VFMO vs. PFIX ETF Comparison

Comparison of Vanguard U.S. Momentum Factor ETF (VFMO) to Simplify Interest Rate Hedge ETF (PFIX)
VFMO

Vanguard U.S. Momentum Factor ETF

VFMO Description

The investment seeks to provide long-term capital appreciation by investing in stocks with strong recent performance as determined by the advisor. The fund invests primarily in U.S. common stocks with the potential to generate higher returns relative to the broad U.S. equity market by investing in stocks with strong recent performance as determined by the advisor. The portfolio will include a diverse mix of companies representing many different market sectors and industry groups. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies.

Grade (RS Rating)

Last Trade

$161.48

Average Daily Volume

27,456

Number of Holdings *

580

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

Simplify Interest Rate Hedge ETF

PFIX Description The investment seeks to track the performance, before fees and expenses, of the SoFi Sustainable Dividend Index. The index follows a rules-based methodology that tracks the performance of the equity securities of publicly-traded, large- and mid-capitalization U.S. and non-U.S. companies in developed markets that are selected based on a set of dividend filters focused on dividend sustainability. The adviser attempts to invest all, or substantially all, of its assets in the component securities that make up the index. The fund will invest at least 80% its net assets in dividend paying securities. It is non-diversified.

Grade (RS Rating)

