TCHP vs. VCAR ETF Comparison

Comparison of T. Rowe Price Blue Chip Growth ETF (TCHP) to Simplify Volt RoboCar Disruption and Tech ETF (VCAR)

TCHP

T. Rowe Price Blue Chip Growth ETF

TCHP Description

The investment seeks to provide long-term capital growth; income is a secondary objective. The fund will normally invest at least 80% of its assets in the common stocks of large and medium-sized blue-chip growth companies that are listed in the United States (or futures that have similar economic characteristics). These are firms that, in the investment adviser's view, are well established in their industries and have the potential for above-average earnings growth. It focuses on companies with leading market positions, seasoned management, and strong financial fundamentals.

Grade (RS Rating)

Last Trade

$39.46

Average Daily Volume

120,230

Number of Holdings ^*

* may have additional holdings in another (foreign) market

VCAR

Simplify Volt RoboCar Disruption and Tech ETF

VCAR Description

The Simplify Volt Robocar Disruption and Tech ETF is not just another thematic investment product. VCAR is designed to concentrate in those few disruptive companies poised to dominate autonomous driving and then enhance the concentrated exposures with options. With our partner Volt Equity our investment process begins with a first principles approach to identify those few companies poised to lead the disruption. We then deploy a sophisticated option overlay to create convexity in the portfolio to enhance the upside while improving drawdowns.

Grade (RS Rating)

Last Trade

$10.80

Average Daily Volume

3,550

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	TCHP	VCAR
30 Days	1.31%	-1.91%
60 Days	3.92%	-3.94%
90 Days	2.39%	-0.90%
12 Months	42.35%	27.03%

20 Overlapping Holdings

Symbol	Grade	Weight in TCHP	Weight in VCAR	Overlap
AAPL	C	8.0%	4.1%	4.1%
AMD	D	0.61%	10.5%	0.61%
AMZN	C	8.24%	4.11%	4.11%
ASML	F	1.25%	4.34%	1.25%
CRWD	D	0.3%	0.36%	0.3%
DDOG	D	0.18%	0.01%	0.01%
FTNT	C	0.06%	0.02%	0.02%
GOOG	D	6.71%	4.07%	4.07%
INTU	C	0.94%	0.07%	0.07%
LRCX	F	0.25%	0.68%	0.25%
META	B	4.86%	2.39%	2.39%
MSFT	C	12.79%	7.3%	7.3%
NFLX	B	1.73%	0.97%	0.97%
NVDA	D	12.32%	21.12%	12.32%
PG	C	0.3%	0.11%	0.11%
SNPS	D	1.14%	0.51%	0.51%
TEAM	D	0.23%	0.01%	0.01%
TSLA	C	1.38%	7.4%	1.38%
TSM	C	0.45%	0.14%	0.14%
TXN	C	0.14%	0.23%	0.14%

TCHP Overweight 55 Positions Relative to VCAR

Symbol	Grade	Weight
LLY	C	3.7%
V	C	2.62%
MA	B	2.19%
NOW	B	2.0%
UNH	C	1.93%
ISRG	B	1.52%
GOOGL	D	1.41%
CMG	C	1.1%
CVNA	B	0.96%
CB	B	0.96%
TMUS	C	0.9%
BKNG	C	0.85%
DHR	B	0.79%
TMO	B	0.75%
CEG	C	0.69%
MPWR	C	0.67%
GE	B	0.64%
ROP	C	0.61%
SHOP	C	0.53%
SYK	C	0.53%
DG	F	0.51%
ROST	C	0.48%
MMC	C	0.45%
AVGO	C	0.44%
LIN	B	0.43%
TEL	D	0.43%
TJX	B	0.42%
MS	D	0.4%
SPGI	B	0.4%
HUM	F	0.39%
ELV	C	0.39%
CL	D	0.39%
GS	C	0.38%
ZTS	C	0.37%
SHW	B	0.36%
SCHW	D	0.34%
TDG	B	0.3%
ODFL	D	0.28%
DASH	C	0.27%
MDB	D	0.27%
SLB	F	0.26%
SE	B	0.26%
CTAS	B	0.23%
AZN	D	0.21%
MDLZ	B	0.2%
LULU	D	0.19%
GEV	B	0.15%
NKE	D	0.15%
SNOW	F	0.13%
BILL	D	0.11%
CFLT	F	0.11%
MSCI	C	0.09%
VLTO	C	0.06%
VEEV	C	0.04%
TFX	C	0.02%

TCHP Underweight 46 Positions Relative to VCAR

Symbol	Grade	Weight
LMND	D	-4.52%
SQ	D	-3.38%
ADI	C	-2.17%
INTC	F	-0.99%
DIS	D	-0.8%
MU	F	-0.8%
AUR	B	-0.68%
KLAC	D	-0.67%
COST	B	-0.66%
AMKR	F	-0.46%
NXPI	F	-0.43%
MRVL	C	-0.4%
ADSK	C	-0.38%
RIO	D	-0.35%
BHP	D	-0.32%
GFS	F	-0.3%
MCHP	F	-0.28%
VALE	D	-0.27%
ARBE	F	-0.22%
SQM	D	-0.21%
RIVN	F	-0.21%
PAYX	C	-0.2%
HPQ	D	-0.19%
VRSN	D	-0.18%
ALB	D	-0.17%
ANSS	D	-0.16%
MCO	B	-0.14%
KO	C	-0.13%
PEP	C	-0.12%
VZ	B	-0.12%
QCOM	D	-0.12%
AMGN	B	-0.11%
C	C	-0.1%
AXP	B	-0.1%
DE	B	-0.1%
NIO	C	-0.1%
CTSH	C	-0.09%
BK	B	-0.09%
CDNS	D	-0.09%
SWKS	D	-0.09%
LCID	C	-0.08%
ADBE	F	-0.08%
CSCO	C	-0.07%
AMAT	D	-0.06%
PYPL	B	-0.05%
PANW	D	-0.03%