SURI vs. IHE ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to iShares U.S. Pharmaceutical ETF (IHE)
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
IHE
iShares U.S. Pharmaceutical ETF
IHE Description
The investment seeks to track the investment results of an index composed of U.S. equities in the pharmaceuticals sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Pharmaceuticals Index (the "underlying index"), which measures the performance of the pharmaceuticals sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$70.45
Average Daily Volume
33,565
38
Performance
| Period | SURI | IHE |
|---|---|---|
| 30 Days | -0.72% | -2.82% |
| 60 Days | 2.96% | 3.16% |
| 90 Days | 12.07% | 7.92% |
| 12 Months | 38.58% | 22.01% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SURI | Weight in IHE | Overlap | |
|---|---|---|---|---|---|
| PHAT | C | 8.02% | 0.25% | 0.25% |
SURI Underweight 37 Positions Relative to IHE
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | D | -22.22% | |
| JNJ | C | -22.12% | |
| MRK | F | -4.54% | |
| BMY | B | -4.52% | |
| ZTS | B | -4.5% | |
| VTRS | D | -4.46% | |
| PFE | D | -4.41% | |
| CTLT | B | -4.2% | |
| RPRX | B | -4.13% | |
| ITCI | D | -2.95% | |
| ELAN | D | -2.69% | |
| JAZZ | F | -2.64% | |
| OGN | D | -1.94% | |
| CORT | B | -1.52% | |
| AXSM | C | -1.49% | |
| PRGO | F | -1.43% | |
| PBH | D | -1.4% | |
| LGND | D | -0.73% | |
| AMPH | C | -0.72% | |
| SUPN | D | -0.68% | |
| EWTX | B | -0.64% | |
| ARVN | F | -0.63% | |
| SAVA | D | -0.52% | |
| AMRX | A | -0.5% | |
| COLL | B | -0.49% | |
| HRMY | B | -0.46% | |
| TARS | C | -0.46% | |
| NMRA | C | -0.42% | |
| INVA | B | -0.41% | |
| ANIP | D | -0.38% | |
| PCRX | F | -0.26% | |
| PLRX | F | -0.25% | |
| ELVN | B | -0.25% | |
| RVNC | D | -0.2% | |
| NUVB | F | -0.18% | |
| MNMD | F | -0.17% | |
| TBPH | F | -0.11% |
SURI: Top Represented Industries & Keywords
IHE: Top Represented Industries & Keywords
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