PFIX vs. DHS ETF Comparison
Comparison of Simplify Interest Rate Hedge ETF (PFIX) to WisdomTree High-Yielding Equity Fund (DHS)
PFIX
Simplify Interest Rate Hedge ETF
PFIX Description
The investment seeks to track the performance, before fees and expenses, of the SoFi Sustainable Dividend Index. The index follows a rules-based methodology that tracks the performance of the equity securities of publicly-traded, large- and mid-capitalization U.S. and non-U.S. companies in developed markets that are selected based on a set of dividend filters focused on dividend sustainability. The adviser attempts to invest all, or substantially all, of its assets in the component securities that make up the index. The fund will invest at least 80% its net assets in dividend paying securities. It is non-diversified.
Grade (RS Rating)
Last Trade
$43.92
Average Daily Volume
50,690
107
DHS
WisdomTree High-Yielding Equity Fund
DHS Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Equity Income Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of companies with high dividend yields selected from the WisdomTree Dividend Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$94.16
Average Daily Volume
23,991
363
Performance
Period | PFIX | DHS |
---|---|---|
30 Days | 9.36% | 2.25% |
60 Days | 8.43% | 9.24% |
90 Days | -9.02% | 13.28% |
12 Months | -20.49% | 29.25% |
37 Overlapping Holdings
Symbol | Grade | Weight in PFIX | Weight in DHS | Overlap | |
---|---|---|---|---|---|
AEP | C | 0.31% | 0.95% | 0.31% | |
AVB | C | 0.19% | 0.21% | 0.19% | |
BBY | C | 0.1% | 0.51% | 0.1% | |
BK | A | 0.29% | 0.82% | 0.29% | |
C | B | 0.77% | 2.14% | 0.77% | |
CAG | D | 0.09% | 0.35% | 0.09% | |
CVX | B | 2.06% | 4.22% | 2.06% | |
DTE | B | 0.17% | 0.44% | 0.17% | |
EIX | C | 0.19% | 0.64% | 0.19% | |
ES | D | 0.15% | 0.44% | 0.15% | |
ETR | A | 0.14% | 0.79% | 0.14% | |
EVRG | C | 0.07% | 0.35% | 0.07% | |
EXC | C | 0.27% | 0.65% | 0.27% | |
FITB | C | 0.16% | 0.6% | 0.16% | |
FNF | C | 0.1% | 0.35% | 0.1% | |
GILD | A | 0.66% | 1.54% | 0.66% | |
HBAN | B | 0.13% | 0.51% | 0.13% | |
HST | D | 0.11% | 0.08% | 0.08% | |
IP | C | 0.09% | 0.41% | 0.09% | |
LNT | B | 0.08% | 0.28% | 0.08% | |
MS | A | 0.81% | 2.88% | 0.81% | |
MTB | A | 0.15% | 0.53% | 0.15% | |
NI | A | 0.08% | 0.3% | 0.08% | |
NTRS | B | 0.11% | 0.34% | 0.11% | |
OKE | A | 0.31% | 1.18% | 0.31% | |
PEG | A | 0.23% | 1.02% | 0.23% | |
PNC | C | 0.43% | 1.33% | 0.43% | |
RF | B | 0.12% | 0.55% | 0.12% | |
SO | A | 0.55% | 1.53% | 0.55% | |
STT | A | 0.16% | 0.48% | 0.16% | |
TROW | D | 0.17% | 0.53% | 0.17% | |
UPS | D | 0.81% | 1.62% | 0.81% | |
USB | C | 0.45% | 1.38% | 0.45% | |
VICI | C | 0.22% | 0.21% | 0.21% | |
VTRS | D | 0.11% | 0.35% | 0.11% | |
WEC | B | 0.18% | 0.49% | 0.18% | |
XOM | A | 3.19% | 6.16% | 3.19% |
PFIX Overweight 70 Positions Relative to DHS
