SURI vs. XLV ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to SPDR Select Sector Fund - Health Care (XLV)
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
$22.95
Average Daily Volume
19,901
10
XLV
SPDR Select Sector Fund - Health Care
XLV Description
The investment seeks investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in The Health Care Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: pharmaceuticals; health care equipment & supplies; health care providers & services; biotechnology; life sciences tools & services; and health care technology. The fund is non-diversified.Grade (RS Rating)
Last Trade
$141.12
Average Daily Volume
8,610,632
61
Performance
| Period | SURI | XLV |
|---|---|---|
| 30 Days | -6.64% | -2.22% |
| 60 Days | -11.27% | -3.27% |
| 90 Days | 11.68% | -0.46% |
| 12 Months | 16.82% | 8.11% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SURI | Weight in XLV | Overlap |
|---|
SURI Underweight 61 Positions Relative to XLV
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | D | -11.3% | |
| UNH | C | -8.7% | |
| JNJ | F | -6.8% | |
| MRK | B | -6.34% | |
| ABBV | D | -5.48% | |
| TMO | C | -4.29% | |
| ABT | D | -3.58% | |
| DHR | C | -3.12% | |
| AMGN | A | -2.84% | |
| PFE | D | -2.78% | |
| ISRG | C | -2.53% | |
| ELV | B | -2.41% | |
| SYK | D | -2.2% | |
| MDT | C | -2.07% | |
| BSX | A | -2.04% | |
| CI | C | -2.0% | |
| VRTX | D | -1.96% | |
| REGN | B | -1.81% | |
| BMY | F | -1.75% | |
| CVS | F | -1.63% | |
| GILD | F | -1.58% | |
| ZTS | D | -1.41% | |
| MCK | C | -1.35% | |
| BDX | F | -1.3% | |
| HCA | D | -1.19% | |
| EW | D | -1.0% | |
| DXCM | D | -0.93% | |
| IQV | D | -0.83% | |
| IDXX | F | -0.81% | |
| A | C | -0.79% | |
| CNC | C | -0.76% | |
| GEHC | D | -0.72% | |
| MRNA | B | -0.71% | |
| HUM | F | -0.71% | |
| RMD | B | -0.61% | |
| BIIB | D | -0.6% | |
| MTD | D | -0.52% | |
| WST | F | -0.5% | |
| ZBH | D | -0.49% | |
| CAH | F | -0.48% | |
| ALGN | F | -0.42% | |
| BAX | F | -0.4% | |
| STE | D | -0.39% | |
| ILMN | F | -0.38% | |
| MOH | F | -0.38% | |
| WAT | D | -0.36% | |
| HOLX | B | -0.35% | |
| LH | F | -0.33% | |
| DGX | A | -0.3% | |
| VTRS | D | -0.27% | |
| PODD | D | -0.23% | |
| CRL | D | -0.23% | |
| TECH | C | -0.2% | |
| UHS | C | -0.2% | |
| INCY | D | -0.19% | |
| TFX | F | -0.19% | |
| CTLT | C | -0.19% | |
| SOLV | C | -0.18% | |
| HSIC | F | -0.18% | |
| DVA | B | -0.14% | |
| BIO | D | -0.11% |
SURI: Top Represented Industries & Keywords
XLV: Top Represented Industries & Keywords
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