SURI vs. FFTY ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to Innovator IBD 50 Fund ETF (FFTY)
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
$23.51
Average Daily Volume
3,448
9
FFTY
Innovator IBD 50 Fund ETF
FFTY Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in companies included in the IBD® 50 Index. It is actively managed. Under normal circumstances, the fund will invest in a portfolio of U.S.-listed, exchange-traded equities. FFTY picks 50 leading growth companies that trade on US exchanges, potentially including ADRs. After screening out securities with extreme recent price movements, the universe is ranked by a composite of 11 different fundamental and technical metrics. The top 50 stocks are weighted in tiers, with more weight given to higher-ranking companies. Components of the index are reviewed on a weekly basis. Based on market-wide technical signals, FFTY may substitute half of its equity portfolio with Treasury bills. The index will remain half equity, half T-bills until a reversal signal occurs. Its worth noting that the funds high-turnover strategy could lead to poor tracking and/or taxable capital gains payouts.Grade (RS Rating)
Last Trade
$26.52
Average Daily Volume
127,180
50
Performance
| Period | SURI | FFTY |
|---|---|---|
| 30 Days | -0.72% | 2.12% |
| 60 Days | 2.96% | 7.94% |
| 90 Days | 12.07% | -5.25% |
| 12 Months | 38.58% | 20.01% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SURI | Weight in FFTY | Overlap |
|---|
SURI Underweight 50 Positions Relative to FFTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| ARM | C | -3.85% | |
| CAMT | F | -3.71% | |
| NVDA | C | -3.7% | |
| MMYT | D | -3.63% | |
| ANET | B | -3.54% | |
| CLS | C | -3.49% | |
| NSSC | F | -3.46% | |
| CRWD | D | -3.46% | |
| TMDX | D | -3.43% | |
| HIMS | C | -3.37% | |
| RCL | C | -3.09% | |
| ALNY | B | -3.05% | |
| GOOGL | C | -3.02% | |
| BWIN | C | -3.0% | |
| NFLX | C | -2.99% | |
| ELF | F | -2.99% | |
| NVO | F | -2.91% | |
| STEP | A | -2.87% | |
| WING | B | -2.78% | |
| CMRE | C | -2.71% | |
| TGTX | C | -2.15% | |
| PLTR | C | -2.09% | |
| PSTG | F | -2.07% | |
| VITL | C | -2.06% | |
| HUT | D | -2.02% | |
| MNDY | C | -1.98% | |
| FN | C | -1.96% | |
| NTRA | B | -1.95% | |
| BROS | D | -1.95% | |
| FRPT | C | -1.93% | |
| MIRM | D | -1.07% | |
| TWST | D | -1.05% | |
| UTHR | B | -1.01% | |
| APPF | C | -0.99% | |
| KKR | C | -0.98% | |
| IBKR | A | -0.97% | |
| AX | D | -0.97% | |
| SRPT | F | -0.96% | |
| TOST | B | -0.95% | |
| NOW | C | -0.93% | |
| ONTO | C | -0.52% | |
| AVGO | C | -0.52% | |
| C | B | -0.51% | |
| HEI | C | -0.5% | |
| CTAS | C | -0.5% | |
| AXP | A | -0.5% | |
| SNPS | F | -0.49% | |
| RYAN | A | -0.49% | |
| KSPI | F | -0.49% | |
| ASND | C | -0.49% |
SURI: Top Represented Industries & Keywords
FFTY: Top Represented Industries & Keywords
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