FBT vs. SURI ETF Comparison
Comparison of First Trust Amex Biotech Index Fund (FBT) to Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI)
FBT
First Trust Amex Biotech Index Fund
FBT Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NYSE Arca Biotechnology Index(SM). The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The index is an equal-dollar weighted index designed to measure the performance of a cross section of companies in the biotechnology industry that are primarily involved in the use of biological processes to develop products or provide services. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$168.71
Average Daily Volume
26,249
30
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
$23.79
Average Daily Volume
3,475
9
Performance
| Period | FBT | SURI |
|---|---|---|
| 30 Days | 10.48% | 10.85% |
| 60 Days | 13.22% | 12.43% |
| 90 Days | 13.84% | 10.23% |
| 12 Months | 10.46% | 26.20% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FBT | Weight in SURI | Overlap |
|---|
FBT Overweight 30 Positions Relative to SURI
| Symbol | Grade | Weight | |
|---|---|---|---|
| ALKS | B | 3.82% | |
| CORT | B | 3.65% | |
| RGEN | B | 3.61% | |
| GILD | B | 3.55% | |
| INCY | C | 3.48% | |
| ACAD | C | 3.47% | |
| BGNE | C | 3.45% | |
| MTD | A | 3.44% | |
| ARGX | A | 3.42% | |
| CPRX | B | 3.42% | |
| HALO | B | 3.41% | |
| WAT | B | 3.39% | |
| UTHR | B | 3.39% | |
| GMAB | C | 3.38% | |
| EXEL | A | 3.37% | |
| ILMN | B | 3.35% | |
| BRKR | D | 3.33% | |
| ITCI | B | 3.32% | |
| VRTX | A | 3.27% | |
| BNTX | F | 3.26% | |
| AMGN | B | 3.26% | |
| MRNA | F | 3.24% | |
| BMRN | C | 3.21% | |
| NBIX | A | 3.21% | |
| REGN | A | 3.16% | |
| EXAS | C | 3.15% | |
| SRPT | C | 3.06% | |
| NTRA | D | 2.97% | |
| BIIB | F | 2.96% | |
| ALNY | A | 2.91% |
FBT: Top Represented Industries & Keywords
SURI: Top Represented Industries & Keywords
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