SVOL vs. FFIU ETF Comparison
Comparison of Simplify Volatility Premium ETF (SVOL) to Fieldstone UVA Unconstrained Medium-Term Fixed Income ETF (FFIU)
SVOL
Simplify Volatility Premium ETF
SVOL Description
The investment seeks to provide investment results, before fees and expenses, that correspond to approximately one-fifth to three-tenths the inverse (-0.2x to -0.3x) of the performance of the S&P 500 VIX short-term futures index while also seeking to mitigate extreme volatility. In pursuing its investment objective, the fund primarily purchases or sells futures contracts, call options, and put options on VIX futures. The fund will hold cash, cash-like instruments or high-quality short term fixed income securities. Up to twenty percent of the fund?s net assets will be subject to the fund?s option overlay to mitigate against extreme volatility.
Grade (RS Rating)
Last Trade
$22.45
Average Daily Volume
1,175,687
3
FFIU
Fieldstone UVA Unconstrained Medium-Term Fixed Income ETF
FFIU Description
The investment seeks current income with limited risk to principal. The fund seeks to achieve its investment objective of current income by investing principally in fixed income securities of any kind with a dollar-weighted average effective duration of between three and seven years. Under normal market conditions, Sub-Adviser intends to invest at least 80% of its net assets (plus the amount of borrowings for investment purposes) in such securities. Fixed income securities include bonds, debt securities, and income-producing instruments of any kind issued by governmental or private-sector entities.Grade (RS Rating)
Last Trade
$22.82
Average Daily Volume
4,692
3
Performance
Period | SVOL | FFIU |
---|---|---|
30 Days | -0.58% | 1.13% |
60 Days | 1.08% | 3.78% |
90 Days | 1.18% | 5.64% |
12 Months | 9.18% | 12.53% |
0 Overlapping Holdings
Symbol | Grade | Weight in SVOL | Weight in FFIU | Overlap |
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SVOL: Top Represented Industries & Keywords
FFIU: Top Represented Industries & Keywords