Today
VOO+2.3%IVV+2.4%SPY+2.4%VTI+2.5%QQQ+3.5%VUG+2.8%VEA+2.9%IEFA+3.2%VTV+2.0%SPYM+2.3%VXUS+2.8%BND+0.0%VGT+3.2%IEMG+2.9%AGG+0.0%GLD+1.9%VWO+2.4%IJH+3.2%SCHD+1.4%SGOV+0.0%IWF+2.9%XLK+3.7%VIG+2.4%IJR+3.0%VO+2.7%QQQM+3.4%RSP+2.3%ITOT+2.5%DFAC+2.4%BNDX+0.1%
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SURIVOO
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SURI vs S&P 500

3Y$16.76 · +4.8% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+50%+43.7%S&P 500 +81.6%Nov 2, 2023Nov 9, 2026
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return+4.8%−2.7%−7.4%+13.2%+23.6%+43.7%—+22.3%
Peer average————————
S&P 500 · VOO+2.3%−3.3%−2.1%+11.3%+13.6%+81.6%+75.4%+814.2%
Simplify SURI and Vanguard VOO · total return, dividends in · as of Nov 9, 2026
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Cards for This View

SURI’s Top 10 Holdings

Today
69.1%of SURI sits in these 10
1PAGPPlains Gp Hldgs L P41.95%
2ACHVAchieve Life Sciences 0.0018.01%
3DCTHDelcath Sys 0.014.31%
4MISTMilestone Pharmaceuticals Npv3.27%
5COLLCollegium Pharmaceutical 0.0012.90%
6OBIOOrchestra Biomed Hldgs I 0.00012.09%
7CORTCorcept Therapeutics 0.0011.91%
8PHATPhathom Pharmaceuticals 0.00011.67%
9IVAInventiva Npv1.52%
10ABEOAbeona Therapeutics 0.011.47%
Simplify SURI · weight in the fund · as of Nov 9, 2026
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SURI vs Peer Average

YTD
SURIAvsBPeer average
1D+4.8%[…]
1M−2.7%[…]
3M−7.4%[…]
YTD+13.2%[…]
1Y+23.6%[…]
3Y+43.7%[…]
0–0level
0 peers · each row scaled to its leader
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