Compare · 3 funds side by side · dividends reinvested

SURI, IGV and DRAM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,265IGV · best of the three

02 / 04

SURI, IGV and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify Propel Opportunities ETFUnsorted2.84%17.01%+8.0%+16.6%+11.3%[…]−19.2%20.9%$72M1.4

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B1.6

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B2.5

Rank among the three1st → 3rdFee, 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 · IGV 2001 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Propel Opportunities ETF · $72M[…]

SURI

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,265

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

SURIMeasureIGV

+8.0%Year to dateJan 1 → Nov 6−6.4%

+16.6%1 yearTotal return−11.5%

+11.3%3 years · per year$10,000 became $13,773 · $14,533+13.3%

[…]5 years · per year$10,000 became […] · $11,264+2.4%

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

17.01%Trailing 12-mo yield$1,701 · $2 a year on $10k0.02%

−19.2%Worst dropSmaller is better−33.2%

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 6, 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 540.4%

SURIStockIGV

47.4%PAGPnot top 5

not top 5MSFT9.5%

9.0%ACHVnot top 5

not top 5PANW8.2%

not top 5PLTR7.9%

not top 5CRWD7.8%

not top 5ORCL7.0%

4.6%DCTHnot top 5

3.6%MISTnot top 5

3.1%COLLnot top 5

Held in common0.0%

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

SURI vs IGV Returns, Every Period

SimplifySURI

+16.6%

past year

IGViShares

−11.5%

past year

SURIIGVFaded: behind in that period

2–1SURI wins

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

Unsorted vs Thematic: SURI vs IGV

YTD

SimplifySURI

+8.0%

IGViShares

−6.4%

+8.0%Year to date−6.4%

−19.2%Worst drop · 1Y−33.2%

20.9%Volatility · 1Y32.9%

17.0%Yield0.0%

$72.3MAssets$12.4B

4–0SURI wins

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

Cost, Income and Risk

Fees: SURI, IGV, DRAM

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

DRAM0.65%$65

SURI2.84%$284

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

Yields: SURI, IGV, DRAM

17.01%highest, SURI

FundTrailing yieldYield$10k

SURI17.01%$1,701

IGV0.02%$2

DRAM0.00%$0

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

Income After Fees on $10,000

$1,417most kept, SURI

SURI$1,701 − $284 = $1,417

IGV$2 − $38 = −$36

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: SURI, IGV, DRAM

Today

0.0%most shared, SURI and IGV

SURIIGVDRAM

SURI—0.0%0.0%

IGV0.0%—0.0%

DRAM0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+16.6%SURI, at 20.9% volatility

SURIWorst drop−19.2%20.9% vol

IGVWorst drop−33.2%32.9% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SURIIGV

+8.0%Year to date−6.4%

17.0%Yield0.0%

+16.6%Past year−11.5%

2.84%Fee0.38%

3–1SURI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026