SURI vs. PBE ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to PowerShares Dynamic Biotech & Genome (PBE)
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
PBE
PowerShares Dynamic Biotech & Genome
PBE Description
The PowerShares Dynamic Biotechnology & Genome Portfolio (Fund) is based on the Dynamic Biotech & Genome IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 30 US biotechnology and genome companies. These are companies that are principally engaged in the research, development, manufacture and marketing and distribution of various biotechnological products, services and processes and companies that benefit significantly from scientific and technological advances biotechnology and genetic engineering and reseach. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$66.59
Average Daily Volume
5,664
30
Performance
| Period | SURI | PBE |
|---|---|---|
| 30 Days | -5.00% | -3.87% |
| 60 Days | -2.79% | -6.68% |
| 90 Days | -2.34% | -7.02% |
| 12 Months | 38.23% | 17.18% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SURI | Weight in PBE | Overlap |
|---|
SURI Underweight 30 Positions Relative to PBE
| Symbol | Grade | Weight | |
|---|---|---|---|
| UTHR | C | -5.74% | |
| ILMN | C | -5.64% | |
| ALNY | D | -4.78% | |
| AMGN | D | -4.7% | |
| BIIB | F | -4.21% | |
| NBIX | C | -4.18% | |
| XNCR | B | -3.88% | |
| EXEL | B | -3.86% | |
| TGTX | B | -3.78% | |
| BMRN | F | -3.76% | |
| MNKD | B | -3.7% | |
| NTRA | A | -3.56% | |
| REGN | F | -3.38% | |
| INCY | C | -3.35% | |
| VCYT | B | -3.28% | |
| ACAD | C | -3.06% | |
| CPRX | C | -3.0% | |
| BPMC | C | -2.91% | |
| TECH | F | -2.89% | |
| VCEL | A | -2.79% | |
| OPK | B | -2.78% | |
| RGEN | F | -2.76% | |
| PTGX | D | -2.75% | |
| QGEN | F | -2.59% | |
| BCRX | D | -2.56% | |
| HALO | F | -2.42% | |
| COLL | F | -2.27% | |
| CDNA | D | -1.92% | |
| NVAX | F | -1.83% | |
| MYGN | F | -1.61% |
SURI: Top Represented Industries & Keywords
PBE: Top Represented Industries & Keywords
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