VCAR vs. ACWI ETF Comparison

Comparison of Simplify Volt RoboCar Disruption and Tech ETF (VCAR) to iShares MSCI ACWI Index Fund (ACWI)
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

$18.61

Average Daily Volume

9,583

Number of Holdings *

50

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

iShares MSCI ACWI Index Fund

ACWI Description The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI All Country World Index. The fund invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is a free float-adjusted market capitalization index designed to measure the combined equity market performance of developed and emerging markets countries. Components primarily include consumer discretionary, consumer staples, energy, financial, industrials and information technology companies. It is non-diversified.

Grade (RS Rating)

Last Trade

$119.56

Average Daily Volume

1,859,074

Number of Holdings *

616

* may have additional holdings in another (foreign) market
Performance
Period VCAR ACWI
30 Days 69.64% -0.90%
60 Days 75.89% 1.53%
90 Days 66.12% 2.84%
12 Months 100.10% 24.67%
38 Overlapping Holdings
Symbol Grade Weight in VCAR Weight in ACWI Overlap
AAPL C 4.18% 4.15% 4.15%
ADBE D 0.07% 0.28% 0.07%
ADI D 2.09% 0.14% 0.14%
ADSK B 0.41% 0.08% 0.08%
ALB B 0.17% 0.01% 0.01%
AMD F 10.6% 0.3% 0.3%
AMZN B 3.98% 2.45% 2.45%
ANSS B 0.16% 0.04% 0.04%
AXP B 0.11% 0.21% 0.11%
COST A 0.69% 0.53% 0.53%
CRWD B 0.42% 0.1% 0.1%
DDOG A 0.01% 0.04% 0.01%
DIS B 0.79% 0.23% 0.23%
FI A 0.16% 0.16% 0.16%
GOOG B 3.82% 1.14% 1.14%
HPQ B 0.19% 0.04% 0.04%
INTC C 0.73% 0.14% 0.14%
KLAC F 0.61% 0.12% 0.12%
KO D 0.14% 0.33% 0.14%
LRCX F 0.59% 0.13% 0.13%
MCHP F 0.24% 0.05% 0.05%
MCO D 0.14% 0.1% 0.1%
META C 2.79% 1.62% 1.62%
MRVL B 0.42% 0.1% 0.1%
MSFT D 4.8% 3.75% 3.75%
MU D 0.73% 0.16% 0.16%
NFLX A 1.06% 0.43% 0.43%
NIO F 0.15% 0.01% 0.01%
NVDA A 21.29% 4.57% 4.57%
NXPI F 0.38% 0.07% 0.07%
PANW B 0.03% 0.16% 0.03%
PAYX B 0.21% 0.06% 0.06%
RIVN F 0.14% 0.01% 0.01%
SNPS C 0.45% 0.11% 0.11%
SQ A 3.56% 0.05% 0.05%
TSLA A 8.11% 1.16% 1.16%
TXN C 0.22% 0.25% 0.22%
VRSN F 0.17% 0.02% 0.02%
VCAR Overweight 12 Positions Relative to ACWI
Symbol Grade Weight
LMND A 4.02%
ASML F 3.75%
AUR C 0.98%
AMKR F 0.42%
RIO D 0.37%
BHP F 0.35%
VALE F 0.28%
GFS C 0.23%
SQM D 0.22%
ARBE D 0.2%
TSM B 0.15%
LCID F 0.08%
VCAR Underweight 578 Positions Relative to ACWI
Symbol Grade Weight
GOOGL B -1.32%
AVGO C -1.02%
JPM A -0.86%
LLY F -0.84%
BRK.A B -0.77%
UNH C -0.71%
XOM B -0.68%
V A -0.61%
MA B -0.55%
HD A -0.51%
