PFIX vs. RAFE ETF Comparison
Comparison of Simplify Interest Rate Hedge ETF (PFIX) to PIMCO RAFI ESG U.S. ETF (RAFE)
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
$40.40
Average Daily Volume
50,708
107
RAFE
PIMCO RAFI ESG U.S. ETF
RAFE Description
The investment seeks to provide total return that closely corresponds, before fees and expenses, to the total return of the RAFI ESG US Index. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its total assets in the component securities of the RAFI ESG US Index. The underlying index is constructed by RAFI Indices, LLC using a rules-based approach within publicly traded U.S. equities to create an integrated ESG strategy which overweights companies that rate well across various ESG themes and excludes companies with a major involvement in industries such as tobacco, gaming, weapons and fossil fuels.Grade (RS Rating)
Last Trade
$36.85
Average Daily Volume
5,207
233
Performance
Period | PFIX | RAFE |
---|---|---|
30 Days | -0.25% | 2.88% |
60 Days | -15.63% | 3.07% |
90 Days | -9.95% | 4.25% |
12 Months | -5.58% | 24.22% |
46 Overlapping Holdings
Symbol | Grade | Weight in PFIX | Weight in RAFE | Overlap | |
---|---|---|---|---|---|
ADM | D | 0.22% | 0.21% | 0.21% | |
ADP | B | 0.79% | 0.33% | 0.33% | |
APD | B | 0.37% | 0.28% | 0.28% | |
AVB | B | 0.19% | 0.13% | 0.13% | |
AVGO | C | 3.86% | 0.97% | 0.97% | |
BAC | D | 1.73% | 1.16% | 1.16% | |
BBY | C | 0.1% | 0.45% | 0.1% | |
BK | B | 0.29% | 0.16% | 0.16% | |
BLK | B | 0.87% | 0.5% | 0.5% | |
C | C | 0.77% | 2.39% | 0.77% | |
CAG | C | 0.09% | 0.04% | 0.04% | |
CMCSA | D | 1.29% | 1.16% | 1.16% | |
CMI | C | 0.28% | 0.26% | 0.26% | |
CPB | C | 0.06% | 0.05% | 0.05% | |
CSCO | C | 1.48% | 1.98% | 1.48% | |
CVS | D | 0.76% | 0.21% | 0.21% | |
EIX | C | 0.19% | 0.2% | 0.19% | |
FITB | B | 0.16% | 0.09% | 0.09% | |
GILD | B | 0.66% | 0.71% | 0.66% | |
GIS | B | 0.28% | 0.29% | 0.28% | |
GPC | D | 0.14% | 0.07% | 0.07% | |
HPE | D | 0.13% | 0.42% | 0.13% | |
HST | C | 0.11% | 0.09% | 0.09% | |
HSY | C | 0.22% | 0.05% | 0.05% | |
IP | B | 0.09% | 0.28% | 0.09% | |
JCI | B | 0.29% | 0.38% | 0.29% | |
JNJ | C | 2.83% | 2.83% | 2.83% | |
JPM | D | 3.9% | 3.02% | 3.02% | |
MDLZ | B | 0.76% | 0.28% | 0.28% | |
MET | B | 0.32% | 0.56% | 0.32% | |
MOS | F | 0.07% | 0.12% | 0.07% | |
NTRS | A | 0.11% | 0.04% | 0.04% | |
OMC | B | 0.13% | 0.12% | 0.12% | |
PAYX | C | 0.3% | 0.07% | 0.07% | |
PFG | B | 0.14% | 0.13% | 0.13% | |
PG | C | 2.82% | 2.43% | 2.43% | |
PKG | B | 0.1% | 0.11% | 0.1% | |
PLD | C | 0.91% | 0.14% | 0.14% | |
QCOM | D | 1.27% | 1.36% | 1.27% | |
RSG | D | 0.28% | 0.06% | 0.06% | |
STT | A | 0.16% | 0.2% | 0.16% | |
TROW | D | 0.17% | 0.04% | 0.04% | |
TXN | C | 1.13% | 0.73% | 0.73% | |
