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VOO+1.6%IVV+1.6%SPY+1.7%VTI+1.5%QQQ+1.0%VUG+1.5%VEA+2.1%IEFA+2.5%SPYM+1.7%VTV+1.5%VXUS+2.0%BND+0.4%VGT+0.2%IEMG+0.9%AGG+0.5%GLD+3.7%VWO+1.7%IJH+0.6%SCHD+1.9%IWF+0.4%SGOV+0.0%XLK+0.0%VIG+2.1%IJR+1.3%QQQM+1.0%VO+0.9%RSP+1.9%ITOT+1.5%DFAC+1.5%IWD+2.6%
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SURI vs S&P 500

MAX$16.48 · −0.4% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+50%+20.3%S&P 500 +94.2%Feb 7, 2023Nov 4, 2026
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return−0.4%−3.5%−6.4%+11.4%+15.1%+44.8%—+20.3%
Peer average————————
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Simplify SURI and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
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Cards for This View

SURI’s Top 10 Holdings

Today
77.4%of SURI sits in these 10
1PAGPPlains Gp Hldgs L P48.48%
2ACHVAchieve Life Sciences 0.0018.66%
3DCTHDelcath Sys 0.014.48%
4MISTMilestone Pharmaceuticals Npv3.51%
5COLLCollegium Pharmaceutical 0.0013.06%
6CORTCorcept Therapeutics 0.0012.33%
7PHATPhathom Pharmaceuticals 0.00011.97%
8IVAInventiva Npv1.74%
9ABEOAbeona Therapeutics 0.011.62%
10OBIOOrchestra Biomed Hldgs I 0.00011.50%
Simplify SURI · weight in the fund · as of Nov 4, 2026
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SURI vs Peer Average

YTD
SURIAvsBPeer average
1D−0.4%[…]
1M−3.5%[…]
3M−6.4%[…]
YTD+11.4%[…]
1Y+15.1%[…]
3Y+44.8%[…]
0–0level
0 peers · each row scaled to its leader
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