Compare · 3 funds side by side · dividends reinvested

SURI, PAVE and DRAM

SURISimplify×PAVEGlobal X×DRAMRoundhill×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,862PAVE · best of the three

02 / 04

SURI, PAVE and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.81%+11.8%+12.8%+22.3%+14.7%−15.3%21.9%$13.0B1.5

Simplify Propel Opportunities ETFUnsorted2.84%16.23%+13.2%+23.6%+12.9%[…]−19.2%21.4%$78M1.6

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: SURI 2023 · PAVE 2017 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Propel Opportunities ETF · $78M[…]

SURI

PAVE

Global X - U.S. Infrastructure Development ETF · $13.0B$19,862

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

SURIMeasurePAVE

+13.2%Year to dateJan 1 → Nov 9+11.8%

+23.6%1 yearTotal return+12.8%

+12.9%3 years · per year$10,000 became $14,374 · $18,295+22.3%

[…]5 years · per year$10,000 became […] · $19,862+14.7%

2.84%Expense ratio$284 · $47 a year on $10k · lower is better0.47%

16.23%Trailing 12-mo yield$1,623 · $81 a year on $10k0.81%

−19.2%Worst dropSmaller is better−15.3%

21.4%VolatilityLower is calmer21.9%

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

4–3SURI 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 PAVE: Top 5 Holdings

Today

SURI

60.4%in top 5

PAVE

in top 518.2%

SURIStockPAVE

42.0%PAGPnot top 5

8.0%ACHVnot top 5

4.3%DCTHnot top 5

not top 5FAST3.9%

not top 5EMR3.8%

not top 5DE3.7%

not top 5NUE3.5%

not top 5CRH3.3%

3.3%MISTnot top 5

2.9%COLLnot top 5

Held in common0.0%

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

SURI vs PAVE Returns, Every Period

SimplifySURI

+23.6%

past year

PAVEGlobal X

+12.8%

past year

SURIPAVEFaded: behind in that period

2–1SURI wins

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

Unsorted vs Thematic: SURI vs PAVE

YTD

SimplifySURI

+13.2%

PAVEGlobal X

+11.8%

+13.2%Year to date+11.8%

−19.2%Worst drop · 1Y−15.3%

21.4%Volatility · 1Y21.9%

16.2%Yield0.8%

$78.2MAssets$13.0B

3–1SURI wins

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

Cost, Income and Risk

Fees: SURI, PAVE, DRAM

Today

0.47%lowest, PAVE

FundExpense ratioFee$10k

PAVE0.47%$47

DRAM0.65%$65

SURI2.84%$284

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

Yields: SURI, PAVE, DRAM

16.23%highest, SURI

FundTrailing yieldYield$10k

SURI16.23%$1,623

PAVE0.81%$81

DRAM0.00%$0

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

PAVE$81 − $47 = $34

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: SURI, PAVE, DRAM

Today

0.0%most shared, SURI and PAVE

SURIPAVEDRAM

SURI—0.0%0.0%

PAVE0.0%—0.0%

DRAM0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+23.6%SURI, at 21.4% volatility

SURIWorst drop−19.2%21.4% vol

PAVEWorst drop−15.3%21.9% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SURIPAVE

+13.2%Year to date+11.8%

16.2%Yield0.8%

+23.6%Past year+12.8%

2.84%Fee0.47%

3–1SURI 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