SURE vs. PFIX ETF Comparison
Comparison of AdvisorShares Insider Advantage ETF (SURE) to Simplify Interest Rate Hedge ETF (PFIX)
SURE
AdvisorShares Insider Advantage ETF
SURE Description
Sonora Resources Corp., a mining exploration company, engage in the acquisition, exploration, and development of gold and silver mineral resources in Mexico. It has interests in the Los Amoles property covering 2,166 hectares located in the State of Sonora. The company was formerly known as Nature's Call Brands Inc. and changed its name to Sonora Resources Corp. in May 2011. Sonora Resources Corp. was founded in 2007 and is based in Guadalupe, Mexico.
Grade (RS Rating)
Last Trade
$122.79
Average Daily Volume
543
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
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
$49.90
Average Daily Volume
78,645
Number of Holdings
*
108
* may have additional holdings in another (foreign) market
Performance
| Period | SURE | PFIX |
|---|---|---|
| 30 Days | 1.92% | 12.81% |
| 60 Days | 6.93% | 31.25% |
| 90 Days | 7.94% | 19.37% |
| 12 Months | 26.99% | 0.21% |
10 Overlapping Holdings
SURE Overweight 88 Positions Relative to PFIX
| Symbol | Grade | Weight | |
|---|---|---|---|
| TRGP | B | 1.27% | |
| ALSN | B | 1.22% | |
| PJT | B | 1.2% | |
| UNM | A | 1.18% | |
| BKNG | A | 1.18% | |
| GWW | B | 1.15% | |
| CRM | B | 1.13% | |
| NVDA | A | 1.13% | |
| HLNE | B | 1.11% | |
| SEIC | A | 1.11% | |
| CTS | C | 1.11% | |
| JEF | B | 1.11% | |
| BYD | A | 1.1% | |
| PRDO | B | 1.1% | |
| MAR | A | 1.09% | |
| ODFL | B | 1.09% | |
| EXP | B | 1.08% | |
| ATKR | C | 1.08% | |
| CHH | B | 1.07% | |
| MDU | D | 1.06% | |
| HLT | A | 1.06% | |
| EA | A | 1.06% | |
| LNG | B | 1.05% | |
| URI | B | 1.05% | |
| CTAS | B | 1.05% | |
| OVV | C | 1.05% | |
| GEN | B | 1.04% | |
| MKTX | C | 1.04% | |
| MA | B | 1.02% | |
| HPQ | B | 1.02% | |
| FOXA | A | 1.02% | |
| MO | A | 1.02% | |
| BR | A | 1.01% | |
| HIG | C | 1.01% | |
| TT | B | 1.01% | |
| PTEN | C | 1.01% | |
| BDC | C | 1.01% | |
| GOOGL | C | 1.01% | |
| CSL | B | 1.01% | |
| WH | A | 1.01% | |
| VNT | C | 1.01% | |
| NRG | C | 1.0% | |
| LPX | A | 1.0% | |
| MLM | B | 1.0% | |
| ACN | B | 0.99% | |
| CDW | F | 0.99% | |
| META | B | 0.99% | |
| WAB | B | 0.99% | |
| AMG | B | 0.99% | |
| GNTX | C | 0.98% | |
| GL | B | 0.98% | |
| HES | B | 0.98% | |
| CAT | B | 0.97% | |
| REG | A | 0.97% | |
| SHW | A | 0.97% | |
| RNR | D | 0.97% | |
| AVT | C | 0.96% | |
| EOG | A | 0.96% | |
| CF | B | 0.95% | |
| OLN | F | 0.95% | |
| MMM | C | 0.95% | |
| NTAP | D | 0.95% | |
| SYY | D | 0.95% | |
| DVN | F | 0.94% | |
| LVS | C | 0.94% | |
| CB | C | 0.93% | |
| MDT | D | 0.93% | |
| ROST | D | 0.93% | |
| AFL | C | 0.93% | |
| MCO | C | 0.93% | |
| MTG | C | 0.91% | |
| EBAY | C | 0.91% | |
| AMAT | F | 0.91% | |
| IRDM | B | 0.91% | |
| PHM | D | 0.9% | |
| HRB | D | 0.9% | |
| LRCX | F | 0.89% | |
| CBOE | D | 0.89% | |
| DHR | F | 0.86% | |
| MRK | F | 0.86% | |
| COKE | C | 0.86% | |
