Compare · 3 funds side by side · dividends reinvested

SURI, VFLO and SMH

SURISimplify×VFLOVictoryShares×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

SURI, VFLO and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares Free Cash Flow ETFUnsorted0.42%1.25%+32.9%+39.3%+29.0%[…]−8.8%16.0%$12.2B1.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.0

Simplify Propel Opportunities ETFUnsorted2.84%17.01%+8.0%+16.6%+11.3%[…]−19.2%20.9%$69M2.4

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 · VFLO 2023 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Propel Opportunities ETF · $69M[…]

SURI

VFLO

VictoryShares Free Cash Flow ETF · $12.2B[…]

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

SURIMeasureVFLO

+8.0%Year to dateJan 1 → Nov 6+32.9%

+16.6%1 yearTotal return+39.3%

+11.3%3 years · per year$10,000 became $13,773 · $21,489+29.0%

[…]5 years · per year[…]

2.84%Expense ratio$284 · $42 a year on $10k · lower is better0.42%

17.01%Trailing 12-mo yield$1,701 · $125 a year on $10k1.25%

−19.2%Worst dropSmaller is better−8.8%

20.9%VolatilityLower is calmer16.0%

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

1–6VFLO 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 VFLO: Top 5 Holdings

Today

SURI

67.6%in top 5

VFLO

in top 519.4%

SURIStockVFLO

47.4%PAGPnot top 5

9.0%ACHVnot top 5

not top 50Y0Y.L5.3%

4.6%DCTHnot top 5

not top 5CNC3.7%

3.6%MISTnot top 5

not top 5INTU3.5%

not top 5ADBE3.4%

not top 5MPC3.4%

3.1%COLLnot top 5

Held in common0.0%

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

SURI vs VFLO Returns, Every Period

SimplifySURI

+16.6%

past year

VFLOVictoryShares

+39.3%

past year

SURIVFLOFaded: behind in that period

0–3VFLO wins

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

SURI vs VFLO

YTD

SimplifySURI

+8.0%

VFLOVictoryShares

+32.9%

+8.0%Year to date+32.9%

−19.2%Worst drop · 1Y−8.8%

20.9%Volatility · 1Y16.0%

17.0%Yield1.3%

$69.0MAssets$12.2B

3–1VFLO wins

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

Cost, Income and Risk

Fees: SURI, VFLO, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

VFLO0.42%$42

SURI2.84%$284

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

Yields: SURI, VFLO, SMH

17.01%highest, SURI

FundTrailing yieldYield$10k

SURI17.01%$1,701

VFLO1.25%$125

SMH0.24%$24

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

VFLO$125 − $42 = $83

SMH$24 − $35 = −$11

KeptFee

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

Overlap: SURI, VFLO, SMH

Today

2.7%most shared, VFLO and SMH

SURIVFLOSMH

SURI—0.0%0.0%

VFLO0.0%—2.7%

SMH0.0%2.7%—

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

Return vs Bumpiness: 3 ETFs

+39.3%VFLO, at 16.0% volatility

VFLOWorst drop−8.8%16.0% vol

SURIWorst drop−19.2%20.9% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

SURIVFLO

+8.0%Year to date+32.9%

17.0%Yield1.3%

+16.6%Past year+39.3%

2.84%Fee0.42%

3–1VFLO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

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

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