Last Trade

$40.40

Average Daily Volume

50,708

Number of Holdings *

107

* may have additional holdings in another (foreign) market
Performance
Period VFMO PFIX
30 Days 4.26% -0.25%
60 Days 5.14% -15.63%
90 Days 7.96% -9.95%
12 Months 41.35% -5.58%
13 Overlapping Holdings
Symbol Grade Weight in VFMO Weight in PFIX Overlap
AIG D 0.33% 0.34% 0.33%
AVGO C 1.34% 3.86% 1.34%
C D 0.85% 0.77% 0.77%
ETN C 0.86% 0.82% 0.82%
FANG D 0.37% 0.23% 0.23%
FITB B 0.34% 0.16% 0.16%
FNF B 0.05% 0.1% 0.05%
GRMN D 0.09% 0.13% 0.09%
JPM D 0.37% 3.9% 0.37%
PCAR D 0.78% 0.42% 0.42%
PSX F 0.69% 0.45% 0.45%
QCOM D 0.29% 1.27% 0.29%
VLO F 0.14% 0.36% 0.14%
VFMO Overweight 567 Positions Relative to PFIX
Symbol Grade Weight
NVDA D 1.49%
ANET B 1.31%
LLY C 1.29%
NFLX B 1.16%
META B 1.14%
GE B 1.09%
CRWD D 1.07%
KKR B 1.06%
WFC D 0.95%
APO C 0.9%
MU F 0.9%
PGR B 0.89%
CMG C 0.85%
KLAC D 0.82%
LRCX F 0.81%
UBER C 0.81%
AMZN C 0.79%
MCK F 0.76%
TT B 0.73%
GOOG D 0.71%
TDG B 0.71%
MPC F 0.69%
APH D 0.58%
AMAT D 0.57%
COST B 0.54%
BSX B 0.53%
PH B 0.51%
AXP B 0.45%
EME B 0.44%
SMMT C 0.4%
NU B 0.4%
WING B 0.39%
SPOT B 0.38%
DECK C 0.38%
SKYW C 0.37%
AWI B 0.37%
AROC D 0.36%
AGO C 0.35%
CAT B 0.34%
LEN B 0.34%
CRM D 0.34%
ALSN B 0.34%
SFM B 0.34%
PHM B 0.34%
CVNA B 0.33%
HLT B 0.32%
KEY B 0.32%
APP C 0.31%
FIX B 0.31%
VRT C 0.31%
CNM F 0.3%
WFRD F 0.3%
BPOP C 0.3%
DKNG C 0.3%
TJX B 0.29%
BKNG C 0.29%
DHI B 0.29%
IBP D 0.29%
ONTO D 0.29%
GPOR D 0.28%
RCL B 0.28%
CUBI F 0.28%
FN D 0.28%
GM C 0.28%
TOL B 0.28%
SMCI F 0.27%
BPMC F 0.26%
SHW B 0.25%
NVR B 0.25%
FCNCA D 0.25%
XPO D 0.25%
NOW B 0.25%
ANF D 0.25%
BLBD D 0.25%
MSTR D 0.24%
MSFT C 0.24%
SAIA D 0.24%
CR C 0.23%
WAB A 0.23%
WSM D 0.23%
BRBR C 0.23%
CRBG D 0.23%
INSM D 0.23%
SFL F 0.23%
SSD D 0.23%
URI B 0.23%
FTI D 0.22%
SKX D 0.22%
AZEK C 0.22%
HOOD C 0.22%
LBRT D 0.22%
FHN D 0.22%
FBP C 0.22%
TNK F 0.22%
NTNX C 0.22%
GFF D 0.21%
PPC D 0.21%
PCVX C 0.21%
ASPN D 0.21%
STC B 0.21%
AZZ D 0.21%
ALL B 0.21%
OMF D 0.21%
DKS D 0.2%
FICO B 0.2%
DVA B 0.2%
OSCR B 0.2%
REVG D 0.2%
WDC D 0.2%
SM F 0.2%
HLX F 0.2%
CYTK F 0.2%
EWBC D 0.2%
TRGP B 0.2%
IESC D 0.2%
ELF F 0.2%
LRN B 0.2%
STLD F 0.2%
VCTR B 0.19%
FRPT B 0.19%
MEDP F 0.19%
EVR A 0.19%
TPG B 0.19%
ADMA B 0.19%
POWL C 0.19%
VRTX D 0.19%
SCCO D 0.19%
NSIT D 0.19%
ESTC F 0.19%
MLKN D 0.19%
CSL B 0.19%
GKOS C 0.19%
INSW D 0.19%
AJG D 0.18%
COIN F 0.18%
LDOS B 0.18%
LMB B 0.18%
DPZ F 0.18%
BLDR C 0.18%
FULT D 0.18%
AIZ B 0.18%
RL C 0.18%
JXN A 0.18%
DHT D 0.18%
IBM B 0.18%
LBPH D 0.18%
CELH F 0.18%
BKD D 0.17%
CSWI B 0.17%
GWW B 0.17%
CLH A 0.17%
TDW F 0.17%
COOP C 0.17%
RNA D 0.17%
WULF D 0.17%
VKTX C 0.17%
PR F 0.17%
GWRE A 0.17%
NTRA C 0.17%
VERA C 0.16%
APG D 0.16%
BX B 0.16%
LIN B 0.16%
AXON B 0.16%
MOG.A B 0.16%
ESAB C 0.16%
AIT A 0.16%
INVA B 0.16%
MOD A 0.16%
MCY D 0.16%
SKWD C 0.16%
SLM D 0.16%
ACGL C 0.16%
ARES B 0.16%
ATGE D 0.15%
TPC C 0.15%
CRNX C 0.15%
RXST C 0.15%
CACC F 0.15%
SGBX F 0.15%
SCHW D 0.15%
NAT D 0.15%
CARR B 0.15%
HQY C 0.15%
LNW B 0.15%
ASB D 0.15%
OC D 0.15%
BCC C 0.15%
CADE C 0.15%
NVT D 0.15%
OWL C 0.15%
RVMD C 0.14%
NUVL C 0.14%
TMHC A 0.14%
LPG F 0.14%
TPX C 0.14%
JANX C 0.14%
AFRM C 0.14%
RSI C 0.14%
PSN B 0.14%
STRL B 0.14%
VITL D 0.14%
DYN D 0.14%
BLD D 0.14%
NR D 0.14%
CPRT D 0.14%
WMS D 0.14%
RS D 0.13%
AMR F 0.13%
LII B 0.13%
HUBB B 0.13%
CW B 0.13%
CDRE C 0.13%
BGC B 0.13%
AVAV C 0.13%
IBKR B 0.13%
ZIMV F 0.13%
NHC D 0.13%
HOV C 0.13%
HUMA D 0.13%
ROAD B 0.13%
DJT F 0.13%
EXP B 0.13%
AYI B 0.13%
CLSK F 0.13%
EWTX B 0.13%
UTI D 0.13%
AMRX B 0.13%
MHO B 0.13%
LYFT D 0.13%
PTVE D 0.13%
CASY D 0.13%
TREX D 0.12%
HURN C 0.12%
VNT F 0.12%
GAP F 0.12%
FCX D 0.12%
BV C 0.12%
TNC F 0.12%
FYBR C 0.12%
HCC F 0.12%
THC A 0.12%
GIII C 0.12%
ARDX D 0.12%
LQDA F 0.12%
MTH A 0.12%
TREE C 0.12%
SCS D 0.12%
HUBS D 0.12%
CBZ F 0.11%
TWST D 0.11%
ANNX C 0.11%
EYPT D 0.11%
MTG B 0.11%
MUSA D 0.11%
EHC C 0.11%
AMWD D 0.11%
ACLX B 0.11%
ACIC D 0.11%
RYTM B 0.11%
ALT D 0.11%
KRYS D 0.11%
CIFR F 0.11%
YMAB C 0.11%
ATI D 0.11%
TDS C 0.11%
MATX B 0.11%
OFG C 0.11%
COLL C 0.11%
ANAB C 0.11%
BKU C 0.11%
HY F 0.11%
GNK D 0.11%
PRI B 0.11%
KD D 0.11%
ENSG B 0.11%
HRTX F 0.11%
EVER D 0.11%
PRIM B 0.11%
HRB C 0.11%
RUSHA C 0.11%
CMPR F 0.11%
GBX C 0.1%
MARA F 0.1%
CXW F 0.1%
ITGR A 0.1%
NPO D 0.1%
REX D 0.1%
EU D 0.1%
NNBR D 0.1%
EGY D 0.1%
PLTR B 0.1%
AUR C 0.1%
SRRK F 0.1%
MSA D 0.1%
WWD D 0.1%
WRB C 0.1%
PTGX C 0.1%
BAH C 0.1%
MTX F 0.1%
ORI B 0.1%
TARS C 0.1%
NRIX C 0.1%
ROST C 0.1%
COKE C 0.1%
GOGL D 0.1%
CRS B 0.1%
AGM D 0.1%
GEO F 0.1%
NKTX F 0.1%
HNI C 0.1%