PG C -0.5%
JNJ D -0.47%
WMT A -0.47%
ABBV F -0.44%
BAC A -0.4%
CRM B -0.39%
ORCL A -0.39%
CVX A -0.34%
MRK F -0.33%
WFC A -0.31%
CSCO B -0.29%
LIN D -0.28%
ACN C -0.28%
PEP F -0.28%
MCD D -0.27%
GE D -0.26%
NOW B -0.26%
TMO F -0.26%
IBM C -0.25%
ABT A -0.25%
GS B -0.24%
QCOM F -0.24%
ISRG A -0.24%
INTU B -0.24%
CAT C -0.24%
PM A -0.24%
TM D -0.23%
BABA D -0.23%
CMCSA B -0.22%
AMGN D -0.22%
RTX D -0.21%
DHR D -0.21%
BKNG A -0.21%
VZ C -0.21%
NEE C -0.2%
T A -0.2%
MS A -0.2%
AMAT F -0.2%
SPGI D -0.2%
UNP D -0.19%
PGR B -0.19%
PFE F -0.19%
BLK B -0.19%
LOW C -0.19%
HON B -0.18%
ETN B -0.18%
BSX A -0.17%
TJX A -0.17%
VRTX D -0.17%
UBER F -0.17%
ADP B -0.16%
TMUS B -0.16%
BX A -0.16%
MUFG A -0.16%
SYK A -0.16%
COP B -0.16%
C B -0.16%
PLTR A -0.15%
GILD C -0.15%
LMT D -0.15%
CB C -0.14%
BMY A -0.14%
MMC D -0.14%
BA D -0.14%
SBUX A -0.14%
SCHW A -0.14%
MDT D -0.14%
SONY B -0.14%
DE C -0.13%
PLD D -0.13%
ANET C -0.13%
NKE F -0.12%
GEV A -0.12%
MO A -0.12%
SHW C -0.12%
TT A -0.12%
AMT D -0.12%
SO C -0.12%
UPS C -0.12%
KKR A -0.12%
ELV F -0.12%
CTAS B -0.11%
MSI B -0.11%
MELI D -0.11%
DUK C -0.11%
EQIX A -0.11%
SMFG A -0.11%
HDB B -0.11%
ICE C -0.11%
MDLZ F -0.11%
APH B -0.11%
WM B -0.11%
REGN F -0.11%
PH B -0.11%
CI D -0.11%
CEG C -0.1%
AON B -0.1%
TDG D -0.1%
EOG A -0.1%
USB B -0.1%
CME A -0.1%
ZTS D -0.1%
ITW B -0.1%
PNC B -0.1%
CMG C -0.1%
IBN D -0.1%
MCK A -0.1%
WELL A -0.1%
PYPL B -0.1%
CDNS B -0.1%
TGT B -0.09%
APD A -0.09%
WMB A -0.09%
BDX F -0.09%
CVS F -0.09%
MAR B -0.09%
COF B -0.09%
HCA F -0.09%
CRH B -0.09%
GD D -0.09%
CSX C -0.09%
CL D -0.09%
EMR A -0.09%
ORLY B -0.09%
MMM D -0.09%
NOC D -0.09%
SRE A -0.08%
SLB C -0.08%
TFC A -0.08%
NSC B -0.08%
OKE A -0.08%
CARR D -0.08%
ROP C -0.08%
APO A -0.08%
GM B -0.08%
HLT A -0.08%
ECL D -0.08%
AJG B -0.08%
FCX F -0.08%
FDX B -0.08%
COIN A -0.07%
MFG A -0.07%
DASH A -0.07%
PSA C -0.07%
WDAY C -0.07%
PSX C -0.07%
AZO C -0.07%
GWW B -0.07%
MPC D -0.07%
KMI A -0.07%
RCL A -0.07%
AMP A -0.07%
TTD B -0.07%
BK B -0.07%
JCI B -0.07%
FICO B -0.07%
TRV A -0.07%
URI B -0.07%
ABNB D -0.07%
SPG A -0.07%
FTNT B -0.07%
PCAR C -0.07%
DLR A -0.07%
APP A -0.07%
AFL C -0.07%
KMB C -0.06%
AXON A -0.06%
ODFL B -0.06%
DFS B -0.06%
FLUT A -0.06%
HWM A -0.06%
KVUE A -0.06%
VLO C -0.06%
PRU B -0.06%
VRT A -0.06%
CCI C -0.06%
RSG A -0.06%
TEL C -0.06%
MSCI B -0.06%
ROST D -0.06%
LNG A -0.06%
PWR A -0.06%
D C -0.06%
CPRT B -0.06%
FAST B -0.06%
WCN A -0.06%
LHX B -0.06%
CMI A -0.06%
AEP C -0.06%
O C -0.06%
DHI D -0.06%
VST A -0.06%
FIS C -0.06%
