SURI vs VTI

ASURI

BVTI

Measures won1–4VTI wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI

Lowest cost0.03%VTI · $3 on $10k

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

Smallest drop−8.9%VTI · worst fall in 1Y

Held in common0.0%SURI and VTI

SURI

VTI

Simplify Propel Opportunities ETF · $72MVanguard Morningstar Total Stock Market ETF · $689B

+11.3%3 years · per year$13,773 · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

2.84%Expense ratio$284 · $3 on $10k · lower wins0.03%

17.01%12-mo yield$1,701 · $109 on $10k1.09%

−19.2%Worst dropSmaller wins−8.9%

20.9%VolatilityLower wins13.7%

1–4VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSURI · VTI

2.3%CORT0.0%

0.9%CLDX0.0%

0.8%OCUL0.0%

0.4%CRVS0.0%

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	ASURI	Simplify Propel Opportunities ETFRead Desk		2.84%	17.01%	−1.3%	+8.0%	+16.6%	+11.3%	new	−19.2%	$72M

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	ASURI	Simplify Propel Opportunities ETFRead Desk		2.84%	17.01%	−1.3%	+8.0%	+16.6%	+11.3%	new	−19.2%	$72M

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 VTI

SURI

Simplify Propel Opportunities

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureSURIVTI

Fee2.84%0.03%

Cost on $10k a year$284$3

Yield17.01%1.09%

5 years, per year[…]+10.4%

3 years, per year+11.3%+21.7%

Worst drop · 1Y−19.2%−8.9%

Volatility · 1Y20.9%13.7%

4–1measures won
VTI first

0.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

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

Overlap: SURI, VTI

Today

0.0%most shared, SURI and VTI

SURIVTI

SURI—0.0%

VTI0.0%—

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

VTI$109 − $3 = $106

KeptFee

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