Compare · 3 funds side by side · dividends reinvested

SURI, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

SURI, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.1

Simplify Propel Opportunities ETFUnsorted2.84%17.01%+8.0%+16.6%+11.3%[…]−19.2%20.9%$72M2.4

Rank among the three1st → 3rdFee, 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 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Propel Opportunities ETF · $72M[…]

SURI

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

SURIMeasureSPY

+8.0%Year to dateJan 1 → Nov 6+8.7%

+16.6%1 yearTotal return+9.7%

+11.3%3 years · per year$10,000 became $13,773 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

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

17.01%Trailing 12-mo yield$1,701 · $103 a year on $10k1.03%

−19.2%Worst dropSmaller is better−8.9%

20.9%VolatilityLower is calmer13.6%

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

2–5SPY wins

End-of-day Nov 6, 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

67.6%in top 5

SPY

in top 527.8%

SURIStockSPY

47.4%PAGPnot top 5

9.0%ACHVnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.6%DCTHnot top 5

not top 5AMZN4.0%

3.6%MISTnot top 5

3.1%COLLnot top 5

not top 5GOOGL2.6%

Held in common0.0%

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

SURI vs SPY Returns, Every Period

SimplifySURI

+16.6%

past year

SPYSPDR

+9.7%

past year

SURISPYFaded: behind in that period

1–2SPY wins

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

Unsorted vs Core: SURI vs VOO

YTD

SimplifySURI

+8.0%

VOOVanguard

+8.7%

+8.0%Year to date+8.7%

−19.2%Worst drop · 1Y−8.9%

20.9%Volatility · 1Y13.5%

17.0%Yield1.1%

$72.3MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: SURI, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

SURI2.84%$284

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

Yields: SURI, SPY, VOO

17.01%highest, SURI

FundTrailing yieldYield$10k

SURI17.01%$1,701

VOO1.10%$110

SPY1.03%$103

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

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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

Overlap: SURI, SPY, VOO

Today

92.2%most shared, SPY and VOO

SURISPYVOO

SURI—0.0%0.0%

SPY0.0%—92.2%

VOO0.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+16.6%SURI, at 20.9% volatility

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

SURIWorst drop−19.2%20.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SURIVOO

+8.0%Year to date+8.7%

17.0%Yield1.1%

+16.6%Past year+9.8%

2.84%Fee0.03%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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