SURI vs. FDHT ETF Comparison

Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to Fidelity Digital Health ETF (FDHT)
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
FDHT

Fidelity Digital Health ETF

FDHT Description The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Digital Health Index. Normally investing at least 80% of assets in securities included in the Fidelity Digital Health Index and in depositary receipts representing securities included in the index. The Fidelity Digital Health Index is designed to reflect the performance of a global universe of companies across the market capitalization spectrum providing healthcare records management, connected healthcare devices, surgical robotics, telemedicine, and other technology-enabled healthcare products and services.

Grade (RS Rating)

Last Trade

$18.60

Average Daily Volume

2,516

Number of Holdings *

28

* may have additional holdings in another (foreign) market
Performance
Period SURI FDHT
30 Days -6.03% -1.68%
60 Days -11.05% -4.15%
90 Days 10.99% -2.02%
12 Months 10.97% -5.27%
0 Overlapping Holdings
Symbol Grade Weight in SURI Weight in FDHT Overlap
SURI Overweight 10 Positions Relative to FDHT
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 28 Positions Relative to FDHT
Symbol Grade Weight
RMD B -5.51%
DXCM D -5.07%
ISRG D -4.56%
VEEV D -4.26%
INSP D -3.45%
PODD C -3.41%
MMS C -2.47%
TNDM B -2.37%
CI D -2.27%
AXNX C -2.21%
IRTC F -2.16%
IQV D -2.05%
PINC F -2.03%
EVH F -1.91%
CRVL B -1.9%
DOCS F -1.88%
CTSH D -1.83%
HIMS D -1.78%
RCM D -1.77%
TDOC F -1.75%
OMCL C -1.68%
ASTH D -1.5%
PHR F -1.36%
GDRX B -1.17%
ACCD F -1.03%
NVRO F -0.94%
HCAT F -0.85%
DH F -0.85%
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