SURI vs. AZTD ETF Comparison

Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to Aztlan Global Stock Selection DM SMID ETF (AZTD)
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

$23.15

Average Daily Volume

5,497

Number of Holdings *

15

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

Aztlan Global Stock Selection DM SMID ETF

AZTD Description Aztlan Global Stock Selection DM SMID ETF is an exchange traded fund launched and managed by Toroso Investments, LLC. It invests in public equity markets of global developed region. The fund invests in the stocks of companies operating across materials, industrials, consumer discretionary, consumer staples, health care, financials, information technology, communication services, and utilities sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Solactive Aztlan Global Developed Markets SMID Cap Index, by using full replication technique. Aztlan Global Stock Selection DM SMID ETF was formed on August 18,2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$24.43

Average Daily Volume

1,142

Number of Holdings *

26

* may have additional holdings in another (foreign) market
Performance
Period SURI AZTD
30 Days -1.79% 3.62%
60 Days -1.24% 0.52%
90 Days -0.03% 4.71%
12 Months 41.29% 18.32%
0 Overlapping Holdings
Symbol Grade Weight in SURI Weight in AZTD Overlap
SURI Overweight 15 Positions Relative to AZTD
Symbol Grade Weight
APLT C 24.2%
PAGP A 21.27%
PHAT F 8.7%
AKRO B 6.84%
MDGL B 5.87%
RNA C 5.13%
ARDX F 3.93%
TSAT D 1.83%
SNDX F 1.47%
KYMR D 1.37%
KURA F 1.3%
ACHV F 0.99%
ATHA D 0.62%
CMPS F 0.56%
VRCA F 0.27%
SURI Underweight 26 Positions Relative to AZTD
Symbol Grade Weight
AFRM A -2.72%
TOST B -2.56%
PLMR A -2.34%
STRL A -2.32%
GFF A -2.28%
VIRT A -2.25%
FIX A -2.23%
ENVA B -2.23%
POWL C -2.2%
DVA C -2.18%
UPBD B -2.17%
COOP B -2.13%
ANF F -2.11%
VCTR B -2.08%
PPC C -2.07%
GAP C -2.0%
CAL F -1.93%
ALKT B -1.93%
NMIH C -1.89%
OSCR D -1.85%
CROX D -1.73%
BLBD D -1.72%
RXST F -1.71%
SMG C -1.67%
NSIT F -1.66%
YOU D -1.36%
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