LFSC vs SURI

ALFSC

BSURI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$26,093SOXX

Lowest cost0.33%SOXX · $33 on $10k

Most income16.79%SURI · $1,679 on $10k

Smallest drop−17.6%LFSC · worst fall in 1Y

Held in common2.6%LFSC and SURI

LFSC

SURI

F/M Emerald Life Sciences Innovation ETF · $123MSimplify Propel Opportunities ETF · $72M

[…]3 years · per year[…] · $14,050+12.0%

[…]5 years · per year[…]

0.79%Expense ratio$79 · $284 on $10k · lower wins2.84%

0.00%12-mo yield$0 · $1,679 on $10k16.79%

−17.6%Worst dropSmaller wins−18.1%

28.6%VolatilityLower wins20.9%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLFSC · SURI

4.3%CORT2.3%

1.4%CRVS0.4%

Held in common2.6%

End-of-day Nov 5, 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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.95%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$42.6B
2	ALFSC	F/M Emerald Life Sciences Innovation ETFRead Desk	0.79%	0.00%	−5.3%	+18.1%	+36.0%	new	new	−17.6%	$123M
3	BSURI	Simplify Propel Opportunities ETFRead Desk	2.84%	16.79%	−1.7%	+9.5%	+16.4%	+12.0%	new	−18.1%	$72M

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

All Three

5Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.95%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$42.6B
2	ALFSC	F/M Emerald Life Sciences Innovation ETFRead Desk	0.79%	0.00%	−5.3%	+18.1%	+36.0%	new	new	−17.6%	$123M
3	BSURI	Simplify Propel Opportunities ETFRead Desk	2.84%	16.79%	−1.7%	+9.5%	+16.4%	+12.0%	new	−18.1%	$72M

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

Cards for this view

LFSC vs SURI

LFSC

F/M Emerald Life Sciences Innovation

[…]

SURI

Simplify Propel Opportunities

[…]

MeasureLFSCSURI

Fee0.79%2.84%

Cost on $10k a year$79$284

Yield0.00%16.79%

5 years, per year[…][…]

3 years, per year[…]+12.0%

Worst drop · 1Y−17.6%−18.1%

Volatility · 1Y28.6%20.9%

2–2measures won
level

2.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LFSC, SURI, SOXX

Today

2.6%most shared, LFSC and SURI

LFSCSURISOXX

LFSC—2.6%0.0%

SURI2.6%—0.0%

SOXX0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,395most kept, SURI

SURI$1,679 − $284 = $1,395

SOXX$95 − $33 = $62

LFSC$0 − $79 = −$79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee