PFIX vs. JHML ETF Comparison

Comparison of Simplify Interest Rate Hedge ETF (PFIX) to John Hancock Multifactor Large Cap ETF (JHML)
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

Number of Holdings *

108

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

John Hancock Multifactor Large Cap ETF

JHML Description The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the John Hancock Dimensional Large Cap Index. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities that compose the fund's benchmark index. The index is designed to comprise a subset of securities in the U.S. Universe issued by companies whose market capitalizations are larger than that of the 801st largest U.S. Company at the time of reconstitution.

Grade (RS Rating)

Last Trade

$72.44

Average Daily Volume

21,303

Number of Holdings *

755

* may have additional holdings in another (foreign) market
Performance
Period PFIX JHML
30 Days 1.63% 3.76%
60 Days 26.27% 4.93%
90 Days 22.86% 6.94%
12 Months 7.42% 31.31%
98 Overlapping Holdings
Symbol Grade Weight in PFIX Weight in JHML Overlap
ADM D 0.22% 0.08% 0.08%
ADP B 0.79% 0.21% 0.21%
AEE A 0.14% 0.11% 0.11%
AEP D 0.31% 0.15% 0.15%
AIG B 0.34% 0.19% 0.19%
AMCR D 0.09% 0.06% 0.06%
APD A 0.37% 0.14% 0.14%
ATO A 0.11% 0.07% 0.07%
AVB B 0.19% 0.09% 0.09%
AVGO D 3.86% 1.0% 1.0%
BAC A 1.73% 0.47% 0.47%
BBY D 0.1% 0.13% 0.1%
BK A 0.29% 0.22% 0.22%
BLK C 0.87% 0.17% 0.17%
C A 0.77% 0.24% 0.24%
CAG D 0.09% 0.05% 0.05%
CHRW C 0.06% 0.07% 0.06%
CINF A 0.11% 0.1% 0.1%
CMCSA B 1.29% 0.36% 0.36%
CMI A 0.28% 0.23% 0.23%
CMS C 0.12% 0.08% 0.08%
COP C 1.01% 0.26% 0.26%
CPB D 0.06% 0.04% 0.04%
CSCO B 1.48% 0.4% 0.4%
CVS D 0.76% 0.14% 0.14%
CVX A 2.06% 0.41% 0.41%
DFS B 0.22% 0.25% 0.22%
DRI B 0.14% 0.11% 0.11%
DTE C 0.17% 0.11% 0.11%
EG C 0.09% 0.07% 0.07%
EIX B 0.19% 0.15% 0.15%
ES D 0.15% 0.09% 0.09%
ETN A 0.82% 0.25% 0.25%
ETR B 0.14% 0.18% 0.14%
EVRG A 0.07% 0.07% 0.07%
EXC C 0.27% 0.16% 0.16%
FANG D 0.23% 0.15% 0.15%
FITB A 0.16% 0.17% 0.16%
FNF B 0.1% 0.08% 0.08%
GD F 0.46% 0.15% 0.15%
GILD C 0.66% 0.24% 0.24%
GIS D 0.28% 0.12% 0.12%
GPC D 0.14% 0.09% 0.09%
GRMN B 0.13% 0.12% 0.12%
HBAN A 0.13% 0.11% 0.11%
HPE B 0.13% 0.1% 0.1%
HST C 0.11% 0.04% 0.04%
HSY F 0.22% 0.07% 0.07%
IP B 0.09% 0.11% 0.09%
JCI C 0.29% 0.2% 0.2%
JNJ D 2.83% 0.57% 0.57%
JPM A 3.9% 1.09% 1.09%
KR B 0.26% 0.26% 0.26%
LHX C 0.29% 0.14% 0.14%
LMT D 0.82% 0.2% 0.2%
LNT A 0.08% 0.06% 0.06%
MDLZ F 0.76% 0.16% 0.16%
MET A 0.32% 0.11% 0.11%
MMC B 0.75% 0.18% 0.18%
