PFIX vs. IWX ETF Comparison
Comparison of Simplify Interest Rate Hedge ETF (PFIX) to iShares Russell Top 200 Value ETF (IWX)
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
$50.22
Average Daily Volume
80,893
108
IWX
iShares Russell Top 200 Value ETF
IWX Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. 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 Russell Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$84.27
Average Daily Volume
315,888
158
Performance
Period | PFIX | IWX |
---|---|---|
30 Days | 1.63% | 2.62% |
60 Days | 26.27% | 4.46% |
90 Days | 22.86% | 6.64% |
12 Months | 7.42% | 28.30% |
40 Overlapping Holdings
Symbol | Grade | Weight in PFIX | Weight in IWX | Overlap | |
---|---|---|---|---|---|
ADP | B | 0.79% | 0.05% | 0.05% | |
AEP | D | 0.31% | 0.31% | 0.31% | |
AIG | B | 0.34% | 0.3% | 0.3% | |
APD | A | 0.37% | 0.43% | 0.37% | |
BAC | A | 1.73% | 1.91% | 1.73% | |
BLK | C | 0.87% | 0.93% | 0.87% | |
C | A | 0.77% | 0.79% | 0.77% | |
CMCSA | B | 1.29% | 0.99% | 0.99% | |
COP | C | 1.01% | 0.79% | 0.79% | |
CSCO | B | 1.48% | 1.4% | 1.4% | |
CVS | D | 0.76% | 0.4% | 0.4% | |
CVX | A | 2.06% | 1.68% | 1.68% | |
ETN | A | 0.82% | 0.86% | 0.82% | |
GD | F | 0.46% | 0.47% | 0.46% | |
GILD | C | 0.66% | 0.66% | 0.66% | |
JCI | C | 0.29% | 0.34% | 0.29% | |
JNJ | D | 2.83% | 2.24% | 2.24% | |
JPM | A | 3.9% | 4.24% | 3.9% | |
LMT | D | 0.82% | 0.47% | 0.47% | |
MDLZ | F | 0.76% | 0.52% | 0.52% | |
MET | A | 0.32% | 0.3% | 0.3% | |
MMC | B | 0.75% | 0.57% | 0.57% | |
MS | A | 0.81% | 0.88% | 0.81% | |
NSC | B | 0.42% | 0.36% | 0.36% | |
PCAR | B | 0.42% | 0.35% | 0.35% | |
PG | A | 2.82% | 1.87% | 1.87% | |
PLD | D | 0.91% | 0.63% | 0.63% | |
PNC | B | 0.43% | 0.5% | 0.43% | |
PSX | C | 0.45% | 0.33% | 0.33% | |
QCOM | F | 1.27% | 0.07% | 0.07% | |
RSG | A | 0.28% | 0.26% | 0.26% | |
SO | D | 0.55% | 0.58% | 0.55% | |
SRE | A | 0.33% | 0.35% | 0.33% | |
TRV | B | 0.38% | 0.36% | 0.36% | |
TXN | C | 1.13% | 0.97% | 0.97% | |
UPS | C | 0.81% | 0.59% | 0.59% | |
USB | A | 0.45% | 0.47% | 0.45% | |
VLO | C | 0.36% | 0.27% | 0.27% | |
VZ | C | 1.26% | 1.06% | 1.06% | |
XOM | B | 3.19% | 3.23% | 3.19% |
PFIX Overweight 68 Positions Relative to IWX
Symbol | Grade | Weight | |
---|---|---|---|
AVGO | D | 3.86% | |
TM | D | 1.97% | |
NVS | D | 1.56% | |
HSBH | B | 1.23% | |
TD | F | 0.83% | |
HMC | F | 0.45% | |
STLA | F | 0.43% | |
NUE | C | 0.32% | |
OKE | A | 0.31% | |
PAYX | C | 0.3% | |
BK | A | 0.29% | |
LHX | C | 0.29% | |
CMI | A | 0.28% | |
GIS | D | 0.28% | |
EXC | C | 0.27% | |
KR | B | 0.26% | |
E | F | 0.26% | |
XEL | A | 0.25% | |
PEG | A | 0.23% | |
FANG | D | 0.23% | |
HSY | F | 0.22% | |
DFS | B | 0.22% | |
ADM | D | 0.22% | |
VICI | C | 0.22% | |
BCS | C | 0.22% | |
AVB | B | 0.19% | |
EIX | B | 0.19% | |
WEC | A | 0.18% | |
TROW | B | 0.17% | |
DTE | C | 0.17% | |
STT | A | 0.16% | |
FITB | A | 0.16% | |
ES | D | 0.15% | |
MTB | A | 0.15% | |
PFG | D | 0.14% | |
GPC | D | 0.14% | |
DRI | B | 0.14% | |
AEE | A | 0.14% | |
ETR | B | 0.14% | |
HBAN | A | 0.13% | |
GRMN | B | 0.13% | |
OMC | C | 0.13% | |
HPE | B | 0.13% | |
CMS | C | 0.12% | |
