Compare SURI, IALT and SEQ

SURI, IALT and SEQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Systematic Alternatives Active ETFUnsorted0.99%0.39%+14.7%[…][…][…][…][…]$7.8B1.3

Simplify Propel Opportunities ETFUnsorted2.84%16.23%+13.2%+23.6%+12.9%[…]−19.2%21.4%$78M1.4

Sequoia ETFUnsorted0.99%0.00%[…][…][…][…][…][…]$6.8B2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: SURI 2023 · IALT 2025 · SEQ 1970

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Simplify Propel Opportunities ETF · $78M[…]

SURI

IALT

iShares Systematic Alternatives Active ETF · $7.8B[…]

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

SURIMeasureIALT

+13.2%Year to dateJan 1 → Nov 9+14.7%

+23.6%1 yearTotal return[…]

+12.9%3 years · per year$10,000 became $14,374 · […][…]

[…]5 years · per year[…]

2.84%Expense ratio$284 · $99 a year on $10k · lower is better0.99%

16.23%Trailing 12-mo yield$1,623 · $39 a year on $10k0.39%

−19.2%Worst dropSmaller is better[…]

21.4%VolatilityLower is calmer[…]

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

1–2IALT 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 IALT: Top 5 Holdings

Today

SURI

60.4%in top 5

IALT

in top 54.7%

SURIStockIALT

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 5TD.TO1.0%

not top 5ADBE1.0%

not top 5NEM0.9%

not top 5SHEL.L0.9%

not top 5ENEL.MI0.9%

Held in common0.0%

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

SURI vs IALT Returns, Every Period

1Y

SimplifySURI

+23.6%

past year

IALTiShares

[…]

past year

SURIIALTFaded: behind in that period

0–1IALT wins

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

SURI vs IALT

YTD

SimplifySURI

+13.2%

IALTiShares

+14.7%

+13.2%Year to date+14.7%

−19.2%Worst drop · 1Y[…]

21.4%Volatility · 1Y[…]

16.2%Yield0.4%

$78.2MAssets$7.8B

1–1level

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

Cost, Income and Risk

Fees: SURI, IALT, SEQ

Today

0.99%lowest, IALT

FundExpense ratioFee$10k

IALT0.99%$99

SEQ0.99%$99

SURI2.84%$284

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

Yields: SURI, IALT, SEQ

1Y

16.23%highest, SURI

FundTrailing yieldYield$10k

SURI16.23%$1,623

IALT0.39%$39

SEQ0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,339most kept, SURI

SURI$1,623 − $284 = $1,339

IALT$39 − $99 = −$60

SEQ$0 − $99 = −$99

KeptFee

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

Overlap: SURI, IALT, SEQ

Today

0.0%most shared, SURI and IALT

SURIIALTSEQ

SURI—0.0%[…]

IALT0.0%—[…]

SEQ[…][…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+23.6%SURI, at 21.4% volatility

SURIWorst drop−19.2%21.4% vol

IALTWorst drop[…][…]

SEQWorst drop[…][…]

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

Paid More vs Made More

YTD

SURIIALT

+13.2%Year to date+14.7%

16.2%Yield0.4%

+23.6%Past year[…]

2.84%Fee0.99%

2–1IALT 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