SURI vs. XPH ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to SPDR S&P Pharmaceuticals ETF (XPH)
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
$23.04
Average Daily Volume
5,481
15
XPH
SPDR S&P Pharmaceuticals ETF
XPH Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the pharmaceuticals segment of a U.S. total market composite index. In seeking to track the performance of the S&P Pharmaceuticals Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the pharmaceuticals industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$46.28
Average Daily Volume
60,075
44
Performance
| Period | SURI | XPH |
|---|---|---|
| 30 Days | -2.76% | -2.44% |
| 60 Days | -1.68% | 1.87% |
| 90 Days | 2.36% | 5.00% |
| 12 Months | 42.14% | 26.54% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SURI | Weight in XPH | Overlap | |
|---|---|---|---|---|---|
| PHAT | F | 8.7% | 0.48% | 0.48% |
SURI Underweight 43 Positions Relative to XPH
| Symbol | Grade | Weight | |
|---|---|---|---|
| CORT | B | -4.96% | |
| LBPH | A | -4.12% | |
| BMY | B | -4.11% | |
| ITCI | B | -4.01% | |
| JAZZ | B | -3.94% | |
| VTRS | A | -3.73% | |
| AXSM | B | -3.59% | |
| EWTX | C | -3.42% | |
| CTLT | D | -3.41% | |
| ELAN | D | -3.35% | |
| PRGO | C | -3.35% | |
| RPRX | D | -3.18% | |
| JNJ | D | -3.17% | |
| ZTS | D | -3.15% | |
| PFE | F | -3.07% | |
| LLY | F | -2.94% | |
| MRK | F | -2.93% | |
| TARS | C | -2.81% | |
| OGN | F | -2.58% | |
| SAVA | D | -2.57% | |
| ARVN | F | -2.53% | |
| PBH | A | -2.5% | |
| SUPN | B | -2.15% | |
| AMPH | F | -2.02% | |
| PCRX | C | -1.91% | |
| LGND | C | -1.77% | |
| ANIP | D | -1.54% | |
| COLL | F | -1.48% | |
| OCUL | C | -1.44% | |
| AMRX | C | -1.33% | |
| MNMD | C | -1.23% | |
| HRMY | F | -1.22% | |
| WVE | C | -1.17% | |
| HROW | D | -1.17% | |
| INVA | D | -0.98% | |
| EYPT | D | -0.94% | |
| LQDA | F | -0.89% | |
| PLRX | D | -0.87% | |
| FULC | F | -0.85% | |
| ELVN | C | -0.64% | |
| NUVB | C | -0.6% | |
| EOLS | F | -0.52% | |
| XERS | C | -0.46% |
SURI: Top Represented Industries & Keywords
XPH: Top Represented Industries & Keywords
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