SURI vs. PTH ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to Invesco DWA Healthcare Momentum ETF (PTH)
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
$23.03
Average Daily Volume
5,412
14
PTH
Invesco DWA Healthcare Momentum ETF
PTH Description
The PowerShares Dynamic Healthcare Sector Portfolio (Fund) is based on the Dynamic Healthcare Sector 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 thoroughly evaluates 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 60 US health care companies. These are companies that are principally engaged in the business of providing health care-related products and services, including biotechnology, pharmaceuticals, medical technology and supplies, and facilities. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$45.42
Average Daily Volume
7,850
53
Performance
Period | SURI | PTH |
---|---|---|
30 Days | -3.51% | -2.53% |
60 Days | 7.14% | -2.87% |
90 Days | 1.90% | -2.11% |
12 Months | 40.94% | 40.79% |
SURI Underweight 50 Positions Relative to PTH
Symbol | Grade | Weight | |
---|---|---|---|
LLY | F | -4.28% | |
PCVX | D | -4.09% | |
INSM | C | -3.83% | |
THC | B | -3.81% | |
NTRA | B | -3.03% | |
ADMA | C | -2.95% | |
SAVA | D | -2.88% | |
HCA | D | -2.86% | |
ABBV | F | -2.62% | |
ISRG | A | -2.61% | |
CPRX | C | -2.54% | |
NRIX | B | -2.38% | |
HROW | C | -2.36% | |
COR | B | -2.33% | |
DVA | C | -2.14% | |
UHS | D | -2.14% | |
KRYS | C | -2.09% | |
ENSG | C | -1.96% | |
RDNT | B | -1.86% | |
REGN | F | -1.86% | |
TGTX | B | -1.82% | |
CORT | B | -1.81% | |
GKOS | B | -1.8% | |
CRNX | B | -1.73% | |
NUVL | D | -1.72% | |
PRCT | C | -1.65% | |
RVMD | C | -1.58% | |
MMSI | B | -1.52% | |
AGIO | B | -1.45% | |
OSCR | D | -1.38% | |
PTGX | D | -1.34% | |
SPRY | C | -1.18% | |
OCUL | C | -1.16% | |
TVTX | B | -1.15% | |
DNLI | C | -1.14% | |
CRVL | B | -1.11% | |
UFPT | C | -1.07% | |
AMRX | B | -1.05% | |
LMAT | B | -0.99% | |
ALHC | C | -0.95% | |
TNDM | F | -0.89% | |
REPL | C | -0.78% | |
COGT | D | -0.78% | |
BLFS | C | -0.77% | |
EOLS | F | -0.75% | |
MNKD | C | -0.73% | |
CDMO | B | -0.73% | |
CYH | F | -0.56% | |
ASTH | F | -0.55% | |
ANAB | F | -0.44% |
SURI: Top Represented Industries & Keywords
PTH: Top Represented Industries & Keywords