MOS F 0.07% 0.04% 0.04%
MS A 0.81% 0.34% 0.34%
MTB A 0.15% 0.15% 0.15%
NI A 0.08% 0.08% 0.08%
NSC B 0.42% 0.18% 0.18%
NTRS A 0.11% 0.1% 0.1%
NUE C 0.32% 0.17% 0.17%
OKE A 0.31% 0.13% 0.13%
OMC C 0.13% 0.12% 0.12%
PAYX C 0.3% 0.13% 0.13%
PCAR B 0.42% 0.22% 0.22%
PEG A 0.23% 0.19% 0.19%
PFG D 0.14% 0.12% 0.12%
PG A 2.82% 0.58% 0.58%
PKG A 0.1% 0.11% 0.1%
PLD D 0.91% 0.15% 0.15%
PNC B 0.43% 0.18% 0.18%
PSX C 0.45% 0.12% 0.12%
QCOM F 1.27% 0.33% 0.33%
RF A 0.12% 0.14% 0.12%
RSG A 0.28% 0.14% 0.14%
SNA A 0.1% 0.09% 0.09%
SO D 0.55% 0.18% 0.18%
SRE A 0.33% 0.11% 0.11%
STT A 0.16% 0.13% 0.13%
SWKS F 0.12% 0.06% 0.06%
SYF B 0.12% 0.17% 0.12%
TROW B 0.17% 0.11% 0.11%
TRV B 0.38% 0.21% 0.21%
TXN C 1.13% 0.33% 0.33%
UPS C 0.81% 0.13% 0.13%
USB A 0.45% 0.16% 0.16%
VICI C 0.22% 0.08% 0.08%
VLO C 0.36% 0.24% 0.24%
VTRS A 0.11% 0.05% 0.05%
VZ C 1.26% 0.34% 0.34%
WEC A 0.18% 0.11% 0.11%
XEL A 0.25% 0.15% 0.15%
XOM B 3.19% 0.72% 0.72%
PFIX Overweight 10 Positions Relative to JHML
Symbol Grade Weight
TM D 1.97%
NVS D 1.56%
HSBH B 1.23%
TD F 0.83%
HMC F 0.45%
STLA F 0.43%
E F 0.26%
BCS C 0.22%
CCEP C 0.1%
FRO F 0.02%
PFIX Underweight 657 Positions Relative to JHML
Symbol Grade Weight
AAPL C -3.79%
MSFT F -3.67%
NVDA C -3.35%
AMZN C -2.69%
GOOGL C -1.88%
META D -1.79%
BRK.A B -1.04%
LLY F -0.89%
UNH C -0.73%
V A -0.7%
TSLA B -0.68%
MA C -0.64%
WMT A -0.64%
HD A -0.52%
WFC A -0.49%
COST B -0.49%
GOOG C -0.49%
ORCL B -0.43%
CRM B -0.38%
CAT B -0.38%
ABBV D -0.38%
URI B -0.37%
MRK F -0.36%
IBM C -0.36%
NFLX A -0.36%
GS A -0.35%
ACN C -0.35%
KO D -0.34%
PEP F -0.33%
AMAT F -0.32%
AMD F -0.31%
AXP A -0.31%
TMO F -0.31%
AMP A -0.31%
INTU C -0.29%
RTX C -0.29%
ABT B -0.29%
MCD D -0.29%
ADBE C -0.28%
AMGN D -0.28%
LIN D -0.28%
UNP C -0.26%
APH A -0.26%
RCL A -0.26%
HON B -0.25%
PFE D -0.25%
WM A -0.25%
DIS B -0.25%
T A -0.25%
GE D -0.24%
SPGI C -0.24%
TJX A -0.24%
BKNG A -0.24%
COF B -0.23%
SHW A -0.23%
ISRG A -0.23%
TMUS B -0.23%
TT A -0.23%
HIG B -0.23%
PH A -0.23%
FI A -0.23%
DHR F -0.22%
CBRE B -0.22%
MRVL B -0.22%
PM B -0.22%
LOW D -0.22%
MU D -0.21%
NOW A -0.21%
FICO B -0.21%
BSX B -0.21%
EOG A -0.21%
PRU A -0.21%
VRTX F -0.21%
VST B -0.21%
BMY B -0.21%
DE A -0.21%
CMG B -0.2%
SNPS B -0.2%
ADI D -0.2%
LRCX F -0.2%
PGR A -0.2%
KLAC D -0.2%
CTAS B -0.19%
AJG B -0.19%
ITW B -0.19%
ELV F -0.19%
CARR D -0.19%
TGT F -0.19%
CI F -0.19%
EMR A -0.18%
AME A -0.18%
NVR D -0.18%
MSI B -0.18%
ALL A -0.18%
HWM A -0.18%
SCHW B -0.18%
KMI A -0.18%
MCO B -0.18%
