Compare · 3 funds side by side · dividends reinvested

SURI, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

SURI, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.1

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 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Propel Opportunities ETF · $78M[…]

SURI

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

SURIMeasureSPY

+13.2%Year to dateJan 1 → Nov 9+11.2%

+23.6%1 yearTotal return+13.5%

+12.9%3 years · per year$10,000 became $14,374 · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

2.84%Expense ratio$284 · $9 a year on $10k · lower is better0.09%

16.23%Trailing 12-mo yield$1,623 · $101 a year on $10k1.01%

−19.2%Worst dropSmaller is better−8.9%

21.4%VolatilityLower is calmer13.7%

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

3–4SPY 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 SPY: Top 5 Holdings

Today

SURI

60.4%in top 5

SPY

in top 527.8%

SURIStockSPY

42.0%PAGPnot top 5

8.0%ACHVnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

4.3%DCTHnot top 5

not top 5AMZN4.0%

3.3%MISTnot top 5

2.9%COLLnot top 5

not top 5GOOGL2.6%

Held in common0.0%

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

SURI vs SPY Returns, Every Period

SimplifySURI

+23.6%

past year

SPYSPDR

+13.5%

past year

SURISPYFaded: behind in that period

2–1SURI wins

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

Unsorted vs Core: SURI vs IVV

YTD

SimplifySURI

+13.2%

IVViShares

+11.3%

+13.2%Year to date+11.3%

−19.2%Worst drop · 1Y−8.9%

21.4%Volatility · 1Y13.8%

16.2%Yield1.1%

$78.2MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: SURI, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

SURI2.84%$284

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

Yields: SURI, SPY, IVV

16.23%highest, SURI

FundTrailing yieldYield$10k

SURI16.23%$1,623

IVV1.11%$111

SPY1.01%$101

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

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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

Overlap: SURI, SPY, IVV

Today

99.9%most shared, SPY and IVV

SURISPYIVV

SURI—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

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

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% 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

SURIIVV

+13.2%Year to date+11.3%

16.2%Yield1.1%

+23.6%Past year+13.6%

2.84%Fee0.03%

3–1SURI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

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