Compare · 3 funds side by side · dividends reinvested

SPIT, SURI and FTCS

SPITEmerald×SURISimplify×FTCSFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,882FTCS · best of the three

02 / 04

SPIT, SURI and FTCS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Capital Strength ETFUnsorted0.53%1.08%+15.3%+17.9%+15.0%+7.3%−8.1%11.4%$8.0B1.3

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

F/m Emerald Special Situations ETFUnsorted0.89%6.48%+10.9%+9.0%[…][…]−19.5%25.5%$32M2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: SPIT 2025 · SURI 2023 · FTCS 2006

Head to Head

Swap sides Versus in desk

Head to Head

F/m Emerald Special Situations ETF · $32M[…]

SPIT

SURI

Simplify Propel Opportunities ETF · $72M[…]

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

SPITMeasureSURI

+10.9%Year to dateJan 1 → Nov 5+11.4%

+9.0%1 yearTotal return+15.1%

[…]3 years · per year$10,000 became […] · $14,482+13.1%

[…]5 years · per year[…]

0.89%Expense ratio$89 · $284 a year on $10k · lower is better2.84%

6.48%Trailing 12-mo yield$648 · $1,650 a year on $10k16.50%

−19.5%Worst dropSmaller is better−16.7%

25.5%VolatilityLower is calmer21.0%

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

1–5SURI wins

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

More Ways to See the Pairs

SPIT vs SURI: Top 5 Holdings

Today

SPIT

20.7%in top 5

SURI

in top 567.6%

SPITStockSURI

not top 5PAGP47.4%

not top 5ACHV9.0%

not top 5DCTH4.6%

4.3%AMZNnot top 5

4.2%TTInot top 5

4.2%GHnot top 5

4.1%LIVNnot top 5

3.9%SEInot top 5

not top 5MIST3.6%

not top 5COLL3.1%

Held in common2.3%

End-of-day Nov 5, 2026 · share of each fund

SPIT vs SURI Returns, Every Period

EmeraldSPIT

+9.0%

past year

SURISimplify

+15.1%

past year

SPITSURIFaded: behind in that period

0–2SURI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SPIT vs SURI

YTD

EmeraldSPIT

+10.9%

SURISimplify

+11.4%

+10.9%Year to date+11.4%

−19.5%Worst drop · 1Y−16.7%

25.5%Volatility · 1Y21.0%

6.5%Yield16.5%

$32.0MAssets$72.3M

4–0SURI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPIT, SURI, FTCS

Today

0.53%lowest, FTCS

FundExpense ratioFee$10k

FTCS0.53%$53

SPIT0.89%$89

SURI2.84%$284

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SPIT, SURI, FTCS

16.50%highest, SURI

FundTrailing yieldYield$10k

SURI16.50%$1,650

SPIT6.48%$648

FTCS1.08%$108

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,366most kept, SURI

SURI$1,650 − $284 = $1,366

SPIT$648 − $89 = $559

FTCS$108 − $53 = $55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SPIT, SURI, FTCS

Today

2.3%most shared, SPIT and SURI

SPITSURIFTCS

SPIT—2.3%0.0%

SURI2.3%—0.0%

FTCS0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.9%FTCS, at 11.4% volatility

FTCSWorst drop−8.1%11.4% vol

SURIWorst drop−16.7%21.0% vol

SPITWorst drop−19.5%25.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SURIFTCS

+11.4%Year to date+15.3%

16.5%Yield1.1%

+15.1%Past year+17.9%

2.84%Fee0.53%

3–1FTCS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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 5, 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 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026