USMF vs. PINK ETF Comparison

Comparison of WisdomTree U.S. Multifactor Fund (USMF) to Simplify Health Care ETF (PINK)

USMF

WisdomTree U.S. Multifactor Fund

USMF Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$48.53

Average Daily Volume

23,364

Number of Holdings ^*

197

* may have additional holdings in another (foreign) market

PINK

Simplify Health Care ETF

PINK Description

Simplify Exchange Traded Funds - Simplify Health Care ETF seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets (plus any borrowings for investment purposes) in securities of U.S. health care companies. The fund adviser defines health care companies as companies included in the Global Industry Classification Standard health care sector. The fund will typically invest in 50 – 100 health care companies. The adviser generally seeks investments in companies that are developing new and effective medicines, as well as companies whose business models reduce costs or improve quality in health care systems.

Grade (RS Rating)

Last Trade

$33.23

Average Daily Volume

115,749

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	USMF	PINK
30 Days	2.18%	1.71%
60 Days	4.60%	5.66%
90 Days	6.66%	5.42%
12 Months	25.77%	29.79%

14 Overlapping Holdings

Symbol	Grade	Weight in USMF	Weight in PINK	Overlap
BMY	C	0.43%	0.02%	0.02%
BSX	B	0.43%	2.22%	0.43%
CI	C	0.3%	1.87%	0.3%
ELV	C	0.36%	1.97%	0.36%
GILD	B	0.48%	3.1%	0.48%
HCA	B	0.41%	0.36%	0.36%
JNJ	C	0.53%	2.63%	0.53%
LLY	C	0.28%	6.49%	0.28%
MRK	D	0.38%	4.11%	0.38%
NBIX	F	0.31%	2.28%	0.31%
REGN	C	0.46%	4.85%	0.46%
SYK	C	0.39%	0.25%	0.25%
THC	A	0.28%	0.5%	0.28%
ZBH	F	0.34%	0.16%	0.16%

