Compare · 2 funds side by side · dividends reinvested

SURI and IGV

SURISimplify×IGViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,367IGV · best of the two

02 / 04

SURI and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify Propel Opportunities ETFUnsorted2.84%16.79%+9.5%+16.4%+12.0%[…]−18.1%20.9%$72M1.3

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.3%−11.6%+13.6%+2.6%−33.3%32.9%$13.0B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SURI 2023 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Propel Opportunities ETF · $72M[…]

SURI

IGV

iShares Expanded Tech-Software Sector ETF · $13.0B$11,367

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

SURIMeasureIGV

+9.5%Year to dateJan 1 → Nov 5−6.3%

+16.4%1 yearTotal return−11.6%

+12.0%3 years · per year$10,000 became $14,050 · $14,673+13.6%

[…]5 years · per year$10,000 became […] · $11,367+2.6%

2.84%Expense ratio$284 · $38 a year on $10k · lower is better0.38%

16.79%Trailing 12-mo yield$1,679 · $2 a year on $10k0.02%

−18.1%Worst dropSmaller is better−33.3%

20.9%VolatilityLower is calmer32.9%

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

5–2SURI 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 IGV: Top 5 Holdings

Today

SURI

67.6%in top 5

IGV

in top 541.9%

SURIStockIGV

47.4%PAGPnot top 5

not top 5MSFT9.4%

9.0%ACHVnot top 5

not top 5PANW8.6%

not top 5PLTR8.4%

not top 5CRWD8.2%

not top 5ORCL7.2%

4.6%DCTHnot top 5

3.6%MISTnot top 5

3.1%COLLnot top 5

Held in common0.0%

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

SURI vs IGV Returns, Every Period

SimplifySURI

+16.4%

past year

IGViShares

−11.6%

past year

SURIIGVFaded: behind in that period

2–1SURI wins

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

Unsorted vs Thematic: SURI vs IGV

YTD

SimplifySURI

+9.5%

IGViShares

−6.3%

+9.5%Year to date−6.3%

−18.1%Worst drop · 1Y−33.3%

20.9%Volatility · 1Y32.9%

16.8%Yield0.0%

$72.3MAssets$13.0B

4–0SURI wins

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

Cost, Income and Risk

Fees: SURI, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

SURI2.84%$284

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

Yields: SURI, IGV

16.79%highest, SURI

FundTrailing yieldYield$10k

SURI16.79%$1,679

IGV0.02%$2

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

Income After Fees on $10,000

$1,395most kept, SURI

SURI$1,679 − $284 = $1,395

IGV$2 − $38 = −$36

KeptFee

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

Overlap: SURI, IGV

Today

0.0%most shared, SURI and IGV

SURIIGV

SURI—0.0%

IGV0.0%—

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

Return vs Bumpiness: 2 ETFs

+16.4%SURI, at 20.9% volatility

SURIWorst drop−18.1%20.9% vol

IGVWorst drop−33.3%32.9% vol

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

Paid More vs Made More

YTD

SURIIGV

+9.5%Year to date−6.3%

16.8%Yield0.0%

+16.4%Past year−11.6%

2.84%Fee0.38%

3–1SURI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026