RECS vs SURI

ARECS

BSURI

Measures won4–1RECS 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%RECS and SURI

RECS

SURI

Columbia Research Enhanced Core ETF · $6.0BSimplify Propel Opportunities ETF · $78M

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

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

0.15%Expense ratio$15 · $284 on $10k · lower wins2.84%

1.02%12-mo yield$102 · $1,623 on $10k16.23%

−8.8%Worst dropSmaller wins−19.2%

12.6%VolatilityLower wins21.4%

4–1RECS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsRECS · SURI

0.1%CORT1.9%

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 Four

5Y4 funds

#
1	ARECS	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	BSURI	Simplify Propel Opportunities ETFRead Desk	2.84%	16.23%	+4.8%	+13.2%	+23.6%	+12.9%	new	−19.2%	$78M
3	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B
4	SEQ	Sequoia ETFRead Desk	0.99%	0.00%	+1.6%	new	new	new	new	[…]	$6.8B

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

All Four

5Y4 funds

#
1	ARECS	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	BSURI	Simplify Propel Opportunities ETFRead Desk	2.84%	16.23%	+4.8%	+13.2%	+23.6%	+12.9%	new	−19.2%	$78M
3	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B
4	SEQ	Sequoia ETFRead Desk	0.99%	0.00%	+1.6%	new	new	new	new	[…]	$6.8B

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

RECS vs SURI

RECS

Columbia Research Enhanced Core

$18,097

SURI

Simplify Propel Opportunities

[…]

MeasureRECSSURI

Fee0.15%2.84%

Cost on $10k a year$15$284

Yield1.02%16.23%

5 years, per year+12.6%[…]

3 years, per year+22.2%+12.9%

Worst drop · 1Y−8.8%−19.2%

Volatility · 1Y12.6%21.4%

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: RECS, SURI, IALT, SEQ

Today

19.2%most shared, RECS and IALT

RECSSURIIALTSEQ

RECS—0.1%19.2%[…]

SURI0.1%—0.0%[…]

IALT19.2%0.0%—[…]

SEQ[…][…][…]—

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

SEQ$0 − $99 = −$99

KeptFee

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