STNG D 0.1%
MSGE B 0.09%
ORIC D 0.09%
DASH C 0.09%
SPNT C 0.09%
BELFB B 0.09%
DAWN D 0.09%
TMDX D 0.09%
UWMC D 0.09%
NBIX F 0.09%
GNW B 0.09%
EOLS C 0.09%
UEC D 0.09%
WSO C 0.09%
ABCB B 0.09%
CENX D 0.09%
SLVM B 0.09%
NEU D 0.09%
SHAK C 0.09%
AM C 0.09%
PRMW B 0.09%
PETQ B 0.09%
TILE B 0.09%
FOR C 0.09%
IDYA F 0.09%
TK C 0.09%
CGEM D 0.09%
CECO D 0.09%
METC F 0.09%
HCI C 0.09%
OII D 0.09%
ANIP D 0.09%
SIGA D 0.08%
IMVT D 0.08%
DUOL B 0.08%
KROS C 0.08%
JEF B 0.08%
SWTX F 0.08%
GRND C 0.08%
SXI C 0.08%
VECO F 0.08%
GRBK B 0.08%
BASE F 0.08%
PNR B 0.08%
TROX F 0.08%
RDNT B 0.08%
GERN D 0.08%
ACMR F 0.08%
ELAN D 0.08%
MAX C 0.08%
BOH D 0.08%
PLAY F 0.08%
BBIO D 0.08%
KALV F 0.08%
SMTC C 0.08%
IOVA C 0.08%
KURA D 0.08%
FG D 0.08%
PRCT C 0.08%
AEO F 0.08%
MLI B 0.08%
OLLI C 0.08%
SOUN D 0.08%
ALLY F 0.08%
PWR B 0.08%
INOD D 0.07%
AMAL B 0.07%
OSW C 0.07%
UVV D 0.07%
PRDO D 0.07%
OCUL C 0.07%
AFL C 0.07%
RDN C 0.07%
DFH C 0.07%
LAUR C 0.07%
CHCO B 0.07%
BRO C 0.07%
APPF D 0.07%
RGA C 0.07%
ICFI B 0.07%
PSTG F 0.07%
KTB B 0.07%
AGIO C 0.07%
WINA D 0.07%
PINS F 0.07%
PATK B 0.07%
HEES D 0.07%
WOR D 0.07%
ANDE D 0.07%
ALKT D 0.07%
CDE C 0.07%
VSEC C 0.07%
ALXO F 0.07%
CAH C 0.07%
HWKN C 0.07%
IT B 0.06%
SPB C 0.06%
WTS C 0.06%
UVE C 0.06%
NVRI D 0.06%
MTSI D 0.06%
AIR C 0.06%
SVRA D 0.06%
WEAV C 0.06%
CBOE C 0.06%
BAND D 0.06%
VIRT C 0.06%
UFPT B 0.06%
MPWR C 0.06%
ANET B 0.06%
OLMA D 0.06%
JOE C 0.06%
RKT C 0.06%
PTC D 0.06%
TNDM C 0.06%
ACVA B 0.06%
CPAY B 0.06%
SIG C 0.06%
MDXG F 0.06%
KOP F 0.06%
SPRY C 0.06%
SANA F 0.06%
M F 0.05%
TGI F 0.05%
ACT B 0.05%
TRMK C 0.05%
ALTR D 0.05%
PRK C 0.05%
WDFC C 0.05%
NTB C 0.05%
LZB C 0.05%
FDMT F 0.05%
JELD D 0.05%
CENT F 0.05%
VCEL D 0.05%
AOS D 0.05%
STEP B 0.05%
ARLO F 0.05%
PBF F 0.05%
FSS D 0.05%
CAL F 0.05%
ACA B 0.05%
AMD D 0.05%
TPH C 0.05%
CASH B 0.05%
PVH F 0.05%
CRAI D 0.05%
WTFC C 0.05%
CSTL C 0.05%
AGYS D 0.05%
INTU C 0.05%
ZEUS F 0.05%
USFD B 0.05%
GMS D 0.05%
QNST B 0.05%
DFIN B 0.04%
PRM B 0.04%
SB D 0.04%
BLX C 0.04%
MTRN F 0.04%
MBI F 0.04%
PAG D 0.04%
DDS F 0.04%
PAR B 0.04%
TPB B 0.04%
PNTG B 0.04%
PI B 0.04%
AX D 0.04%
SNPS F 0.04%
PACK D 0.04%
CTS D 0.04%
EXEL C 0.04%
BALL C 0.04%
CMRE D 0.04%
IBOC D 0.04%
INZY C 0.04%
DAKT D 0.04%
ARCT F 0.04%
OCGN F 0.04%
OSIS D 0.04%
