PINK vs. HELX ETF Comparison

Comparison of Simplify Health Care ETF (PINK) to Franklin Genomic Advancements ETF (HELX)
PINK

Simplify Health Care ETF

PINK Description

Simplify Exchange Traded Funds - Simplify Health Care ETF seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets (plus any borrowings for investment purposes) in securities of U.S. health care companies. The fund adviser defines health care companies as companies included in the Global Industry Classification Standard health care sector. The fund will typically invest in 50 – 100 health care companies. The adviser generally seeks investments in companies that are developing new and effective medicines, as well as companies whose business models reduce costs or improve quality in health care systems.

Grade (RS Rating)

Last Trade

$29.92

Average Daily Volume

85,810

Number of Holdings *

42

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

Franklin Genomic Advancements ETF

HELX Description Seeks capital appreciation by investing in innovative companies related to genomic-based technologies designed to enhance the quality of life. Provides access to companies benefitting from or facilitating the use of new research including DNA sequencing, gene editing and personalized medicine Uses bottom-up fundamental research conducted by dedicated, industry-specific analysts to identify disruptive business models at the right stage for investment Actively managed by a seasoned portfolio management team that is based in Silicon Valley and has a long history of investing in the craft of innovation

Grade (RS Rating)

Last Trade

$31.47

Average Daily Volume

805

Number of Holdings *

54

* may have additional holdings in another (foreign) market
Performance
Period PINK HELX
30 Days 3.51% 4.52%
60 Days 0.21% -1.35%
90 Days -0.35% 0.91%
12 Months 16.96% 6.76%
11 Overlapping Holdings
Symbol Grade Weight in PINK Weight in HELX Overlap
AVTR D 2.06% 0.51% 0.51%
BMY F 0.02% 0.65% 0.02%
DHR A 0.23% 4.15% 0.23%
EXAS F 3.25% 1.82% 1.82%
LLY B 4.6% 4.36% 4.36%
NTRA A 0.85% 3.08% 0.85%
RARE D 1.06% 0.92% 0.92%
REGN C 2.16% 4.74% 2.16%
SRPT C 8.61% 1.73% 1.73%
TECH C 0.47% 1.04% 0.47%
TMO B 3.53% 4.85% 3.53%
PINK Overweight 31 Positions Relative to HELX
Symbol Grade Weight
ISRG B 9.49%
CI D 6.48%
PCT F 4.87%
ALGN F 4.64%
MRK B 4.62%
SWAV A 3.58%
RPRX F 3.31%
BSX A 3.14%
JNJ D 2.82%
ABBV D 2.55%
ZBH D 2.5%
ELV A 2.0%
MMM A 1.91%
PODD C 1.89%
FULC D 1.46%
SYK D 1.34%
IDXX C 1.12%
MASI D 1.06%
ESTA C 0.95%
ABT F 0.71%
UNH C 0.69%
AKRO F 0.62%
SNDX D 0.44%
THC B 0.36%
HCA C 0.35%
LIVN B 0.35%
VEEV D 0.33%
HSIC C 0.2%
HUM D 0.05%
VLTO B 0.03%
EMBC D 0.01%
PINK Underweight 43 Positions Relative to HELX
Symbol Grade Weight
MEDP D -7.53%
VRTX B -4.9%
KRYS D -3.94%
BRKR D -2.84%
AZN B -2.75%
CRL D -2.41%
MRNA C -2.33%
CTVA C -2.27%
A A -2.25%
IONS F -2.22%
CDNS D -2.21%
RCKT D -2.03%
QGEN B -1.94%
BNTX D -1.74%
ICLR D -1.58%
FDMT D -1.42%
ALNY D -1.36%
NTLA D -1.31%
VYGR D -1.23%
IQV D -1.14%
AZTA F -1.11%
RGEN D -1.01%
LH D -0.95%
TWST C -0.94%
NBIX B -0.8%
INSM F -0.77%
CRSP F -0.75%
LGND C -0.7%
CDMO C -0.69%
BBIO C -0.61%
BIO F -0.59%
BEAM F -0.58%
UTHR B -0.55%
SDGR F -0.48%
DVAX F -0.48%
SLP B -0.44%
RXRX D -0.4%
ARE C -0.31%
DOCS F -0.27%
FTRE F -0.17%
VCYT D -0.15%
OLK C -0.12%
TXG F -0.09%
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