SURI vs. HAPS ETF Comparison

Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to Harbor Corporate Culture Small Cap ETF (HAPS)
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

$26.44

Average Daily Volume

5,013

Number of Holdings *

14

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

Harbor Corporate Culture Small Cap ETF

HAPS Description The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 200 small cap U.S. companies identified by Irrational Capital LLC those it believes to possess strong corporate culture based on its proprietary scoring methodology.

Grade (RS Rating)

Last Trade

$31.65

Average Daily Volume

138

Number of Holdings *

179

* may have additional holdings in another (foreign) market
Performance
Period SURI HAPS
30 Days 13.51% 9.41%
60 Days 19.76% 14.63%
90 Days 17.46% 16.48%
12 Months 63.59% 32.22%
2 Overlapping Holdings
Symbol Grade Weight in SURI Weight in HAPS Overlap
KURA F 1.12% 0.62% 0.62%
KYMR B 1.03% 1.42% 1.03%
SURI Overweight 12 Positions Relative to HAPS
Symbol Grade Weight
APLT B 17.11%
PAGP C 16.82%
PHAT B 6.74%
AKRO B 4.68%
RNA B 4.1%
MDGL B 3.53%
TSAT D 3.44%
ARDX D 3.39%
SNDX C 1.1%
ACHV C 0.74%
ATHA F 0.48%
VRCA F 0.21%
SURI Underweight 177 Positions Relative to HAPS
Symbol Grade Weight
AWI A -2.19%
CBT A -2.1%
PECO B -2.07%
MOG.A B -1.83%
ACLX A -1.8%
RYTM B -1.73%
EAT B -1.69%
APLE B -1.68%
PTCT B -1.64%
AVT B -1.63%
NUVL D -1.47%
LOPE A -1.39%
KBH D -1.37%
AGIO A -1.36%
HRI B -1.36%
NSA D -1.35%
HLNE B -1.33%
TEX C -1.29%
TNL A -1.25%
GVA B -1.24%
OGS C -1.23%
REZI B -1.19%
SGRY D -1.18%
KOS F -1.12%
SR D -1.1%
TPG B -1.09%
RDN D -1.08%
PIPR B -1.07%
LBRT F -1.05%
MC B -1.05%
YETI D -1.02%
POWL B -1.0%
IVT A -0.97%
NSP F -0.95%
CPA C -0.92%
NTLA F -0.91%
PSMT C -0.8%
CAKE B -0.8%
ALTR C -0.78%
LAUR A -0.77%
AIN D -0.76%
WD B -0.76%
TRIP D -0.75%
SXT B -0.74%
BHF B -0.72%
FHB B -0.71%
UPWK B -0.7%
HURN B -0.7%
BROS B -0.67%
STEP B -0.66%
ACIW A -0.65%
GSAT C -0.64%
JBGS D -0.64%
CCS F -0.63%
DK F -0.63%
BOX B -0.62%
AUR C -0.62%
PI C -0.62%
TARS B -0.61%
AMN F -0.6%
WAFD C -0.59%
COLL F -0.58%
TROX F -0.57%
APPF D -0.57%
IRWD D -0.56%
LGIH D -0.56%
BFH B -0.55%
ZETA A -0.54%
MD B -0.54%
CMPR F -0.53%
WK C -0.52%
ALGT C -0.5%
BANR B -0.5%
FRME B -0.5%
TOWN C -0.47%
FORM F -0.46%
AESI D -0.46%
BKE B -0.46%
TRMK B -0.45%
PLMR C -0.45%
FROG C -0.45%
NNI B -0.44%
EFSC B -0.44%
TDC F -0.44%
CRAI B -0.43%
ALRM C -0.42%
WSBC B -0.41%
FLYW C -0.41%
IDT B -0.4%
SONO C -0.4%
PRVA B -0.4%
CASH B -0.4%
WGO C -0.39%
UPST B -0.39%
PRGS A -0.38%
SCSC C -0.38%
SCS C -0.37%
KFRC D -0.36%
CSTL B -0.36%
MCY B -0.36%
RPD C -0.35%
LOB C -0.34%
CENTA D -0.34%
VBTX B -0.33%
DOLE B -0.33%
VERX B -0.32%
HTH C -0.32%
UAA B -0.31%
VIAV B -0.3%
EXPI C -0.3%
OPEN F -0.3%
CALX F -0.3%
ENV C -0.29%
RYI C -0.29%
OXM F -0.28%
PAR A -0.27%
EXTR B -0.26%
USNA C -0.26%
KOP D -0.26%
SPTN F -0.26%
DOCN D -0.25%
BRZE D -0.25%
VERV D -0.25%
CGEM F -0.25%
OCFC B -0.24%
RGNX D -0.24%
BZH C -0.24%
CARG B -0.23%
SPT D -0.22%
INTA A -0.21%
INFN C -0.21%
OBK B -0.21%
PSCF B -0.2%
SAGE F -0.2%
CSGS B -0.19%
ARLO C -0.18%
FWRG C -0.18%
FC F -0.17%
VSAT F -0.17%
ALKT C -0.17%
SDGR D -0.17%
LMB B -0.16%
ASAN C -0.16%
AMCX F -0.15%
CARS D -0.15%
BY B -0.15%
CERT F -0.15%
PRA B -0.15%
ATEN B -0.14%
MBIN F -0.14%
COUR F -0.14%
AGS A -0.14%
UDMY C -0.13%
GDYN B -0.12%
YEXT B -0.12%
NABL F -0.11%
RGP F -0.1%
CHGG F -0.1%
SAVE D -0.1%
HVT F -0.1%
HSTM A -0.1%
MITK C -0.09%
BASE C -0.09%
ZIP C -0.09%
ALTG C -0.09%
IRBT F -0.09%
ENFN B -0.08%
BIGC D -0.07%
HCAT C -0.07%
NEWT B -0.07%
EB D -0.06%
GPRO D -0.05%
SEMR C -0.04%
RMAX B -0.04%
DOMO C -0.04%
VRA D -0.03%
HMST F -0.03%
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