UPS | D | 0.81% | 0.41% | 0.41% | |
VTRS | D | 0.11% | 0.1% | 0.1% | |
VZ | B | 1.26% | 0.99% | 0.99% |
PFIX Overweight 61 Positions Relative to RAFE
Symbol | Grade | Weight | |
---|---|---|---|
XOM | C | 3.19% | |
CVX | D | 2.06% | |
TM | F | 1.97% | |
NVS | C | 1.56% | |
COP | D | 1.01% | |
TD | B | 0.83% | |
LMT | C | 0.82% | |
ETN | C | 0.82% | |
MS | D | 0.81% | |
MMC | C | 0.75% | |
SO | B | 0.55% | |
GD | B | 0.46% | |
USB | B | 0.45% | |
HMC | D | 0.45% | |
PSX | F | 0.45% | |
STLA | F | 0.43% | |
PNC | B | 0.43% | |
NSC | C | 0.42% | |
PCAR | D | 0.42% | |
TRV | C | 0.38% | |
VLO | F | 0.36% | |
AIG | D | 0.34% | |
SRE | C | 0.33% | |
NUE | F | 0.32% | |
OKE | B | 0.31% | |
AEP | C | 0.31% | |
LHX | C | 0.29% | |
EXC | C | 0.27% | |
KR | C | 0.26% | |
E | C | 0.26% | |
XEL | B | 0.25% | |
PEG | B | 0.23% | |
FANG | D | 0.23% | |
DFS | B | 0.22% | |
VICI | C | 0.22% | |
BCS | B | 0.22% | |
WEC | C | 0.18% | |
DTE | C | 0.17% | |
ES | C | 0.15% | |
MTB | B | 0.15% | |
DRI | B | 0.14% | |
AEE | C | 0.14% | |
ETR | B | 0.14% | |
HBAN | B | 0.13% | |
GRMN | D | 0.13% | |
CMS | C | 0.12% | |
RF | B | 0.12% | |
SWKS | D | 0.12% | |
SYF | C | 0.12% | |
ATO | B | 0.11% | |
CINF | B | 0.11% | |
FNF | B | 0.1% | |
SNA | C | 0.1% | |
CCEP | B | 0.1% | |
AMCR | B | 0.09% | |
EG | C | 0.09% | |
NI | B | 0.08% | |
LNT | B | 0.08% | |
EVRG | B | 0.07% | |
CHRW | B | 0.06% | |
FRO | D | 0.02% |
PFIX Underweight 187 Positions Relative to RAFE
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | -5.36% | |
MSFT | C | -4.9% | |
PFE | C | -2.06% | |
T | C | -2.04% | |
META | B | -1.93% | |
WFC | D | -1.87% | |
MRK | D | -1.62% | |
IBM | B | -1.59% | |
INTC | F | -1.59% | |
GM | C | -1.53% | |
ABBV | C | -1.52% | |
HD | B | -1.36% | |
BMY | C | -1.23% | |
ORCL | C | -1.22% | |
CI | C | -1.2% | |
LIN | B | -1.08% | |
AMGN | B | -1.06% | |
ELV | C | -1.05% | |
UNH | C | -1.03% | |
MMM | B | -0.96% | |
ABT | C | -0.95% | |
KO | C | -0.94% | |
TGT | C | -0.91% | |
LOW | B | -0.88% | |
F | F | -0.85% | |
V | C | -0.85% | |
DIS | D | -0.8% | |
ACN | C | -0.76% | |
MU | F | -0.76% | |
LLY | C | -0.74% | |
AMAT | D | -0.7% | |
MA | B | -0.6% | |
ADBE | F | -0.59% | |
HPQ | D | -0.52% | |
DD | B | -0.51% | |
NVDA | D | -0.5% | |
AXP | B | -0.5% | |
ALL | B | -0.49% | |
DOW | D | -0.47% | |
PRU | C | -0.45% | |
GS | C | -0.45% | |
FDX | C | -0.45% | |
LRCX | F | -0.44% | |
NEM | B | -0.44% | |
CL | D | -0.42% | |
PYPL | B | -0.41% | |
TJX | B | -0.4% | |
DE | B | -0.4% | |
NKE | D | -0.38% | |
DHR | B | -0.35% | |
WM | D | -0.34% | |
FIS | B | -0.33% | |
TSLA | C | -0.33% | |
CARR | B | -0.32% | |
TMUS | C | -0.32% | |
WDC | D | -0.3% | |
PGR | B | -0.3% | |
MCK | F | -0.29% | |
KMB | D | -0.29% | |
HUM | F | -0.28% | |
BIIB | F | -0.28% | |
