PINK vs. FDMO ETF Comparison

Comparison of Simplify Health Care ETF (PINK) to Fidelity Momentum Factor ETF (FDMO)
PINK

Simplify Health Care ETF

PINK Description

Simplify Exchange Traded Funds - Simplify Health Care ETF seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets (plus any borrowings for investment purposes) in securities of U.S. health care companies. The fund adviser defines health care companies as companies included in the Global Industry Classification Standard health care sector. The fund will typically invest in 50 – 100 health care companies. The adviser generally seeks investments in companies that are developing new and effective medicines, as well as companies whose business models reduce costs or improve quality in health care systems.

Grade (RS Rating)

Last Trade

$32.74

Average Daily Volume

117,201

Number of Holdings *

50

* may have additional holdings in another (foreign) market
FDMO

Fidelity Momentum Factor ETF

FDMO Description The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Momentum Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Momentum Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies that exhibit positive momentum signals.

Grade (RS Rating)

Last Trade

$64.57

Average Daily Volume

39,693

Number of Holdings *

123

* may have additional holdings in another (foreign) market
Performance
Period PINK FDMO
30 Days 0.83% 0.23%
60 Days 4.10% 1.97%
90 Days 7.69% 0.97%
12 Months 27.73% 34.27%
8 Overlapping Holdings
Symbol Grade Weight in PINK Weight in FDMO Overlap
BSX B 2.22% 0.99% 0.99%
ELV C 1.97% 0.95% 0.95%
ISRG C 4.83% 1.07% 1.07%
LLY C 6.49% 2.16% 2.16%
MRK D 4.11% 1.25% 1.25%
NTRA B 0.91% 0.86% 0.86%
REGN C 4.85% 0.95% 0.95%
THC B 0.5% 0.78% 0.5%
PINK Overweight 42 Positions Relative to FDMO
Symbol Grade Weight
SRPT F 10.52%
PCT C 5.78%
UNH C 5.5%
SNY C 4.96%
NVO D 3.7%
TMO C 3.57%
MMM B 3.14%
GILD B 3.1%
JNJ B 2.63%
NBIX F 2.28%
CI C 1.87%
HUM F 1.47%
FULC F 1.38%
RPRX C 1.12%
INSM D 1.06%
ITCI D 1.03%
TWST D 1.01%
IQV C 1.0%
RARE B 0.98%
AVTR B 0.96%
ASND C 0.84%
AKRO C 0.63%
ABT C 0.63%
EXAS C 0.57%
ARGX C 0.53%
AGL F 0.49%
SNDX F 0.41%
ESTA F 0.41%
HCA B 0.36%
LIVN D 0.3%
BMRN F 0.3%
VEEV C 0.26%
TECH C 0.26%
SYK C 0.25%
DHR B 0.24%
BIIB F 0.22%
HSIC C 0.18%
ZBH F 0.16%
VLTO C 0.03%
EMBC C 0.02%
BMY C 0.02%
MASI D 0.01%
PINK Underweight 115 Positions Relative to FDMO
Symbol Grade Weight
MSFT C -7.28%
NVDA D -6.83%
AMZN C -3.7%
GOOGL D -3.45%
AVGO C -2.7%
META A -2.43%
BRK.A C -1.99%
APP B -1.75%
JPM D -1.54%
CRWD F -1.44%
AMAT D -1.4%
ANET B -1.39%
ABBV C -1.35%
KLAC D -1.33%
V B -1.33%
APH D -1.32%
GDDY C -1.27%
DELL D -1.26%
MU F -1.22%
HD B -1.18%
XOM D -1.16%
COST C -1.04%
PG C -1.03%
AMGN B -1.01%
BAC D -0.93%
WMT B -0.93%
SMCI F -0.82%
NFLX B -0.82%
PGR A -0.8%
KO B -0.77%
WFC D -0.75%
GE B -0.75%
AXP B -0.73%
BKNG B -0.72%
TJX C -0.72%
UBER C -0.72%
GS D -0.71%
CAT C -0.7%
MCK F -0.69%
CB B -0.68%
RTX C -0.67%
PM C -0.62%
C D -0.61%
ETN C -0.61%
VZ B -0.6%
KKR B -0.6%
CMG C -0.6%
ALL A -0.56%
HLT B -0.56%
LIN B -0.56%
TT B -0.55%
TDG B -0.54%
T B -0.54%
CTAS C -0.53%
HIG A -0.52%
GD B -0.51%
WM D -0.51%
DECK C -0.5%
HOOD C -0.5%
NEE B -0.5%
VRT C -0.48%
WING B -0.48%
WSM C -0.47%
RSG D -0.46%
WAB A -0.45%
ANF D -0.45%
CVNA B -0.45%
JXN B -0.44%
TMUS C -0.44%
EME B -0.43%
LDOS C -0.43%
CSL C -0.41%
CL C -0.41%
FIX B -0.41%
COIN F -0.39%
OKE B -0.35%
WMB B -0.34%
AMT C -0.34%
SO B -0.34%
DUK C -0.33%
MPC D -0.32%
TRGP B -0.31%
SHW B -0.3%
PSX D -0.3%
CEG C -0.29%
EQIX B -0.29%
WELL B -0.29%
FRPT B -0.28%
SFM B -0.26%
PSA B -0.26%
CASY D -0.26%
AEP B -0.26%
ECL B -0.25%
FANG D -0.25%
SPG B -0.24%
FCX D -0.24%
PEG B -0.24%
VST C -0.23%
DLR B -0.23%
FTI D -0.21%
EXR B -0.21%
WFRD F -0.2%
IRM B -0.2%
AVB B -0.2%
NRG C -0.2%
ESS B -0.18%
IFF B -0.18%
PKG B -0.17%
MLM D -0.17%
ELF F -0.17%
LAMR A -0.16%
AVY D -0.16%
CRS B -0.14%
SLG B -0.14%
STLD D -0.14%
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