Compare · 2 funds side by side · dividends reinvested

SURI and QQQ

SURISimplify×QQQInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,509QQQ · best of the two

02 / 04

SURI and QQQ, 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

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B1.5

Rank among the two1st → 2ndFee, 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 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Propel Opportunities ETF · $72M[…]

SURI

QQQ

Invesco QQQ Trust, Series 1 · $469B$17,509

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

SURIMeasureQQQ

+8.0%Year to dateJan 1 → Nov 6+7.2%

+16.6%1 yearTotal return+5.8%

+11.3%3 years · per year$10,000 became $13,773 · $18,694+23.2%

[…]5 years · per year$10,000 became […] · $17,509+11.9%

2.84%Expense ratio$284 · $18 a year on $10k · lower is better0.18%

17.01%Trailing 12-mo yield$1,701 · $47 a year on $10k0.47%

−19.2%Worst dropSmaller is better−14.8%

20.9%VolatilityLower is calmer21.3%

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

4–3SURI 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 QQQ: Top 5 Holdings

Today

SURI

67.6%in top 5

QQQ

in top 531.6%

SURIStockQQQ

47.4%PAGPnot top 5

9.0%ACHVnot top 5

not top 5AAPL8.7%

not top 5NVDA7.6%

not top 5MSFT6.9%

not top 5AMZN4.9%

4.6%DCTHnot top 5

3.6%MISTnot top 5

not top 5MU3.5%

3.1%COLLnot top 5

Held in common0.0%

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

SURI vs QQQ Returns, Every Period

SimplifySURI

+16.6%

past year

QQQInvesco

+5.8%

past year

SURIQQQFaded: behind in that period

2–1SURI wins

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

Unsorted vs Core: SURI vs QQQ

YTD

SimplifySURI

+8.0%

QQQInvesco

+7.2%

+8.0%Year to date+7.2%

−19.2%Worst drop · 1Y−14.8%

20.9%Volatility · 1Y21.3%

17.0%Yield0.5%

$72.3MAssets$469B

3–1SURI wins

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

Cost, Income and Risk

Fees: SURI, QQQ

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

SURI2.84%$284

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

Yields: SURI, QQQ

17.01%highest, SURI

FundTrailing yieldYield$10k

SURI17.01%$1,701

QQQ0.47%$47

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

QQQ$47 − $18 = $29

KeptFee

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

Overlap: SURI, QQQ

Today

0.0%most shared, SURI and QQQ

SURIQQQ

SURI—0.0%

QQQ0.0%—

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

Return vs Bumpiness: 2 ETFs

+16.6%SURI, at 20.9% volatility

SURIWorst drop−19.2%20.9% vol

QQQWorst drop−14.8%21.3% vol

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

Paid More vs Made More

YTD

SURIQQQ

+8.0%Year to date+7.2%

17.0%Yield0.5%

+16.6%Past year+5.8%

2.84%Fee0.18%

3–1SURI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$27.1BAssets$469B

2–0QQQ 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