SURI vs. ACTV ETF Comparison

Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to LeaderShares Activist Leaders ETF (ACTV)
SURI

Simplify Exchange Traded Funds Simplify Propel Opportunities ETF

SURI Description

The fund is an actively managed exchange-traded fund. The Sub-Adviser concentrates the fund's investments (i.e., invests more than 25% of its net assets) in the securities of issuers in the biotechnology, pharmaceuticals, healthcare technology, and life science tools and services industries. The Sub-Adviser employs an actively managed opportunistic multi-asset strategy that focuses on common stock, preferred stock, convertible bonds, structured notes, corporate notes and bonds, and ETFs that primarily invest in the preceding security types. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$23.20

Average Daily Volume

19,948

Number of Holdings *

10

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

LeaderShares Activist Leaders ETF

ACTV Description The investment seeks to generate long-term capital growth. The fund will be invested in equity securities of companies listed on a U.S. exchange with market capitalizations of at least $1 billion at the time of initial purchase. It may focus its investments in a particular sector, industry or group of industries. The fund may utilize derivatives, such as equity options and total return swap agreements, to seek to achieve its objective and for hedging purposes.

Grade (RS Rating)

Last Trade

$33.99

Average Daily Volume

7,142

Number of Holdings *

43

* may have additional holdings in another (foreign) market
Performance
Period SURI ACTV
30 Days -3.76% -0.10%
60 Days -9.26% 0.28%
90 Days 11.91% 3.68%
12 Months 18.75% 18.24%
0 Overlapping Holdings
Symbol Grade Weight in SURI Weight in ACTV Overlap
SURI Overweight 10 Positions Relative to ACTV
Symbol Grade Weight
PAGP B 22.64%
APLT D 17.32%
TCRX B 7.52%
MDGL D 5.62%
PHAT C 5.01%
AKRO F 4.85%
FULC D 3.97%
ATHA F 3.7%
RNA B 2.88%
HIGH A 2.65%
SURI Underweight 43 Positions Relative to ACTV
Symbol Grade Weight
GDDY A -3.98%
INVA B -3.83%
SWX A -3.81%
MRCY D -3.8%
NSIT A -3.78%
DAN C -3.77%
NWL C -3.77%
JHG A -3.69%
BLMN F -3.61%
BBWI C -3.55%
ALIT C -3.52%
THS F -3.52%
FRPT C -3.51%
FTRE D -3.51%
CNDT B -3.44%
IVZ D -3.38%
IRWD F -3.37%
JBLU D -2.96%
VRT A -0.86%
SPOT B -0.82%
CMG A -0.82%
PRMW A -0.78%
ROG C -0.76%
IFF B -0.75%
NYT B -0.75%
TDS C -0.74%
GTX C -0.74%
NBIX B -0.74%
KNF B -0.73%
FYBR B -0.71%
J C -0.71%
PAYC F -0.71%
KKR C -0.71%
TRMB D -0.71%
BANC C -0.7%
IAC C -0.69%
X D -0.69%
NWS D -0.69%
CBRE D -0.68%
WCC C -0.68%
AAP D -0.66%
DBRG F -0.65%
BCRX D -0.6%
Compare ETFs