PFIX vs. RECS ETF Comparison
Comparison of Simplify Interest Rate Hedge ETF (PFIX) to Columbia Research Enhanced Core ETF (RECS)
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
Number of Holdings
*
108
* may have additional holdings in another (foreign) market
RECS
Columbia Research Enhanced Core ETF
RECS Description
The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Equity Index. The fund invests at least 80% of its assets in the securities of the index. The index is comprised of a subset of the companies within the Russell 1000® Index. The index was designed to reflect the performance of U.S. large- and mid-cap growth and value companies through the application of a rules-based methodology, which typically results in approximately 325-400 Index holdings, but this range can fluctuate because the index has no constraints on number of holdings.Grade (RS Rating)
Last Trade
$35.65
Average Daily Volume
393,572
Number of Holdings
*
361
* may have additional holdings in another (foreign) market
Performance
| Period | PFIX | RECS |
|---|---|---|
| 30 Days | 1.63% | 3.51% |
| 60 Days | 26.27% | 5.75% |
| 90 Days | 22.86% | 7.12% |
| 12 Months | 7.42% | 35.12% |
48 Overlapping Holdings
| Symbol | Grade | Weight in PFIX | Weight in RECS | Overlap | |
|---|---|---|---|---|---|
| ADM | D | 0.22% | 0.13% | 0.13% | |
| ADP | B | 0.79% | 0.52% | 0.52% | |
| AEE | A | 0.14% | 0.18% | 0.14% | |
| BAC | A | 1.73% | 1.67% | 1.67% | |
| BK | A | 0.29% | 0.3% | 0.29% | |
| BLK | C | 0.87% | 0.79% | 0.79% | |
| C | A | 0.77% | 0.7% | 0.7% | |
| CAG | D | 0.09% | 0.06% | 0.06% | |
| CMI | A | 0.28% | 0.21% | 0.21% | |
| CSCO | B | 1.48% | 0.56% | 0.56% | |
| CVX | A | 2.06% | 0.8% | 0.8% | |
| DTE | C | 0.17% | 0.19% | 0.17% | |
| EG | C | 0.09% | 0.09% | 0.09% | |
| EIX | B | 0.19% | 0.24% | 0.19% | |
| ETR | B | 0.14% | 0.24% | 0.14% | |
| EVRG | A | 0.07% | 0.11% | 0.07% | |
| EXC | C | 0.27% | 0.29% | 0.27% | |
| FANG | D | 0.23% | 0.1% | 0.1% | |
| FITB | A | 0.16% | 0.17% | 0.16% | |
| GILD | C | 0.66% | 0.19% | 0.19% | |
| GIS | D | 0.28% | 0.17% | 0.17% | |
| HPE | B | 0.13% | 0.07% | 0.07% | |
| HST | C | 0.11% | 0.06% | 0.06% | |
| JNJ | D | 2.83% | 2.34% | 2.34% | |
| JPM | A | 3.9% | 3.69% | 3.69% | |
| KR | B | 0.26% | 0.19% | 0.19% | |
| LMT | D | 0.82% | 0.49% | 0.49% | |
| MET | A | 0.32% | 0.25% | 0.25% | |
| MMC | B | 0.75% | 0.58% | 0.58% | |
| MOS | F | 0.07% | 0.06% | 0.06% | |
| NI | A | 0.08% | 0.12% | 0.08% | |
| NUE | C | 0.32% | 0.27% | 0.27% | |
| PAYX | C | 0.3% | 0.19% | 0.19% | |
| PCAR | B | 0.42% | 0.25% | 0.25% | |
| PG | A | 2.82% | 1.98% | 1.98% | |
