SURI vs. FCUS ETF Comparison

Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to Pinnacle Focused Opportunities ETF (FCUS)
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

$23.37

Average Daily Volume

3,307

Number of Holdings *

9

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

Pinnacle Focused Opportunities ETF

FCUS Description The investment seeks long term capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective primarily by investing in a focused portfolio of U.S. equity securities. The fund's manager manages its portfolio based on its proprietary model. The fund’s portfolio excludes certain equity securities, such as limited partnerships, closed-end investment companies, and warrants. It is non-diversified.

Grade (RS Rating)

Last Trade

$29.22

Average Daily Volume

3,467

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period SURI FCUS
30 Days -1.31% 1.58%
60 Days 2.35% 15.07%
90 Days 11.41% 4.55%
12 Months 40.09% 41.05%
0 Overlapping Holdings
Symbol Grade Weight in SURI Weight in FCUS Overlap
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