SURI vs. CFCV ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to ClearBridge Focus Value ETF (CFCV)
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
$21.51
Average Daily Volume
19,873
10
CFCV
ClearBridge Focus Value ETF
CFCV Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities, or other exchange-traded investments with similar economic characteristics in which it is permitted to invest, of companies with large market capitalizations. It will only invest in instruments that trade on a U.S. exchange contemporaneously with the fund's shares and, for temporary or defensive purposes, in cash and cash equivalents.Grade (RS Rating)
Last Trade
$36.04
Average Daily Volume
116
36
Performance
| Period | SURI | CFCV |
|---|---|---|
| 30 Days | -15.30% | -1.81% |
| 60 Days | -9.50% | 1.59% |
| 90 Days | 5.63% | 1.68% |
| 12 Months | 10.97% | 15.28% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SURI | Weight in CFCV | Overlap |
|---|
SURI Underweight 36 Positions Relative to CFCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| INTC | F | -5.57% | |
| BAC | A | -4.73% | |
| JPM | B | -4.58% | |
| CVS | F | -4.54% | |
| MCK | A | -4.53% | |
| SCHW | A | -4.1% | |
| MCHP | A | -3.98% | |
| SRE | B | -3.96% | |
| JNJ | F | -3.7% | |
| WEC | B | -3.59% | |
| SHW | D | -3.41% | |
| TMO | B | -3.36% | |
| UPS | D | -3.22% | |
| CMCSA | F | -2.98% | |
| BDX | F | -2.93% | |
| OTIS | D | -2.64% | |
| MLM | A | -2.64% | |
| AXP | A | -2.55% | |
| LRCX | C | -2.42% | |
| EIX | A | -2.35% | |
| ITW | D | -2.23% | |
| MSI | A | -2.18% | |
| MMC | D | -1.86% | |
| HD | C | -1.82% | |
| UNH | C | -1.8% | |
| VLTO | A | -1.73% | |
| META | D | -1.61% | |
| PGR | B | -1.33% | |
| HLN | B | -1.32% | |
| V | C | -1.31% | |
| XPO | D | -1.19% | |
| MSFT | D | -1.18% | |
| GOOGL | A | -1.07% | |
| COF | A | -1.01% | |
| DE | B | -0.98% | |
| DIS | D | -0.91% |
SURI: Top Represented Industries & Keywords
CFCV: Top Represented Industries & Keywords
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