Compare · 2 funds side by side · dividends reinvested

SURI and SOXX

SURISimplify×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,093SOXX · best of the two

02 / 04

SURI and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.95%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$42.6B1.4

Simplify Propel Opportunities ETFUnsorted2.84%16.79%+9.5%+16.4%+12.0%[…]−18.1%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 5, 2026 · returns include dividends · since: SURI 2023 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Propel Opportunities ETF · $72M[…]

SURI

SOXX

iShares Semiconductor ETF · $42.6B$26,093

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

SURIMeasureSOXX

+9.5%Year to dateJan 1 → Nov 5+31.6%

+16.4%1 yearTotal return+34.0%

+12.0%3 years · per year$10,000 became $14,050 · $27,297+39.8%

[…]5 years · per year$10,000 became […] · $26,093+21.1%

2.84%Expense ratio$284 · $33 a year on $10k · lower is better0.33%

16.79%Trailing 12-mo yield$1,679 · $95 a year on $10k0.95%

−18.1%Worst dropSmaller is better−39.5%

20.9%VolatilityLower is calmer49.4%

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

3–4SOXX wins

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

More Ways to See the Pairs

SURI vs SOXX: Top 5 Holdings

Today

SURI

67.6%in top 5

SOXX

in top 538.8%

SURIStockSOXX

47.4%PAGPnot top 5

not top 5AMD9.4%

9.0%ACHVnot top 5

not top 5NVDA8.2%

not top 5AVGO7.9%

not top 5MU7.5%

not top 5INTC5.9%

4.6%DCTHnot top 5

3.6%MISTnot top 5

3.1%COLLnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SURI vs SOXX Returns, Every Period

SimplifySURI

+16.4%

past year

SOXXiShares

+34.0%

past year

SURISOXXFaded: behind in that period

0–3SOXX wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Thematic: SURI vs SOXX

YTD

SimplifySURI

+9.5%

SOXXiShares

+31.6%

+9.5%Year to date+31.6%

−18.1%Worst drop · 1Y−39.5%

20.9%Volatility · 1Y49.4%

16.8%Yield0.9%

$72.3MAssets$42.6B

3–1SURI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SURI, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SURI2.84%$284

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SURI, SOXX

16.79%highest, SURI

FundTrailing yieldYield$10k

SURI16.79%$1,679

SOXX0.95%$95

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,395most kept, SURI

SURI$1,679 − $284 = $1,395

SOXX$95 − $33 = $62

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SURI, SOXX

Today

0.0%most shared, SURI and SOXX

SURISOXX

SURI—0.0%

SOXX0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+34.0%SOXX, at 49.4% volatility

SURIWorst drop−18.1%20.9% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SURISOXX

+9.5%Year to date+31.6%

16.8%Yield0.9%

+16.4%Past year+34.0%

2.84%Fee0.33%

3–1SOXX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026