SURI vs. FXH ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to First Trust Health Care AlphaDEX (FXH)
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
$23.69
Average Daily Volume
5,487
15
FXH
First Trust Health Care AlphaDEX
FXH Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant(R) Health Care Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the health care sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.Grade (RS Rating)
Last Trade
$109.44
Average Daily Volume
32,011
77
Performance
| Period | SURI | FXH |
|---|---|---|
| 30 Days | 1.36% | 1.11% |
| 60 Days | 2.75% | -2.43% |
| 90 Days | 2.33% | -3.23% |
| 12 Months | 44.62% | 13.91% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SURI | Weight in FXH | Overlap |
|---|
SURI Underweight 77 Positions Relative to FXH
| Symbol | Grade | Weight | |
|---|---|---|---|
| DOCS | C | -2.73% | |
| NTRA | B | -2.72% | |
| PINC | B | -2.6% | |
| PODD | C | -2.56% | |
| JAZZ | B | -2.55% | |
| UTHR | C | -2.46% | |
| EXEL | B | -2.31% | |
| ROIV | C | -2.3% | |
| THC | D | -2.23% | |
| RMD | C | -2.16% | |
| DVA | B | -2.15% | |
| ALNY | D | -2.14% | |
| UHS | D | -2.0% | |
| RARE | D | -1.96% | |
| HCA | F | -1.94% | |
| CAH | B | -1.88% | |
| ISRG | A | -1.87% | |
| VTRS | A | -1.86% | |
| CNC | D | -1.78% | |
| UNH | C | -1.74% | |
| ZBH | C | -1.73% | |
| DGX | A | -1.73% | |
| CRL | C | -1.71% | |
| ITCI | C | -1.64% | |
| INCY | C | -1.61% | |
| CI | F | -1.6% | |
| RPRX | D | -1.55% | |
| HUM | C | -1.53% | |
| MOH | F | -1.52% | |
| GEHC | F | -1.51% | |
| BIIB | F | -1.46% | |
| ENOV | C | -1.45% | |
| EHC | B | -1.43% | |
| PRGO | B | -1.41% | |
| OGN | D | -1.37% | |
| EW | C | -1.37% | |
| ELV | F | -1.34% | |
| MDT | D | -1.31% | |
| HOLX | D | -1.3% | |
| CHE | D | -1.28% | |
| JNJ | D | -1.28% | |
| HSIC | B | -1.25% | |
| LLY | F | -1.22% | |
| INSP | D | -1.12% | |
| REGN | F | -1.02% | |
| EXAS | D | -1.02% | |
| WST | C | -0.96% | |
| SYK | C | -0.91% | |
| LH | C | -0.91% | |
| WAT | B | -0.9% | |
| VRTX | F | -0.89% | |
| ABT | B | -0.86% | |
| BDX | F | -0.81% | |
| AMED | F | -0.8% | |
| AMGN | D | -0.79% | |
| ZTS | D | -0.77% | |
| A | D | -0.75% | |
| ABBV | D | -0.74% | |
| TMO | F | -0.74% | |
| IQV | D | -0.73% | |
| BRKR | D | -0.68% | |
| TFX | F | -0.66% | |
| MASI | A | -0.51% | |
| PEN | B | -0.51% | |
| VEEV | C | -0.47% | |
| MEDP | D | -0.43% | |
| RCM | F | -0.43% | |
| BMRN | D | -0.4% | |
| TECH | D | -0.39% | |
| RVTY | F | -0.39% | |
| STE | F | -0.39% | |
| DHR | F | -0.37% | |
| ALGN | D | -0.37% | |
| BAX | D | -0.36% | |
| AVTR | F | -0.35% | |
| XRAY | F | -0.28% | |
| TXG | F | -0.27% |
SURI: Top Represented Industries & Keywords
FXH: Top Represented Industries & Keywords
Compare ETFs