| PKG | A | 0.1% | 0.17% | 0.1% | |
| PSX | C | 0.45% | 0.16% | 0.16% | |
| QCOM | F | 1.27% | 0.42% | 0.42% | |
| SNA | A | 0.1% | 0.08% | 0.08% | |
| STT | A | 0.16% | 0.15% | 0.15% | |
| SWKS | F | 0.12% | 0.03% | 0.03% | |
| SYF | B | 0.12% | 0.14% | 0.12% | |
| TROW | B | 0.17% | 0.14% | 0.14% | |
| UPS | C | 0.81% | 0.41% | 0.41% | |
| VLO | C | 0.36% | 0.13% | 0.13% | |
| VTRS | A | 0.11% | 0.1% | 0.1% | |
| XEL | A | 0.25% | 0.29% | 0.25% | |
| XOM | B | 3.19% | 1.56% | 1.56% |
PFIX Overweight 60 Positions Relative to RECS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | 3.86% | |
| TM | D | 1.97% | |
| NVS | D | 1.56% | |
| CMCSA | B | 1.29% | |
| VZ | C | 1.26% | |
| HSBH | B | 1.23% | |
| TXN | C | 1.13% | |
| COP | C | 1.01% | |
| PLD | D | 0.91% | |
| TD | F | 0.83% | |
| ETN | A | 0.82% | |
| MS | A | 0.81% | |
| MDLZ | F | 0.76% | |
| CVS | D | 0.76% | |
| SO | D | 0.55% | |
| GD | F | 0.46% | |
| USB | A | 0.45% | |
| HMC | F | 0.45% | |
| STLA | F | 0.43% | |
| PNC | B | 0.43% | |
| NSC | B | 0.42% | |
| TRV | B | 0.38% | |
| APD | A | 0.37% | |
| AIG | B | 0.34% | |
| SRE | A | 0.33% | |
| OKE | A | 0.31% | |
| AEP | D | 0.31% | |
| JCI | C | 0.29% | |
| LHX | C | 0.29% | |
| RSG | A | 0.28% | |
| E | F | 0.26% | |
| PEG | A | 0.23% | |
| HSY | F | 0.22% | |
| DFS | B | 0.22% | |
| VICI | C | 0.22% | |
| BCS | C | 0.22% | |
| AVB | B | 0.19% | |
| WEC | A | 0.18% | |
| ES | D | 0.15% | |
| MTB | A | 0.15% | |
| PFG | D | 0.14% | |
| GPC | D | 0.14% | |
| DRI | B | 0.14% | |
| HBAN | A | 0.13% | |
| GRMN | B | 0.13% | |
| OMC | C | 0.13% | |
| CMS | C | 0.12% | |
| RF | A | 0.12% | |
| NTRS | A | 0.11% | |
| ATO | A | 0.11% | |
| CINF | A | 0.11% | |
| FNF | B | 0.1% | |
| CCEP | C | 0.1% | |
| BBY | D | 0.1% | |
| IP | B | 0.09% | |
| AMCR | D | 0.09% | |
| LNT | A | 0.08% | |
| CHRW | C | 0.06% | |
| CPB | D | 0.06% | |
| FRO | F | 0.02% |
PFIX Underweight 313 Positions Relative to RECS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -8.6% | |
| AAPL | C | -8.2% | |
| MSFT | F | -7.47% | |
| AMZN | C | -4.7% | |
| META | D | -2.88% | |
| GOOGL | C | -2.33% | |
| GOOG | C | -1.97% | |
| WFC | A | -1.38% | |
| TMO | F | -1.23% | |
| PM | B | -1.01% | |
| CAT | B | -0.81% | |
| CRM | B | -0.74% | |
| BMY | B | -0.73% | |
| MDT | D | -0.68% | |
| FI | A | -0.66% | |
| UNP | C | -0.61% | |
| BKNG | A | -0.6% | |
| UBER | D | -0.6% | |
| CI | F | -0.57% | |
| ABBV | D | -0.55% | |
| ADBE | C | -0.52% | |
| MCK | B | -0.51% | |
| NOW | A | -0.5% | |
| TJX | A | -0.48% | |
| DIS | B | -0.48% | |
| AMT | D | -0.48% | |
| MO | A | -0.47% | |
| EQIX | A | -0.45% | |
