Compare · 2 funds side by side · dividends reinvested

SURI and FTCS

SURISimplify×FTCSFirst Trust×

Versus in desk

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

02 / 04

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%$8.0B1.1

Simplify Propel Opportunities ETFUnsorted2.84%16.50%+11.4%+15.1%+13.1%[…]−16.7%21.0%$72M1.9

Rank among the two1st → 2ndFee, 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: SURI 2023 · FTCS 2006

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Propel Opportunities ETF · $72M[…]

SURI

FTCS

First Trust Capital Strength ETF · $8.0B$13,882

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

SURIMeasureFTCS

+11.4%Year to dateJan 1 → Nov 5+15.3%

+15.1%1 yearTotal return+17.9%

+13.1%3 years · per year$10,000 became $14,482 · $15,226+15.0%

[…]5 years · per year$10,000 became […] · $14,234+7.3%

2.84%Expense ratio$284 · $53 a year on $10k · lower is better0.53%

16.50%Trailing 12-mo yield$1,650 · $108 a year on $10k1.08%

−16.7%Worst dropSmaller is better−8.1%

21.0%VolatilityLower is calmer11.4%

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

1–6FTCS wins

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

More Ways to See the Pairs

SURI vs FTCS: Top 5 Holdings

Today

SURI

67.6%in top 5

FTCS

in top 510.9%

SURIStockFTCS

47.4%PAGPnot top 5

9.0%ACHVnot top 5

4.6%DCTHnot top 5

3.6%MISTnot top 5

3.1%COLLnot top 5

not top 5PPG2.2%

not top 5MMM2.2%

not top 5VLTO2.2%

not top 5HD2.1%

not top 5CINF2.1%

Held in common0.0%

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

SURI vs FTCS Returns, Every Period

SimplifySURI

+15.1%

past year

FTCSFirst Trust

+17.9%

past year

SURIFTCSFaded: behind in that period

0–3FTCS wins

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

SURI vs FTCS

YTD

SimplifySURI

+11.4%

FTCSFirst Trust

+15.3%

+11.4%Year to date+15.3%

−16.7%Worst drop · 1Y−8.1%

21.0%Volatility · 1Y11.4%

16.5%Yield1.1%

$72.3MAssets$8.0B

3–1FTCS wins

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

Cost, Income and Risk

Fees: SURI, FTCS

Today

0.53%lowest, FTCS

FundExpense ratioFee$10k

FTCS0.53%$53

SURI2.84%$284

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

Yields: SURI, FTCS

16.50%highest, SURI

FundTrailing yieldYield$10k

SURI16.50%$1,650

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

FTCS$108 − $53 = $55

KeptFee

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

Overlap: SURI, FTCS

Today

0.0%most shared, SURI and FTCS

SURIFTCS

SURI—0.0%

FTCS0.0%—

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

Return vs Bumpiness: 2 ETFs

+17.9%FTCS, at 11.4% volatility

FTCSWorst drop−8.1%11.4% vol

SURIWorst drop−16.7%21.0% 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 Two

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