SURI vs. TMFG ETF Comparison

Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to Motley Fool Global Opportunities ETF (TMFG)
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

$21.59

Average Daily Volume

2,860

Number of Holdings *

9

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

Motley Fool Global Opportunities ETF

TMFG Description Motley Fool Global Opportunities ETF is an exchange traded fund launched by The RBB Fund, Inc. It is managed by Motley Fool Asset Management, LLC. The fund invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It employs fundamental analysis to create its portfolio. It seeks to benchmark the performance of its portfolio against the FTSE Global All Cap Net Tax Index. The fund employs internal research to create its portfolio. Motley Fool Global Opportunities ETF was formed on June 16, 2009 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$29.88

Average Daily Volume

13,109

Number of Holdings *

25

* may have additional holdings in another (foreign) market
Performance
Period SURI TMFG
30 Days 1.15% 1.88%
60 Days 0.02% 2.01%
90 Days -5.13% 0.72%
12 Months 14.93% 17.82%
0 Overlapping Holdings
Symbol Grade Weight in SURI Weight in TMFG Overlap
SURI Overweight 9 Positions Relative to TMFG
Symbol Grade Weight
PAGP A 25.08%
APLT D 12.23%
TCRX F 9.08%
MDGL C 5.58%
PHAT C 4.99%
AKRO D 4.39%
ATHA C 3.97%
FULC F 3.7%
RNA C 3.41%
SURI Underweight 25 Positions Relative to TMFG
Symbol Grade Weight
AMZN A -5.43%
AXON C -4.74%
WCN A -4.28%
GOOG A -4.24%
ICLR B -3.98%
WSO B -3.78%
MA D -3.41%
COST A -3.31%
CNI D -3.29%
RTO B -3.25%
AMT B -2.96%
TSM A -2.84%
EQIX D -2.54%
CRM C -2.45%
AON C -2.12%
CMCSA D -1.98%
FAST F -1.95%
MELI D -1.91%
SBUX F -1.86%
TEAM D -1.65%
BMRN D -1.65%
YUMC F -1.63%
WAT F -1.49%
DXCM F -1.45%
SBAC F -1.17%
Compare ETFs