SURI vs. FDM ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to First Trust DJ Select MicroCap ETF (FDM)
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
$23.03
Average Daily Volume
19,971
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
FDM
First Trust DJ Select MicroCap ETF
FDM 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 Dow Jones Select MicroCap Index(SM) (the "index"). The fund will normally invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in common stocks of U.S. micro-capitalization companies which are publicly traded in the United States. The index is comprised of selected U.S. micro-capitalization companies chosen from all common stocks traded on the NewYork Stock Exchange, the NYSE MKT and NASDAQ(R) with limited partnerships excluded.Grade (RS Rating)
Last Trade
$62.01
Average Daily Volume
4,692
Number of Holdings
*
153
* may have additional holdings in another (foreign) market
Performance
| Period | SURI | FDM |
|---|---|---|
| 30 Days | -4.45% | 0.34% |
| 60 Days | -9.62% | 2.44% |
| 90 Days | 12.94% | 7.83% |
| 12 Months | 14.79% | 24.58% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SURI | Weight in FDM | Overlap |
|---|
SURI Underweight 153 Positions Relative to FDM
| Symbol | Grade | Weight | |
|---|---|---|---|
| POWL | B | -2.27% | |
| ACMR | D | -2.06% | |
| SCSC | B | -1.76% | |
| CRAI | A | -1.71% | |
| VSEC | A | -1.7% | |
| CGEM | B | -1.51% | |
| GNK | A | -1.5% | |
| CRGY | C | -1.49% | |
| SXC | D | -1.46% | |
| REX | B | -1.43% | |
| BBSI | B | -1.35% | |
| MYE | D | -1.35% | |
| HAYN | D | -1.26% | |
| VVI | D | -1.23% | |
| CECO | B | -1.22% | |
| DCO | B | -1.21% | |
| IDT | A | -1.18% | |
| EGY | B | -1.15% | |
| CLW | B | -1.11% | |
| DXPE | B | -1.1% | |
| AMBC | A | -1.1% | |
| ZEUS | F | -1.08% | |
| UVSP | B | -1.04% | |
| BELFB | B | -0.98% | |
| UWMC | B | -0.98% | |
| BRY | C | -0.97% | |
| EZPW | C | -0.96% | |
| MLR | A | -0.93% | |
| OSBC | C | -0.92% | |
| LEU | C | -0.92% | |
| ARHS | D | -0.91% | |
| HCKT | D | -0.9% | |
| WSR | C | -0.89% | |
| MBWM | B | -0.88% | |
| KE | C | -0.88% | |
| CFB | C | -0.87% | |
| TTI | F | -0.87% | |
| IBCP | B | -0.86% | |
| PLOW | D | -0.85% | |
| HTBK | D | -0.81% | |
| BFST | D | -0.8% | |
| GATO | B | -0.79% | |
| GSBC | B | -0.75% | |
| TITN | F | -0.75% | |
| LMB | B | -0.75% | |
| SD | D | -0.74% | |
| RICK | F | -0.73% | |
| DENN | F | -0.72% | |
| NPK | A | -0.71% | |
| AVNW | F | -0.71% | |
| AMAL | B | -0.71% | |
| DHIL | C | -0.71% | |
| VPG | D | -0.7% | |
| HVT | F | -0.69% | |
| CCB | B | -0.69% | |
| LYTS | B | -0.68% | |
| HDSN | F | -0.67% | |
| HTBI | B | -0.66% | |
| CYH | B | -0.66% | |
| CENT | D | -0.65% | |
| LQDT | C | -0.65% | |
| OSUR | F | -0.65% | |
| BHB | B | -0.64% | |
| THFF | B | -0.64% | |
| SMBC | F | -0.64% | |
| BBW | B | -0.63% | |
| VYGR | D | -0.62% | |
| CWCO | D | -0.62% | |
