PFIX vs. SUSB ETF Comparison
Comparison of Simplify Interest Rate Hedge ETF (PFIX) to iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB)
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
SUSB
iShares ESG 1-5 Year USD Corporate Bond ETF
SUSB Description
The investment seeks to track the investment results of the Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index has been developed by Bloomberg Barclays Capital Inc. with environmental, social and governance (ESG) rating inputs from MSCI ESG Research LLC pursuant to an agreement between MSCI ESG Research and Bloomberg Index Services Limited, a subsidiary of Bloomberg Barclays.Grade (RS Rating)
Last Trade
$24.96
Average Daily Volume
181,851
5
Performance
| Period | PFIX | SUSB |
|---|---|---|
| 30 Days | 9.36% | 0.21% |
| 60 Days | 8.43% | 1.11% |
| 90 Days | -9.02% | 2.68% |
| 12 Months | -20.49% | 7.65% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PFIX | Weight in SUSB | Overlap | |
|---|---|---|---|---|---|
| ADP | A | 0.79% | 0.83% | 0.79% |
PFIX Overweight 106 Positions Relative to SUSB
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | C | 3.9% | |
| AVGO | B | 3.86% | |
| XOM | A | 3.19% | |
| JNJ | D | 2.83% | |
| PG | D | 2.82% | |
| CVX | B | 2.06% | |
| 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% | |
| MS | A | 0.81% | |
| UPS | D | 0.81% | |
| C | B | 0.77% | |
| MDLZ | D | 0.76% | |
| CVS | D | 0.76% | |
| MMC | D | 0.75% | |
| GILD | A | 0.66% | |
| SO | A | 0.55% | |
| GD | C | 0.46% | |
| USB | C | 0.45% | |
| HMC | D | 0.45% | |
| PSX | D | 0.45% | |
| STLA | F | 0.43% | |
| PNC | C | 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% | |
| OKE | A | 0.31% | |
| AEP | C | 0.31% | |
| PAYX | B | 0.3% | |
| BK | A | 0.29% | |
| JCI | C | 0.29% | |
| LHX | A | 0.29% | |
| CMI | A | 0.28% | |
| RSG | D | 0.28% | |
| GIS | C | 0.28% | |
| EXC | C | 0.27% | |
| KR | C | 0.26% | |
| E | C | 0.26% | |
| XEL | C | 0.25% | |
| PEG | A | 0.23% | |
| FANG | D | 0.23% | |
| HSY | D | 0.22% | |
| DFS | A | 0.22% | |
| ADM | F | 0.22% | |
| VICI | C | 0.22% | |
| BCS | B | 0.22% | |
| AVB | C | 0.19% | |
| EIX | C | 0.19% | |
| WEC | B | 0.18% | |
| TROW | D | 0.17% | |
| DTE | B | 0.17% | |
| STT | A | 0.16% | |
| FITB | C | 0.16% | |
| ES | D | 0.15% | |
| MTB | A | 0.15% | |
| PFG | A | 0.14% | |
| GPC | D | 0.14% | |
| DRI | C | 0.14% | |
| AEE | A | 0.14% | |
| ETR | A | 0.14% | |
| HBAN | B | 0.13% | |
| GRMN | D | 0.13% | |
| OMC | C | 0.13% | |
| HPE | B | 0.13% | |
| CMS | A | 0.12% | |
| RF | B | 0.12% | |
| SWKS | F | 0.12% | |
| SYF | A | 0.12% | |
| HST | D | 0.11% | |
| NTRS | B | 0.11% | |
| VTRS | D | 0.11% | |
| ATO | A | 0.11% | |
| CINF | A | 0.11% | |
| FNF | C | 0.1% | |
| SNA | C | 0.1% | |
| CCEP | C | 0.1% | |
| PKG | B | 0.1% | |
| BBY | C | 0.1% | |
| IP | C | 0.09% | |
| AMCR | C | 0.09% | |
| EG | A | 0.09% | |
| CAG | D | 0.09% | |
| NI | A | 0.08% | |
| LNT | B | 0.08% | |
| MOS | F | 0.07% | |
| EVRG | C | 0.07% | |
| CHRW | C | 0.06% | |
| CPB | D | 0.06% | |
| FRO | B | 0.02% |
PFIX: Top Represented Industries & Keywords
SUSB: Top Represented Industries & Keywords
Compare ETFs
