IZRL vs. SURI ETF Comparison

Comparison of ARK Israel Innovative Technology ETF (IZRL) to Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI)
IZRL

ARK Israel Innovative Technology ETF

IZRL Description

The ARK Israel Innovative Technology ETF (IZRL) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the ARK Israeli Innovation Index, which is designed to track the price movements of exchange-listed Israeli companies whose main business operations are causing disruptive innovation in the areas of genomics, health care, biotechnology, industrials, manufacturing, the Internet or information technology. The Index includes equity securities and depositary receipts of exchange listed companies that are incorporated and/or domiciled in Israel (‘‘Israeli Companies’’) and are included in one of the following economic sectors as defined by FactSet Research Systems: (i) health technology, (ii) communications, (iii) technology services, (iv) electronic technology, (v) consumer services, or (vi) producer manufacturing.

Grade (RS Rating)

Last Trade

$21.47

Average Daily Volume

14,748

Number of Holdings *

25

* 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

$23.04

Average Daily Volume

5,481

Number of Holdings *

15

* may have additional holdings in another (foreign) market
Performance
Period IZRL SURI
30 Days 5.73% -2.76%
60 Days 9.08% -1.68%
90 Days 6.40% 2.36%
12 Months 19.30% 42.14%
0 Overlapping Holdings
Symbol Grade Weight in IZRL Weight in SURI Overlap
IZRL Overweight 25 Positions Relative to SURI
Symbol Grade Weight
SMWB A 2.78%
FVRR B 2.72%
SSYS B 2.54%
PLTK B 2.33%
INMD C 2.19%
CYBR A 2.16%
MGIC D 2.13%
WIX A 2.12%
CGNT B 2.1%
FROG C 2.07%
RDWR B 2.07%
ITRN B 2.04%
NICE D 2.02%
WKME A 2.02%
CLBT B 2.0%
RSKD F 1.97%
NNOX D 1.96%
BWAY B 1.9%
TEVA C 1.9%
MNDY D 1.87%
MDWD D 1.8%
AUDC D 1.78%
URGN F 1.78%
CHKP C 1.75%
SPNS F 1.54%
IZRL Underweight 15 Positions Relative to SURI
Symbol Grade Weight
APLT B -24.2%
PAGP A -21.27%
PHAT F -8.7%
AKRO C -6.84%
MDGL C -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