SOXX vs. VCAR ETF Comparison

Comparison of iShares PHLX SOX Semiconductor Sector Index Fund (SOXX) to Simplify Volt RoboCar Disruption and Tech ETF (VCAR)

SOXX

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX Description

The iShares PHLX SOX Semiconductor Sector Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of U.S.-listed semiconductor stocks as represented by the PHLX Semiconductor Sector Index

Grade (RS Rating)

Last Trade

$218.28

Average Daily Volume

2,985,548

Number of Holdings ^*

24

* may have additional holdings in another (foreign) market

VCAR

Simplify Volt RoboCar Disruption and Tech ETF

VCAR Description

The Simplify Volt Robocar Disruption and Tech ETF is not just another thematic investment product. VCAR is designed to concentrate in those few disruptive companies poised to dominate autonomous driving and then enhance the concentrated exposures with options. With our partner Volt Equity our investment process begins with a first principles approach to identify those few companies poised to lead the disruption. We then deploy a sophisticated option overlay to create convexity in the portfolio to enhance the upside while improving drawdowns.

Grade (RS Rating)

Last Trade

$17.81

Average Daily Volume

11,855

Number of Holdings ^*

33

* may have additional holdings in another (foreign) market

Performance

Period	SOXX	VCAR
30 Days	-4.92%	55.55%
60 Days	-7.68%	60.89%
90 Days	-4.89%	65.97%
12 Months	27.77%	95.71%

4 Overlapping Holdings

	Symbol	Grade	Weight in SOXX	Weight in VCAR	Overlap
	ADI	D	3.85%	2.11%	2.11%
	AMD	F	8.07%	9.67%	8.07%
	INTC	C	4.72%	0.7%	0.7%
	NVDA	C	10.6%	24.19%	10.6%

SOXX Overweight 20 Positions Relative to VCAR

	Symbol	Grade	Weight
	AVGO	D	8.74%
	QCOM	F	6.31%
	TXN	D	6.3%
	MRVL	B	5.04%
	MU	D	4.37%
	NXPI	D	3.69%
	AMAT	F	3.69%
	LRCX	F	3.68%
	MCHP	F	3.4%
	KLAC	F	3.23%
	ON	C	3.07%
	MPWR	F	2.7%
	TER	F	1.78%
	ENTG	D	1.62%
	SWKS	F	1.44%
	ONTO	F	0.86%
	OLED	F	0.78%
	MKSI	C	0.78%
	LSCC	D	0.72%
	QRVO	F	0.68%

SOXX Underweight 29 Positions Relative to VCAR

	Symbol	Grade	Weight
	TSLA	B	-12.93%
	LMND	B	-6.02%
	MSFT	D	-4.71%
	AAPL	B	-4.22%
	AMZN	C	-4.14%
	GOOG	C	-4.1%
	SQ	B	-3.99%
	ASML	F	-3.15%
	META	D	-2.87%
	NFLX	B	-1.18%
	AUR	B	-0.89%
	DIS	B	-0.82%
	COST	B	-0.71%
	CRWD	B	-0.46%
	ADSK	B	-0.44%
	AMKR	F	-0.36%
	BHP	F	-0.33%
	GFS	C	-0.22%
	HPQ	B	-0.19%
	ARBE	C	-0.19%
	FI	A	-0.18%
	TSM	C	-0.17%
	ANSS	B	-0.17%
	ALB	C	-0.17%
	NIO	F	-0.12%
	AXP	A	-0.11%
	ADBE	C	-0.08%
	LCID	F	-0.05%
	DDOG	A	-0.01%

SOXX: Top Represented Industries & Keywords

Industries: Semiconductors Semiconductor Equipment & Materials Scientific & Technical Instruments Semiconductor Memory

Keywords: S&P 500 Nasdaq 100 Semiconductor Integrated Circuits Computing Fabless Semiconductor Companies Power Management Electronics Semiconductor Device Fabrication Semiconductor Devices Electronic Engineering Flash Mobile Devices Smartphones Design Manufacturers Device Manufacturers Electronic Devices Flash Memory Process Control Wireless Infrastructure

VCAR: Top Represented Industries & Keywords

Industries: Semiconductors Software - Application Auto Manufacturers Software - Infrastructure Internet Content & Information Media - Diversified Business Services Computer Systems Consumer Electronics Credit Services Discount Stores Industrial Metals & Minerals Information Technology Services Insurance - Property & Casualty Semiconductor Equipment & Materials Specialty Chemicals Specialty Retail

Keywords: Nasdaq 100 S&P 500 Computing Dow Jones Component Integrated Circuits Software Work From Home Electronics Hyperscale Mobile Devices Semiconductor Device Fabrication Application Software Artificial Intelligence Baseband Processor Cars Consumer Electronics Deep Learning Design Manufacturers Electric Vehicle Microprocessor