Symbol | Grade | Weight | |
---|---|---|---|
JPM | C | 3.9% | |
AVGO | B | 3.86% | |
JNJ | D | 2.83% | |
PG | D | 2.82% | |
TM | D | 1.97% | |
BAC | B | 1.73% | |
NVS | D | 1.56% | |
CSCO | A | 1.48% | |
CMCSA | B | 1.29% | |
QCOM | D | 1.27% | |
VZ | C | 1.26% | |
TXN | C | 1.13% | |
COP | D | 1.01% | |
PLD | D | 0.91% | |
BLK | A | 0.87% | |
TD | B | 0.83% | |
LMT | A | 0.82% | |
ETN | B | 0.82% | |
ADP | A | 0.79% | |
MDLZ | D | 0.76% | |
CVS | D | 0.76% | |
MMC | D | 0.75% | |
GD | C | 0.46% | |
HMC | D | 0.45% | |
PSX | D | 0.45% | |
STLA | F | 0.43% | |
NSC | C | 0.42% | |
PCAR | D | 0.42% | |
TRV | B | 0.38% | |
APD | C | 0.37% | |
VLO | F | 0.36% | |
AIG | C | 0.34% | |
SRE | C | 0.33% | |
NUE | D | 0.32% | |
MET | A | 0.32% | |
PAYX | B | 0.3% | |
JCI | C | 0.29% | |
LHX | A | 0.29% | |
CMI | A | 0.28% | |
RSG | D | 0.28% | |
GIS | C | 0.28% | |
KR | C | 0.26% | |
E | C | 0.26% | |
XEL | C | 0.25% | |
FANG | D | 0.23% | |
HSY | D | 0.22% | |
DFS | A | 0.22% | |
ADM | F | 0.22% | |
BCS | B | 0.22% | |
PFG | A | 0.14% | |
GPC | D | 0.14% | |
DRI | C | 0.14% | |
AEE | A | 0.14% | |
GRMN | D | 0.13% | |
OMC | C | 0.13% | |
HPE | B | 0.13% | |
CMS | A | 0.12% | |
SWKS | F | 0.12% | |
SYF | A | 0.12% | |
ATO | A | 0.11% | |
CINF | A | 0.11% | |
SNA | C | 0.1% | |
CCEP | C | 0.1% | |
PKG | B | 0.1% | |
AMCR | C | 0.09% | |
EG | A | 0.09% | |
MOS | F | 0.07% | |
CHRW | C | 0.06% | |
CPB | D | 0.06% | |
FRO | B | 0.02% |
PFIX Underweight 326 Positions Relative to DHS
Symbol | Grade | Weight | |
---|---|---|---|
ABBV | C | -5.65% | |
MO | D | -4.83% | |
IBM | A | -4.81% | |
PM | D | -4.13% | |
BMY | A | -1.88% | |
DUK | C | -1.57% | |
EOG | B | -1.37% | |
D | A | -1.14% | |
KMB | D | -1.13% | |
WMB | A | -1.09% | |
PRU | B | -0.93% | |
DOW | B | -0.87% | |
ED | C | -0.81% | |
KHC | F | -0.78% | |
KVUE | C | -0.74% | |
GLW | C | -0.69% | |
HPQ | B | -0.61% | |
K | B | -0.53% | |
FE | C | -0.51% | |
PPL | C | -0.43% | |
CRBG | B | -0.41% | |
PSA | C | -0.4% | |
AM | A | -0.37% | |
PNW | C | -0.35% | |
SPG | A | -0.35% | |
TSN | D | -0.34% | |
O | C | -0.33% | |
CG | B | -0.32% | |
DLR | C | -0.32% | |
OMF | D | -0.32% | |
OGE | C | -0.3% | |
OGN | F | -0.29% | |
EMN | C | -0.29% | |
CCI | D | -0.29% | |
JXN | A | -0.28% | |
TPR | B | -0.28% | |
CHRD | F | -0.28% | |
CNA | D | -0.27% | |
CMA | C | -0.26% | |
LNC | B | -0.25% | |
IPG | D | -0.25% | |
SJM | D | -0.25% | |
CIVI | F | -0.25% | |
ALLY | F | -0.23% | |
DTM | A | -0.23% | |
EXR | D | -0.23% | |
OWL | A | -0.23% | |
BEN | F | -0.22% | |
WU | D | -0.21% | |
FLO | D | -0.2% | |
ZION | D | -0.2% | |
IRM | B | -0.2% | |
COLB | C | -0.2% | |
SNV | D | -0.2% | |
RDN | D | -0.2% | |
NFG | A | -0.2% | |
CNS | C | -0.2% | |
TFSL | D | -0.19% | |
EQR | C | -0.19% | |
VCTR | A | -0.19% | |
TPG | A | -0.19% | |
MC | B | -0.18% | |
SON | D | -0.18% | |
NXST | D | -0.17% | |
MTN | D | -0.17% | |
FBP | B | -0.17% | |
WBS | D | -0.17% | |
AROC | B | -0.17% | |
JWN | D | -0.17% | |
SMG | C | -0.17% | |
UGI | C | -0.17% | |
WEN | B | -0.17% | |
CCOI | B | -0.16% | |
FAF | C | -0.16% | |
POR | D | -0.16% | |
VTR | C | -0.16% | |
VIRT | B | -0.16% | |
SWX | C | -0.16% | |
ALE | A | -0.16% | |
KTB | C | -0.16% | |
FNB | D | -0.15% | |
BKH | C | -0.15% | |
OGS | C | -0.15% | |
UBSI | D | -0.15% | |
TNL | B | -0.15% | |
GBCI | B | -0.15% | |
PFS | D | -0.14% | |
SR | D | -0.14% | |
KNTK | A | -0.14% | |
NWE | C | -0.14% | |
CWEN | C | -0.14% | |
FIBK | C | -0.14% | |
CBU | D | -0.13% | |
PHIN | D | -0.13% | |
M | D | -0.13% | |
ARE | D | -0.13% | |
MAA | D | -0.13% | |
FULT | D | -0.13% | |
FFBC | D | -0.13% | |
PRK | D | -0.13% | |
KSS | D | -0.13% | |
HTLF | B | -0.13% | |
TRN | C | -0.13% | |
NJR | C | -0.13% | |
SFNC | B | -0.13% | |
AVA | D | -0.13% | |
VLY | C | -0.13% | |
CVI | D | -0.13% | |
FHB | D | -0.13% | |
VGR | B | -0.13% | |
ASB | D | -0.13% | |
HUN | B | -0.13% | |
ESS | D | -0.12% | |
TDS | C | -0.12% | |
LCII | C | -0.12% | |
AUB | D | -0.12% | |
BKU | D | -0.12% | |
NOG | D | -0.12% | |
MAN | D | -0.12% | |
IBTX | B | -0.12% | |
CRI | D | -0.12% | |
BKE | B | -0.11% | |
BANR | B | -0.11% | |
BOH | D | -0.11% | |
FRME | D | -0.11% | |
TOWN | C | -0.11% | |
PPBI | D | -0.11% | |
VAC | D | -0.11% | |
UDR | C | -0.1% | |
KIM | C | -0.1% | |
PINC | F | -0.1% | |
CVBF | B | -0.1% | |
INDB | D | -0.1% | |
STC | D | -0.1% | |
ENR | B | -0.1% | |
TRMK | D | -0.1% | |
WPC | C | -0.09% | |
GLPI | C | -0.09% | |
XRX | D | -0.09% | |
GEF | B | -0.09% | |
KRO | C | -0.09% | |
KLG | F | -0.09% | |
PDCO | F | -0.09% | |
CC | D | -0.09% | |
STBA | D | -0.09% | |
CPT | C | -0.09% | |
PTVE | D | -0.09% | |
FCF | D | -0.09% | |
NWBI | D | -0.09% | |
UVV | D | -0.08% | |
VBTX | C | -0.08% | |
SASR | B | -0.08% | |
WWW | B | -0.08% | |
BUSE | D | -0.08% | |
NWN | D | -0.08% | |
REG | C | -0.08% | |
NAVI | D | -0.08% | |
HMN | B | -0.08% | |
HOPE | B | -0.08% | |
WSBC | D | -0.08% | |
VRTS | D | -0.08% | |
GES | F | -0.07% | |
SAFT | D | -0.07% | |
KALU | D | -0.07% | |
BLMN | F | -0.07% | |
LAMR | C | -0.07% | |
PBI | C | -0.07% | |
CUBE | C | -0.07% | |
SBSI | D | -0.06% | |
NNN | C | -0.06% | |
CWEN | C | -0.06% | |
AMSF | B | -0.06% | |
FRT | D | -0.06% | |
PEBO | F | -0.06% | |
DCOM | B | -0.06% | |
OCFC | C | -0.06% | |
LEG | D | -0.06% | |
STAG | D | -0.05% | |
UVSP | B | -0.05% | |
ETD | C | -0.05% | |
TMP | C | -0.05% | |
BRX | C | -0.05% | |
DLX | F | -0.05% | |
PFC | D | -0.05% | |
CTBI | B | -0.05% | |
JBSS | F | -0.05% | |
MNRO | B | -0.05% | |
GRNT | D | -0.05% | |
CRGY | B | -0.05% | |
PLOW | D | -0.04% | |
TRST | D | -0.04% | |
SWBI | F | -0.04% | |
EGY | D | -0.04% | |
MBWM | D | -0.04% | |
BGS | D | -0.04% | |
HBT | D | -0.04% | |
UVE | C | -0.04% | |
