Compare SURI, TCAF and IALT

SURI, TCAF and IALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.45%+10.6%+10.3%+20.3%[…]−10.8%13.1%$8.2B1.4

Simplify Propel Opportunities ETFUnsorted2.84%17.01%+8.0%+16.6%+11.3%[…]−19.2%20.9%$72M2.0

iShares Systematic Alternatives Active ETFUnsorted0.99%0.39%+13.7%[…][…][…][…][…]$7.8B2.0

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 · TCAF 2023 · IALT 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Simplify Propel Opportunities ETF · $72M[…]

SURI

TCAF

T. Rowe Capital Appreciation Equity ETF · $8.2B[…]

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

SURIMeasureTCAF

+8.0%Year to dateJan 1 → Nov 6+10.6%

+16.6%1 yearTotal return+10.3%

+11.3%3 years · per year$10,000 became $13,773 · $17,395+20.3%

[…]5 years · per year[…]

2.84%Expense ratio$284 · $31 a year on $10k · lower is better0.31%

17.01%Trailing 12-mo yield$1,701 · $45 a year on $10k0.45%

−19.2%Worst dropSmaller is better−10.8%

20.9%VolatilityLower is calmer13.1%

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

2–5TCAF 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 TCAF: Top 5 Holdings

Today

SURI

67.6%in top 5

TCAF

in top 526.6%

SURIStockTCAF

47.4%PAGPnot top 5

9.0%ACHVnot top 5

not top 5MSFT.NE7.7%

not top 5AMZN.NE5.8%

not top 5AAPL.MX5.1%

not top 5NVDA.NE5.0%

4.6%DCTHnot top 5

3.6%MISTnot top 5

3.1%COLLnot top 5

not top 5CNP3.0%

Held in common0.0%

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

SURI vs TCAF Returns, Every Period

1Y

SimplifySURI

+16.6%

past year

TCAFT. Rowe Price

+10.3%

past year

SURITCAFFaded: behind in that period

1–2TCAF wins

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

SURI vs TCAF

YTD

SimplifySURI

+8.0%

TCAFT. Rowe Price

+10.6%

+8.0%Year to date+10.6%

−19.2%Worst drop · 1Y−10.8%

20.9%Volatility · 1Y13.1%

17.0%Yield0.5%

$72.3MAssets$8.2B

3–1TCAF wins

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

Cost, Income and Risk

Fees: SURI, TCAF, IALT

Today

0.31%lowest, TCAF

FundExpense ratioFee$10k

TCAF0.31%$31

IALT0.99%$99

SURI2.84%$284

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

Yields: SURI, TCAF, IALT

1Y

17.01%highest, SURI

FundTrailing yieldYield$10k

SURI17.01%$1,701

TCAF0.45%$45

IALT0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,417most kept, SURI

SURI$1,701 − $284 = $1,417

TCAF$45 − $31 = $14

IALT$39 − $99 = −$60

KeptFee

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

Overlap: SURI, TCAF, IALT

Today

1.9%most shared, TCAF and IALT

SURITCAFIALT

SURI—0.0%0.0%

TCAF0.0%—1.9%

IALT0.0%1.9%—

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

Return vs Bumpiness: 3 ETFs

1Y

+16.6%SURI, at 20.9% volatility

TCAFWorst drop−10.8%13.1% vol

SURIWorst drop−19.2%20.9% vol

IALTWorst drop[…][…]

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

Paid More vs Made More

YTD

SURIIALT

+8.0%Year to date+13.7%

17.0%Yield0.4%

+16.6%Past year[…]

2.84%Fee0.99%

2–1IALT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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