SPIT vs SURI

ASPIT

BSURI

Measures won1–3SURI wins · of 6 · 5Y

$10,000 · 5Y$14,234FTCS

Lowest cost0.53%FTCS · $53 on $10k

Most income16.50%SURI · $1,650 on $10k

Smallest drop−8.1%FTCS · worst fall in 1Y

Held in common2.3%SPIT and SURI

SPIT

SURI

F/m Emerald Special Situations ETF · $32MSimplify Propel Opportunities ETF · $72M

[…]3 years · per year[…] · $14,482+13.1%

[…]5 years · per year[…]

0.89%Expense ratio$89 · $284 on $10k · lower wins2.84%

6.48%12-mo yield$648 · $1,650 on $10k16.50%

−19.5%Worst dropSmaller wins−16.7%

25.5%VolatilityLower wins21.0%

1–3SURI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPIT · SURI

3.6%CORT2.3%

Held in common2.3%

End-of-day Nov 4, 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	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.08%	+2.8%	+15.3%	+17.9%	+15.0%	+7.3%	−8.1%	$8.0B
2	ASPIT	F/m Emerald Special Situations ETFRead Desk	0.89%	6.48%	−1.1%	+10.9%	+9.0%	new	new	−19.5%	$32M
3	BSURI	Simplify Propel Opportunities ETFRead Desk	2.84%	16.50%	−0.4%	+11.4%	+15.1%	+13.1%	new	−16.7%	$72M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.08%	+2.8%	+15.3%	+17.9%	+15.0%	+7.3%	−8.1%	$8.0B
2	ASPIT	F/m Emerald Special Situations ETFRead Desk	0.89%	6.48%	−1.1%	+10.9%	+9.0%	new	new	−19.5%	$32M
3	BSURI	Simplify Propel Opportunities ETFRead Desk	2.84%	16.50%	−0.4%	+11.4%	+15.1%	+13.1%	new	−16.7%	$72M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPIT vs SURI

SPIT

F/m Emerald Special Situations

[…]

SURI

Simplify Propel Opportunities

[…]

MeasureSPITSURI

Fee0.89%2.84%

Cost on $10k a year$89$284

Yield6.48%16.50%

5 years, per year[…][…]

3 years, per year[…]+13.1%

Worst drop · 1Y−19.5%−16.7%

Volatility · 1Y25.5%21.0%

3–1measures won
SURI first

2.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SPIT, SURI, FTCS

Today

2.3%most shared, SPIT and SURI

SPITSURIFTCS

SPIT—2.3%0.0%

SURI2.3%—0.0%

FTCS0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,366most kept, SURI

SURI$1,650 − $284 = $1,366

SPIT$648 − $89 = $559

FTCS$108 − $53 = $55

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee