SURI vs. UMI ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to USCF Midstream Energy Income Fund (UMI)
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
UMI
USCF Midstream Energy Income Fund
UMI Description
The investment seeks a high level of current income; as a secondary objective, the fund seeks capital appreciation. The fund will seek to achieve its investment objectives by investing, under normal market conditions, at least 80% of its net assets in equity securities of U.S. and Canadian companies of any market capitalization deemed by the Sub-Adviser to be engaged in the midstream energy sector. It will invest more than 25% of the value of its total assets in the energy, oil, and gas industries. The fund is non-diversified.Grade (RS Rating)
Last Trade
$53.68
Average Daily Volume
18,269
16
Performance
| Period | SURI | UMI |
|---|---|---|
| 30 Days | 1.36% | 14.48% |
| 60 Days | 2.75% | 17.87% |
| 90 Days | 2.33% | 21.04% |
| 12 Months | 44.62% | 52.82% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SURI | Weight in UMI | Overlap | |
|---|---|---|---|---|---|
| PAGP | A | 21.27% | 2.82% | 2.82% |
SURI: Top Represented Industries & Keywords
UMI: Top Represented Industries & Keywords
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