SURI vs. PWER ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to Macquarie Energy Transition ETF (PWER)
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
$23.69
Average Daily Volume
5,487
15
PWER
Macquarie Energy Transition ETF
PWER Description
The ETF seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in a diversified portfolio of securities in the energy, materials, industrial, renewable energy, and utilities sectors that meet the fund"s investment criteria.Grade (RS Rating)
Last Trade
$29.34
Average Daily Volume
616
23
Performance
Period | SURI | PWER |
---|---|---|
30 Days | 1.36% | -0.34% |
60 Days | 2.75% | 3.53% |
90 Days | 2.33% | 3.40% |
12 Months | 44.62% |
0 Overlapping Holdings
Symbol | Grade | Weight in SURI | Weight in PWER | Overlap |
---|
SURI Underweight 23 Positions Relative to PWER
Symbol | Grade | Weight | |
---|---|---|---|
CF | B | -5.73% | |
AA | B | -5.16% | |
FSLR | F | -5.08% | |
GNRC | B | -4.37% | |
MP | B | -4.28% | |
APD | A | -3.83% | |
MPC | D | -3.65% | |
VLO | C | -3.63% | |
COP | C | -3.12% | |
EQT | B | -2.83% | |
RUN | F | -2.83% | |
PR | B | -2.21% | |
CHRD | D | -2.12% | |
BKR | B | -2.04% | |
SLB | C | -2.04% | |
MTUS | C | -1.98% | |
ENPH | F | -1.4% | |
EOG | A | -1.14% | |
STLD | B | -1.09% | |
DAR | C | -1.05% | |
FLNC | C | -1.01% | |
OXY | D | -0.85% | |
LEU | C | -0.74% |
SURI: Top Represented Industries & Keywords
PWER: Top Represented Industries & Keywords