VUSB vs. VCAR ETF Comparison

Comparison of Vanguard Ultra-Short Bond ETF (VUSB) to Simplify Volt RoboCar Disruption and Tech ETF (VCAR)

VUSB

Vanguard Ultra-Short Bond ETF

VUSB Description

Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. The fund invests in the fixed income markets. It primarily invests in high-quality securities that are rated A3 or better and medium-quality securities that are rated Baa1, Baa2, or Baa3 by Moody's Investors Service, Inc. The fund seeks to invest in securities with maturity of 0-2 years. The fund employs fundamental analysis with bottom-up and top-down security picking approach to create its portfolio. Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF was formed on April 5, 2021 is domiciled in the United States.

Grade (RS Rating)

Last Trade

$49.92

Average Daily Volume

664,325

Number of Holdings ^*

201

* 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

$10.58

Average Daily Volume

3,279

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	VUSB	VCAR
30 Days	0.77%	-5.56%
60 Days	1.57%	-8.56%
90 Days	2.19%	-2.92%
12 Months	6.58%	27.25%

19 Overlapping Holdings

Symbol	Grade	Weight in VUSB	Weight in VCAR	Overlap
AAPL	C	0.12%	4.1%	0.12%
AMGN	B	0.12%	0.11%	0.11%
AMZN	C	0.06%	4.11%	0.06%
AXP	B	0.05%	0.1%	0.05%
BHP	D	0.09%	0.32%	0.09%
BK	A	0.03%	0.09%	0.03%
C	D	0.01%	0.1%	0.01%
DE	B	0.01%	0.1%	0.01%
DIS	D	0.05%	0.8%	0.05%
INTC	F	0.03%	0.99%	0.03%
MCO	A	0.07%	0.14%	0.07%
MSFT	C	0.03%	7.3%	0.03%
NVDA	D	0.71%	21.12%	0.71%
PEP	D	0.13%	0.12%	0.12%
PG	C	0.09%	0.11%	0.09%
PYPL	B	0.2%	0.05%	0.05%
SWKS	F	0.15%	0.09%	0.09%
TXN	C	0.06%	0.23%	0.06%
VZ	B	0.01%	0.12%	0.01%

