Compare · 2 funds side by side · dividends reinvested

SURI and SMH

SURISimplify×SMHVanEck×

Versus in desk

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

02 / 04

SURI 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%$57.7B1.4

Simplify Propel Opportunities ETFUnsorted2.84%17.01%+8.0%+16.6%+11.3%[…]−19.2%20.9%$72M1.6

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 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $57.7B$34,950

SMH

SURI

Simplify Propel Opportunities ETF · $72M[…]

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

SMHMeasureSURI

+28.8%Year to dateJan 1 → Nov 6+8.0%

+29.5%1 yearTotal return+16.6%

+48.9%3 years · per year$10,000 became $33,022 · $13,773+11.3%

+28.4%5 years · per year$10,000 became $34,950 · […][…]

0.35%Expense ratio$35 · $284 a year on $10k · lower is better2.84%

0.24%Trailing 12-mo yield$24 · $1,701 a year on $10k17.01%

−33.1%Worst dropSmaller is better−19.2%

42.9%VolatilityLower is calmer20.9%

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

4–3SMH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMH vs SURI: Top 5 Holdings

Today

SMH

47.8%in top 5

SURI

in top 567.6%

SMHStockSURI

not top 5PAGP47.4%

21.0%NVDAnot top 5

9.8%TSMnot top 5

not top 5ACHV9.0%

6.2%TXNnot top 5

5.9%AVGOnot top 5

5.0%ADInot top 5

not top 5DCTH4.6%

not top 5MIST3.6%

not top 5COLL3.1%

Held in common0.0%

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

SMH vs SURI Returns, Every Period

VanEckSMH

+29.5%

past year

SURISimplify

+16.6%

past year

SMHSURIFaded: behind in that period

3–0SMH wins

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

Thematic vs Unsorted: SMH vs SURI

YTD

VanEckSMH

+28.8%

SURISimplify

+8.0%

+28.8%Year to date+8.0%

−33.1%Worst drop · 1Y−19.2%

42.9%Volatility · 1Y20.9%

0.2%Yield17.0%

$57.7BAssets$72.3M

3–1SURI wins

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

Cost, Income and Risk

Fees: SURI, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

SURI2.84%$284

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

Yields: SURI, SMH

17.01%highest, SURI

FundTrailing yieldYield$10k

SURI17.01%$1,701

SMH0.24%$24

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

KeptFee

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

Overlap: SURI, SMH

Today

0.0%most shared, SURI and SMH

SURISMH

SURI—0.0%

SMH0.0%—

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

Return vs Bumpiness: 2 ETFs

+29.5%SMH, at 42.9% volatility

SURIWorst drop−19.2%20.9% 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 Two

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