SIMS vs. LOPP ETF Comparison

Comparison of SPDR S&P Kensho Intelligent Structures ETF (SIMS) to Gabelli Love Our Planet & People ETF (LOPP)
SIMS

SPDR S&P Kensho Intelligent Structures ETF

SIMS Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Kensho Intelligent Infrastructure Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is comprised of U.S.-listed equity securities (including depositary receipts) of companies domiciled across developed and emerging markets worldwide which are included in the Intelligent Infrastructure sector as determined by a classification standard produced by the index provider. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$33.81

Average Daily Volume

4,991

Number of Holdings *

43

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

Gabelli Love Our Planet & People ETF

LOPP Description LOPP will emphasize the environmental aspect, or ā€œEā€ in ESG, placing an emphasis on investing in publicly traded companies with a focus on sustainability. The Fund combines a research intensive process with social screens and a holistic ESG overlay to deliver returns in a socially responsive manner.

Grade (RS Rating)

Last Trade

$26.10

Average Daily Volume

486

Number of Holdings *

43

* may have additional holdings in another (foreign) market
Performance
Period SIMS LOPP
30 Days -0.86% -1.32%
60 Days -1.43% 3.02%
90 Days 5.22% 4.45%
12 Months 6.64% 10.03%
5 Overlapping Holdings
Symbol Grade Weight in SIMS Weight in LOPP Overlap
CARR A 2.92% 0.65% 0.65%
CHPT F 1.58% 0.4% 0.4%
JCI C 3.02% 2.51% 2.51%
REZI D 2.99% 1.91% 1.91%
XYL A 3.19% 4.13% 3.19%
SIMS Overweight 38 Positions Relative to LOPP
Symbol Grade Weight
ITRI A 3.49%
AYI C 3.48%
PSN D 3.23%
BMI A 3.16%
PNR C 3.07%
TTEK A 3.03%
ALRM D 3.0%
GNRC B 2.91%
SLAB D 2.8%
ADTN F 2.67%
AY B 2.55%
CNM A 2.53%
HON C 2.49%
DOOR A 2.38%
QCOM A 2.09%
EMR D 2.06%
GTLS C 2.02%
ERII F 2.02%
BLNK D 1.99%
MWA A 1.94%
BE C 1.91%
BP B 1.86%
AME D 1.86%
TEL C 1.76%
ROP F 1.62%
SHLS F 1.6%
NVEE D 1.54%
ON F 1.52%
LOGI D 1.51%
STEM F 1.5%
BIDU C 1.46%
STM F 1.43%
CWCO D 0.96%
ROKU F 0.9%
MVIS F 0.57%
REKR F 0.46%
WBX D 0.28%
LUNA F 0.09%
SIMS Underweight 38 Positions Relative to LOPP
Symbol Grade Weight
HUBB D -5.29%
WY D -4.19%
WCN D -4.11%
SPGI C -4.03%
NEP C -3.86%
RSG C -3.47%
AWK B -3.35%
VMI B -3.22%
ROCK D -3.19%
MIR C -3.13%
FLEX D -2.96%
CMI C -2.75%
DAR F -2.66%
APD C -2.5%
DE B -2.49%
CCK C -2.44%
AZZ C -1.92%
TKR B -1.88%
ROG C -1.8%
MATW D -1.77%
BLBD C -1.77%
LFUS C -1.39%
FCX A -1.37%
BEN F -1.25%
BBVA C -1.25%
ACA B -1.19%
BMY F -1.12%
GOOG A -1.07%
XEL C -1.01%
AGR B -0.96%
UL A -0.78%
ING A -0.74%
NEE B -0.63%
DAN C -0.59%
VRTX D -0.52%
RPRX D -0.5%
BMRN F -0.47%
PLPC D -0.46%
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