SURI vs. LABD ETF Comparison

Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to Direxion Daily S&P Biotech Bear 3X Shares (LABD)
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

$22.82

Average Daily Volume

19,901

Number of Holdings *

10

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

Direxion Daily S&P Biotech Bear 3X Shares

LABD Description The investment seeks daily investment results, before fees and expenses, of 300% of the inverse of the performance of the S&P Biotechnology Select Industry Index. The index is provided by Standard & Poor's and includes domestic companies from the biotechnology industry. The fund normally creates short positions by investing at least 80% of its assets in: swap agreements; options on securities and indices; forward contracts; short positions; reverse repurchase agreements; ETFs; and other financial instruments that, in combination, provide inverse leveraged and unleveraged exposure to the S&P Biotechnology Select Industry Index ("index"). It is non-diversified.

Grade (RS Rating)

Last Trade

$8.28

Average Daily Volume

16,116,151

Number of Holdings *

80

* may have additional holdings in another (foreign) market
Performance
Period SURI LABD
30 Days -6.64% 0.98%
60 Days -11.27% 34.91%
90 Days 11.68% -15.65%
12 Months 16.82% -40.15%
1 Overlapping Holdings
Symbol Grade Weight in SURI Weight in LABD Overlap
MDGL D 5.62% 0.59% 0.59%
SURI Overweight 9 Positions Relative to LABD
Symbol Grade Weight
PAGP B 22.64%
APLT D 17.32%
TCRX B 7.52%
PHAT C 5.01%
AKRO F 4.85%
FULC D 3.97%
ATHA F 3.7%
RNA A 2.88%
HIGH A 2.65%
SURI Underweight 79 Positions Relative to LABD
Symbol Grade Weight
EXEL D -1.91%
BMRN F -1.89%
BLUE F -1.87%
VRTX D -1.84%
SAGE F -1.8%
UTHR A -1.78%
REGN B -1.77%
AMGN A -1.75%
ALNY D -1.73%
EXAS F -1.73%
ABBV D -1.72%
ACAD F -1.68%
SRPT B -1.66%
BIIB D -1.65%
IONS F -1.64%
GILD F -1.64%
NBIX A -1.62%
BPMC A -1.61%
INCY D -1.51%
RARE D -1.49%
MRNA B -1.47%
LGND D -1.46%
ARWR F -1.45%
BHVN D -1.42%
PTCT B -1.4%
FOLD F -1.38%
AGIO A -1.37%
APLS F -1.24%
ALKS F -1.21%
MYGN D -1.08%
NTRA A -1.08%
IOVA D -1.07%
FGEN F -1.05%
RGNX F -1.05%
DCPH A -1.01%
CHRS F -0.99%
EBS C -0.96%
CDNA C -0.93%
HRTX D -0.84%
INSM D -0.81%
KPTI F -0.79%
ESPR D -0.79%
ALLK F -0.76%
IRWD F -0.75%
VCYT D -0.72%
HALO D -0.71%
FATE D -0.67%
EDIT F -0.66%
PBYI D -0.65%
TGTX C -0.55%
ADVM F -0.55%
ALLO F -0.54%
CPRX D -0.53%
ANAB B -0.53%
XNCR C -0.49%
SGMO F -0.48%
ENTA C -0.47%
EGRX F -0.42%
GTHX B -0.42%
ATRA F -0.41%
VKTX C -0.38%
ANIK A -0.37%
VNDA B -0.35%
OPK C -0.35%
VCEL C -0.34%
TVTX F -0.33%
KOD D -0.29%
BBIO F -0.29%
NTLA F -0.29%
PGEN D -0.29%
DNLI F -0.28%
KRYS D -0.28%
GOSS F -0.27%
VYGR D -0.26%
MGNX D -0.25%
ALEC F -0.25%
CYTK D -0.25%
DVAX D -0.24%
YMAB C -0.24%
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