VCAR vs. AOTG ETF Comparison

Comparison of Simplify Volt RoboCar Disruption and Tech ETF (VCAR) to AOT Growth and Innovation ETF (AOTG)

VCAR

Simplify Volt RoboCar Disruption and Tech ETF

VCAR Description

The Simplify Volt Robocar Disruption and Tech ETF is not just another thematic investment product. VCAR is designed to concentrate in those few disruptive companies poised to dominate autonomous driving and then enhance the concentrated exposures with options. With our partner Volt Equity our investment process begins with a first principles approach to identify those few companies poised to lead the disruption. We then deploy a sophisticated option overlay to create convexity in the portfolio to enhance the upside while improving drawdowns.

Grade (RS Rating)

Last Trade

$10.35

Average Daily Volume

1,861

Number of Holdings ^*

* may have additional holdings in another (foreign) market

AOTG

AOT Growth and Innovation ETF

AOTG Description

EA Series Trust - AOT Growth and Innovation ETF is an exchange traded fund launched and managed by Empowered Funds, LLC. The fund is co-managed by AOT Invest LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It employs fundamental analysis with top-down stock picking approach to create its portfolio. The fund employs internal and external research to create its portfolio. EA Series Trust - AOT Growth and Innovation ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$42.62

Average Daily Volume

576

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	VCAR	AOTG
30 Days	-1.85%	4.49%
60 Days	0.74%	6.29%
90 Days	5.93%	18.01%
12 Months	24.87%	47.90%

14 Overlapping Holdings

Symbol	Grade	Weight in VCAR	Weight in AOTG	Overlap
ADBE	F	0.07%	2.68%	0.07%
ADSK	B	0.41%	0.45%	0.41%
AMD	F	10.6%	8.56%	8.56%
AMZN	A	3.98%	4.66%	3.98%
AXP	A	0.11%	0.33%	0.11%
DDOG	B	0.01%	0.95%	0.01%
MSFT	D	4.8%	4.32%	4.32%
NFLX	A	1.06%	1.72%	1.06%
NVDA	B	21.29%	11.45%	11.45%
PANW	B	0.03%	0.29%	0.03%
PAYX	B	0.21%	0.38%	0.21%
SQ	B	3.56%	0.87%	0.87%
TSLA	A	8.11%	1.79%	1.79%
TSM	B	0.15%	5.4%	0.15%

VCAR Overweight 36 Positions Relative to AOTG

Symbol	Grade	Weight
AAPL	C	4.18%
LMND	A	4.02%
GOOG	A	3.82%
ASML	F	3.75%
META	B	2.79%
ADI	C	2.09%
AUR	B	0.98%
DIS	C	0.79%
MU	C	0.73%
INTC	C	0.73%
COST	D	0.69%
KLAC	F	0.61%
LRCX	F	0.59%
SNPS	B	0.45%
AMKR	F	0.42%
MRVL	A	0.42%
CRWD	C	0.42%
NXPI	C	0.38%
RIO	B	0.37%
BHP	C	0.35%
VALE	F	0.28%
MCHP	F	0.24%
GFS	F	0.23%
SQM	D	0.22%
TXN	A	0.22%
ARBE	F	0.2%
HPQ	B	0.19%
ALB	C	0.17%
VRSN	F	0.17%
FI	A	0.16%
ANSS	C	0.16%
NIO	D	0.15%
MCO	D	0.14%
KO	D	0.14%
RIVN	F	0.14%
LCID	F	0.08%

VCAR Underweight 33 Positions Relative to AOTG

Symbol	Grade	Weight
NU	C	-5.54%
CRM	A	-5.53%
TOST	A	-4.89%
GOOGL	A	-4.09%
V	A	-3.75%
SHOP	B	-3.25%
PCTY	A	-3.21%
MELI	A	-2.74%
PYPL	B	-2.46%
NOW	A	-2.17%
LLY	F	-2.01%
TTD	B	-1.94%
TYL	A	-1.92%
WDAY	F	-1.72%
SPOT	A	-1.57%
DLO	D	-0.89%
DOCU	A	-0.87%
SOFI	A	-0.86%
PAYC	A	-0.85%
DOCN	B	-0.67%
IOT	C	-0.64%
ZM	A	-0.51%
ROKU	D	-0.49%
VEEV	B	-0.46%
DAY	A	-0.4%
SNOW	C	-0.33%
Z	D	-0.32%
MA	B	-0.28%
BILL	A	-0.24%
OKTA	D	-0.2%
MDB	F	-0.15%
NTLA	F	-0.1%
FSLY	D	-0.08%

VCAR: Top Represented Industries & Keywords

Industries: Semiconductors Software - Application Auto Manufacturers Industrial Metals & Minerals Internet Content & Information Semiconductor Equipment & Materials Software - Infrastructure Business Services Media - Diversified Beverages - Soft Drinks Capital Markets Chemicals Computer Systems Consumer Electronics Credit Services Discount Stores Information Technology Services Insurance - Property & Casualty Semiconductor Memory Specialty Chemicals