Compare · 3 funds side by side · dividends reinvested

SURI, SOXX and CIBR

SURISimplify×SOXXiShares×CIBRFirst Trust×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$28,061SOXX · best of the three

Story of the three · IncomeMost incomeSURI · 16.84% · $1,684 a year on $10k

Story of the three · RiskSmallest drop

SURI, SOXX and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+46.3%+49.9%+41.3%+22.9%−39.5%49.8%$37.5B1.8

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+26.2%+28.1%+12.3%−20.6%31.3%$15.8B2.0

Simplify Propel Opportunities ETFUnsorted2.84%16.84%+9.1%+19.6%+10.3%[…]−19.2%21.7%$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 10, 2026 · returns include dividends · since: SURI 2023 · SOXX 2001 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Simplify Propel Opportunities ETF · $78M[…]

SURI

SOXX

iShares Semiconductor ETF · $37.5B$28,061

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

SURI

More Ways to See the Pairs

SURI vs SOXX: Top 5 Holdings

Today

SURI

67.4%in top 5

SOXX

in top 538.6%

SURIStockSOXX

45.7%PAGPnot top 5

not top 5AMD10.0%

8.9%ACHVnot top 5

not top 5AVGO8.0%

not top 5NVDA

Cost, Income and Risk

Fees: SURI, SOXX, CIBR

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

CIBR0.58%$58

SURI2.84%$284

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

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

+46.3%Year to date+34.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

SOXX

+9.1%Year to dateJan 1 → Nov 10+46.3%

+19.6%1 yearTotal return+49.9%

+10.3%3 years · per year$10,000 became $13,436 · $28,239+41.3%

[…]5 years · per year$10,000 became […] · $28,061+22.9%

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

16.84%Trailing 12-mo yield$1,684 · $28 a year on $10k0.28%

−19.2%Worst dropSmaller is better−39.5%

21.7%VolatilityLower is calmer49.8%

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

3–4SOXX wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

7.5%

not top 5MU7.1%

not top 5INTC6.1%

6.0%DCTHnot top 5

3.5%MISTnot top 5

3.3%COLLnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

SURI vs SOXX Returns, Every Period

1Y

SimplifySURI

+19.6%

past year

SOXXiShares

+49.9%

past year

SURISOXXFaded: behind in that period

0–3SOXX wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Unsorted vs Thematic: SURI vs CIBR

YTD

SimplifySURI

+9.1%

CIBRFirst Trust

+32.8%

+9.1%Year to date+32.8%

−19.2%Worst drop · 1Y−20.6%

21.7%Volatility · 1Y31.3%

16.8%Yield0.4%

$78.2MAssets$15.8B

3–1SURI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: SURI, SOXX, CIBR

1Y

16.84%highest, SURI

FundTrailing yieldYield$10k

SURI16.84%$1,684

CIBR0.42%$42

SOXX0.28%$28

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,400most kept, SURI

SURI$1,684 − $284 = $1,400

SOXX$28 − $33 = −$5

CIBR$42 − $58 = −$16

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SURI, SOXX, CIBR

Today

7.3%most shared, SOXX and CIBR

SURISOXXCIBR

SURI—0.0%0.0%

SOXX0.0%—7.3%

CIBR0.0%7.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+49.9%SOXX, at 49.8% volatility

SURIWorst drop−19.2%21.7% vol

CIBRWorst drop−20.6%31.3% vol

SOXXWorst drop−39.5%49.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SURISOXX

+9.1%Year to date+46.3%

16.8%Yield0.3%

+19.6%Past year+49.9%

2.84%Fee0.33%

3–1SOXX wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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SURI, SOXX and CIBR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: SURI, SOXX, CIBR