Compare · 3 funds side by side · dividends reinvested

SURI, LFSC and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

SURI, LFSC and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.8

F/M Emerald Life Sciences Innovation ETFThematic · Disruptive tech0.79%0.00%+22.6%+42.8%[…][…]−17.6%28.8%$127M1.8

Simplify Propel Opportunities ETFUnsorted2.84%17.01%+8.0%+16.6%+11.3%[…]−19.2%20.9%$72M2.1

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 · LFSC 2024 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Propel Opportunities ETF · $72M[…]

SURI

LFSC

F/M Emerald Life Sciences Innovation ETF · $127M[…]

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

SURIMeasureLFSC

+8.0%Year to dateJan 1 → Nov 6+22.6%

+16.6%1 yearTotal return+42.8%

+11.3%3 years · per year$10,000 became $13,773 · […][…]

[…]5 years · per year[…]

2.84%Expense ratio$284 · $79 a year on $10k · lower is better0.79%

17.01%Trailing 12-mo yield$1,701 · $0 a year on $10k0.00%

−19.2%Worst dropSmaller is better−17.6%

20.9%VolatilityLower is calmer28.8%

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

2–4LFSC 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 LFSC: Top 5 Holdings

Today

SURI

67.6%in top 5

LFSC

in top 534.9%

SURIStockLFSC

47.4%PAGPnot top 5

not top 5REPL10.3%

9.0%ACHVnot top 5

not top 5LIVN8.0%

not top 5COGT5.8%

not top 5TVTX5.7%

not top 5BLLN5.1%

4.6%DCTHnot top 5

3.6%MISTnot top 5

3.1%COLLnot top 5

Held in common2.6%

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

SURI vs LFSC Returns, Every Period

SimplifySURI

+16.6%

past year

LFSCEmerald

+42.8%

past year

SURILFSCFaded: behind in that period

0–2LFSC wins

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

Unsorted vs Thematic: SURI vs SMH

YTD

SimplifySURI

+8.0%

SMHVanEck

+28.8%

+8.0%Year to date+28.8%

−19.2%Worst drop · 1Y−33.1%

20.9%Volatility · 1Y42.9%

17.0%Yield0.2%

$72.3MAssets$57.7B

3–1SURI wins

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

Cost, Income and Risk

Fees: SURI, LFSC, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

LFSC0.79%$79

SURI2.84%$284

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

Yields: SURI, LFSC, SMH

17.01%highest, SURI

FundTrailing yieldYield$10k

SURI17.01%$1,701

SMH0.24%$24

LFSC0.00%$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

SMH$24 − $35 = −$11

LFSC$0 − $79 = −$79

KeptFee

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

Overlap: SURI, LFSC, SMH

Today

2.6%most shared, SURI and LFSC

SURILFSCSMH

SURI—2.6%0.0%

LFSC2.6%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+42.8%LFSC, at 28.8% volatility

SURIWorst drop−19.2%20.9% vol

LFSCWorst drop−17.6%28.8% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

SURISMH

+8.0%Year to date+28.8%

17.0%Yield0.2%

+16.6%Past year+29.5%

2.84%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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