SURI vs. NBDS ETF Comparison

Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to Neuberger Berman Disrupters ETF (NBDS)
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
NBDS

Neuberger Berman Disrupters ETF

NBDS Description Neuberger Berman Disrupters ETF is an exchange traded fund launched and managed by Neuberger Berman Investment Advisers LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across information technology, healthcare, communication services, and consumer discretionary sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Neuberger Berman Disrupters ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$27.91

Average Daily Volume

2,940

Number of Holdings *

25

* may have additional holdings in another (foreign) market
Performance
Period SURI NBDS
30 Days -6.64% -1.98%
60 Days -11.27% -4.14%
90 Days 11.68% 2.66%
12 Months 16.82% 36.33%
0 Overlapping Holdings
Symbol Grade Weight in SURI Weight in NBDS Overlap
SURI Overweight 10 Positions Relative to NBDS
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 A 2.88%
HIGH A 2.65%
SURI Underweight 25 Positions Relative to NBDS
Symbol Grade Weight
NVDA C -7.99%
UBER D -5.43%
AMD D -5.07%
AMZN A -4.57%
ASML D -4.55%
TW B -4.36%
LLY D -4.34%
INTU C -4.32%
ISRG C -4.29%
TDG A -4.02%
ONTO A -4.01%
MSFT C -3.71%
MPWR C -3.51%
DKNG D -3.46%
NOW D -3.38%
MDB F -3.29%
RMBS F -3.17%
MRNA B -3.07%
PANW B -2.91%
IDXX F -2.75%
KEYS D -2.7%
SWAV A -2.57%
DXCM D -2.5%
SPOT B -2.27%
PCOR D -2.06%
Compare ETFs