IT C -0.18%
CSX B -0.18%
INTC D -0.18%
SYK C -0.18%
FAST B -0.18%
CB C -0.18%
CDNS B -0.18%
DUK C -0.18%
VRSK A -0.17%
PWR A -0.17%
GLW B -0.17%
ANET C -0.17%
FDX B -0.17%
TSCO D -0.17%
MCK B -0.17%
TFC A -0.17%
PANW C -0.17%
GM B -0.16%
MCHP D -0.16%
ED D -0.16%
CTSH B -0.16%
AON A -0.16%
GWW B -0.16%
COR B -0.16%
DHI D -0.16%
AFL B -0.16%
SBUX A -0.16%
ICE C -0.16%
EBAY D -0.16%
APO B -0.16%
WTW B -0.15%
DOV A -0.15%
EA A -0.15%
WMB A -0.15%
CEG D -0.15%
PHM D -0.15%
TDG D -0.15%
MPC D -0.15%
KKR A -0.15%
PLTR B -0.15%
LNG B -0.15%
PCG A -0.15%
MDT D -0.15%
ACGL D -0.15%
NEE D -0.15%
ORLY B -0.15%
TRGP B -0.14%
MMM D -0.14%
VMC B -0.14%
FTNT C -0.14%
IQV D -0.14%
WELL A -0.14%
MLM B -0.14%
MAR B -0.14%
REGN F -0.14%
NTAP C -0.14%
APP B -0.14%
ROST C -0.14%
IR B -0.14%
STLD B -0.14%
ZTS D -0.14%
ROK B -0.14%
BX A -0.14%
FCX D -0.14%
MO A -0.14%
NKE D -0.14%
BDX F -0.13%
WAB B -0.13%
ECL D -0.13%
DECK A -0.13%
EFX F -0.13%
RMD C -0.13%
DD D -0.13%
NOC D -0.13%
CAH B -0.13%
HPQ B -0.13%
ROP B -0.13%
DOW F -0.13%
PYPL B -0.13%
A D -0.13%
NXPI D -0.13%
HLT A -0.13%
CL D -0.13%
RJF A -0.13%
CME A -0.12%
VRT B -0.12%
OTIS C -0.12%
MSCI C -0.12%
DGX A -0.12%
GEHC F -0.12%
AZO C -0.12%
KEYS A -0.12%
BKR B -0.12%
ADSK A -0.12%
CSL C -0.12%
FIS C -0.12%
DLR B -0.12%
STZ D -0.12%
CTVA C -0.12%
PPG F -0.12%
CPAY A -0.12%
TTD B -0.12%
PPL B -0.12%
SYY B -0.12%
UBER D -0.12%
BLDR D -0.12%
CNC D -0.11%
ON D -0.11%
FCNCA A -0.11%
LULU C -0.11%
OC A -0.11%
ANSS B -0.11%
LYB F -0.11%
ODFL B -0.11%
CRWD B -0.11%
AMT D -0.11%
LEN D -0.11%
CPRT A -0.11%
YUM B -0.11%
LH C -0.11%
NDAQ A -0.11%
GEV B -0.11%
HES B -0.11%
EQIX A -0.11%
SPG B -0.11%
MTD D -0.11%
XYL D -0.1%
TTWO A -0.1%
LDOS C -0.1%
HUBB B -0.1%
IDXX F -0.1%
RS B -0.1%
NEM D -0.1%
L A -0.1%
CDW F -0.1%
CHD B -0.1%
KMB D -0.1%
EXPE B -0.1%
WAT B -0.1%
GPN B -0.1%
LPLA A -0.1%
BRO B -0.1%
HUM C -0.1%
WSM B -0.1%
BR A -0.1%
ULTA F -0.1%
CSGP D -0.09%
GDDY A -0.09%
MRO B -0.09%
BALL D -0.09%
WDAY B -0.09%
WRB A -0.09%
F C -0.09%
KEY B -0.09%
IRM D -0.09%
EXPD D -0.09%
BAH F -0.09%
HOLX D -0.09%
OXY D -0.09%
JBHT C -0.09%
CNP B -0.09%
D C -0.09%
WDC D -0.09%
FLEX A -0.09%
TXT D -0.09%
MNST C -0.09%
FE C -0.09%
MKL A -0.09%
BA F -0.09%
K A -0.09%
CLX B -0.09%
CFG B -0.09%
TYL B -0.09%
HCA F -0.09%
FTV C -0.09%
MAS D -0.08%
DXCM D -0.08%
TDY B -0.08%
EW C -0.08%
CTRA B -0.08%
SQ B -0.08%
UHS D -0.08%
SLB C -0.08%
DDOG A -0.08%
AXON A -0.08%
MKC D -0.08%
GEN B -0.08%
ALLY C -0.08%
SPOT B -0.08%
JBL B -0.08%
