VCAR vs. OPTZ ETF Comparison
Comparison of Simplify Volt RoboCar Disruption and Tech ETF (VCAR) to Optimize Strategy Index ETF (OPTZ)
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
*
50
* may have additional holdings in another (foreign) market
OPTZ
Optimize Strategy Index ETF
OPTZ Description
OPTZ seeks to track a broad market index consisting of US-listed equities that meet certain market-cap threshold and liquidity requirements. To be included in the fund, eligible large-cap and small-cap companies are evaluated and ranked within their own sector. Large cap companies are ranked based on the ratio of current EPS over the trailing 10-year average EPS, the current P/E ratio, and the 2-year forward EPS growth estimate. Small-cap companies are ranked solely on their P/S ratio. Within these two groups, the top 20% are selected from each sector. The index weights the sectors using the sum of the market capitalization of all constituents in each sector and within each sector each constituent is equally weighted. Reconstitution and rebalancing are done semi-annually.Grade (RS Rating)
Last Trade
$31.04
Average Daily Volume
7,221
Number of Holdings
*
321
* may have additional holdings in another (foreign) market
Performance
| Period | VCAR | OPTZ |
|---|---|---|
| 30 Days | 76.83% | 8.47% |
| 60 Days | 78.47% | 9.68% |
| 90 Days | 72.66% | 11.36% |
| 12 Months | 110.83% |
18 Overlapping Holdings
| Symbol | Grade | Weight in VCAR | Weight in OPTZ | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 4.18% | 1.06% | 1.06% | |
| ADBE | C | 0.07% | 0.11% | 0.07% | |
| AMD | F | 10.6% | 1.03% | 1.03% | |
| AMZN | C | 3.98% | 0.38% | 0.38% | |
| AXP | A | 0.11% | 0.24% | 0.11% | |
| COST | B | 0.69% | 0.29% | 0.29% | |
| CRWD | B | 0.42% | 1.37% | 0.42% | |
| DIS | B | 0.79% | 0.77% | 0.77% | |
| FI | A | 0.16% | 0.25% | 0.16% | |
| INTC | D | 0.73% | 1.31% | 0.73% | |
| MCO | B | 0.14% | 0.2% | 0.14% | |
| META | D | 2.79% | 0.65% | 0.65% | |
| NFLX | A | 1.06% | 0.73% | 0.73% | |
| NVDA | C | 21.29% | 1.44% | 1.44% | |
| SNPS | B | 0.45% | 1.16% | 0.45% | |
| SQ | B | 3.56% | 0.27% | 0.27% | |
| TSLA | B | 8.11% | 0.49% | 0.49% | |
| VRSN | F | 0.17% | 1.03% | 0.17% |
VCAR Overweight 32 Positions Relative to OPTZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | F | 4.8% | |
| LMND | B | 4.02% | |
| GOOG | C | 3.82% | |
| ASML | F | 3.75% | |
| ADI | D | 2.09% | |
| AUR | C | 0.98% | |
| MU | D | 0.73% | |
| KLAC | D | 0.61% | |
| LRCX | F | 0.59% | |
| AMKR | D | 0.42% | |
| MRVL | B | 0.42% | |
| ADSK | A | 0.41% | |
| 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% | |
| ANSS | B | 0.16% | |
| TSM | B | 0.15% | |
| NIO | F | 0.15% | |
| KO | D | 0.14% | |
| RIVN | F | 0.14% | |
| LCID | F | 0.08% | |
| PANW | C | 0.03% | |
| DDOG | A | 0.01% |
VCAR Underweight 303 Positions Relative to OPTZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -2.03% | |
| CRM | B | -1.37% | |
| TTMI | B | -1.36% | |
| DELL | C | -1.29% | |
| GDDY | A | -1.27% | |
| NOW | A | -1.27% | |
| FFIV | B | -1.25% | |
| ANET | C | -1.24% | |
| QLYS | C | -1.22% | |
| CDNS | B | -1.21% | |
| BHE | B | -1.2% | |
| ITRI | B | -1.19% | |
| MSI | B | -1.18% | |
| WIX | B | -1.15% | |
| INFN | C | -1.11% | |
| VZIO | A | -1.04% | |
| BAH | F | -1.02% | |
| IBM | C | -1.02% | |
| AMAT | F | -1.0% | |
| ROP | B | -1.0% | |
| FSLR | F | -0.96% | |
| DJT | C | -0.93% | |
| LUMN | C | -0.83% | |
| CRUS | D | -0.8% | |
| IDCC | A | -0.78% | |
| ACLS | F | -0.78% | |
| TMUS | B | -0.72% | |
| RNG | B | -0.72% | |
| ZM | B | -0.71% | |
| EA | A | -0.66% | |
| CMCSA | B | -0.64% | |
| T | A | -0.64% | |
| EAT | A | -0.55% | |
| CVNA | B | -0.55% | |
| AMC | C | -0.54% | |
| NPAB | B | -0.52% | |
| WWW | B | -0.48% | |
| NCLH | B | -0.48% | |
| RCL | A | -0.47% | |
| COIN | C | -0.42% | |
| HBI | B | -0.42% | |
| WOOF | D | -0.42% | |
| UNFI | A | -0.41% | |
| RL | B | -0.39% | |
| LULU | C | -0.39% | |
| SIG | B | -0.39% | |
| MAR | B | -0.39% | |
| DECK | A | -0.39% | |
| LVS | C | -0.38% | |
| WHR | B | -0.37% | |
| GRMN | B | -0.37% | |
| ANF | C | -0.36% | |
| SBH | C | -0.36% | |
| WYNN | D | -0.36% | |
| BZH | B | -0.35% | |
| LOW | D | -0.35% | |
| PCT | C | -0.34% | |
| FIVE | F | -0.34% | |
| DPZ | C | -0.34% | |
| PVH | C | -0.34% | |
| ORLY | B | -0.34% | |
| ALV | C | -0.33% | |
| BURL | A | -0.33% | |
| TAP | C | -0.32% | |
| MCD | D | -0.32% | |
| CHDN | B | -0.32% | |
| APO | B | -0.31% | |
| YETI | C | -0.31% | |
| ENR | B | -0.31% | |
| ETSY | D | -0.3% | |
| CHD | B | -0.3% | |
| ULTA | F | -0.3% | |
| ROST | C | -0.29% | |
| DKS | C | -0.29% | |
| GPC | D | -0.29% | |
| LC | A | -0.28% | |
| LEA | D | -0.28% | |
| TGT | F | -0.28% | |
| LNW | D | -0.28% | |
| DOLE | D | -0.27% | |
| MELI | D | -0.27% | |
| WBA | F | -0.27% | |
| STZ | D | -0.27% | |
| ODP | F | -0.27% | |
| AX | A | -0.26% | |
| DAN | D | -0.26% | |
| PEP | F | -0.26% | |
| CVS | D | -0.26% | |
| APTV | D | -0.25% | |
| CL | D | -0.25% | |
| GS | A | -0.25% | |
| KKR | A | -0.25% | |
| AMP | A | -0.25% | |
| CAL | D | -0.25% | |
| BG | F | -0.25% | |
| TROW | B | -0.24% | |
| ARES | A | -0.24% | |
| CROX | D | -0.24% | |
| BLK | C | -0.24% | |
| BHF | B | -0.24% | |
| CINF | A | -0.23% | |
| AGO | B | -0.23% | |
| PRU | A | -0.23% | |
| EWTX | C | -0.23% | |
| AIZ | A | -0.23% | |
| CPAY | A | -0.23% | |
| PRG | C | -0.22% | |
| SIGI | C | -0.22% | |
| GPN | B | -0.22% | |
| WTW | B | -0.22% | |
| COOP | B | -0.22% | |
| LBPH | A | -0.22% | |
| BR | A | -0.22% | |
| V | A | -0.22% | |
| TRV | B | -0.22% | |
| NATL | B | -0.21% | |
| GL | B | -0.21% | |
| PGR | A | -0.21% | |
| AXON | A | -0.21% | |
| VRT | B | -0.21% | |
| AER | B | -0.21% | |
| BFH | B | -0.21% | |
| MSCI | C | -0.21% | |
| BRO | B | -0.21% | |
| ALL | A | -0.21% | |
| LDI | C | -0.2% | |
| ICE | C | -0.2% | |
| STRL | B | -0.2% | |
| MKTX | D | -0.2% | |
| CME | A | -0.2% | |
| SPGI | C | -0.2% | |
| HIG | B | -0.2% | |
| CRS | A | -0.2% | |
| GATO | D | -0.2% | |
| RNR | C | -0.2% | |
| ZIM | C | -0.2% | |
| NAVI | C | -0.19% | |
| ACGL | D | -0.19% | |
| DAL | C | -0.19% | |
| PMT | D | -0.19% | |
| CBOE | B | -0.19% | |
| CB | C | -0.19% | |
| FIX | A | -0.18% | |
| APD | A | -0.18% | |
| VMC | B | -0.18% | |
| EME | C | -0.18% | |
| GTLS | B | -0.18% | |
| PAYC | B | -0.18% | |
| XPO | B | -0.18% | |
| LPX | B | -0.18% | |
| EXP | A | -0.18% | |
| SKYW | B | -0.18% | |
| HQY | B | -0.17% | |
| JBLU | F | -0.17% | |
| AVNT | B | -0.17% | |
| MLM | B | -0.17% | |
| HASI | D | -0.17% | |
| PEN | B | -0.16% | |
| EMN | D | -0.16% | |
| SHW | A | -0.16% | |
| DOCU | A | -0.16% | |
| PCTY | B | -0.16% | |
| PWR | A | -0.16% | |
| AIT | A | -0.16% | |
| ACHR | B | -0.16% | |
| INCY | C | -0.16% | |
| VERA | B | -0.16% | |
| GNRC | B | -0.16% | |
| HON | B | -0.15% | |
| ECL | D | -0.15% | |
| HUBB | B | -0.15% | |
| ESTC | C | -0.15% | |
| GFF | A | -0.15% | |
| ISRG | A | -0.15% | |
| TT | A | -0.15% | |
| ETN | A | -0.15% | |
| PCAR | B | -0.15% | |
| PEGA | A | -0.15% | |
| WAB | B | -0.15% | |
| JAZZ | B | -0.15% | |
| PH | A | -0.15% | |
| URI | B | -0.15% | |
| TPC | C | -0.15% | |
| SAIA | B | -0.15% | |
| PODD | C | -0.15% | |
| CLOV | D | -0.15% | |
| PNR | A | -0.15% | |
| PHIN | A | -0.14% | |
| THC | D | -0.14% | |
| STGW | B | -0.14% | |
| COR | B | -0.14% | |
| ZBH | C | -0.14% | |
| MRC | B | -0.14% | |
| DGX | A | -0.14% | |
| WST | C | -0.14% | |
| LECO | B | -0.14% | |
| UTHR | C | -0.14% | |
| CAH | B | -0.14% | |
| LIVN | F | -0.14% | |
| AKRO | B | -0.14% | |
| REVG | B | -0.14% | |
| LIN | D | -0.14% | |
| DVA | B | -0.14% | |
| SYK | C | -0.14% | |
| CAT | B | -0.14% | |
| UNH | C | -0.13% | |
| WDAY | B | -0.13% | |
| BV | B | -0.13% | |
| VRSK | A | -0.13% | |
| ALGN | D | -0.13% | |
| FDX | B | -0.13% | |
| NBIX | C | -0.13% | |
| VRTX | F | -0.13% | |
| SAVA | D | -0.13% | |
| OSK | B | -0.13% | |
| PBI | B | -0.13% | |
| WWD | B | -0.13% | |
| ASH | D | -0.13% | |
| MANH | D | -0.13% | |
| AHCO | F | -0.12% | |
| SHC | F | -0.12% | |
| AOS | F | -0.12% | |
| KRYS | B | -0.12% | |
| MOH | F | -0.12% | |
| RPRX | D | -0.12% | |
| XYL | D | -0.12% | |
| STE | F | -0.12% | |
| RSG | A | -0.12% | |
| ETNB | C | -0.12% | |
| DAWN | F | -0.12% | |
| IQV | D | -0.11% | |
| EFX | F | -0.11% | |
| COGT | D | -0.11% | |
| SRPT | D | -0.11% | |
| BAX | D | -0.11% | |
| DLR | B | -0.11% | |
| SNDX | F | -0.11% | |
| KURA | F | -0.11% | |
| VNO | B | -0.11% | |
| BA | F | -0.11% | |
| TMO | F | -0.11% | |
| UHS | D | -0.11% | |
| IDXX | F | -0.11% | |
| DYN | F | -0.11% | |
| UNIT | B | -0.1% | |
| EQIX | A | -0.1% | |
| RHP | B | -0.1% | |
| CGEM | F | -0.1% | |
| WELL | A | -0.1% | |
| SPG | B | -0.1% | |
| LNTH | D | -0.1% | |
| EXPI | C | -0.1% | |
| CBRE | B | -0.1% | |
| OMI | F | -0.1% | |
| HII | D | -0.09% | |
| CPT | B | -0.09% | |
| PEB | D | -0.09% | |
| NEXT | B | -0.09% | |
| ELS | C | -0.09% | |
| PK | B | -0.09% | |
| CE | F | -0.09% | |
| LAMR | D | -0.09% | |
| WY | D | -0.09% | |
| SBRA | C | -0.09% | |
| OGN | D | -0.09% | |
| NMRK | B | -0.09% | |
| REXR | F | -0.08% | |
| NVRI | F | -0.08% | |
| RDFN | D | -0.08% | |
| SBAC | D | -0.08% | |
| EGP | F | -0.08% | |
| TDW | F | -0.08% | |
| ICLR | D | -0.08% | |
| PRIM | A | -0.08% | |
| CEG | D | -0.07% | |
| KNTK | B | -0.07% | |
| BKR | B | -0.07% | |
| WMB | A | -0.07% | |
| BKD | D | -0.07% | |
| AMT | D | -0.07% | |
| TRGP | B | -0.07% | |
| DTM | B | -0.07% | |
| ATO | A | -0.06% | |
| WKC | D | -0.06% | |
| ETR | B | -0.06% | |
| SLB | C | -0.06% | |
| OII | B | -0.06% | |
| WHD | B | -0.06% | |
| FTI | A | -0.06% | |
| SANA | F | -0.06% | |
| NRG | B | -0.06% | |
| EIX | B | -0.05% | |
| VAL | D | -0.05% | |
| DUK | C | -0.05% | |
| DTE | C | -0.05% | |
| APA | D | -0.05% | |
| SO | D | -0.05% | |
| WFRD | D | -0.05% | |
| DK | C | -0.05% | |
| SWX | B | -0.05% | |
| AES | F | -0.04% | |
| NFE | D | -0.04% | |
| HE | C | -0.04% |
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
Keywords:
Nasdaq 100
S&P 500
Computing
Integrated Circuits
Semiconductor
Dow Jones Component
Electronics
Power Management
Semiconductor Device Fabrication
Software
Work From Home
Consumer Electronics
Mobile Devices
Cars
Electric Vehicle
Fabless Semiconductor Companies
Hyperscale
Microcontroller
Microprocessor
Semiconductor Devices
OPTZ: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Application
Specialty Retail
Business Services
Oil & Gas Equipment & Services
Diagnostics & Research
Diversified Industrials
Medical Devices
Telecom Services
Asset Management
Engineering & Construction
Insurance - Property & Casualty
Aerospace & Defense
Auto Parts
Building Materials
Capital Markets
Credit Services
Utilities - Regulated Electric
Chemicals
Footwear & Accessories
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