Compare · 2 funds side by side · dividends reinvested

SURI and VTI

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375VTI · best of the two

02 / 04

SURI and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.3

Simplify Propel Opportunities ETFUnsorted2.84%17.01%+8.0%+16.6%+11.3%[…]−19.2%20.9%$72M1.7

Rank among the two1st → 2ndFee, 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 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Propel Opportunities ETF · $72M[…]

SURI

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

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

SURIMeasureVTI

+8.0%Year to dateJan 1 → Nov 6+8.9%

+16.6%1 yearTotal return+9.9%

+11.3%3 years · per year$10,000 became $13,773 · $18,004+21.7%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

2.84%Expense ratio$284 · $3 a year on $10k · lower is better0.03%

17.01%Trailing 12-mo yield$1,701 · $109 a year on $10k1.09%

−19.2%Worst dropSmaller is better−8.9%

20.9%VolatilityLower is calmer13.7%

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

2–5VTI 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 VTI: Top 5 Holdings

Today

SURI

67.6%in top 5

VTI

in top 525.0%

SURIStockVTI

47.4%PAGPnot top 5

9.0%ACHVnot top 5

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

4.6%DCTHnot top 5

3.6%MISTnot top 5

not top 5AMZN3.3%

3.1%COLLnot top 5

not top 5GOOGL2.8%

Held in common0.0%

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

SURI vs VTI Returns, Every Period

SimplifySURI

+16.6%

past year

VTIVanguard

+9.9%

past year

SURIVTIFaded: behind in that period

1–2VTI wins

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

Unsorted vs Core: SURI vs VTI

YTD

SimplifySURI

+8.0%

VTIVanguard

+8.9%

+8.0%Year to date+8.9%

−19.2%Worst drop · 1Y−8.9%

20.9%Volatility · 1Y13.7%

17.0%Yield1.1%

$72.3MAssets$689B

3–1VTI wins

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

Cost, Income and Risk

Fees: SURI, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SURI2.84%$284

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

Yields: SURI, VTI

17.01%highest, SURI

FundTrailing yieldYield$10k

SURI17.01%$1,701

VTI1.09%$109

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

VTI$109 − $3 = $106

KeptFee

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

Overlap: SURI, VTI

Today

0.0%most shared, SURI and VTI

SURIVTI

SURI—0.0%

VTI0.0%—

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

Return vs Bumpiness: 2 ETFs

+16.6%SURI, at 20.9% volatility

VTIWorst drop−8.9%13.7% 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

SURIVTI

+8.0%Year to date+8.9%

17.0%Yield1.1%

+16.6%Past year+9.9%

2.84%Fee0.03%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI 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