WELL | C | -0.28% | |
BDX | D | -0.27% | |
CBRE | A | -0.26% | |
CCI | C | -0.26% | |
NTAP | D | -0.25% | |
EBAY | B | -0.24% | |
CRM | D | -0.24% | |
ECL | B | -0.24% | |
ITW | C | -0.23% | |
CAH | C | -0.23% | |
EA | D | -0.22% | |
ADI | C | -0.22% | |
HIG | B | -0.22% | |
AMP | A | -0.21% | |
WY | C | -0.2% | |
LUMN | C | -0.2% | |
KHC | C | -0.19% | |
VTR | C | -0.19% | |
MAR | C | -0.19% | |
SYY | D | -0.19% | |
AMT | C | -0.18% | |
EQIX | C | -0.18% | |
IRM | C | -0.18% | |
SYK | C | -0.17% | |
JNPR | B | -0.17% | |
JLL | B | -0.17% | |
PPG | D | -0.17% | |
DVA | B | -0.16% | |
MSI | B | -0.16% | |
CTSH | C | -0.16% | |
SPGI | B | -0.16% | |
KLAC | D | -0.15% | |
WHR | D | -0.15% | |
GEHC | C | -0.15% | |
A | C | -0.14% | |
EQR | B | -0.14% | |
MCO | B | -0.14% | |
VFC | C | -0.14% | |
GWW | B | -0.14% | |
BALL | C | -0.14% | |
BSX | B | -0.14% | |
K | B | -0.14% | |
SHW | B | -0.14% | |
OC | D | -0.14% | |
TSN | C | -0.13% | |
DG | F | -0.13% | |
PARA | F | -0.13% | |
BAX | C | -0.13% | |
ARW | C | -0.13% | |
KSS | F | -0.13% | |
ZTS | C | -0.12% | |
AWK | B | -0.12% | |
AMD | D | -0.12% | |
NFLX | B | -0.12% | |
KDP | B | -0.12% | |
EW | F | -0.11% | |
WBA | F | -0.11% | |
CDW | D | -0.1% | |
ISRG | B | -0.1% | |
SOLV | C | -0.1% | |
HLT | B | -0.1% | |
CF | C | -0.1% | |
GAP | F | -0.1% | |
TSCO | C | -0.09% | |
DGX | B | -0.09% | |
PVH | F | -0.09% | |
EL | F | -0.09% | |
CDNS | D | -0.09% | |
LNC | D | -0.09% | |
TER | D | -0.09% | |
IFF | B | -0.08% | |
LEA | F | -0.08% | |
SWK | B | -0.08% | |
OTIS | C | -0.08% | |
HOLX | B | -0.08% | |
AVT | C | -0.08% | |
SJM | C | -0.08% | |
WAT | C | -0.08% | |
ON | D | -0.08% | |
MHK | C | -0.08% | |
FOXA | B | -0.08% | |
USFD | B | -0.07% | |
HAS | B | -0.07% | |
FAST | C | -0.07% | |
DOX | C | -0.07% | |
LKQ | F | -0.07% | |
TPR | C | -0.07% | |
EQH | C | -0.06% | |
MRVL | C | -0.06% | |
SNPS | D | -0.06% | |
O | C | -0.06% | |
MCHP | F | -0.06% | |
MAA | B | -0.06% | |
AKAM | D | -0.06% | |
DOV | B | -0.06% | |
DXC | C | -0.05% | |
FL | D | -0.05% | |
XRX | D | -0.05% | |
ESS | B | -0.05% | |
DELL | D | -0.05% | |
BKNG | C | -0.05% | |
CHD | D | -0.05% | |
NWL | C | -0.04% | |
CTVA | B | -0.04% | |
ROK | D | -0.04% | |
OGN | D | -0.04% | |
KEYS | C | -0.04% | |
HUN | D | -0.04% | |
HSIC | C | -0.04% | |
WU | F | -0.04% | |
FLEX | C | -0.04% | |
KD | D | -0.03% | |
AAP | F | -0.03% | |
VNO | B | -0.03% | |
AGCO | D | -0.03% | |
ORLY | C | -0.02% | |
NWSA | D | -0.02% | |
ILMN | C | -0.02% | |
GT | F | -0.02% | |
KLG | C | -0.01% | |
WAB | B | -0.01% | |
HRL | C | -0.01% | |
NDAQ | A | -0.01% | |
MAN | C | -0.01% | |
KIM | C | -0.01% | |
ANET | B | -0.01% |
PFIX: Top Represented Industries & Keywords
RAFE: Top Represented Industries & Keywords