Compare · 3 funds side by side · dividends reinvested

SURI, RECS and CGBL

SURISimplify×RECSColumbia Threadneedle×CGBLCapital Group×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,097RECS · best of the three

02 / 04

SURI, RECS and CGBL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Core ETFUnsorted0.15%1.02%+9.2%+12.0%+22.2%+12.6%−8.8%12.6%$6.0B1.8

Capital Group Core Balanced ETFUnsorted0.33%1.94%+6.6%+9.9%+16.3%[…]−7.9%11.0%$7.9B2.0

Simplify Propel Opportunities ETFUnsorted2.84%16.23%+13.2%+23.6%+12.9%[…]−19.2%21.4%$78M2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: SURI 2023 · RECS 2019 · CGBL 2023

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Propel Opportunities ETF · $78M[…]

SURI

RECS

Columbia Research Enhanced Core ETF · $6.0B$18,097

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SURIMeasureRECS

+13.2%Year to dateJan 1 → Nov 9+9.2%

+23.6%1 yearTotal return+12.0%

+12.9%3 years · per year$10,000 became $14,374 · $18,237+22.2%

[…]5 years · per year$10,000 became […] · $18,097+12.6%

2.84%Expense ratio$284 · $15 a year on $10k · lower is better0.15%

16.23%Trailing 12-mo yield$1,623 · $102 a year on $10k1.02%

−19.2%Worst dropSmaller is better−8.8%

21.4%VolatilityLower is calmer12.6%

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

3–4RECS 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 RECS: Top 5 Holdings

Today

SURI

60.4%in top 5

RECS

in top 533.2%

SURIStockRECS

42.0%PAGPnot top 5

not top 5AAPL12.8%

not top 5NVDA10.6%

8.0%ACHVnot top 5

4.3%DCTHnot top 5

not top 5META4.2%

3.3%MISTnot top 5

2.9%COLLnot top 5

not top 5MA2.8%

not top 5XLC2.8%

Held in common0.1%

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

SURI vs RECS Returns, Every Period

SimplifySURI

+23.6%

past year

RECSColumbia Threadneedle

+12.0%

past year

SURIRECSFaded: behind in that period

2–1SURI wins

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

SURI vs CGBL

YTD

SimplifySURI

+13.2%

CGBLCapital Group

+6.6%

+13.2%Year to date+6.6%

−19.2%Worst drop · 1Y−7.9%

21.4%Volatility · 1Y11.0%

16.2%Yield1.9%

$78.2MAssets$7.9B

2–2level

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

Cost, Income and Risk

Fees: SURI, RECS, CGBL

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

CGBL0.33%$33

SURI2.84%$284

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

Yields: SURI, RECS, CGBL

16.23%highest, SURI

FundTrailing yieldYield$10k

SURI16.23%$1,623

CGBL1.94%$194

RECS1.02%$102

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

CGBL$194 − $33 = $161

RECS$102 − $15 = $87

KeptFee

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

Overlap: SURI, RECS, CGBL

Today

9.9%most shared, RECS and CGBL

SURIRECSCGBL

SURI—0.1%0.0%

RECS0.1%—9.9%

CGBL0.0%9.9%—

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

CGBLWorst drop−7.9%11.0% vol

RECSWorst drop−8.8%12.6% vol

SURIWorst drop−19.2%21.4% vol

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

Paid More vs Made More

YTD

SURIRECS

+13.2%Year to date+9.2%

16.2%Yield1.0%

+23.6%Past year+12.0%

2.84%Fee0.15%

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