VUSB Overweight 182 Positions Relative to VCAR

Symbol	Grade	Weight
RL	B	0.99%
BHF	D	0.7%
COF	A	0.61%
CMCSA	D	0.6%
COP	D	0.52%
GIS	B	0.47%
SYY	D	0.43%
EMN	B	0.42%
GILD	B	0.36%
SPG	A	0.3%
NUE	F	0.29%
HRL	D	0.28%
ZBH	F	0.28%
ALL	B	0.27%
PSA	B	0.25%
CNH	D	0.24%
WM	D	0.24%
EOG	D	0.23%
MLM	D	0.23%
MCK	F	0.23%
STZ	D	0.23%
AMP	B	0.2%
EBAY	B	0.19%
HII	D	0.19%
CHTR	D	0.18%
MPC	D	0.18%
GPN	D	0.18%
MKC	C	0.17%
RPRX	D	0.17%
AIG	D	0.17%
EQH	C	0.17%
ROK	F	0.14%
OKE	B	0.14%
UNP	C	0.14%
ESGR	D	0.13%
EQR	C	0.13%
KIM	C	0.13%
SLB	F	0.12%
BDN	C	0.11%
LEN	C	0.11%
PFG	B	0.11%
PSX	D	0.11%
CB	B	0.11%
HUM	F	0.11%
SRE	B	0.11%
SLG	B	0.1%
SBUX	C	0.1%
TDY	C	0.1%
CM	A	0.1%
CHD	C	0.09%
LNC	D	0.09%
DB	B	0.09%
NWG	C	0.09%
CCEP	B	0.08%
MMC	C	0.08%
KR	C	0.08%
IBM	A	0.08%
MS	C	0.08%
CAG	C	0.07%
IVZ	B	0.07%
AON	B	0.07%
MDLZ	C	0.07%
AMTD	F	0.06%
AEP	C	0.06%
EPD	B	0.06%
DTE	B	0.06%
ILMN	C	0.06%
PAA	C	0.06%
ALLY	D	0.06%
AL	D	0.06%
R	B	0.06%
MUFG	D	0.06%
UBS	D	0.06%
LLY	C	0.05%
KEY	B	0.05%
IFF	C	0.05%
NDAQ	A	0.05%
TD	A	0.05%
KSA	C	0.05%
ETR	A	0.05%
ICE	C	0.05%
ABBV	C	0.05%
PRU	C	0.05%
VTRS	D	0.05%
ZTS	C	0.04%
DELL	C	0.04%
CSL	B	0.04%
CME	C	0.04%
CCI	C	0.04%
SHW	B	0.04%
OPI	F	0.04%
OHI	C	0.04%
ES	C	0.04%
CI	C	0.04%
SEB	C	0.04%
SO	A	0.04%
BKH	B	0.03%
BIIB	F	0.03%
AEE	A	0.03%
DD	B	0.03%
FNF	B	0.03%
KRC	B	0.03%
KMB	D	0.03%
TEL	D	0.03%
SYF	C	0.03%
ARCC	B	0.03%
USB	B	0.03%
UPS	F	0.03%
DFS	B	0.03%
PM	C	0.03%
GM	B	0.03%
ORCL	B	0.03%
BMY	C	0.03%
CFG	C	0.02%
GE	A	0.02%
MRK	D	0.02%
KMPR	D	0.02%
PNC	A	0.02%
O	C	0.02%
NSC	C	0.02%
TAP	D	0.02%
WRB	C	0.02%
VOD	C	0.02%
HOG	C	0.02%
HON	D	0.02%
KMI	A	0.02%
DUK	B	0.02%
BXP	B	0.02%
BNS	A	0.02%
BMO	C	0.02%
LYB	F	0.01%
FANG	D	0.01%
CTAS	C	0.01%
HD	A	0.01%
GSK	D	0.01%
FIS	B	0.01%
DT	C	0.01%
MKL	C	0.01%
LOW	A	0.01%
JXN	B	0.01%
HPE	D	0.01%
SCHW	D	0.01%
PCAR	D	0.01%
TSN	D	0.01%
BEN	F	0.01%
AVGO	C	0.01%
ATO	B	0.01%
ARW	C	0.01%
XOM	D	0.01%
STT	B	0.01%
MAR	C	0.01%
T	C	0.01%
CAT	B	0.01%
CVS	F	0.01%
KDP	B	0.01%
WMB	B	0.01%
CPB	B	0.01%
EXC	B	0.01%
LIN	B	0.01%
CVX	D	0.01%
AZO	D	0.01%
BA	F	0.01%
EIX	C	0.01%
UNH	C	0.01%
TFC	D	0.01%
NEM	B	0.01%
JPM	D	0.01%
AZN	D	0.01%
NEE	C	0.01%
ET	B	0.01%
AER	B	0.01%
PL	F	0.01%
CNP	D	0.01%
MET	A	0.01%
AVB	C	0.01%
WFC	D	0.01%
D	B	0.01%
AMT	C	0.01%
BAC	D	0.01%
LUV	C	0.01%
GS	C	0.01%
HSBC	B	0.01%

VUSB Underweight 47 Positions Relative to VCAR

Symbol	Grade	Weight
AMD	D	-10.5%
TSLA	C	-7.4%
LMND	D	-4.52%
ASML	F	-4.34%
GOOG	D	-4.07%
SQ	D	-3.38%
META	A	-2.39%
ADI	C	-2.17%
NFLX	B	-0.97%
MU	F	-0.8%
AUR	C	-0.68%
LRCX	F	-0.68%
KLAC	D	-0.67%
COST	B	-0.66%
SNPS	D	-0.51%
AMKR	F	-0.46%
NXPI	D	-0.43%
MRVL	C	-0.4%
ADSK	C	-0.38%
CRWD	D	-0.36%
RIO	D	-0.35%
GFS	F	-0.3%
MCHP	D	-0.28%
VALE	F	-0.27%
ARBE	F	-0.22%
SQM	F	-0.21%
RIVN	F	-0.21%
PAYX	C	-0.2%
HPQ	D	-0.19%
VRSN	D	-0.18%
ALB	F	-0.17%
ANSS	D	-0.16%
TSM	C	-0.14%
KO	B	-0.13%
QCOM	F	-0.12%
NIO	D	-0.1%
CTSH	C	-0.09%
CDNS	D	-0.09%
LCID	D	-0.08%
ADBE	F	-0.08%
INTU	C	-0.07%
CSCO	B	-0.07%
AMAT	D	-0.06%
PANW	C	-0.03%
FTNT	B	-0.02%
TEAM	D	-0.01%
DDOG	D	-0.01%