Compare SURI and CGBL

SURI and CGBL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Core Balanced ETFUnsorted0.33%1.97%+4.9%+7.8%+16.3%[…]−7.9%10.8%$7.9B1.4

Simplify Propel Opportunities ETFUnsorted2.84%17.01%+8.0%+16.6%+11.3%[…]−19.2%20.9%$78M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SURI 2023 · CGBL 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Simplify Propel Opportunities ETF · $78M[…]

SURI

CGBL

Capital Group Core Balanced ETF · $7.9B[…]

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

SURIMeasureCGBL

+8.0%Year to dateJan 1 → Nov 6+4.9%

+16.6%1 yearTotal return+7.8%

+11.3%3 years · per year$10,000 became $13,773 · $15,725+16.3%

[…]5 years · per year[…]

2.84%Expense ratio$284 · $33 a year on $10k · lower is better0.33%

17.01%Trailing 12-mo yield$1,701 · $197 a year on $10k1.97%

−19.2%Worst dropSmaller is better−7.9%

20.9%VolatilityLower is calmer10.8%

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

3–4CGBL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SURI vs CGBL: Top 5 Holdings

Today

SURI

67.6%in top 5

CGBL

in top 548.9%

SURIStockCGBL

47.4%PAGPnot top 5

not top 5CGCP23.8%

not top 5CGCB16.1%

9.0%ACHVnot top 5

4.6%DCTHnot top 5

3.6%MISTnot top 5

not top 5AVGO3.5%

3.1%COLLnot top 5

not top 5MSFT2.8%

not top 5GOOG2.7%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SURI vs CGBL Returns, Every Period

1Y

SimplifySURI

+16.6%

past year

CGBLCapital Group

+7.8%

past year

SURICGBLFaded: behind in that period

2–1SURI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SURI vs CGBL

YTD

SimplifySURI

+8.0%

CGBLCapital Group

+4.9%

+8.0%Year to date+4.9%

−19.2%Worst drop · 1Y−7.9%

20.9%Volatility · 1Y10.8%

17.0%Yield2.0%

$78.2MAssets$7.9B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SURI, CGBL

Today

0.33%lowest, CGBL

FundExpense ratioFee$10k

CGBL0.33%$33

SURI2.84%$284

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SURI, CGBL

1Y

17.01%highest, SURI

FundTrailing yieldYield$10k

SURI17.01%$1,701

CGBL1.97%$197

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,417most kept, SURI

SURI$1,701 − $284 = $1,417

CGBL$197 − $33 = $164

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SURI, CGBL

Today

0.0%most shared, SURI and CGBL

SURICGBL

SURI—0.0%

CGBL0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.6%SURI, at 20.9% volatility

CGBLWorst drop−7.9%10.8% vol

SURIWorst drop−19.2%20.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SURICGBL

+8.0%Year to date+4.9%

17.0%Yield2.0%

+16.6%Past year+7.8%

2.84%Fee0.33%

3–1SURI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026