USMF Overweight 183 Positions Relative to PINK

Symbol	Grade	Weight
MSI	B	1.62%
IBM	B	1.62%
FFIV	B	1.5%
VRSN	D	1.46%
CTSH	C	1.42%
ROP	C	1.41%
CSCO	C	1.37%
GDDY	C	1.23%
TMUS	C	1.22%
TDY	B	1.18%
AKAM	D	1.18%
SNX	D	1.13%
NSIT	D	1.12%
T	C	1.1%
FOXA	B	1.1%
EA	D	1.06%
JNPR	B	0.98%
WDAY	D	0.95%
CMCSA	D	0.94%
VNT	F	0.93%
OMC	B	0.93%
NYT	C	0.91%
VZ	B	0.88%
DBX	D	0.87%
TJX	B	0.86%
CRUS	D	0.84%
HPQ	D	0.83%
MUSA	D	0.83%
WPC	C	0.81%
NTAP	D	0.79%
FTNT	C	0.79%
DRI	B	0.77%
HRB	C	0.77%
IPG	C	0.74%
DOCU	C	0.72%
CIEN	C	0.7%
RHP	C	0.69%
ARMK	B	0.65%
HST	C	0.65%
HPE	D	0.65%
DIS	D	0.64%
EPAM	F	0.64%
TXRH	C	0.62%
APP	C	0.61%
QCOM	D	0.61%
GNTX	F	0.58%
JBL	D	0.57%
CMG	C	0.55%
LMT	C	0.51%
GM	C	0.51%
ABBV	C	0.51%
DTM	B	0.5%
APPF	D	0.5%
HIG	B	0.48%
ULTA	D	0.48%
HOLX	B	0.46%
INGR	B	0.45%
CBOE	C	0.45%
EHC	C	0.45%
UTHR	C	0.45%
ATR	B	0.44%
CL	D	0.44%
CAH	C	0.44%
CACI	B	0.44%
DPZ	F	0.44%
LDOS	B	0.44%
AFL	C	0.44%
DGX	B	0.44%
BRK.A	C	0.43%
L	C	0.43%
RL	C	0.43%
RSG	D	0.43%
ECL	B	0.43%
EXPE	C	0.42%
WMT	C	0.42%
TRV	C	0.42%
WM	D	0.42%
FSLR	C	0.42%
UHS	B	0.41%
ETR	B	0.41%
KMB	D	0.41%
MMC	C	0.41%
CNA	C	0.41%
MO	C	0.41%
CW	B	0.4%
WRB	C	0.4%
XOM	C	0.4%
PSN	B	0.4%
PG	C	0.39%
RGA	C	0.39%
AEP	C	0.39%
ORI	B	0.39%
OGE	C	0.39%
CINF	B	0.39%
SYY	D	0.38%
PPC	D	0.38%
JPM	D	0.38%
EXEL	C	0.38%
POST	C	0.38%
AMP	A	0.37%
GIS	B	0.37%
INCY	C	0.37%
EIX	C	0.37%
CHE	C	0.37%
MCK	F	0.37%
KR	C	0.36%
CAG	C	0.36%
PCG	C	0.36%
AIZ	B	0.36%
UNM	B	0.36%
CMI	C	0.35%
ALL	B	0.35%
PGR	B	0.35%
ACI	F	0.35%
KHC	C	0.35%
AFG	B	0.35%
RLI	B	0.35%
RYAN	D	0.35%
XEL	B	0.35%
MOH	D	0.35%
SAIC	C	0.35%
DKS	D	0.34%
WAB	B	0.34%
AIG	D	0.34%
GPK	B	0.34%
DCI	C	0.34%
PRI	B	0.34%
ADTN	D	0.34%
AXP	B	0.34%
MET	B	0.34%
FANG	D	0.34%
VRTX	D	0.33%
MKL	C	0.33%
VTRS	D	0.33%
HII	D	0.33%
PRU	C	0.33%
TAP	D	0.32%
MPC	F	0.32%
DE	B	0.32%
MSA	D	0.32%
CNC	D	0.32%
VOYA	B	0.32%
CCK	A	0.31%
IBKR	B	0.31%
EME	B	0.31%
KEX	C	0.31%
ALSN	B	0.31%
WSM	D	0.31%
PCAR	D	0.3%
TXT	D	0.3%
VLO	F	0.29%
AYI	B	0.29%
CHRD	F	0.29%
WFC	D	0.29%
FLS	D	0.29%
SFM	B	0.29%
FCNCA	D	0.28%
WWD	D	0.28%
DVN	F	0.28%
MLI	A	0.28%
ANF	D	0.28%
EQH	C	0.27%
SYF	C	0.27%
HAL	F	0.26%
NRG	C	0.26%
DVA	B	0.26%
APO	C	0.25%
CMC	D	0.25%
MTB	B	0.25%
DINO	F	0.25%
GAP	F	0.25%
OVV	F	0.23%
STLD	F	0.23%
OC	D	0.23%
SW	B	0.23%
DAL	C	0.22%
CRBG	D	0.22%
LPLA	D	0.22%
APA	F	0.22%
TGT	C	0.2%
HQY	C	0.2%
CNM	F	0.2%
GL	C	0.17%

USMF Underweight 36 Positions Relative to PINK

Symbol	Grade	Weight
SRPT	D	-10.52%
PCT	C	-5.78%
UNH	C	-5.5%
SNY	B	-4.96%
ISRG	B	-4.83%
NVO	C	-3.7%
TMO	B	-3.57%
MMM	B	-3.14%
HUM	F	-1.47%
FULC	F	-1.38%
RPRX	C	-1.12%
INSM	D	-1.06%
ITCI	D	-1.03%
TWST	D	-1.01%
IQV	C	-1.0%
RARE	B	-0.98%
AVTR	B	-0.96%
NTRA	C	-0.91%
ASND	C	-0.84%
AKRO	C	-0.63%
ABT	C	-0.63%
EXAS	C	-0.57%
ARGX	C	-0.53%
AGL	F	-0.49%
SNDX	F	-0.41%
ESTA	D	-0.41%
LIVN	D	-0.3%
BMRN	F	-0.3%
VEEV	C	-0.26%
TECH	C	-0.26%
DHR	B	-0.24%
BIIB	F	-0.22%
HSIC	C	-0.18%
VLTO	C	-0.03%
EMBC	C	-0.02%
MASI	F	-0.01%