SURI vs RECS

ASURI

BRECS

Measures won1–4RECS wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS · FTCS $13,686

Lowest cost0.15%RECS · $15 on $10k

Most income17.01%SURI · $1,701 on $10k

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

Held in common0.1%SURI and RECS

SURI

RECS

Simplify Propel Opportunities ETF · $72MColumbia Research Enhanced Core ETF · $6.2B

+11.3%3 years · per year$13,773 · $18,239+22.2%

[…]5 years · per year[…] · $17,787+12.2%

2.84%Expense ratio$284 · $15 on $10k · lower wins0.15%

17.01%12-mo yield$1,701 · $104 on $10k1.04%

−19.2%Worst dropSmaller wins−8.8%

20.9%VolatilityLower wins12.5%

1–4RECS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSURI · RECS

2.3%CORT0.1%

Held in common0.1%

End-of-day Nov 6, 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	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.2B
2	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$8.2B
3	ASURI	Simplify Propel Opportunities ETFRead Desk	2.84%	17.01%	−1.3%	+8.0%	+16.6%	+11.3%	new	−19.2%	$72M
4	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	0.0%	+13.7%	new	new	new	[…]	$7.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.2B
2	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$8.2B
3	ASURI	Simplify Propel Opportunities ETFRead Desk	2.84%	17.01%	−1.3%	+8.0%	+16.6%	+11.3%	new	−19.2%	$72M
4	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	0.0%	+13.7%	new	new	new	[…]	$7.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SURI vs RECS

SURI

Simplify Propel Opportunities

[…]

RECS

Columbia Research Enhanced Core

$17,787

MeasureSURIRECS

Fee2.84%0.15%

Cost on $10k a year$284$15

Yield17.01%1.04%

5 years, per year[…]+12.2%

3 years, per year+11.3%+22.2%

Worst drop · 1Y−19.2%−8.8%

Volatility · 1Y20.9%12.5%

4–1measures won
RECS first

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SURI, RECS, IALT, FTCS

Today

20.5%most shared, RECS and IALT

SURIRECSIALTFTCS

SURI—0.1%0.0%0.0%

RECS0.1%—20.5%12.8%

IALT0.0%20.5%—6.1%

FTCS0.0%12.8%6.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,417most kept, SURI

SURI$1,701 − $284 = $1,417

RECS$104 − $15 = $89

FTCS$112 − $53 = $59

IALT$39 − $99 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee