WDNA vs. SURI ETF Comparison

Comparison of WisdomTree BioRevolution Fund (WDNA) to Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI)
WDNA

WisdomTree BioRevolution Fund

WDNA Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree BioRevolution Index (?index?). The fund generally uses a representative sampling strategy to achieve its investment objective, meaning it generally will invest in a sample of the securities in the index whose risk, return and other characteristics resemble the risk, return and other characteristics of the Index as a whole. The index is designed to provide exposure to equity securities of exchange listed companies globally that will be significantly transformed by advancements in genetics and biotechnology. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$15.08

Average Daily Volume

778

Number of Holdings *

75

* may have additional holdings in another (foreign) market
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

$23.15

Average Daily Volume

5,497

Number of Holdings *

15

* may have additional holdings in another (foreign) market
Performance
Period WDNA SURI
30 Days -7.51% -1.79%
60 Days -9.67% -1.24%
90 Days -8.85% -0.03%
12 Months 0.85% 41.29%
0 Overlapping Holdings
Symbol Grade Weight in WDNA Weight in SURI Overlap
WDNA Overweight 75 Positions Relative to SURI
Symbol Grade Weight
TWST F 3.24%
NTRA A 3.06%
AGIO C 3.0%
VCEL B 2.48%
BPMC B 2.44%
GERN D 2.25%
LLY F 2.2%
VCYT B 2.12%
IOVA F 1.93%
UTHR C 1.85%
BBIO F 1.59%
VRTX D 1.58%
ALNY D 1.53%
CTLT C 1.42%
RARE F 1.4%
SRPT F 1.36%
DD C 1.35%
AMGN F 1.33%
DHR F 1.32%
GILD C 1.32%
FOLD F 1.32%
NVS F 1.3%
STOK F 1.29%
NEO C 1.28%
BMY B 1.27%
LH B 1.25%
TSN B 1.24%
DAR C 1.24%
BEAM D 1.22%
CRSP D 1.2%
REGN F 1.17%
ZTS D 1.16%
CTVA C 1.13%
TMO F 1.13%
QGEN D 1.12%
IONS F 1.12%
JNJ C 1.1%
FATE F 1.09%
ARCT F 1.08%
ILMN C 1.08%
RGEN D 1.07%
BNTX C 1.04%
TECH F 1.03%
MYGN F 1.02%
MRK D 1.01%
AZN F 1.01%
DOW F 0.97%
BIO C 0.96%
GMAB F 0.91%
ARWR D 0.9%
EXAS D 0.88%
SDGR C 0.84%
ACLX C 0.84%
RVMD C 0.83%
ADM D 0.77%
ARGX B 0.77%
PFE F 0.75%
BMRN F 0.73%
RGNX D 0.69%
FMC D 0.68%
BIIB F 0.66%
ALLO F 0.65%
CRBU D 0.59%
EDIT F 0.58%
PACB F 0.57%
VERV F 0.56%
NTLA F 0.51%
BYND F 0.47%
GPRE F 0.47%
TXG F 0.44%
ORGN D 0.43%
CVAC F 0.4%
ABSI F 0.38%
SANA F 0.35%
MRNA F 0.35%
WDNA Underweight 15 Positions Relative to SURI
Symbol Grade Weight
APLT C -24.2%
PAGP A -21.27%
PHAT F -8.7%
AKRO B -6.84%
MDGL B -5.87%
RNA C -5.13%
ARDX F -3.93%
TSAT D -1.83%
SNDX F -1.47%
KYMR D -1.37%
KURA F -1.3%
ACHV F -0.99%
ATHA D -0.62%
CMPS F -0.56%
VRCA F -0.27%
Compare ETFs