PSP vs. SURI ETF Comparison
Comparison of PowerShares Listed Private Equity (PSP) to Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI)
PSP
PowerShares Listed Private Equity
PSP Description
The PowerShares Global Listed Private Equity Portfolio (Fund) is based on the Red Rocks Global Listed Private Equity Index (Index). The Fund will normally invest at least 90% of its total assets in securities, which may include American depository receipts and global depository receipts, that comprise the Index. The Index includes securities, ADRs and GDRs of 40 to 75 private equity companies, including business development companies (BDCs), master limited partnerships (MLPs) and other vehicles whose principal business is to invest in, lend capital to or provide services to privately held companies (collectively, listed private equity companies). The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$66.84
Average Daily Volume
13,082
26
SURI
Simplify Exchange Traded Funds Simplify Propel Opportunities ETF
SURI Description
The fund is an actively managed exchange-traded fund. The Sub-Adviser concentrates the fund's investments (i.e., invests more than 25% of its net assets) in the securities of issuers in the biotechnology, pharmaceuticals, healthcare technology, and life science tools and services industries. The Sub-Adviser employs an actively managed opportunistic multi-asset strategy that focuses on common stock, preferred stock, convertible bonds, structured notes, corporate notes and bonds, and ETFs that primarily invest in the preceding security types. The fund is non-diversified.Grade (RS Rating)
Last Trade
$24.24
Average Daily Volume
4,889
14
Performance
| Period | PSP | SURI |
|---|---|---|
| 30 Days | -0.67% | 3.70% |
| 60 Days | 3.03% | 2.35% |
| 90 Days | 10.22% | 6.14% |
| 12 Months | 44.55% | 49.44% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PSP | Weight in SURI | Overlap |
|---|
PSP Overweight 26 Positions Relative to SURI
| Symbol | Grade | Weight | |
|---|---|---|---|
| TPG | B | 6.17% | |
| BX | B | 5.4% | |
| KKR | B | 5.38% | |
| CG | B | 4.64% | |
| OWL | B | 4.0% | |
| ARCC | B | 3.15% | |
| HLNE | A | 2.8% | |
| STEP | B | 2.44% | |
| GHC | A | 1.21% | |
| IAC | F | 1.18% | |
| BBUC | B | 1.08% | |
| FSK | B | 0.95% | |
| GBDC | C | 0.73% | |
| BXSL | B | 0.73% | |
| CODI | D | 0.7% | |
| PX | B | 0.51% | |
| MAIN | B | 0.49% | |
| HTGC | C | 0.49% | |
| CNNE | B | 0.46% | |
| CSWC | D | 0.24% | |
| TSLX | D | 0.23% | |
| SLRC | B | 0.23% | |
| BCSF | A | 0.23% | |
| BBDC | D | 0.23% | |
| NMFC | F | 0.22% | |
| GSBD | F | 0.22% |
PSP: Top Represented Industries & Keywords
SURI: Top Represented Industries & Keywords
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