VCAR vs. EGUS ETF Comparison

Comparison of Simplify Volt RoboCar Disruption and Tech ETF (VCAR) to iShares ESG Aware MSCI USA Growth ETF (EGUS)

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

$19.20

Average Daily Volume

11,167

Number of Holdings ^*

* may have additional holdings in another (foreign) market

EGUS

iShares ESG Aware MSCI USA Growth ETF

EGUS Description

iShares Trust - iShares ESG Aware MSCI USA Growth ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. 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 invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the MSCI USA Growth Extended ESG Focus Index, by using full replication technique. The fund does not invest in companies operating across tobacco, controversial weapons, producers and retailers of civilian firearms, and companies included in certain climate change-related activity such as the production of thermal coal, thermal coal-based power generation and extraction of oil sands. iShares Trust - iShares ESG Aware MSCI USA Growth ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$43.64

Average Daily Volume

758

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	VCAR	EGUS
30 Days	76.83%	3.26%
60 Days	78.47%	5.95%
90 Days	72.66%	6.99%
12 Months	110.83%	35.35%

18 Overlapping Holdings

Symbol	Grade	Weight in VCAR	Weight in EGUS	Overlap
AAPL	C	4.18%	11.74%	4.18%
ADBE	C	0.07%	1.13%	0.07%
ADSK	A	0.41%	1.0%	0.41%
AMD	F	10.6%	0.84%	0.84%
AMZN	C	3.98%	6.54%	3.98%
ANSS	B	0.16%	0.6%	0.16%
COST	B	0.69%	1.31%	0.69%
GOOG	C	3.82%	4.47%	3.82%
LRCX	F	0.59%	0.64%	0.59%
MCO	B	0.14%	0.42%	0.14%
META	D	2.79%	3.97%	2.79%
MRVL	B	0.42%	0.35%	0.35%
MSFT	F	4.8%	10.76%	4.8%
NFLX	A	1.06%	1.04%	1.04%
NVDA	C	21.29%	13.57%	13.57%
PANW	C	0.03%	0.52%	0.03%
SNPS	B	0.45%	0.39%	0.39%
TSLA	B	8.11%	3.52%	3.52%

VCAR Overweight 32 Positions Relative to EGUS

Symbol	Grade	Weight
LMND	B	4.02%
ASML	F	3.75%
SQ	B	3.56%
ADI	D	2.09%
AUR	C	0.98%
DIS	B	0.79%
MU	D	0.73%
INTC	D	0.73%
KLAC	D	0.61%
AMKR	D	0.42%
CRWD	B	0.42%
NXPI	D	0.38%
RIO	D	0.37%
BHP	F	0.35%
VALE	F	0.28%
MCHP	D	0.24%
GFS	C	0.23%
SQM	F	0.22%
TXN	C	0.22%
PAYX	C	0.21%
ARBE	D	0.2%
HPQ	B	0.19%
ALB	C	0.17%
VRSN	F	0.17%
FI	A	0.16%
TSM	B	0.15%
NIO	F	0.15%
KO	D	0.14%
RIVN	F	0.14%
AXP	A	0.11%
LCID	F	0.08%
DDOG	A	0.01%

VCAR Underweight 81 Positions Relative to EGUS

Symbol	Grade	Weight
LLY	F	-2.22%
V	A	-1.95%
GOOGL	C	-1.78%
NOW	A	-1.54%
MA	C	-1.49%
CRM	B	-1.37%
INTU	C	-1.26%
TT	A	-1.22%
AMAT	F	-1.0%
GWW	B	-0.96%
ECL	D	-0.81%
MCK	B	-0.78%
GE	D	-0.73%
BR	A	-0.69%
ZTS	D	-0.68%
VRTX	F	-0.64%
TRGP	B	-0.58%
IDXX	F	-0.57%
EW	C	-0.56%
BKNG	A	-0.55%
HES	B	-0.55%
CHD	B	-0.54%
KEYS	A	-0.53%
WSM	B	-0.52%
DECK	A	-0.51%
UNP	C	-0.5%
VLTO	D	-0.5%
WAT	B	-0.45%
AXON	A	-0.44%
LII	A	-0.42%
PTC	A	-0.41%
ANET	C	-0.41%
PGR	A	-0.4%
CDNS	B	-0.4%
LNG	B	-0.39%
SPGI	C	-0.38%
GDDY	A	-0.38%
ISRG	A	-0.37%
WDAY	B	-0.36%
UBER	D	-0.33%
MELI	D	-0.32%
EME	C	-0.31%
IT	C	-0.31%
TSCO	D	-0.31%
FDS	B	-0.3%
MRK	F	-0.28%
SBAC	D	-0.27%
VEEV	C	-0.26%
TEAM	A	-0.25%
ACN	C	-0.24%
IQV	D	-0.22%
HUBS	A	-0.2%
HUBB	B	-0.2%
A	D	-0.19%
DVA	B	-0.19%
IEX	B	-0.18%
STX	D	-0.16%
MOH	F	-0.15%
POOL	C	-0.15%
ODFL	B	-0.15%
MDB	C	-0.14%
DELL	C	-0.14%
DAY	B	-0.13%
WST	C	-0.13%
FICO	B	-0.13%
LW	C	-0.12%
PWR	A	-0.12%
LULU	C	-0.12%
SNOW	C	-0.12%
ALNY	D	-0.12%
WBD	C	-0.12%
HLT	A	-0.11%
ZS	C	-0.11%
CMG	B	-0.11%
DXCM	D	-0.1%
BURL	A	-0.1%
OKTA	C	-0.08%
MTD	D	-0.08%
MRNA	F	-0.07%
ENPH	F	-0.05%
EQH	B	-0.05%

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