SURI vs RECS5YSURISURIAvsBRECSRECSSimplify Propel Opportunities ETF · $70MColumbia Research Enhanced Core ETF · $6.1BReturns · dividends in+11.2%3 years · per year$13,755 · $17,886+21.4%[…]5 years · per year[…] · $17,736+12.1%Cost and income2.84%Expense ratio$284 · $15 on $10k · lower wins0.15%17.03%12-mo yield$1,703 · $102 on $10k
$10,000 in SURI, RECS, CGBL5Y$10k startRECS $17.7kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: SURI, RECS, CGBLToday10.2%most shared, RECS and CGBLSURIRECSCGBLSURI—0.1%0.0%RECS0.1%—10.2%CGBL0.0%10.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SURI vs RECS5YASURISimplify Propel Opportunities[…]vsRECSBColumbia Research Enhanced Core$17,736MeasureSURIRECSFee2.84%0.15%Cost on $10k a year$284$15Yield17.03%1.02%5 years, per year[…]+12.1%3 years, per year+11.2%+21.4%Worst drop · 1Y−19.3%−8.8%Volatility · 1Y21.6%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BRECSColumbia Research Enhanced Core ETFReadDesk0.15%1.02%+0.1%+8.7%+9.0%+21.4%+12.1%−8.8%$6.1B2ASURISimplify Propel Opportunities ETFReadDesk2.84%17.03%−1.1%+7.9%+12.9%+11.2%new−19.3%$70M3CGBLCapital Group Core Balanced ETFReadDesk0.33%1.95%−0.2%+6.0%+7.6%+15.7%new−7.9%$8.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BRECSColumbia Research Enhanced Core ETFReadDesk0.15%1.02%+0.1%+8.7%+9.0%+21.4%+12.1%−8.8%$6.1B2ASURISimplify Propel Opportunities ETFReadDesk2.84%17.03%−1.1%+7.9%+12.9%+11.2%new−19.3%$70M3CGBLCapital Group Core Balanced ETFReadDesk0.33%1.95%−0.2%+6.0%+7.6%+15.7%new−7.9%$8.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: SURI, RECS, CGBLToday10.2%most shared, RECS and CGBLSURIRECSCGBLSURI—0.1%0.0%RECS0.1%—10.2%CGBL0.0%10.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,419most kept, SURISURI$1,703 − $284 = $1,419CGBL$195 − $33 = $162RECS$102 − $15 = $87KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee