MEDI vs. SURI ETF Comparison

Comparison of Harbor Health Care ETF (MEDI) to Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI)
MEDI

Harbor Health Care ETF

MEDI Description

Harbor Health Care ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Westfield Capital Management Company, L.P. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across health care sectors. It invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor Health Care ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$26.06

Average Daily Volume

1,272

Number of Holdings *

33

* 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

$23.69

Average Daily Volume

5,487

Number of Holdings *

15

* may have additional holdings in another (foreign) market
Performance
Period MEDI SURI
30 Days -4.50% 1.36%
60 Days -6.42% 2.75%
90 Days -5.37% 2.33%
12 Months 16.07% 44.62%
0 Overlapping Holdings
Symbol Grade Weight in MEDI Weight in SURI Overlap
MEDI Overweight 33 Positions Relative to SURI
Symbol Grade Weight
ASND D 17.04%
LEGN F 7.7%
LLY F 6.62%
UNH C 5.13%
PCVX D 4.48%
PFE D 4.46%
MASI A 4.07%
LNTH D 3.99%
OPCH D 3.56%
DXCM D 3.39%
PODD C 3.3%
ABBV D 3.29%
NVO D 3.21%
BCYC F 2.52%
HAE C 2.26%
ICLR D 1.85%
BIO D 1.81%
ARGX A 1.79%
VRTX F 1.78%
GKOS B 1.73%
RCKT F 1.54%
ITCI C 1.51%
GEHC F 1.48%
ILMN D 1.31%
BSX B 1.21%
IRTC D 1.08%
CYTK F 0.8%
OSCR D 0.72%
ETNB C 0.72%
MRUS F 0.71%
PRCT B 0.56%
INVA D 0.45%
VKTX F 0.25%
MEDI Underweight 15 Positions Relative to SURI
Symbol Grade Weight
APLT B -24.2%
PAGP A -21.27%
PHAT F -8.7%
AKRO B -6.84%
MDGL B -5.87%
RNA D -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%
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