Compare · 3 funds side by side · dividends reinvested

LFSC, SURI and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

LFSC, SURI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.8

F/M Emerald Life Sciences Innovation ETFThematic · Disruptive tech0.79%0.00%+24.7%+41.4%[…][…]−17.6%28.1%$123M2.0

Simplify Propel Opportunities ETFUnsorted2.84%16.50%+11.4%+15.1%+13.1%[…]−16.7%21.0%$72M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: LFSC 2024 · SURI 2023 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Propel Opportunities ETF · $72M[…]

SURI

SMH

VanEck Semiconductor ETF · $65.4B$38,820

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SURIMeasureSMH

+11.4%Year to dateJan 1 → Nov 4+40.0%

+15.1%1 yearTotal return+38.2%

+13.1%3 years · per year$10,000 became $14,482 · $37,049+54.7%

[…]5 years · per year$10,000 became […] · $38,820+31.2%

2.84%Expense ratio$284 · $35 a year on $10k · lower is better0.35%

16.50%Trailing 12-mo yield$1,650 · $22 a year on $10k0.22%

−16.7%Worst dropSmaller is better−24.6%

21.0%VolatilityLower is calmer41.2%

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

3–4SMH wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SURI vs SMH: Top 5 Holdings

Today

SURI

68.2%in top 5

SMH

in top 547.1%

SURIStockSMH

48.5%PAGPnot top 5

not top 5NVDA20.6%

not top 5TSM9.6%

8.7%ACHVnot top 5

not top 5TXN6.0%

not top 5AVGO5.8%

not top 5AMD5.2%

4.5%DCTHnot top 5

3.5%MISTnot top 5

3.1%COLLnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SURI vs SMH Returns, Every Period

SimplifySURI

+15.1%

past year

SMHVanEck

+38.2%

past year

SURISMHFaded: behind in that period

0–3SMH wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Thematic: SURI vs SMH

YTD

SimplifySURI

+11.4%

SMHVanEck

+40.0%

+11.4%Year to date+40.0%

−16.7%Worst drop · 1Y−24.6%

21.0%Volatility · 1Y41.2%

16.5%Yield0.2%

$72.3MAssets$65.4B

3–1SURI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LFSC, SURI, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

LFSC0.79%$79

SURI2.84%$284

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LFSC, SURI, SMH

16.50%highest, SURI

FundTrailing yieldYield$10k

SURI16.50%$1,650

SMH0.22%$22

LFSC0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,366most kept, SURI

SURI$1,650 − $284 = $1,366

SMH$22 − $35 = −$13

LFSC$0 − $79 = −$79

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LFSC, SURI, SMH

Today

2.7%most shared, LFSC and SURI

LFSCSURISMH

LFSC—2.7%0.0%

SURI2.7%—0.0%

SMH0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.4%LFSC, at 28.1% volatility

SURIWorst drop−16.7%21.0% vol

LFSCWorst drop−17.6%28.1% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SURISMH

+11.4%Year to date+40.0%

16.5%Yield0.2%

+15.1%Past year+38.2%

2.84%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026