Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.3%QQQ+0.6%VUG+1.0%VEA−0.3%IEFA−0.6%SPYM+0.3%VTV−0.4%VXUS−0.4%BND−0.2%VGT+1.3%IEMG−0.1%AGG−0.2%GLD−0.7%VWO−0.6%IJH+0.3%SCHD−1.0%IWF+1.0%SGOV+0.0%XLK+1.3%VIG−0.3%IJR−0.3%QQQM+0.6%VO+0.0%RSP−0.3%ITOT+0.3%DFAC+0.1%IWD−0.3%
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SURI vs S&P 500

5Y$16.55 · −0.2% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+50%+20.8%S&P 500 +91.1%Feb 7, 2023Nov 3, 2026
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return−0.2%−4.1%−4.6%+11.8%+13.0%+47.9%—+20.8%
Peer average————————
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
Simplify SURI and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
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Cards for This View

SURI’s Top 10 Holdings

Today
77.5%of SURI sits in these 10
1PAGPPlains Gp Hldgs L P48.72%
2ACHVAchieve Life Sciences 0.0018.59%
3DCTHDelcath Sys 0.014.49%
4MISTMilestone Pharmaceuticals Npv3.37%
5COLLCollegium Pharmaceutical 0.0013.09%
6CORTCorcept Therapeutics 0.0012.31%
7PHATPhathom Pharmaceuticals 0.00012.06%
8IVAInventiva Npv1.67%
9ABEOAbeona Therapeutics 0.011.64%
10OBIOOrchestra Biomed Hldgs I 0.00011.55%
Simplify SURI · weight in the fund · as of Nov 3, 2026
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SURI vs Peer Average

YTD
SURIAvsBPeer average
1D−0.2%[…]
1M−4.1%[…]
3M−4.6%[…]
YTD+11.8%[…]
1Y+13.0%[…]
3Y+47.9%[…]
0–0level
0 peers · each row scaled to its leader
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