MET A -0.06%
ALL A -0.06%
AIG C -0.06%
NEM D -0.06%
LULU C -0.05%
IDXX F -0.05%
SNOW C -0.05%
GIS F -0.05%
GEHC D -0.05%
HIG B -0.05%
XEL A -0.05%
CHTR B -0.05%
RMD C -0.05%
MPWR F -0.05%
TEAM A -0.05%
EXC C -0.05%
VMC B -0.05%
SYY D -0.05%
STZ D -0.05%
KDP D -0.05%
MLM B -0.05%
DELL B -0.05%
NUE D -0.05%
TRGP A -0.05%
YUM D -0.05%
HES B -0.05%
ACGL D -0.05%
GLW B -0.05%
EW C -0.05%
MNST C -0.05%
EA A -0.05%
CTVA C -0.05%
OTIS C -0.05%
A F -0.05%
IQV F -0.05%
KR B -0.05%
HMC F -0.05%
VRSK B -0.05%
PCG A -0.05%
CTSH C -0.05%
PEG C -0.05%
IT C -0.05%
F C -0.05%
CBRE B -0.05%
FERG C -0.05%
IR B -0.05%
LEN D -0.05%
BKR B -0.05%
MSTR A -0.05%
AME A -0.05%
COR B -0.05%
HPE B -0.04%
DXCM C -0.04%
BR B -0.04%
SW A -0.04%
PPG F -0.04%
KEYS C -0.04%
PHM D -0.04%
TTWO A -0.04%
DOV B -0.04%
GPN C -0.04%
KHC F -0.04%
STT B -0.04%
WEC A -0.04%
CAH B -0.04%
ON F -0.04%
XYL D -0.04%
NVR D -0.04%
ROK B -0.04%
FITB B -0.04%
ETR A -0.04%
CSGP F -0.04%
HUBS B -0.04%
EIX C -0.04%
VICI C -0.04%
TSCO D -0.04%
CNC F -0.04%
EBAY D -0.04%
ARES A -0.04%
ED C -0.04%
RJF A -0.04%
OXY F -0.04%
AVB B -0.04%
WTW B -0.04%
DOW F -0.04%
GRMN B -0.04%
EFX F -0.04%
NDAQ A -0.04%
HUM D -0.04%
FANG D -0.04%
ALNY D -0.04%
TCOM B -0.04%
DD D -0.04%
MTB A -0.04%
WAB B -0.04%
IRM C -0.04%
VEEV C -0.04%
EXR C -0.04%
ZBRA B -0.03%
LYV A -0.03%
PFG C -0.03%
LH B -0.03%
SNA B -0.03%
LII A -0.03%
NTRS A -0.03%
CNP A -0.03%
DRI C -0.03%
PKG B -0.03%
STX D -0.03%
MDB C -0.03%
COO D -0.03%
WBD B -0.03%
OMC C -0.03%
TRU D -0.03%
NRG B -0.03%
ATO A -0.03%
STE D -0.03%
MKL A -0.03%
ZBH C -0.03%
CFG B -0.03%
INVH D -0.03%
K B -0.03%
ES C -0.03%
BLDR D -0.03%
WY D -0.03%
WDC F -0.03%
LYB F -0.03%
CSL C -0.03%
TDY B -0.03%
FCNCA A -0.03%
LPLA A -0.03%
WAT C -0.03%
PTC B -0.03%
FE C -0.03%
STLD B -0.03%
CINF A -0.03%
WST D -0.03%
EME A -0.03%
IFF D -0.03%
EXPE B -0.03%
ILMN C -0.03%
RF A -0.03%
EQT A -0.03%
DTE C -0.03%
CCL A -0.03%
DVN F -0.03%
PPL A -0.03%
HUBB B -0.03%
RBLX B -0.03%
BIIB F -0.03%
BAH D -0.03%
CPAY A -0.03%
SBAC D -0.03%
GDDY A -0.03%
BIDU F -0.03%
NTAP C -0.03%
EQR C -0.03%
HAL C -0.03%
FTV D -0.03%
TROW B -0.03%
HSY F -0.03%
VLTO C -0.03%
LDOS C -0.03%
VTR B -0.03%
TYL B -0.03%
CHD A -0.03%
ADM D -0.03%
HBAN B -0.03%
AWK C -0.03%
DECK A -0.03%
AEE A -0.03%
BRO B -0.03%
SYF B -0.03%
TPL A -0.03%
CDW F -0.03%
NET B -0.03%
MTD F -0.03%
DKS D -0.02%
BXP D -0.02%
JNPR D -0.02%
AMH C -0.02%
BG D -0.02%
ELS B -0.02%
Z A -0.02%
NBIX C -0.02%
CPT C -0.02%
REG A -0.02%
HST D -0.02%
SNAP D -0.02%
BMRN F -0.02%
OKTA D -0.02%
UHS D -0.02%
HEI A -0.02%
CHRW B -0.02%
SMCI F -0.02%
UDR C -0.02%
DLTR F -0.02%
NDSN D -0.02%
INCY C -0.02%
TOST A -0.02%
WPC C -0.02%
ALLE D -0.02%
AKAM F -0.02%
JKHY D -0.02%
SWK F -0.02%
EPAM C -0.02%
CAG F -0.02%
DT C -0.02%
CHT C -0.02%
SWKS F -0.02%
EL F -0.02%
POOL D -0.02%
EVRG A -0.02%
FFIV B -0.02%
ROL B -0.02%
VTRS A -0.02%
LNT A -0.02%
GGG B -0.02%
ACM B -0.02%
NI A -0.02%
LI F -0.02%
HEI A -0.02%
AVTR F -0.02%
MRNA F -0.02%
TW A -0.02%
AMCR D -0.02%
TWLO A -0.02%
CF A -0.02%
DOC D -0.02%
ALGN D -0.02%
GLPI C -0.02%
APTV F -0.02%
RVTY D -0.02%
HOOD A -0.02%
ENTG F -0.02%
EG D -0.02%
SSNC C -0.02%
DPZ C -0.02%
JBHT C -0.02%
FWONK B -0.02%
TSN B -0.02%
DOCU B -0.02%
FNF A -0.02%
JBL C -0.02%
KIM A -0.02%
TER F -0.02%
SUI C -0.02%
DG F -0.02%
UMC F -0.02%
BURL A -0.02%
KEY B -0.02%
WSM D -0.02%
GEN B -0.02%
BAX F -0.02%
OC A -0.02%
TXT D -0.02%
DKNG B -0.02%
RPM B -0.02%
PINS F -0.02%
GPC F -0.02%
LVS B -0.02%
PSTG F -0.02%
EXPD D -0.02%
UTHR C -0.02%
MRO A -0.02%
MANH D -0.02%
AVY D -0.02%
J D -0.02%
IP A -0.02%
L A -0.02%
DGX A -0.02%
NMR B -0.02%
MAS D -0.02%
EQH B -0.02%
WSO A -0.02%
CTRA B -0.02%
MAA A -0.02%
YUMC B -0.02%
WRB B -0.02%
RS B -0.02%
IEX B -0.02%
ULTA F -0.02%
BALL D -0.02%
ZS B -0.02%
TRMB B -0.02%
CMS C -0.02%
EXE A -0.02%
MKC D -0.02%
BBY D -0.02%
PNR B -0.02%
PODD B -0.02%
ARE F -0.02%
MOH F -0.02%
HOLX D -0.02%
ZM B -0.02%
FDS B -0.02%
FSLR F -0.02%
CLX A -0.02%
ESS A -0.02%
CBOE C -0.02%
MBAVU A -0.01%
CELH F -0.01%
WLK F -0.01%
LUV B -0.01%
BILI C -0.01%
UHAL D -0.01%
FOX A -0.01%
DINO D -0.01%
H B -0.01%
PARA D -0.01%
BEN C -0.01%
BBWI C -0.01%
AGCO F -0.01%
WBA F -0.01%
ACI C -0.01%
AZPN A -0.01%
QRVO F -0.01%
MTCH F -0.01%
XPEV C -0.01%
APA F -0.01%
HII F -0.01%
DVA C -0.01%
BSY D -0.01%
BIO C -0.01%
TME F -0.01%
TTC F -0.01%
WIT B -0.01%
MOS D -0.01%
WYNN D -0.01%
HSIC C -0.01%
HRL D -0.01%
MGM D -0.01%
CE F -0.01%
ENPH F -0.01%
WTRG B -0.01%
NLY C -0.01%
RPRX F -0.01%
FBIN F -0.01%
DAL A -0.01%
ROKU D -0.01%
TFX F -0.01%
AES F -0.01%
CPB D -0.01%
CNH C -0.01%
KNX B -0.01%
EXAS D -0.01%
FOXA B -0.01%
AOS F -0.01%
SEIC B -0.01%
CHRD F -0.01%
LKQ F -0.01%
BGNE D -0.01%
CRL D -0.01%
ALLY C -0.01%
IOT A -0.01%
AFG A -0.01%
SOLV F -0.01%
CTLT D -0.01%
MKTX D -0.01%
ERIE F -0.01%
DAY B -0.01%
TAP B -0.01%
PAYC B -0.01%
OVV C -0.01%
CCK D -0.01%
EMN D -0.01%
LW C -0.01%
SJM D -0.01%
AIZ A -0.01%
IPG F -0.01%
NWSA B -0.01%
TECH F -0.01%
CG B -0.01%
KMX C -0.01%
MNSO C -0.0%
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