AWK D -0.08%
TER D -0.08%
STE F -0.08%
MOH F -0.08%
ARES A -0.08%
HAL C -0.08%
ZBRA B -0.08%
EXR D -0.08%
CF B -0.08%
O D -0.08%
STX D -0.08%
MPWR F -0.08%
LII A -0.08%
EQH B -0.08%
ZBH C -0.08%
WY D -0.08%
WST C -0.08%
DASH A -0.08%
HUBS A -0.08%
BIIB F -0.08%
EWBC A -0.07%
TRMB B -0.07%
AVY D -0.07%
IPG D -0.07%
SSNC B -0.07%
DLTR F -0.07%
FSLR F -0.07%
IEX B -0.07%
RGA A -0.07%
VEEV C -0.07%
VTR C -0.07%
TRU D -0.07%
TSN B -0.07%
PSA D -0.07%
PNR A -0.07%
COIN C -0.07%
SCI B -0.07%
KVUE A -0.07%
EQR B -0.07%
ALLE D -0.07%
CCI D -0.07%
IFF D -0.07%
PTC A -0.07%
TPR B -0.07%
DELL C -0.07%
FDS B -0.07%
TPL A -0.07%
CCL B -0.07%
CHTR C -0.07%
RPM A -0.07%
DVN F -0.06%
MANH D -0.06%
DOX D -0.06%
RVTY F -0.06%
PNW B -0.06%
BG F -0.06%
SWK D -0.06%
LBRDK C -0.06%
FOXA B -0.06%
LYV A -0.06%
SBAC D -0.06%
WSO A -0.06%
USFD A -0.06%
UTHR C -0.06%
JNPR F -0.06%
KMX B -0.06%
NRG B -0.06%
AKAM D -0.06%
JLL D -0.06%
FFIV B -0.06%
EME C -0.06%
WBD C -0.06%
DKS C -0.06%
EMN D -0.06%
ALNY D -0.06%
KHC F -0.06%
VRSN F -0.06%
BURL A -0.06%
TEAM A -0.05%
CASY A -0.05%
ZM B -0.05%
SJM D -0.05%
CVNA B -0.05%
TAP C -0.05%
TWLO A -0.05%
HSIC B -0.05%
FBIN D -0.05%
UNM A -0.05%
APTV D -0.05%
HOOD B -0.05%
ROL B -0.05%
AVTR F -0.05%
AFG A -0.05%
KDP D -0.05%
EQT B -0.05%
CBOE B -0.05%
NDSN B -0.05%
LECO B -0.05%
BAX D -0.05%
MAA B -0.05%
SEIC B -0.05%
VLTO D -0.05%
POOL C -0.05%
GL B -0.05%
JKHY D -0.05%
INVH D -0.05%
CCK C -0.05%
GGG B -0.05%
DG F -0.05%
DPZ C -0.05%
ESS B -0.05%
DAL C -0.05%
ACM A -0.05%
NET B -0.05%
ENTG D -0.05%
DKNG B -0.04%
MKTX D -0.04%
IBKR A -0.04%
CTLT B -0.04%
DAY B -0.04%
JEF A -0.04%
HII D -0.04%
CE F -0.04%
CLH B -0.04%
KIM A -0.04%
ORI A -0.04%
ERIE D -0.04%
ILMN D -0.04%
RNR C -0.04%
UDR B -0.04%
XPO B -0.04%
CRL C -0.04%
AOS F -0.04%
DT C -0.04%
SNOW C -0.04%
ALV C -0.04%
LVS C -0.04%
ZS C -0.04%
FND C -0.04%
ALB C -0.04%
BJ A -0.04%
BMRN D -0.04%
INCY C -0.04%
SUI D -0.04%
MDB C -0.04%
OVV B -0.04%
AIZ A -0.04%
TOL B -0.04%
UAL A -0.04%
THC D -0.04%
NWSA B -0.04%
HAS D -0.04%
TXRH C -0.04%
PODD C -0.04%
PFGC B -0.04%
LAD A -0.04%
LKQ D -0.04%
J F -0.04%
DVA B -0.04%
ARMK B -0.04%
EPAM C -0.04%
ATR B -0.04%
AES F -0.04%
HEI B -0.04%
ARE D -0.04%
LW C -0.04%
SCCO F -0.03%
H B -0.03%
BIO D -0.03%
CUBE D -0.03%
BEN C -0.03%
CACI D -0.03%
ABNB C -0.03%
CG A -0.03%
WPC D -0.03%
WTRG B -0.03%
PRI A -0.03%
GLOB B -0.03%
FMC D -0.03%
WYNN D -0.03%
ALGN D -0.03%
WEX D -0.03%
RL B -0.03%
SAIA B -0.03%
WMS D -0.03%
GPK C -0.03%