RF | A | 0.12% | |
SWKS | F | 0.12% | |
SYF | B | 0.12% | |
HST | C | 0.11% | |
NTRS | A | 0.11% | |
VTRS | A | 0.11% | |
ATO | A | 0.11% | |
CINF | A | 0.11% | |
FNF | B | 0.1% | |
SNA | A | 0.1% | |
CCEP | C | 0.1% | |
PKG | A | 0.1% | |
BBY | D | 0.1% | |
IP | B | 0.09% | |
AMCR | D | 0.09% | |
EG | C | 0.09% | |
CAG | D | 0.09% | |
NI | A | 0.08% | |
LNT | A | 0.08% | |
MOS | F | 0.07% | |
EVRG | A | 0.07% | |
CHRW | C | 0.06% | |
CPB | D | 0.06% | |
FRO | F | 0.02% |
PFIX Underweight 118 Positions Relative to IWX
Symbol | Grade | Weight | |
---|---|---|---|
BRK.A | B | -5.18% | |
UNH | C | -3.06% | |
WMT | A | -2.2% | |
WFC | A | -1.57% | |
ACN | C | -1.34% | |
LIN | D | -1.3% | |
DIS | B | -1.27% | |
ABT | B | -1.21% | |
PM | B | -1.2% | |
MCD | D | -1.19% | |
TMO | F | -1.18% | |
IBM | C | -1.13% | |
ABBV | D | -1.0% | |
T | A | -0.98% | |
CAT | B | -0.97% | |
NEE | D | -0.95% | |
SPGI | C | -0.95% | |
RTX | C | -0.95% | |
LOW | D | -0.93% | |
GE | D | -0.91% | |
DHR | F | -0.9% | |
PFE | D | -0.85% | |
GS | A | -0.83% | |
BSX | B | -0.77% | |
HON | B | -0.76% | |
CB | C | -0.7% | |
TMUS | B | -0.69% | |
BMY | B | -0.69% | |
MDT | D | -0.68% | |
SCHW | B | -0.65% | |
MU | D | -0.64% | |
ADI | D | -0.62% | |
KO | D | -0.62% | |
INTC | D | -0.62% | |
DE | A | -0.61% | |
AXP | A | -0.61% | |
SYK | C | -0.6% | |
MO | A | -0.58% | |
PH | A | -0.54% | |
GEV | B | -0.54% | |
PYPL | B | -0.53% | |
ICE | C | -0.53% | |
DUK | C | -0.52% | |
FI | A | -0.5% | |
BA | F | -0.49% | |
EQIX | A | -0.49% | |
CME | A | -0.49% | |
CI | F | -0.49% | |
HD | A | -0.49% | |
WELL | A | -0.49% | |
EOG | A | -0.47% | |
ELV | F | -0.47% | |
AMD | F | -0.45% | |
AON | A | -0.45% | |
UNP | C | -0.45% | |
REGN | F | -0.44% | |
EMR | A | -0.44% | |
KKR | A | -0.43% | |
MRVL | B | -0.42% | |
COF | B | -0.42% | |
TGT | F | -0.42% | |
CRH | A | -0.41% | |
NOC | D | -0.41% | |
CSX | B | -0.41% | |
FDX | B | -0.4% | |
BDX | F | -0.39% | |
CARR | D | -0.38% | |
GM | B | -0.38% | |
MAR | B | -0.38% | |
TT | A | -0.37% | |
FCX | D | -0.37% | |
SLB | C | -0.37% | |
TFC | A | -0.37% | |
CEG | D | -0.36% | |
VRTX | F | -0.36% | |
MMM | D | -0.35% | |
ROP | B | -0.35% | |
TDG | D | -0.33% | |
MPC | D | -0.33% | |
TJX | A | -0.33% | |
ITW | B | -0.3% | |
D | C | -0.29% | |
HCA | F | -0.29% | |
PEP | F | -0.28% | |
CRM | B | -0.28% | |
NEM | D | -0.28% | |
MCK | B | -0.27% | |
PSA | D | -0.27% | |
MSI | B | -0.26% | |
F | C | -0.26% | |
STZ | D | -0.23% | |
CL | D | -0.21% | |
APH | A | -0.21% | |
NKE | D | -0.21% | |
KDP | D | -0.21% | |
EW | C | -0.2% | |
OXY | D | -0.2% | |
AMGN | D | -0.2% | |
DELL | C | -0.18% | |
KHC | F | -0.17% | |
KMB | D | -0.16% | |
SBUX | A | -0.15% | |
PGR | A | -0.14% | |
APO | B | -0.13% | |
ZTS | D | -0.08% | |
FTNT | C | -0.07% | |
AMAT | F | -0.07% | |
MRNA | F | -0.07% | |
EL | F | -0.06% | |
BKNG | A | -0.06% | |
ECL | D | -0.05% | |
SHW | A | -0.05% | |
MNST | C | -0.04% | |
DASH | A | -0.04% | |
AZO | C | -0.03% | |
ORLY | B | -0.03% | |
CPRT | A | -0.02% | |
CTAS | B | -0.02% |
PFIX: Top Represented Industries & Keywords
IWX: Top Represented Industries & Keywords