SURI vs. ATFV ETF Comparison

Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to Alger 25 ETF (ATFV)
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

$22.10

Average Daily Volume

20,158

Number of Holdings *

10

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

Alger 25 ETF

ATFV Description Alger ETF Trust - Alger 25 ETF is an exchange traded fund launched and managed by Fred Alger Management, LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across information technology sectors. It invests in growth stocks of companies across diversified market capitalization. Alger ETF Trust - Alger 25 ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$20.20

Average Daily Volume

1,691

Number of Holdings *

33

* may have additional holdings in another (foreign) market
Performance
Period SURI ATFV
30 Days -6.97% 0.61%
60 Days -10.29% 2.51%
90 Days 6.55% 3.28%
12 Months 8.19% 39.57%
0 Overlapping Holdings
Symbol Grade Weight in SURI Weight in ATFV Overlap
SURI Overweight 10 Positions Relative to ATFV
Symbol Grade Weight
PAGP B 22.64%
APLT D 17.32%
TCRX C 7.52%
MDGL D 5.62%
PHAT D 5.01%
AKRO F 4.85%
FULC D 3.97%
ATHA F 3.7%
RNA B 2.88%
HIGH A 2.65%
SURI Underweight 33 Positions Relative to ATFV
Symbol Grade Weight
AMZN B -9.93%
MSFT C -9.73%
NVDA B -9.0%
META D -5.1%
NFLX C -4.54%
AMD D -4.4%
SPOT B -4.03%
MELI B -3.72%
NTRA B -3.45%
UBER D -3.36%
LLY C -3.25%
APPF B -3.05%
CRWD C -3.02%
PINS B -2.53%
SQ D -2.29%
MDB F -2.08%
MASS F -2.05%
TSM B -2.05%
CCI D -2.0%
CABA F -1.98%
ISRG C -1.77%
AUTL F -1.69%
ANET B -1.52%
SHAK C -1.5%
VRT B -1.5%
TDG A -1.49%
CBOE D -1.46%
DECK D -1.45%
JOBY D -1.35%
ZS F -1.02%
TSLA D -0.96%
RMBS D -0.81%
SNOW F -0.79%
Compare ETFs