Compare · 3 funds side by side · dividends reinvested

SURI, FTCS and VFLO

SURISimplify×FTCSFirst Trust×VFLOVictoryShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,941FTCS · best of the three

02 / 04

SURI, FTCS and VFLO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares Free Cash Flow ETFUnsorted0.42%1.18%+35.3%+42.9%+29.0%[…]−8.8%16.1%$12.1B1.4

First Trust Capital Strength ETFUnsorted0.53%1.10%+13.8%+16.6%+13.3%+6.9%−8.1%11.8%$7.9B1.9

Simplify Propel Opportunities ETFUnsorted2.84%16.23%+13.2%+23.6%+12.9%[…]−19.2%21.4%$78M2.6

Rank among the three1st → 3rdFee, 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: SURI 2023 · FTCS 2006 · VFLO 2023

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Propel Opportunities ETF · $78M[…]

SURI

FTCS

First Trust Capital Strength ETF · $7.9B$13,941

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

SURIMeasureFTCS

+13.2%Year to dateJan 1 → Nov 9+13.8%

+23.6%1 yearTotal return+16.6%

+12.9%3 years · per year$10,000 became $14,374 · $14,554+13.3%

[…]5 years · per year$10,000 became […] · $13,941+6.9%

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

16.23%Trailing 12-mo yield$1,623 · $110 a year on $10k1.10%

−19.2%Worst dropSmaller is better−8.1%

21.4%VolatilityLower is calmer11.8%

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

2–5FTCS wins

End-of-day Nov 9, 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

60.4%in top 5

FTCS

in top 510.9%

SURIStockFTCS

42.0%PAGPnot top 5

8.0%ACHVnot top 5

4.3%DCTHnot top 5

3.3%MISTnot top 5

2.9%COLLnot top 5

not top 5VLTO2.2%

not top 5PPG2.2%

not top 5MMM2.2%

not top 5HD2.1%

not top 5CINF2.1%

Held in common0.0%

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

SURI vs FTCS Returns, Every Period

SimplifySURI

+23.6%

past year

FTCSFirst Trust

+16.6%

past year

SURIFTCSFaded: behind in that period

1–2FTCS wins

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

SURI vs VFLO

YTD

SimplifySURI

+13.2%

VFLOVictoryShares

+35.3%

+13.2%Year to date+35.3%

−19.2%Worst drop · 1Y−8.8%

21.4%Volatility · 1Y16.1%

16.2%Yield1.2%

$78.2MAssets$12.1B

3–1VFLO wins

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

Cost, Income and Risk

Fees: SURI, FTCS, VFLO

Today

0.42%lowest, VFLO

FundExpense ratioFee$10k

VFLO0.42%$42

FTCS0.53%$53

SURI2.84%$284

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

Yields: SURI, FTCS, VFLO

16.23%highest, SURI

FundTrailing yieldYield$10k

SURI16.23%$1,623

VFLO1.18%$118

FTCS1.10%$110

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

VFLO$118 − $42 = $76

FTCS$110 − $53 = $57

KeptFee

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

Overlap: SURI, FTCS, VFLO

Today

2.5%most shared, FTCS and VFLO

SURIFTCSVFLO

SURI—0.0%0.0%

FTCS0.0%—2.5%

VFLO0.0%2.5%—

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

Return vs Bumpiness: 3 ETFs

+42.9%VFLO, at 16.1% volatility

FTCSWorst drop−8.1%11.8% vol

VFLOWorst drop−8.8%16.1% vol

SURIWorst drop−19.2%21.4% vol

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

Paid More vs Made More

YTD

SURIVFLO

+13.2%Year to date+35.3%

16.2%Yield1.2%

+23.6%Past year+42.9%

2.84%Fee0.42%

3–1VFLO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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