AMZA vs. SURI ETF Comparison
Comparison of InfraCap MLP ETF (AMZA) to Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI)
AMZA
InfraCap MLP ETF
AMZA Description
The investment seeks total return primarily through investments in equity securities of publicly traded master limited partnerships and limited liability companies taxed as partnerships ("MLPs"). Under normal market conditions, the fund will invest not less than 80% of its total assets in equity securities of MLPs in the energy infrastructure sector. Under normal circumstances, the fund will not invest more than 15% of its total assets in any one issuer. It is non-diversified.
Grade (RS Rating)
Last Trade
$43.80
Average Daily Volume
35,015
24
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
$22.11
Average Daily Volume
5,451
15
Performance
Period | AMZA | SURI |
---|---|---|
30 Days | 7.36% | -6.88% |
60 Days | 8.16% | -4.91% |
90 Days | 11.17% | -2.90% |
12 Months | 31.11% | 34.68% |
0 Overlapping Holdings
Symbol | Grade | Weight in AMZA | Weight in SURI | Overlap |
---|
AMZA Overweight 24 Positions Relative to SURI
Symbol | Grade | Weight | |
---|---|---|---|
SUN | B | 15.81% | |
MPLX | A | 15.59% | |
PAA | A | 15.5% | |
ET | A | 13.94% | |
EPD | A | 13.14% | |
WES | C | 12.59% | |
HESM | A | 5.16% | |
CQP | B | 4.91% | |
WMB | A | 3.72% | |
DKL | C | 3.31% | |
LNG | A | 3.16% | |
ENLC | A | 2.82% | |
TRGP | A | 2.48% | |
KMI | A | 2.2% | |
GEL | D | 1.75% | |
VLO | C | 1.63% | |
GLP | A | 1.62% | |
USAC | B | 1.39% | |
OKE | A | 1.29% | |
MPC | C | 1.06% | |
DTM | A | 0.77% | |
PSX | C | 0.53% | |
SPH | D | 0.21% | |
DINO | D | 0.01% |
AMZA: Top Represented Industries & Keywords
SURI: Top Represented Industries & Keywords