |
| LSTR | D | -0.01% | |
| MATX | B | -0.01% | |
| IPAR | D | -0.01% | |
| AWI | B | -0.01% | |
| WST | D | -0.01% | |
| SIRI | C | -0.01% | |
| BOKF | C | -0.01% | |
| ABM | D | -0.01% | |
| TTEK | C | -0.01% | |
| FCFS | D | -0.01% | |
| LAD | B | -0.01% | |
| EXPO | B | -0.01% | |
| PWR | B | -0.01% | |
| SHOO | B | -0.01% | |
| HI | F | -0.01% | |
| SLGN | B | -0.01% | |
| DDS | D | -0.0% | |
| RUSHB | C | -0.0% | |
| KNSL | D | -0.0% | |
| HEI | C | -0.0% | |
| CSWI | B | -0.0% | |
| KAI | C | -0.0% | |
| WOR | F | -0.0% | |
| ENSG | D | -0.0% |
PFIX: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Banks - Regional - US
Asset Management
Banks - Global
Semiconductors
Utilities - Diversified
Auto Manufacturers
Communication Equipment
Drug Manufacturers - Major
Oil & Gas Integrated
Packaged Foods
Packaging & Containers
Aerospace & Defense
Business Services
Confectioners
Credit Services
Insurance - Life
Insurance - Property & Casualty
Integrated Shipping & Logistics
Oil & Gas E&P
Keywords:
S&P 500
Natural Gas
Electricity
Nasdaq 100
Bank
Insurance
Banking
Cash Management
Insurance Products
Investment Bank
Investment Management
Dow Jones Component
Financial Products
Chemical
Commercial Banking
Electric Utility
Mining
Asset Management Services
Cash Management Services
Food Products
DGRO: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Banks - Regional - US
Utilities - Regulated Electric
Specialty Chemicals
Business Services
Capital Markets
Insurance - Property & Casualty
Asset Management
Packaged Foods
Building Materials
Semiconductors
Aerospace & Defense
Credit Services
Drug Manufacturers - Major
Insurance - Life
Insurance Brokers
Medical Instruments & Supplies
Restaurants
Tools & Accessories
Utilities - Diversified
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