SURI vs RECS

ASURI

BRECS

Measures won1–4RECS wins · of 6 · 5Y

$10,000 · 5Y$18,097RECS

Lowest cost0.15%RECS · $15 on $10k

Most income16.23%SURI · $1,623 on $10k

Smallest drop−8.8%RECS · worst fall in 1Y

Held in common0.1%SURI and RECS

SURI

RECS

Simplify Propel Opportunities ETF · $78MColumbia Research Enhanced Core ETF · $6.0B

+12.9%3 years · per year$14,374 · $18,237+22.2%

[…]5 years · per year[…] · $18,097+12.6%

2.84%Expense ratio$284 · $15 on $10k · lower wins0.15%

16.23%12-mo yield$1,623 · $102 on $10k1.02%

−19.2%Worst dropSmaller wins−8.8%

21.4%VolatilityLower wins12.6%

1–4RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSURI · RECS

1.9%CORT0.1%

Held in common0.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
2	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B
3	ASURI	Simplify Propel Opportunities ETFRead Desk	2.84%	16.23%	+4.8%	+13.2%	+23.6%	+12.9%	new	−19.2%	$78M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
2	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B
3	ASURI	Simplify Propel Opportunities ETFRead Desk	2.84%	16.23%	+4.8%	+13.2%	+23.6%	+12.9%	new	−19.2%	$78M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SURI vs RECS

SURI

Simplify Propel Opportunities

[…]

RECS

Columbia Research Enhanced Core

$18,097

MeasureSURIRECS

Fee2.84%0.15%

Cost on $10k a year$284$15

Yield16.23%1.02%

5 years, per year[…]+12.6%

3 years, per year+12.9%+22.2%

Worst drop · 1Y−19.2%−8.8%

Volatility · 1Y21.4%12.6%

4–1measures won
RECS first

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IALT, SURI, RECS

Today

19.2%most shared, IALT and RECS

IALTSURIRECS

IALT—0.0%19.2%

SURI0.0%—0.1%

RECS19.2%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,339most kept, SURI

SURI$1,623 − $284 = $1,339

RECS$102 − $15 = $87

IALT$39 − $99 = −$60

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee