SURI vs. FBT ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to First Trust Amex Biotech Index Fund (FBT)
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
FBT
First Trust Amex Biotech Index Fund
FBT Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NYSE Arca Biotechnology Index(SM). The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The index is an equal-dollar weighted index designed to measure the performance of a cross section of companies in the biotechnology industry that are primarily involved in the use of biological processes to develop products or provide services. The fund is non-diversified.Grade (RS Rating)
Last Trade
$143.65
Average Daily Volume
26,876
30
Performance
| Period | SURI | FBT |
|---|---|---|
| 30 Days | -15.30% | -7.17% |
| 60 Days | -9.50% | -5.55% |
| 90 Days | 5.63% | -4.70% |
| 12 Months | 10.97% | -5.23% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SURI | Weight in FBT | Overlap |
|---|
SURI Underweight 30 Positions Relative to FBT
| Symbol | Grade | Weight | |
|---|---|---|---|
| ITCI | B | -3.77% | |
| NBIX | C | -3.49% | |
| MRNA | B | -3.44% | |
| EXEL | A | -3.43% | |
| VRTX | C | -3.43% | |
| BNTX | F | -3.43% | |
| AMGN | D | -3.43% | |
| HALO | D | -3.39% | |
| UTHR | B | -3.38% | |
| REGN | D | -3.37% | |
| BMRN | D | -3.35% | |
| RGEN | D | -3.35% | |
| ARGX | D | -3.33% | |
| ALKS | D | -3.33% | |
| ALNY | F | -3.3% | |
| BGNE | D | -3.3% | |
| MTD | C | -3.3% | |
| GILD | F | -3.3% | |
| ILMN | D | -3.29% | |
| GMAB | F | -3.28% | |
| ACAD | F | -3.28% | |
| CORT | D | -3.28% | |
| BIIB | D | -3.27% | |
| WAT | C | -3.26% | |
| CPRX | D | -3.25% | |
| NTRA | A | -3.23% | |
| INCY | F | -3.22% | |
| BRKR | D | -3.16% | |
| BEAM | F | -3.04% | |
| EXAS | F | -2.99% |
SURI: Top Represented Industries & Keywords
FBT: Top Represented Industries & Keywords
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