IYM vs. SURI ETF Comparison

Comparison of iShares U.S. Basic Materials ETF (IYM) to Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI)
IYM

iShares U.S. Basic Materials ETF

IYM Description

The investment seeks to track the investment results of an index composed of U.S. equities in the basic materials sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Basic Materials Index (the "underlying index"), which measures the performance of the basic materials sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$140.38

Average Daily Volume

21,917

Number of Holdings *

37

* 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

$21.62

Average Daily Volume

2,896

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period IYM SURI
30 Days -1.94% -0.65%
60 Days -1.14% -1.46%
90 Days -5.18% -5.16%
12 Months 10.32% 16.80%
0 Overlapping Holdings
Symbol Grade Weight in IYM Weight in SURI Overlap
IYM Overweight 37 Positions Relative to SURI
Symbol Grade Weight
LIN C 22.35%
FCX C 8.36%
ECL B 7.1%
APD D 6.72%
NEM A 4.56%
NUE F 3.95%
FAST D 3.79%
LYB D 3.19%
IFF B 3.14%
STLD D 2.91%
AVY D 2.67%
RS D 2.53%
IP C 2.36%
CE F 2.32%
CF F 2.07%
ALB F 1.78%
EMN D 1.74%
SCCO C 1.48%
MOS F 1.39%
X C 1.34%
RGLD B 1.3%
RBC C 1.2%
AA B 1.14%
CLF D 1.14%
FMC F 1.08%
ESI B 0.95%
VVV B 0.87%
OLN F 0.86%
HXL D 0.83%
TKR D 0.8%
WLK D 0.75%
ASH D 0.72%
HUN F 0.58%
NEU D 0.55%
CC F 0.53%
SMG D 0.42%
MP D 0.28%
IYM Underweight 9 Positions Relative to SURI
Symbol Grade Weight
PAGP B -25.08%
APLT C -12.23%
TCRX F -9.08%
MDGL C -5.58%
PHAT C -4.99%
AKRO C -4.39%
ATHA C -3.97%
FULC F -3.7%
RNA C -3.41%
Compare ETFs