Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.4%QQQ+1.4%VUG+0.9%VEA−0.4%IEFA−0.8%VTV−0.4%SPYM+0.3%VXUS+0.1%BND−0.1%VGT+1.4%IEMG+2.1%AGG−0.1%GLD−0.8%VWO+1.9%IJH+0.6%SCHD−0.7%SGOV+0.0%XLK+1.5%IWF+1.3%VIG−0.4%QQQM+1.3%RSP−0.4%IJR+0.1%VO−0.1%ITOT+0.4%DFAC+0.2%IWD−0.4%
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SURI vs S&P 500

3Y$15.99 · −1.3% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+50%+37.7%S&P 500 +80.8%Nov 1, 2023Nov 6, 2026
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return−1.3%−6.4%−10.9%+8.0%+16.6%+37.7%—+16.7%
Peer average————————
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Simplify SURI and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
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Cards for This View

SURI’s Top 10 Holdings

Today
76.8%of SURI sits in these 10
1PAGPPlains Gp Hldgs L P47.38%
2ACHVAchieve Life Sciences 0.0019.00%
3DCTHDelcath Sys 0.014.62%
4MISTMilestone Pharmaceuticals Npv3.58%
5COLLCollegium Pharmaceutical 0.0013.06%
6CORTCorcept Therapeutics 0.0012.25%
7PHATPhathom Pharmaceuticals 0.00011.96%
8IVAInventiva Npv1.68%
9OBIOOrchestra Biomed Hldgs I 0.00011.62%
10ABEOAbeona Therapeutics 0.011.61%
Simplify SURI · weight in the fund · as of Nov 6, 2026
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SURI vs Peer Average

YTD
SURIAvsBPeer average
1D−1.3%[…]
1M−6.4%[…]
3M−10.9%[…]
YTD+8.0%[…]
1Y+16.6%[…]
3Y+37.7%[…]
0–0level
0 peers · each row scaled to its leader
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