| OLP | A | -0.6% | |
| CCBG | D | -0.6% | |
| ODC | B | -0.59% | |
| KRNY | F | -0.58% | |
| NBN | B | -0.57% | |
| SIGA | B | -0.57% | |
| RMR | B | -0.57% | |
| CSV | C | -0.57% | |
| GNE | F | -0.57% | |
| PAHC | B | -0.56% | |
| BOOM | F | -0.54% | |
| ARTNA | C | -0.54% | |
| GLRE | B | -0.54% | |
| NWPX | A | -0.53% | |
| OSG | B | -0.53% | |
| KODK | D | -0.52% | |
| SPFI | B | -0.52% | |
| SPOK | F | -0.52% | |
| AVD | C | -0.51% | |
| ESQ | B | -0.5% | |
| MCFT | F | -0.5% | |
| MOFG | D | -0.49% | |
| LINC | B | -0.49% | |
| JOUT | F | -0.45% | |
| AMPY | B | -0.44% | |
| SOI | B | -0.44% | |
| BSRR | B | -0.44% | |
| NEWT | D | -0.43% | |
| NRIM | B | -0.43% | |
| FSBC | D | -0.42% | |
| PBPB | F | -0.42% | |
| PANL | C | -0.41% | |
| HBT | B | -0.4% | |
| RM | B | -0.39% | |
| WTI | F | -0.38% | |
| ONEW | F | -0.38% | |
| FET | F | -0.37% | |
| LOCO | B | -0.37% | |
| NECB | B | -0.37% | |
| MVBF | F | -0.37% | |
| FSBW | F | -0.36% | |
| BCML | C | -0.35% | |
| INSE | F | -0.35% | |
| CVLY | B | -0.34% | |
| TSBK | F | -0.33% | |
| OBT | B | -0.32% | |
| OMER | C | -0.32% | |
| AFCG | B | -0.31% | |
| PKOH | C | -0.31% | |
| NATH | D | -0.3% | |
| EPM | F | -0.29% | |
| KFS | B | -0.29% | |
| GENC | B | -0.29% | |
| IPI | C | -0.29% | |
| RLGT | F | -0.29% | |
| PLBC | B | -0.28% | |
| OVLY | D | -0.27% | |
| CMT | F | -0.24% | |
| LEGH | D | -0.24% | |
| TSQ | B | -0.24% | |
| FF | C | -0.24% | |
| MEC | B | -0.24% | |
| MPX | B | -0.23% | |
| STKS | D | -0.23% | |
| QUAD | F | -0.23% | |
| RNGR | F | -0.23% | |
| INTT | F | -0.22% | |
| OCN | B | -0.22% | |
| LSEA | F | -0.21% | |
| HNRG | F | -0.21% | |
| ATLC | F | -0.21% | |
| EVC | D | -0.21% | |
| CMPO | B | -0.2% | |
| III | F | -0.17% | |
| RCMT | F | -0.17% | |
| KLXE | F | -0.16% | |
| MNSB | F | -0.15% | |
| REI | C | -0.14% | |
| HGBL | F | -0.13% | |
| BGFV | F | -0.13% | |
| ASRT | D | -0.13% | |
| TUSK | F | -0.12% | |
| CCRD | C | -0.12% | |
| TZOO | D | -0.09% | |
| CMBM | F | -0.07% |
SURI: Top Represented Industries & Keywords
Industries:
Biotechnology
Oil & Gas Midstream
Keywords:
Biopharmaceutical
Life Sciences
Biotechnology
Cancer
Disease
Disorders
Medication
Medicine
Metabolic Disease
Acid
Alcohol
Betashares
Biopharmaceutical Products
Brain Disorders
Cardiomyopathy
Cardiovascular And Metabolic Diseases
Cardiovascular Disease
Chemical Substances
Cholesterol
Clinical Trial
FDM: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Restaurants
Metal Fabrication
Oil & Gas Equipment & Services
Biotechnology
Business Services
Banks - Regional
Credit Services
Electronic Components
Engineering & Construction
Industrial Distribution
Recreational Vehicles
Savings & Cooperative Banks
Shipping & Ports
Specialty Retail
Aerospace & Defense
Agricultural Inputs
Asset Management
Auto Parts
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