SF B -0.03%
MORN B -0.03%
OKTA C -0.03%
HRL D -0.03%
AMH D -0.03%
LAMR D -0.03%
QRVO F -0.03%
GNTX C -0.03%
TTEK F -0.03%
NVT B -0.03%
TFX F -0.03%
HEI B -0.03%
CW B -0.03%
BLD D -0.03%
TECH D -0.03%
KNX B -0.03%
GLPI C -0.03%
DOCU A -0.03%
PSTG D -0.03%
CHDN B -0.03%
DOC D -0.03%
PINS D -0.03%
TW A -0.03%
GWRE A -0.03%
NBIX C -0.03%
ELS C -0.03%
BXP D -0.03%
ITT A -0.03%
WBS A -0.03%
TTC D -0.03%
CPT B -0.03%
BWA D -0.03%
PAYC B -0.03%
WCC B -0.03%
REG B -0.03%
FHN A -0.03%
RRX B -0.03%
Z A -0.03%
OLED D -0.02%
INGR B -0.02%
CIEN B -0.02%
RBLX C -0.02%
SNX C -0.02%
SMCI F -0.02%
EXP A -0.02%
APA D -0.02%
IOT A -0.02%
SRPT D -0.02%
EGP F -0.02%
NTRA B -0.02%
REXR F -0.02%
BWXT B -0.02%
RGEN D -0.02%
WBA F -0.02%
MUSA A -0.02%
CNM D -0.02%
OHI C -0.02%
MEDP D -0.02%
PARA C -0.02%
PCTY B -0.02%
HLI B -0.02%
DINO D -0.02%
NNN D -0.02%
EXAS D -0.02%
FOX A -0.02%
NTNX A -0.02%
SNAP C -0.02%
EL F -0.02%
WWD B -0.02%
ROKU D -0.02%
ENPH F -0.02%
BRKR D -0.02%
FIX A -0.02%
TOST B -0.02%
EHC B -0.02%
FTI A -0.02%
DBX B -0.02%
BSY D -0.02%
SKX D -0.02%
MTCH D -0.02%
WLK D -0.02%
KNSL B -0.02%
ACI C -0.02%
SOLV C -0.02%
LNW D -0.02%
LUV C -0.02%
WSC D -0.02%
CRBG B -0.02%
TPX B -0.02%
MRNA F -0.02%
SW A -0.02%
KBR F -0.02%
CHE D -0.02%
RPRX D -0.02%
COHR B -0.02%
UHAL D -0.02%
FRT B -0.02%
DCI B -0.02%
APPF B -0.01%
MHK D -0.01%
CR A -0.01%
PSN D -0.01%
RGLD C -0.01%
HALO F -0.01%
HRB D -0.01%
CNA B -0.01%
COTY F -0.01%
ATI D -0.01%
GAP C -0.01%
ENSG D -0.01%
ZG A -0.01%
CELH F -0.01%
PR B -0.01%
GMED A -0.01%
CBSH A -0.01%
LEN D -0.01%
FLR B -0.01%
UI A -0.01%
RIVN F -0.01%
GNRC B -0.01%
GME C -0.01%
OGE B -0.01%
MTZ B -0.01%
CROX D -0.01%
AXTA A -0.01%
SIRI C -0.01%
SSD D -0.01%
GFS C -0.01%
SN D -0.01%
AA B -0.01%
PEN B -0.01%
EVR B -0.01%
BERY B -0.01%
MLI C -0.01%
TKO B -0.01%
ELF C -0.01%
GTLB B -0.01%
SFM A -0.01%
SOFI A -0.01%
PATH C -0.01%
WAL B -0.01%
CNH C -0.01%
AYI B -0.01%
EDR A -0.01%
DUOL A -0.01%
MKSI C -0.01%
PAG B -0.01%
WING D -0.01%
PCVX D -0.01%
RBC A -0.01%
NYT C -0.01%
FN D -0.01%
ALSN B -0.01%
ONTO D -0.01%
WMG C -0.01%
ICLR D -0.01%
APG B -0.01%
X C -0.01%
PCOR B -0.01%
CPNG D -0.01%
COKE C -0.01%
AFRM B -0.01%
COLD D -0.01%
NWS B -0.01%
RRC B -0.01%
AR B -0.01%
INFA D -0.0%
SMMT D -0.0%
BIRK D -0.0%
HLNE B -0.0%
UHAL D -0.0%
ROIV C -0.0%
RKT F -0.0%
FCN D -0.0%
BRX A -0.0%
PPC C -0.0%
BFAM D -0.0%
ESTC C -0.0%
CHWY B -0.0%
AUR C -0.0%
INSM C -0.0%
LBRDA C -0.0%
AMKR D -0.0%
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