| PYPL | B | -0.45% | |
| CME | A | -0.44% | |
| INTU | C | -0.43% | |
| TT | A | -0.41% | |
| BDX | F | -0.41% | |
| VST | B | -0.4% | |
| HCA | F | -0.4% | |
| PH | A | -0.38% | |
| T | A | -0.37% | |
| CL | D | -0.37% | |
| WM | A | -0.37% | |
| PCG | A | -0.34% | |
| PLTR | B | -0.33% | |
| CTAS | B | -0.32% | |
| SPG | B | -0.31% | |
| MMM | D | -0.3% | |
| AMGN | D | -0.29% | |
| CSX | B | -0.29% | |
| PANW | C | -0.28% | |
| FDX | B | -0.28% | |
| TGT | F | -0.27% | |
| ALL | A | -0.27% | |
| ANET | C | -0.25% | |
| COR | B | -0.25% | |
| PRU | A | -0.24% | |
| LRCX | F | -0.23% | |
| EOG | A | -0.23% | |
| KMB | D | -0.23% | |
| PPG | F | -0.22% | |
| HLT | A | -0.22% | |
| APP | B | -0.21% | |
| VRTX | F | -0.21% | |
| VRT | B | -0.21% | |
| CRWD | B | -0.2% | |
| CNC | D | -0.2% | |
| MSI | B | -0.2% | |
| CAH | B | -0.19% | |
| RCL | A | -0.19% | |
| DAL | C | -0.18% | |
| WTW | B | -0.17% | |
| DHI | D | -0.17% | |
| OTIS | C | -0.17% | |
| SPOT | B | -0.16% | |
| CSGP | D | -0.16% | |
| ROST | C | -0.16% | |
| STLD | B | -0.16% | |
| RJF | A | -0.16% | |
| MPC | D | -0.16% | |
| LYB | F | -0.16% | |
| REGN | F | -0.15% | |
| WAB | B | -0.15% | |
| FCNCA | A | -0.15% | |
| MTD | D | -0.15% | |
| GPN | B | -0.15% | |
| UAL | A | -0.14% | |
| RS | B | -0.14% | |
| LEN | D | -0.14% | |
| ZBH | C | -0.14% | |
| FTNT | C | -0.14% | |
| TTD | B | -0.13% | |
| CF | B | -0.13% | |
| RPM | A | -0.13% | |
| LULU | C | -0.13% | |
| KHC | F | -0.13% | |
| SBAC | D | -0.12% | |
| EME | C | -0.11% | |
| INVH | D | -0.11% | |
| BR | A | -0.11% | |
| FTV | C | -0.11% | |
| HOLX | D | -0.11% | |
| WY | D | -0.11% | |
| CBOE | B | -0.11% | |
| DDOG | A | -0.1% | |
| DECK | A | -0.1% | |
| OXY | D | -0.1% | |
| EA | A | -0.1% | |
| K | A | -0.1% | |
| BAX | D | -0.1% | |
| HPQ | B | -0.09% | |
| CCL | B | -0.09% | |
| CSL | C | -0.09% | |
| CVNA | B | -0.09% | |
| TEAM | A | -0.09% | |
| DELL | C | -0.09% | |
| THC | D | -0.09% | |
| PHM | D | -0.09% | |
| LDOS | C | -0.09% | |
| BLDR | D | -0.09% | |
| ARE | D | -0.09% | |
| EWBC | A | -0.08% | |
| RGA | A | -0.08% | |
| L | A | -0.08% | |
| WSM | B | -0.08% | |
| EXPE | B | -0.08% | |
| EQH | B | -0.08% | |
| NVR | D | -0.08% | |
| AVTR | F | -0.08% | |
| SSNC | B | -0.07% | |
| FIX | A | -0.07% | |
| GLPI | C | -0.07% | |
| JEF | A | -0.07% | |
| OC | A | -0.07% | |
| EXPD | D | -0.07% | |
| AES | F | -0.07% | |
| UNM | A | -0.07% | |
| MAS | D | -0.07% | |
| EXP | A | -0.07% | |
| SWK | D | -0.06% | |
| FHN | A | -0.06% | |
| CTRA | B | -0.06% | |
| AIZ | A | -0.06% | |
| BG | F | -0.06% | |
| BURL | A | -0.06% | |
| CE | F | -0.06% | |