HIMS D 0.04%
URGN F 0.04%
KTOS C 0.04%
MRSN D 0.04%
CRVL B 0.04%
SHOO B 0.04%
PFBC D 0.04%
VRNS C 0.04%
NMRK A 0.04%
CRDO D 0.04%
SPOK C 0.04%
PFGC B 0.04%
LEN B 0.04%
MYRG F 0.03%
LYTS C 0.03%
TRN D 0.03%
GOLF D 0.03%
PRG A 0.03%
MBIN D 0.03%
PFSI C 0.03%
SCVL B 0.03%
CHRD F 0.03%
EPAC B 0.03%
NMIH B 0.03%
LOPE D 0.03%
NWSA D 0.03%
GPI B 0.03%
URBN F 0.03%
UHAL A 0.03%
GIC D 0.03%
STNE F 0.03%
XERS C 0.03%
CCS B 0.03%
LOB B 0.03%
SEMR D 0.03%
ARCH F 0.03%
MIR D 0.03%
CNX B 0.03%
CDLX F 0.03%
SXC F 0.03%
RAMP F 0.03%
PARR F 0.03%
DXPE D 0.03%
EAT A 0.03%
ROCK D 0.03%
THR D 0.03%
GSHD C 0.02%
GTES C 0.02%
IDT C 0.02%
CRMD B 0.02%
BHE D 0.02%
CCOI C 0.02%
WAL B 0.02%
KEX C 0.02%
PFC C 0.02%
AGX B 0.02%
USLM B 0.02%
CPF B 0.02%
FBK B 0.02%
CACI B 0.02%
PLMR C 0.02%
SPNS D 0.02%
ATRO D 0.02%
KRUS C 0.02%
AAON B 0.02%
ITRI C 0.02%
KALU F 0.02%
MITK F 0.02%
PAGS F 0.02%
WRLD D 0.02%
LEU D 0.02%
ZETA C 0.02%
CPS F 0.02%
SCSC D 0.02%
ASC D 0.02%
KMPR D 0.02%
VFMO Underweight 94 Positions Relative to PFIX
Symbol Grade Weight
XOM C -3.19%
JNJ C -2.83%
PG C -2.82%
CVX D -2.06%
TM F -1.97%
BAC D -1.73%
NVS C -1.56%
CSCO C -1.48%
CMCSA D -1.29%
VZ B -1.26%
TXN C -1.13%
COP D -1.01%
PLD C -0.91%
BLK B -0.87%
TD B -0.83%
LMT C -0.82%
MS D -0.81%
UPS D -0.81%
ADP B -0.79%
MDLZ B -0.76%
CVS D -0.76%
MMC C -0.75%
GILD B -0.66%
SO B -0.55%
GD B -0.46%
USB B -0.45%
HMC D -0.45%
STLA F -0.43%
PNC B -0.43%
NSC C -0.42%
TRV C -0.38%
APD B -0.37%
SRE C -0.33%
NUE F -0.32%
MET B -0.32%
OKE B -0.31%
AEP C -0.31%
PAYX C -0.3%
BK B -0.29%
JCI B -0.29%
LHX C -0.29%
CMI C -0.28%
RSG D -0.28%
GIS B -0.28%
EXC C -0.27%
KR C -0.26%
E C -0.26%
XEL B -0.25%
PEG C -0.23%
HSY C -0.22%
DFS C -0.22%
ADM D -0.22%
VICI C -0.22%
BCS B -0.22%
AVB B -0.19%
EIX C -0.19%
WEC C -0.18%
TROW D -0.17%
DTE C -0.17%
STT B -0.16%
ES C -0.15%
MTB B -0.15%
PFG B -0.14%
GPC D -0.14%
DRI B -0.14%
AEE C -0.14%
ETR B -0.14%
HBAN B -0.13%
OMC B -0.13%
HPE D -0.13%
CMS C -0.12%
RF B -0.12%
SWKS D -0.12%
SYF C -0.12%
HST C -0.11%
NTRS A -0.11%
VTRS D -0.11%
ATO B -0.11%
CINF C -0.11%
SNA C -0.1%
CCEP B -0.1%
PKG B -0.1%
BBY C -0.1%
IP B -0.09%
AMCR B -0.09%
EG C -0.09%
CAG C -0.09%
NI B -0.08%
LNT B -0.08%
MOS F -0.07%
EVRG B -0.07%
CHRW B -0.06%
CPB C -0.06%
FRO D -0.02%
Compare ETFs