SURI vs. PJP ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to PowerShares Dynamic Pharmaceuticals (PJP)
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
$23.04
Average Daily Volume
5,481
15
PJP
PowerShares Dynamic Pharmaceuticals
PJP Description
The PowerShares Dynamic Pharmaceuticals Portfolio (Fund) is based on the Dynamic Pharmaceutical 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 pharmaceuticals companies. These are companies that are principally engaged in the research, development, manufacture, sale or distribution of pharmaceuticals and drugs of all types. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$85.66
Average Daily Volume
8,288
25
Performance
Period | SURI | PJP |
---|---|---|
30 Days | -2.76% | -3.03% |
60 Days | -1.68% | -3.63% |
90 Days | 2.36% | -2.47% |
12 Months | 42.14% | 22.14% |
0 Overlapping Holdings
Symbol | Grade | Weight in SURI | Weight in PJP | Overlap |
---|
SURI Underweight 25 Positions Relative to PJP
Symbol | Grade | Weight | |
---|---|---|---|
ABT | B | -5.77% | |
JNJ | D | -5.29% | |
CORT | B | -5.29% | |
AMGN | D | -5.13% | |
PFE | F | -5.12% | |
ABBV | F | -4.91% | |
MRK | F | -4.79% | |
LLY | F | -4.67% | |
BMY | B | -4.07% | |
GILD | B | -4.0% | |
PBH | A | -3.82% | |
PCRX | C | -3.78% | |
UTHR | C | -3.7% | |
REGN | F | -3.69% | |
LGND | C | -3.63% | |
JAZZ | B | -3.62% | |
VTRS | A | -3.61% | |
AMRX | C | -3.55% | |
SUPN | B | -3.47% | |
INVA | D | -3.37% | |
ANIP | D | -3.12% | |
AMPH | F | -3.11% | |
PRGO | C | -3.08% | |
BIIB | F | -2.71% | |
GERN | C | -2.66% |
SURI: Top Represented Industries & Keywords
PJP: Top Represented Industries & Keywords