Compare · 4 funds side by side · dividends reinvested

LFSC, SURI, PAVE and DRAM

LFSCEmerald×SURISimplify×PAVEGlobal X×DRAMRoundhill×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$19,862PAVE · best of the four

02 / 04

LFSC, SURI, PAVE and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.81%+11.8%+12.8%+22.3%+14.7%−15.3%21.9%$13.0B1.8

Simplify Propel Opportunities ETFUnsorted2.84%16.23%+13.2%+23.6%+12.9%[…]−19.2%21.4%$78M2.1

F/M Emerald Life Sciences Innovation ETFThematic · Disruptive tech0.79%0.00%+27.8%+49.4%[…][…]−17.6%29.1%$125M2.2

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B2.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: LFSC 2024 · SURI 2023 · PAVE 2017 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

F/M Emerald Life Sciences Innovation ETF · $125M[…]

LFSC

SURI

Simplify Propel Opportunities ETF · $78M[…]

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

LFSCMeasureSURI

+27.8%Year to dateJan 1 → Nov 9+13.2%

+49.4%1 yearTotal return+23.6%

[…]3 years · per year$10,000 became […] · $14,374+12.9%

[…]5 years · per year[…]

0.79%Expense ratio$79 · $284 a year on $10k · lower is better2.84%

0.00%Trailing 12-mo yield$0 · $1,623 a year on $10k16.23%

−17.6%Worst dropSmaller is better−19.2%

29.1%VolatilityLower is calmer21.4%

LFSCSURI Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2LFSC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LFSC vs SURI: Top 5 Holdings

Today

LFSC

34.8%in top 5

SURI

in top 560.4%

LFSCStockSURI

not top 5PAGP42.0%

10.7%REPLnot top 5

not top 5ACHV8.0%

7.6%LIVNnot top 5

6.0%COGTnot top 5

5.6%TVTXnot top 5

4.9%BLLNnot top 5

not top 5DCTH4.3%

not top 5MIST3.3%

not top 5COLL2.9%

Held in common2.3%

End-of-day Nov 9, 2026 · share of each fund

LFSC vs SURI Returns, Every Period

EmeraldLFSC

+49.4%

past year

SURISimplify

+23.6%

past year

LFSCSURIFaded: behind in that period

2–0LFSC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Unsorted: LFSC vs SURI

YTD

EmeraldLFSC

+27.8%

SURISimplify

+13.2%

+27.8%Year to date+13.2%

−17.6%Worst drop · 1Y−19.2%

29.1%Volatility · 1Y21.4%

0.0%Yield16.2%

$125MAssets$78.2M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LFSC, SURI, PAVE, DRAM

Today

0.47%lowest, PAVE

FundExpense ratioFee$10k

PAVE0.47%$47

DRAM0.65%$65

LFSC0.79%$79

SURI2.84%$284

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LFSC, SURI, PAVE, DRAM

16.23%highest, SURI

FundTrailing yieldYield$10k

SURI16.23%$1,623

PAVE0.81%$81

LFSC0.00%$0

DRAM0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,339most kept, SURI

SURI$1,623 − $284 = $1,339

PAVE$81 − $47 = $34

DRAM$0 − $65 = −$65

LFSC$0 − $79 = −$79

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LFSC, SURI, PAVE, DRAM

Today

2.3%most shared, LFSC and SURI

LFSCSURIPAVEDRAM

LFSC—2.3%0.0%0.0%

SURI2.3%—0.0%0.0%

PAVE0.0%0.0%—0.0%

DRAM0.0%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+49.4%LFSC, at 29.1% volatility

SURIWorst drop−19.2%21.4% vol

PAVEWorst drop−15.3%21.9% vol

LFSCWorst drop−17.6%29.1% vol

DRAMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SURILFSC

+13.2%Year to date+27.8%

16.2%Yield0.0%

+23.6%Past year+49.4%

2.84%Fee0.79%

3–1LFSC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026