PINK vs. UPGD ETF Comparison

Comparison of Simplify Health Care ETF (PINK) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
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

$30.91

Average Daily Volume

117,279

Number of Holdings *

51

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

Invesco Bloomberg Analyst Rating Improvers ETF

UPGD Description The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of equity securities with the most improved Consensus Ratings based on data from Bloomberg Analyst Recommendations ("ANR"), an affiliate of the index provider.

Grade (RS Rating)

Last Trade

$73.97

Average Daily Volume

1,708

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period PINK UPGD
30 Days -4.15% 3.42%
60 Days -6.48% 4.83%
90 Days -6.16% 5.85%
12 Months 24.32% 33.71%
3 Overlapping Holdings
Symbol Grade Weight in PINK Weight in UPGD Overlap
HSIC C 0.18% 1.84% 0.18%
MMM D 2.24% 1.94% 1.94%
TFX F 2.0% 1.56% 1.56%
PINK Overweight 48 Positions Relative to UPGD
Symbol Grade Weight
SRPT F 10.02%
LLY F 7.03%
PCT C 7.0%
UNH B 4.94%
SNY F 4.89%
ZTS D 4.86%
ISRG A 4.75%
JNJ C 4.56%
REGN F 4.19%
ABBV F 3.88%
TMO F 3.54%
GILD C 3.35%
CI D 3.01%
CHWY B 2.24%
TNDM D 2.02%
MYGN F 1.98%
ELV F 1.89%
RVTY F 1.29%
RPRX D 1.11%
TUA F 1.05%
IQV F 0.95%
ITCI C 0.94%
AVTR F 0.91%
EXAS D 0.83%
ABT B 0.67%
AKRO B 0.66%
ARGX B 0.55%
THC D 0.54%
FULC F 0.52%
HCA F 0.4%
ESTA D 0.39%
SNDX F 0.34%
LIVN F 0.31%
AGL F 0.28%
VEEV C 0.28%
SYK B 0.27%
BMRN F 0.25%
TECH F 0.25%
DHR F 0.24%
BIIB F 0.19%
ZBH C 0.16%
BSX A 0.04%
VLTO C 0.03%
INSM C 0.02%
BMY B 0.02%
MASI B 0.01%
EMBC C 0.01%
MRK D 0.0%
PINK Underweight 45 Positions Relative to UPGD
Symbol Grade Weight
PLTR B -3.48%
CVNA B -3.0%
TOST B -2.95%
KMI A -2.45%
SNAP D -2.37%
RL C -2.36%
EPAM B -2.28%
PCAR B -2.28%
IP A -2.25%
INTC C -2.2%
T A -2.15%
ODFL C -2.15%
XEL A -2.15%
CAH B -2.09%
CARR C -2.06%
CLX A -2.06%
SHW B -2.05%
CHRW B -2.04%
HPQ B -2.01%
CTSH B -2.0%
EBAY D -2.0%
CHD A -1.98%
NOC D -1.98%
DGX A -1.97%
LMT D -1.94%
BBY D -1.93%
ECL D -1.91%
SO C -1.9%
MOS F -1.89%
EIX B -1.87%
VZ C -1.85%
STX C -1.83%
SJM D -1.77%
BALL F -1.77%
AMCR C -1.77%
HRL D -1.76%
TSN B -1.75%
KMX B -1.75%
KHC F -1.73%
KMB C -1.73%
CPB D -1.66%
LYB F -1.65%
SIRI C -1.58%
HII F -1.43%
DG F -1.16%
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