HBNC | D | -0.04% | |
IBCP | D | -0.04% | |
SXC | F | -0.04% | |
RHP | B | -0.04% | |
CPF | C | -0.04% | |
HFWA | D | -0.04% | |
SPTN | C | -0.04% | |
FCBC | D | -0.04% | |
BRKL | D | -0.04% | |
CFFN | D | -0.04% | |
UWMC | D | -0.04% | |
ADC | C | -0.04% | |
MOFG | D | -0.03% | |
ALRS | B | -0.03% | |
GTN | D | -0.03% | |
KRNY | C | -0.03% | |
BHRB | D | -0.03% | |
IIPR | C | -0.03% | |
KRC | C | -0.03% | |
ITIC | C | -0.03% | |
SHBI | D | -0.03% | |
MSBI | F | -0.03% | |
NVEC | D | -0.03% | |
DHIL | C | -0.03% | |
BHB | D | -0.03% | |
NSA | D | -0.03% | |
NFBK | D | -0.03% | |
GCMG | A | -0.03% | |
SBRA | C | -0.03% | |
MPB | B | -0.03% | |
IRT | D | -0.03% | |
DIN | D | -0.03% | |
NPK | F | -0.03% | |
THFF | D | -0.03% | |
ANET | A | -0.03% | |
ACCO | C | -0.03% | |
HAFC | D | -0.03% | |
WASH | C | -0.03% | |
RYN | C | -0.03% | |
FMNB | D | -0.03% | |
REPX | C | -0.03% | |
CAC | C | -0.03% | |
EPRT | C | -0.03% | |
HTBK | D | -0.03% | |
EBF | B | -0.03% | |
CIVB | B | -0.02% | |
FLIC | B | -0.02% | |
FCPT | C | -0.02% | |
NEWT | D | -0.02% | |
AROW | D | -0.02% | |
SAVE | F | -0.02% | |
SPOK | D | -0.02% | |
CZNC | D | -0.02% | |
FNLC | D | -0.02% | |
FF | B | -0.02% | |
WTBA | D | -0.02% | |
AAN | B | -0.02% | |
RM | D | -0.02% | |
RGP | F | -0.02% | |
AKR | B | -0.02% | |
UE | C | -0.02% | |
LXP | D | -0.02% | |
EGBN | C | -0.02% | |
BMRC | D | -0.02% | |
PFIS | D | -0.02% | |
MSB | B | -0.02% | |
FRST | D | -0.02% | |
VLGEA | D | -0.02% | |
PK | D | -0.02% | |
WSBF | D | -0.02% | |
AMSWA | C | -0.02% | |
SKT | A | -0.02% | |
FMAO | D | -0.02% | |
FISI | C | -0.02% | |
BNL | C | -0.02% | |
EPR | C | -0.02% | |
NRIM | C | -0.02% | |
CTRE | C | -0.02% | |
HVT | F | -0.02% | |
MPX | D | -0.02% | |
CBRL | D | -0.02% | |
MAC | B | -0.02% | |
FFIC | C | -0.02% | |
PCH | C | -0.02% | |
DGICA | D | -0.02% | |
BSRR | D | -0.02% | |
BRY | F | -0.02% | |
CUZ | C | -0.02% | |
SLG | C | -0.02% | |
RBB | C | -0.02% | |
NHI | C | -0.02% | |
SVC | D | -0.01% | |
LAND | D | -0.01% | |
GMRE | C | -0.01% | |
OLP | C | -0.01% | |
INN | A | -0.01% | |
WSR | C | -0.01% | |
PLYM | D | -0.01% | |
AAT | C | -0.01% | |
NXRT | D | -0.01% | |
MOV | F | -0.01% | |
CBL | D | -0.01% | |
ROIC | C | -0.01% | |
LTC | D | -0.01% | |
ALEX | D | -0.01% | |
III | F | -0.01% | |
ALX | D | -0.01% | |
DEA | D | -0.01% | |
UMH | D | -0.01% | |
GTY | C | -0.01% | |
NWFL | C | -0.01% | |
KW | C | -0.01% | |
NUS | F | -0.01% | |
JBGS | C | -0.01% | |
PCB | D | -0.01% | |
DEI | A | -0.01% | |
PKBK | C | -0.01% | |
NXDT | C | -0.0% | |
BRT | D | -0.0% | |
CHCT | F | -0.0% | |
PSTL | D | -0.0% | |
PKST | D | -0.0% | |
RMR | B | -0.0% | |
NTST | F | -0.0% | |
CSR | D | -0.0% | |
AHH | F | -0.0% | |
CTO | D | -0.0% | |
BFS | C | -0.0% | |
EVC | D | -0.0% |
PFIX: Top Represented Industries & Keywords
DHS: Top Represented Industries & Keywords