| NTAP | C | -0.06% | |
| QGEN | D | -0.06% | |
| LVS | C | -0.06% | |
| SF | B | -0.06% | |
| JLL | D | -0.06% | |
| SOLV | C | -0.06% | |
| ACM | A | -0.06% | |
| MPWR | F | -0.06% | |
| WPC | D | -0.06% | |
| RPRX | D | -0.06% | |
| AMH | D | -0.06% | |
| ZION | B | -0.05% | |
| MRO | B | -0.05% | |
| INGR | B | -0.05% | |
| BRX | A | -0.05% | |
| LECO | B | -0.05% | |
| MEDP | D | -0.05% | |
| BRBR | A | -0.05% | |
| GL | B | -0.05% | |
| ZM | B | -0.05% | |
| TAP | C | -0.05% | |
| ITT | A | -0.05% | |
| TOL | B | -0.05% | |
| LPX | B | -0.05% | |
| CW | B | -0.05% | |
| ALNY | D | -0.05% | |
| FTI | A | -0.04% | |
| APG | B | -0.04% | |
| NTRA | B | -0.04% | |
| ARMK | B | -0.04% | |
| CNM | D | -0.04% | |
| AXS | A | -0.04% | |
| OLN | D | -0.04% | |
| MANH | D | -0.04% | |
| AOS | F | -0.04% | |
| GEN | B | -0.04% | |
| DOCU | A | -0.04% | |
| UGI | A | -0.04% | |
| VRSN | F | -0.04% | |
| SON | D | -0.04% | |
| PSTG | D | -0.04% | |
| ACI | C | -0.04% | |
| BLD | D | -0.04% | |
| DCI | B | -0.04% | |
| WCC | B | -0.04% | |
| DKS | C | -0.04% | |
| BIIB | F | -0.04% | |
| NTNX | A | -0.04% | |
| PINS | D | -0.04% | |
| CLF | F | -0.04% | |
| NNN | D | -0.04% | |
| AYI | B | -0.04% | |
| CRBG | B | -0.04% | |
| ALSN | B | -0.04% | |
| ELAN | D | -0.04% | |
| SEIC | B | -0.04% | |
| TPR | B | -0.04% | |
| GNRC | B | -0.04% | |
| WTFC | A | -0.04% | |
| ZS | C | -0.04% | |
| TXRH | C | -0.04% | |
| JAZZ | B | -0.04% | |
| CACI | D | -0.04% | |
| NWSA | B | -0.03% | |
| MHK | D | -0.03% | |
| SAIC | F | -0.03% | |
| OZK | B | -0.03% | |
| HRB | D | -0.03% | |
| SLM | A | -0.03% | |
| DTM | B | -0.03% | |
| RL | B | -0.03% | |
| SKX | D | -0.03% | |
| AMG | B | -0.03% | |
| ASH | D | -0.03% | |
| JNPR | F | -0.03% | |
| ESAB | B | -0.03% | |
| LNW | D | -0.03% | |
| JHG | A | -0.03% | |
| MGM | D | -0.03% | |
| LNC | B | -0.03% | |
| MIDD | C | -0.03% | |
| R | B | -0.03% | |
| RHI | B | -0.03% | |
| KEX | C | -0.03% | |
| UTHR | C | -0.03% | |
| WLK | D | -0.03% | |
| BEN | C | -0.03% | |
| WYNN | D | -0.03% | |
| FFIV | B | -0.03% | |
| COKE | C | -0.03% | |
| COLB | A | -0.03% | |
| STAG | F | -0.03% | |
| MTG | C | -0.03% | |
| G | B | -0.03% | |
| FLS | B | -0.03% | |
| XP | F | -0.03% | |
| QRVO | F | -0.02% | |
| DBX | B | -0.02% | |
| AZTA | D | -0.02% | |
| PK | B | -0.02% | |
| CIVI | D | -0.02% | |
| VIRT | B | -0.02% | |
| MSM | C | -0.02% | |
| GTLB | B | -0.02% | |
| CWEN | C | -0.02% | |
| EPR | D | -0.02% | |
| LSCC | D | -0.02% | |
| HIW | D | -0.02% | |
| EXAS | D | -0.02% | |
| MTCH | D | -0.02% | |
| WFRD | D | -0.02% | |
| SMAR | A | -0.02% | |
| EXEL | B | -0.02% | |
| NYT | C | -0.02% | |
| GTES | A | -0.02% | |
| WU | D | -0.02% | |
| DINO | D | -0.02% | |
| LEA | D | -0.02% | |
| PVH | C | -0.02% | |
| ROKU | D | -0.02% | |
| THO | B | -0.02% | |
| BILL | A | -0.02% | |
| INCY | C | -0.02% | |
| CROX | D | -0.02% | |
| BMRN | D | -0.02% | |
| MRNA | F | -0.02% | |
| H | B | -0.02% | |
| CIEN | B | -0.02% | |
| SNX | C | -0.02% | |
| KRC | C | -0.02% | |
| EEFT | B | -0.02% | |
| RYN | D | -0.02% | |
| OGN | D | -0.02% | |
| PRGO | B | -0.02% | |
| XRAY | F | -0.02% | |
| NBIX | C | -0.02% | |
| SMG | D | -0.02% | |
| WH | B | -0.02% | |
| FOXA | B | -0.02% | |
| NEU | C | -0.02% | |
| MSA | D | -0.02% | |
| CNA | B | -0.01% | |
| APLS | D | -0.01% | |
| CRI | D | -0.01% | |
| ALGM | D | -0.01% | |
| CWEN | C | -0.01% | |
| RARE | D | -0.01% | |
| AMKR | D | -0.01% | |
| REYN | D | -0.01% | |
| ADTN | A | -0.01% | |
| NWS | B | -0.01% | |
| ROIV | C | -0.01% | |
| COLM | B | -0.01% | |
| IONS | F | -0.01% | |
| PEGA | A | -0.01% | |
| SAM | C | -0.01% | |
| VKTX | F | -0.01% | |
| PPC | C | -0.01% | |
| TNL | A | -0.01% | |
| MAN | D | -0.01% | |
| CRUS | D | -0.01% | |
| PATH | C | -0.01% | |
| FOX | A | -0.01% | |
| SRPT | D | -0.01% | |
| M | D | -0.01% | |
| PINC | B | -0.01% | |
| GAP | C | -0.01% | |
| PLTK | B | -0.0% | |
| SEB | F | -0.0% | |
| DDS | B | -0.0% | |
| LEN | D | -0.0% |
PFIX: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Banks - Regional - US
Asset Management
Banks - Global
Semiconductors
Utilities - Diversified
Auto Manufacturers
Communication Equipment
Drug Manufacturers - Major
Oil & Gas Integrated
Packaged Foods
Packaging & Containers
Aerospace & Defense
Business Services
Confectioners
Credit Services
Insurance - Life
Insurance - Property & Casualty
Integrated Shipping & Logistics
Oil & Gas E&P
Keywords:
S&P 500
Natural Gas
Electricity
Nasdaq 100
Bank
Insurance
Banking
Cash Management
Insurance Products
Investment Bank
Investment Management
Dow Jones Component
Financial Products
Chemical
Commercial Banking
Electric Utility
Mining
Asset Management Services
Cash Management Services
Food Products
RECS: Top Represented Industries & Keywords
Industries:
Software - Application
Biotechnology
Diversified Industrials
Asset Management
Business Services
Semiconductors
Software - Infrastructure
Banks - Regional - US
Internet Content & Information
Packaged Foods
Specialty Chemicals
Utilities - Regulated Electric
Building Materials
Communication Equipment
Diagnostics & Research
Drug Manufacturers - Major
Oil & Gas E&P
Banks - Global
Insurance - Life
Residential Construction
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