SURI vs. MDST ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to Westwood Salient Enhanced Midstream Income ETF (MDST)
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
MDST
Westwood Salient Enhanced Midstream Income ETF
MDST Description
MDST invests North American midstream investments while employing a covered call strategy. The actively managed fund targets investment grade, midstream securities from the US and Canada that include companies engaged in the energy infrastructure industry and ancillary businesses. The fund may directly invest up to 25% in US MLPs that are publicly traded and treated as partnerships for federal income tax purposes. The fund employs a bottom-up, research-driven selection process with emphasis on opportunities and growth prospects. In addition, the advisor maintains proprietary business valuation models and analyzes various fundamental and technical factors. To enhance income, the fund writes call options on securities held within the portfolio. It may also use standardized exchange-traded and FLEX options. The fund expects returns from the distribution yield, covered call premiums, cash distribution growth, and potential price appreciation. Single securities are capped at 15%.Grade (RS Rating)
Last Trade
$27.58
Average Daily Volume
16,088
18
Performance
| Period | SURI | MDST |
|---|---|---|
| 30 Days | -5.00% | 5.65% |
| 60 Days | -2.79% | 7.81% |
| 90 Days | -2.34% | 9.72% |
| 12 Months | 38.23% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SURI | Weight in MDST | Overlap | |
|---|---|---|---|---|---|
| PAGP | A | 21.27% | 5.98% | 5.98% |
SURI: Top Represented Industries & Keywords
MDST: Top Represented Industries & Keywords
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