SURI vs. PCGG ETF Comparison

Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to Polen Capital Global Growth ETF (PCGG)
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

$23.37

Average Daily Volume

3,307

Number of Holdings *

9

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

Polen Capital Global Growth ETF

PCGG Description The fund is a non-diversified, actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing in a focused portfolio of approximately 25 to 40 common stocks of large capitalization companies that are located anywhere in the world, including companies in both developed and emerging markets, and, in the opinion of the sub-advisor to the fund, have a sustainable competitive advantage. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$11.44

Average Daily Volume

47,004

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period SURI PCGG
30 Days -1.31% -0.09%
60 Days 2.35% 5.34%
90 Days 11.41% 2.33%
12 Months 40.09% 23.14%
0 Overlapping Holdings
Symbol Grade Weight in SURI Weight in PCGG Overlap
Compare ETFs