PFIX vs. DIVZ ETF Comparison
Comparison of Simplify Interest Rate Hedge ETF (PFIX) to TrueShares Low Volatility Equity Income ETF (DIVZ)
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
$50.22
Average Daily Volume
80,893
108
DIVZ
TrueShares Low Volatility Equity Income ETF
DIVZ Description
The investment seeks to provide capital appreciation with lower volatility and a higher dividend yield compared to the S&P 500 Index. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing 25-35 stocks of companies that pay dividends and expect to grow the dividends over time and are trading at attractive valuations at the time of the investment. Under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, will be invested in equity securities, including common stocks and American Depositary Receipts (ADRs). The fund is non-diversified.Grade (RS Rating)
Last Trade
$34.13
Average Daily Volume
17,981
29
Performance
| Period | PFIX | DIVZ |
|---|---|---|
| 30 Days | 1.63% | 2.69% |
| 60 Days | 26.27% | 4.13% |
| 90 Days | 22.86% | 6.07% |
| 12 Months | 7.42% | 27.15% |
13 Overlapping Holdings
| Symbol | Grade | Weight in PFIX | Weight in DIVZ | Overlap | |
|---|---|---|---|---|---|
| AEP | D | 0.31% | 2.74% | 0.31% | |
| APD | A | 0.37% | 3.22% | 0.37% | |
| AVGO | D | 3.86% | 2.08% | 2.08% | |
| C | A | 0.77% | 3.48% | 0.77% | |
| CVX | A | 2.06% | 2.8% | 2.06% | |
| GPC | D | 0.14% | 1.92% | 0.14% | |
| HSY | F | 0.22% | 2.88% | 0.22% | |
| JNJ | D | 2.83% | 2.8% | 2.8% | |
| LMT | D | 0.82% | 2.48% | 0.82% | |
| MS | A | 0.81% | 2.43% | 0.81% | |
| UPS | C | 0.81% | 3.52% | 0.81% | |
| VZ | C | 1.26% | 4.21% | 1.26% | |
| XOM | B | 3.19% | 3.94% | 3.19% |
PFIX Overweight 95 Positions Relative to DIVZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 3.9% | |
| PG | A | 2.82% | |
| TM | D | 1.97% | |
| BAC | A | 1.73% | |
| NVS | D | 1.56% | |
| CSCO | B | 1.48% | |
| CMCSA | B | 1.29% | |
| QCOM | F | 1.27% | |
| HSBH | B | 1.23% | |
| TXN | C | 1.13% | |
| COP | C | 1.01% | |
| PLD | D | 0.91% | |
| BLK | C | 0.87% | |
| TD | F | 0.83% | |
| ETN | A | 0.82% | |
| ADP | B | 0.79% | |
| MDLZ | F | 0.76% | |
| CVS | D | 0.76% | |
| MMC | B | 0.75% | |
| GILD | C | 0.66% | |
| SO | D | 0.55% | |
| GD | F | 0.46% | |
| USB | A | 0.45% | |
| HMC | F | 0.45% | |
| PSX | C | 0.45% | |
| STLA | F | 0.43% | |
| PNC | B | 0.43% | |
| NSC | B | 0.42% | |
| PCAR | B | 0.42% | |
| TRV | B | 0.38% | |
| VLO | C | 0.36% | |
| AIG | B | 0.34% | |
| SRE | A | 0.33% | |
| NUE | C | 0.32% | |
| MET | A | 0.32% | |
| OKE | A | 0.31% | |
| PAYX | C | 0.3% | |
| BK | A | 0.29% | |
| JCI | C | 0.29% | |
| LHX | C | 0.29% | |
| CMI | A | 0.28% | |
| RSG | A | 0.28% | |
| GIS | D | 0.28% | |
| EXC | C | 0.27% | |
| KR | B | 0.26% | |
| E | F | 0.26% | |
| XEL | A | 0.25% | |
| PEG | A | 0.23% | |
| FANG | D | 0.23% | |
| DFS | B | 0.22% | |
| ADM | D | 0.22% | |
| VICI | C | 0.22% | |
| BCS | C | 0.22% | |
| AVB | B | 0.19% | |
| EIX | B | 0.19% | |
| WEC | A | 0.18% | |
| TROW | B | 0.17% | |
| DTE | C | 0.17% | |
| STT | A | 0.16% | |
| FITB | A | 0.16% | |
| ES | D | 0.15% | |
| MTB | A | 0.15% | |
| PFG | D | 0.14% | |
| DRI | B | 0.14% | |
| AEE | A | 0.14% | |
| ETR | B | 0.14% | |
| HBAN | A | 0.13% | |
| GRMN | B | 0.13% | |
| OMC | C | 0.13% | |
| HPE | B | 0.13% | |
| CMS | C | 0.12% | |
| RF | A | 0.12% | |
| SWKS | F | 0.12% | |
| SYF | B | 0.12% | |
| HST | C | 0.11% | |
| NTRS | A | 0.11% | |
| VTRS | A | 0.11% | |
| ATO | A | 0.11% | |
| CINF | A | 0.11% | |
| FNF | B | 0.1% | |
| SNA | A | 0.1% | |
| CCEP | C | 0.1% | |
| PKG | A | 0.1% | |
| BBY | D | 0.1% | |
| IP | B | 0.09% | |
| AMCR | D | 0.09% | |
| EG | C | 0.09% | |
| CAG | D | 0.09% | |
| NI | A | 0.08% | |
| LNT | A | 0.08% | |
| MOS | F | 0.07% | |
| EVRG | A | 0.07% | |
| CHRW | C | 0.06% | |
| CPB | D | 0.06% | |
| FRO | F | 0.02% |
PFIX: Top Represented Industries & Keywords
DIVZ: Top Represented Industries & Keywords
Compare ETFs
