SURI vs IGV

ASURI

BIGV

Measures won3–2SURI wins · of 6 · 5Y

$10,000 · 5Y$11,367IGV

Lowest cost0.38%IGV · $38 on $10k

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

Smallest drop−18.1%SURI · worst fall in 1Y

Held in common0.0%SURI and IGV

SURI

IGV

Simplify Propel Opportunities ETF · $72MiShares Expanded Tech-Software Sector ETF · $13.0B

+12.0%3 years · per year$14,050 · $14,673+13.6%

[…]5 years · per year[…] · $11,367+2.6%

2.84%Expense ratio$284 · $38 on $10k · lower wins0.38%

16.79%12-mo yield$1,679 · $2 on $10k0.02%

−18.1%Worst dropSmaller wins−33.3%

20.9%VolatilityLower wins32.9%

3–2SURI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSURI · IGV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$13.0B
2	ASURI	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

Both

5Y2 funds

#			Trend
1	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$13.0B
2	ASURI	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

SURI vs IGV

SURI

Simplify Propel Opportunities

[…]

IGV

iShares Expanded Tech-Software Sector

$11,367

MeasureSURIIGV

Fee2.84%0.38%

Cost on $10k a year$284$38

Yield16.79%0.02%

5 years, per year[…]+2.6%

3 years, per year+12.0%+13.6%

Worst drop · 1Y−18.1%−33.3%

Volatility · 1Y20.9%32.9%

3–2measures won
SURI first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SURI, IGV

Today

0.0%most shared, SURI and IGV

SURIIGV

SURI—0.0%

IGV0.0%—

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

IGV$2 − $38 = −$36

KeptFee

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