PINK vs. MEDI ETF Comparison

Comparison of Simplify Health Care ETF (PINK) to Harbor Health Care ETF (MEDI)
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

$31.51

Average Daily Volume

116,645

Number of Holdings *

48

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

Harbor Health Care ETF

MEDI Description Harbor Health Care ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Westfield Capital Management Company, L.P. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across health care sectors. It invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor Health Care ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$26.48

Average Daily Volume

1,284

Number of Holdings *

30

* may have additional holdings in another (foreign) market
Performance
Period PINK MEDI
30 Days -3.60% -1.41%
60 Days -3.83% -4.04%
90 Days -4.56% -3.66%
12 Months 26.19% 17.53%
7 Overlapping Holdings
Symbol Grade Weight in PINK Weight in MEDI Overlap
ARGX B 0.61% 1.8% 0.61%
BSX C 0.04% 1.26% 0.04%
ITCI C 1.12% 1.5% 1.12%
LLY F 6.8% 7.0% 6.8%
MASI A 0.01% 3.94% 0.01%
UNH B 4.93% 5.26% 4.93%
VRTX D 4.43% 1.68% 1.68%
PINK Overweight 41 Positions Relative to MEDI
Symbol Grade Weight
PCT C 9.9%
JNJ D 6.63%
ISRG C 5.03%
SNY F 4.63%
RMD C 4.27%
CI D 3.86%
SRPT F 3.78%
GILD B 3.67%
REGN F 3.44%
TNDM F 3.43%
TMO F 3.23%
EW C 3.1%
MYGN F 2.54%
MMM D 2.17%
CHWY C 2.12%
ADMA B 2.07%
TFX F 1.68%
RVTY D 1.24%
RPRX D 1.09%
EXAS F 0.87%
IQV F 0.85%
AKRO C 0.73%
ABT B 0.69%
FULC D 0.48%
ESTA D 0.4%
SNDX F 0.34%
LIVN F 0.32%
CVS D 0.28%
SYK C 0.28%
BMRN F 0.24%
TECH C 0.24%
DHR D 0.22%
HSIC B 0.18%
BIIB F 0.18%
AGL F 0.18%
ZBH C 0.16%
VLTO C 0.03%
INSM C 0.02%
BMY B 0.02%
EMBC C 0.01%
MRK F 0.0%
PINK Underweight 23 Positions Relative to MEDI
Symbol Grade Weight
ASND D -17.29%
LEGN F -7.86%
PCVX D -5.66%
PFE D -4.33%
LNTH D -4.32%
OPCH F -3.56%
DXCM C -3.47%
ABBV D -3.3%
NVO F -3.26%
PODD B -2.9%
BCYC F -2.31%
HAE B -2.14%
ICLR F -1.91%
GKOS B -1.79%
GEHC F -1.54%
ILMN C -1.23%
BIO D -1.2%
IRTC C -0.97%
OSCR F -0.8%
CYTK F -0.74%
ETNB C -0.67%
MRUS F -0.62%
PRCT B -0.61%
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