| MPC | D | 0.85% | |
| HCA | D | 0.85% | |
| KO | F | 0.85% | |
| CI | D | 0.84% | |
| WSM | F | 0.83% | |
| CL | F | 0.82% | |
| KLAC | F | 0.79% |
SURE Underweight 98 Positions Relative to PFIX
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -3.9% | |
| AVGO | C | -3.86% | |
| XOM | B | -3.19% | |
| JNJ | D | -2.83% | |
| PG | C | -2.82% | |
| CVX | A | -2.06% | |
| TM | F | -1.97% | |
| BAC | A | -1.73% | |
| NVS | F | -1.56% | |
| CMCSA | B | -1.29% | |
| VZ | D | -1.26% | |
| HSBH | A | -1.23% | |
| TXN | B | -1.13% | |
| PLD | D | -0.91% | |
| BLK | A | -0.87% | |
| TD | D | -0.83% | |
| MS | A | -0.81% | |
| UPS | C | -0.81% | |
| C | B | -0.77% | |
| MDLZ | F | -0.76% | |
| CVS | F | -0.76% | |
| MMC | D | -0.75% | |
| GILD | B | -0.66% | |
| SO | D | -0.55% | |
| GD | C | -0.46% | |
| USB | B | -0.45% | |
| HMC | F | -0.45% | |
| PSX | C | -0.45% | |
| STLA | F | -0.43% | |
| PNC | B | -0.43% | |
| NSC | B | -0.42% | |
| PCAR | B | -0.42% | |
| TRV | B | -0.38% | |
| APD | B | -0.37% | |
| SRE | B | -0.33% | |
| NUE | D | -0.32% | |
| MET | C | -0.32% | |
| OKE | A | -0.31% | |
| AEP | D | -0.31% | |
| PAYX | B | -0.3% | |
| BK | B | -0.29% | |
| JCI | A | -0.29% | |
| LHX | B | -0.29% | |
| CMI | A | -0.28% | |
| RSG | B | -0.28% | |
| GIS | F | -0.28% | |
| EXC | C | -0.27% | |
| KR | A | -0.26% | |
| E | F | -0.26% | |
| XEL | A | -0.25% | |
| PEG | C | -0.23% | |
| FANG | C | -0.23% | |
| HSY | F | -0.22% | |
| DFS | B | -0.22% | |
| VICI | D | -0.22% | |
| BCS | B | -0.22% | |
| AVB | B | -0.19% | |
| EIX | C | -0.19% | |
| WEC | B | -0.18% | |
| TROW | A | -0.17% | |
| DTE | D | -0.17% | |
| STT | B | -0.16% | |
| FITB | A | -0.16% | |
| ES | D | -0.15% | |
| MTB | A | -0.15% | |
| PFG | C | -0.14% | |
| GPC | D | -0.14% | |
| AEE | B | -0.14% | |
| ETR | B | -0.14% | |
| HBAN | A | -0.13% | |
| GRMN | A | -0.13% | |
| OMC | A | -0.13% | |
| HPE | B | -0.13% | |
| CMS | D | -0.12% | |
| RF | A | -0.12% | |
| SWKS | F | -0.12% | |
| SYF | B | -0.12% | |
| HST | D | -0.11% | |
| NTRS | A | -0.11% | |
| VTRS | B | -0.11% | |
| ATO | B | -0.11% | |
| CINF | A | -0.11% | |
| FNF | C | -0.1% | |
| SNA | A | -0.1% | |
| CCEP | C | -0.1% | |
| PKG | B | -0.1% | |
| BBY | C | -0.1% | |
| IP | B | -0.09% | |
| AMCR | D | -0.09% | |
| EG | D | -0.09% | |
| CAG | F | -0.09% | |
| NI | A | -0.08% | |
| LNT | C | -0.08% | |
| MOS | D | -0.07% | |
| EVRG | A | -0.07% | |
| CHRW | A | -0.06% | |
| CPB | F | -0.06% | |
| FRO | D | -0.02% |
SURE: Top Represented Industries & Keywords
Industries:
Oil & Gas E&P
Asset Management
Building Materials
Lodging
Business Services
Capital Markets
Insurance - Life
Semiconductor Equipment & Materials
Auto Parts
Beverages - Soft Drinks
Diversified Industrials
Electronic Components
Information Technology Services
Insurance - Diversified
Internet Content & Information
Oil & Gas Midstream
Oil & Gas Refining & Marketing
Resorts & Casinos
Semiconductors
Software - Application
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
Compare ETFs
