SURI vs. IYM ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to iShares U.S. Basic Materials ETF (IYM)
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
$22.78
Average Daily Volume
5,465
15
IYM
iShares U.S. Basic Materials ETF
IYM Description
The investment seeks to track the investment results of an index composed of U.S. equities in the basic materials 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. Basic Materials Index (the "underlying index"), which measures the performance of the basic materials sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$143.77
Average Daily Volume
12,808
35
Performance
| Period | SURI | IYM |
|---|---|---|
| 30 Days | -5.00% | -6.19% |
| 60 Days | -2.79% | -0.77% |
| 90 Days | -2.34% | 0.75% |
| 12 Months | 38.23% | 13.40% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SURI | Weight in IYM | Overlap |
|---|
SURI Underweight 35 Positions Relative to IYM
| Symbol | Grade | Weight | |
|---|---|---|---|
| LIN | D | -21.46% | |
| APD | A | -8.43% | |
| FCX | F | -7.45% | |
| ECL | D | -7.43% | |
| FAST | B | -4.33% | |
| NUE | D | -3.6% | |
| NEM | D | -3.53% | |
| STLD | B | -3.39% | |
| IP | A | -3.26% | |
| RS | B | -2.93% | |
| IFF | D | -2.7% | |
| LYB | F | -2.68% | |
| CF | A | -2.59% | |
| AVY | D | -2.54% | |
| ALB | B | -1.98% | |
| EMN | D | -1.95% | |
| AA | A | -1.71% | |
| RGLD | C | -1.52% | |
| RBC | A | -1.47% | |
| MOS | D | -1.39% | |
| X | C | -1.34% | |
| CE | F | -1.33% | |
| FMC | D | -1.14% | |
| ESI | B | -1.05% | |
| CLF | F | -0.91% | |
| HXL | F | -0.81% | |
| OLN | F | -0.81% | |
| TKR | F | -0.8% | |
| WLK | F | -0.7% | |
| ASH | F | -0.65% | |
| NEU | D | -0.61% | |
| HUN | F | -0.52% | |
| SMG | C | -0.52% | |
| CC | D | -0.48% | |
| MP | C | -0.4% |
SURI: Top Represented Industries & Keywords
IYM: Top Represented Industries & Keywords
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