SURI vs. EKG ETF Comparison

Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to First Trust Nasdaq Lux Digital Health Solutions ETF (EKG)
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

$22.67

Average Daily Volume

19,978

Number of Holdings *

10

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

First Trust Nasdaq Lux Digital Health Solutions ETF

EKG Description First Trust Nasdaq Lux Digital Health Solutions ETF is an exchange traded fund launched and managed by First Trust Advisors LP. It invests in public equity markets of global region. It invests in stocks of companies operating across health care, health care equipment and services, health care technology sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Nasdaq Lux Health Tech Index, by using full replication technique. First Trust Nasdaq Lux Digital Health Solutions ETF was formed on March 22, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$15.92

Average Daily Volume

1,211

Number of Holdings *

43

* may have additional holdings in another (foreign) market
Performance
Period SURI EKG
30 Days -6.03% -3.54%
60 Days -11.05% -4.24%
90 Days 10.99% -1.61%
12 Months 10.97% -7.92%
0 Overlapping Holdings
Symbol Grade Weight in SURI Weight in EKG Overlap
SURI Overweight 10 Positions Relative to EKG
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 EKG
Symbol Grade Weight
RMD B -10.03%
DXCM D -8.79%
ISRG D -7.82%
IQV D -7.17%
VEEV D -7.13%
NTRA B -4.33%
PODD C -4.22%
EXAS F -4.2%
HOLX D -4.11%
QGEN C -3.98%
ALGN F -3.79%
ILMN F -3.54%
INSP D -3.52%
GMED C -2.7%
MASI D -2.4%
TMDX B -1.67%
OSCR A -1.59%
DOCS F -1.34%
IRTC F -1.27%
PGNY F -1.26%
PRCT B -1.18%
TXG F -1.16%
HIMS D -1.06%
GH D -1.04%
TNDM B -0.97%
TDOC F -0.93%
PRVA F -0.85%
NEO D -0.78%
MYGN A -0.76%
TWST B -0.7%
VCYT F -0.67%
ATEC F -0.66%
ESTA B -0.62%
SDGR F -0.58%
LFST B -0.38%
CTKB F -0.33%
QTRX F -0.31%
GDRX B -0.3%
NNOX D -0.25%
DH F -0.2%
ADPT D -0.19%
ACCD F -0.19%
PACB F -0.18%
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