SURI vs IALT5YSURISURIAvsBIALTIALTSimplify Propel Opportunities ETF · $70MiShares Systematic Alternatives Active ETF · $8.0BReturns · dividends in+11.2%3 years · per year$13,755 · […][…][…]5 years · per year[…]Cost and income2.84%Expense ratio$284 · $99 on $10k · lower wins0.99%17.03%12-mo yield$1,703 · $39 on $10k0.39%Risk · 1 year
$10,000 in IALT, SURI, RECS5Y$10k startRECS $17.7kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: IALT, SURI, RECSToday19.5%most shared, IALT and RECSIALTSURIRECSIALT—0.0%19.5%SURI0.0%—0.1%RECS19.5%0.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SURI vs IALT5YASURISimplify Propel Opportunities[…]vsIALTBiShares Systematic Alternatives Active[…]MeasureSURIIALTFee2.84%0.99%Cost on $10k a year$284$99Yield17.03%0.39%5 years, per year[…][…]3 years, per year+11.2%[…]Worst drop · 1Y−19.3%[…]Volatility · 1Y21.6%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1RECSColumbia Research Enhanced Core ETFReadDesk0.15%1.02%+0.1%+8.7%+9.0%+21.4%+12.1%−8.8%$6.1B2BIALTiShares Systematic Alternatives Active ETFReadDesk0.99%0.39%+0.1%+15.2%newnewnew[…]$8.0B3ASURISimplify Propel Opportunities ETFReadDesk2.84%17.03%−1.1%+7.9%+12.9%+11.2%new−19.3%$70MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1RECSColumbia Research Enhanced Core ETFReadDesk0.15%1.02%+0.1%+8.7%+9.0%+21.4%+12.1%−8.8%$6.1B2BIALTiShares Systematic Alternatives Active ETFReadDesk0.99%0.39%+0.1%+15.2%newnewnew[…]$8.0B3ASURISimplify Propel Opportunities ETFReadDesk2.84%17.03%−1.1%+7.9%+12.9%+11.2%new−19.3%$70MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: IALT, SURI, RECSToday19.5%most shared, IALT and RECSIALTSURIRECSIALT—0.0%19.5%SURI0.0%—0.1%RECS19.5%0.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,419most kept, SURISURI$1,703 − $284 = $1,419RECS$102 − $15 = $87IALT$39 − $99 = −$60KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee