EGGQ vs SURI
Comparison between NESTYIELD VISIONARY ETF (EGGQ, ETF) and SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF).
EGGQ vs SURI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EGGQ
$74M
SURI
$74M
Expense Ratio
Winner
EGGQ
0.93%
SURI
2.56%
Max Drawdown
Winner
EGGQ
23.52%
SURI
52.10%
Sharpe Ratio
Winner
EGGQ
1.20
SURI
1.14
5Y Beta
EGGQ
1.42
Winner
SURI
0.78
P/E Ratio
EGGQ
79.83
Winner
SURI
-7.68
Forward P/E
EGGQ
33.02
Winner
SURI
17.30
PEG Ratio
EGGQ
0.18
SURI
N/A
P/S Ratio
EGGQ
6.81
Winner
SURI
0.28
P/B Ratio
EGGQ
13.65
Winner
SURI
4.04
EGGQ vs SURI - Holdings Comparison
EGGQ and SURI have 1 common holdings. Overlap is -1.68%
EGGQ's top 25 holdings weight is 104.34%. SURI's top 25 holdings weight is 97.43%.
| Rank | EGGQ | SURI |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 13.18% | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 40.10% |
| #2 | BLOOM ENERGY CORP CLASS A (BE) - 9.63% | ACHIEVE LIFE SCIENCES INC (ACHV) - 8.50% |
| #3 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 8.93% | MILESTONE PHARMACEUTICALS INC (MIST) - 8.20% |
| #4 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 6.09% | PHATHOM PHARMACEUTICALS INC ORDINARY SHARES (PHAT) - 4.09% |
| #5 | VERTIV HOLDINGS CO CLASS A (VRT) - 5.11% | DELCATH SYSTEMS INC (DCTH) - 3.92% |
| #6 | MICRON TECHNOLOGY INC (MU) - 4.22% | ABEONA THERAPEUTICS INC (ABEO) - 3.80% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 4.17% | CELLDEX THERAPEUTICS INC (CLDX) - 2.60% |
| #8 | ASTERA LABS INC (ALAB) - 3.91% | CORCEPT THERAPEUTICS INC (CORT) - 2.52% |
| #9 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 3.70% | OCULIS HOLDING AG (OCS) - 2.41% |
| #10 | VISTRA CORP (VST) - 3.54% | ACHIEVE LIFE SCIENCES ([WTS/RTS]) (n/a) - 1.96% |
| #11 | LUMENTUM HOLDINGS INC (LITE) - 3.49% | CASH (n/a) - 1.88% |
| #12 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.43% | LEONABIO INC (LONA) - 1.83% |
| #13 | TERADYNE INC (TER) - 3.41% | COMPASS PATHWAYS PLC ADR (CMPS) - 1.74% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 3.35% | INVENTIVA SA ADR (IVA) - 1.61% |
| #15 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.31% | KYVERNA THERAPEUTICS INC (KYTX) - 1.57% |
| #16 | CIENA CORP (CIEN) - 3.23% | PALISADE BIO INC (PALI) - 1.37% |
| #17 | CELESTICA INC ORDINARY SHARES (SUBORDINATE VOTING) (CLS) - 3.22% | ZEVRA THERAPEUTICS INC (ZVRA) - 1.33% |
| #18 | ELI LILLY AND CO (LLY) - 3.07% | AQUESTIVE THERAPEUTICS INC (AQST) - 1.27% |
| #19 | COEUR MINING INC (CDE) - 3.05% | ORCHESTRA BIOMED HOLDINGS INC (OBIO) - 1.15% |
| #20 | AEROVIRONMENT INC (AVAV) - 2.70% | TELESAT CANADA /TELESAT LLC 5.625% (n/a) - 1.15% |
| #21 | SNDK US 05/08/26 C1020 (n/a) - 2.56% | OCULAR THERAPEUTIX INC (OCUL) - 1.02% |
| #22 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.47% | EYEPOINT INC (EYPT) - 0.96% |
| #23 | BROADCOM INC (AVGO) - 2.30% | SAB BIOTHERAPEUTICS INC (SABS) - 0.90% |
| #24 | OTHER ASSETS AND LIABILITIES (n/a) - 1.66% | TREVI THERAPEUTICS INC (TRVI) - 0.81% |
| #25 | MU US 05/22/26 C580 (n/a) - 0.61% | UPSTREAM BIO INC (UPB) - 0.74% |
| Total Holdings | 44 | 38 |
EGGQ vs SURI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EGGQ
+1.58%
SURI
-4.26%
3M
Winner
EGGQ
+35.00%
SURI
+2.53%
6M
Winner
EGGQ
+22.39%
SURI
+2.23%
1Y
Winner
EGGQ
+44.59%
SURI
+31.18%
Max(CAGR)
Winner
EGGQ
+36.58%
SURI
+3.99%
EGGQ vs SURI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | EGGQ | SURI |
|---|---|---|
| 2026 | +25.98% | +4.65% |
| 2025 | +25.57% | +22.66% |
| 2024 | -1.32% | -14.71% |
| 2023 | N/A | -2.96% |
EGGQ vs SURI Drawdown Comparison
The maximum drawdown for EGGQ was -22.68%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.
The maximum drawdown for SURI was -47.73%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current EGGQ drawdown is -9.83%. The current SURI drawdown is -17.99%.
| Rank | EGGQ | SURI |
|---|---|---|
| #1 | -22.68% Feb 14, 2025 - May 13, 2025 | -47.73% Nov 7, 2024 - Apr 8, 2025 |
| #2 | -19.72% Oct 29, 2025 - Apr 22, 2026 | -19.48% Feb 15, 2023 - Feb 12, 2024 |
| #3 | -9.83% Jun 2, 2026 - Jun 5, 2026 | -16.79% Mar 1, 2024 - Jul 15, 2024 |
| #4 | -9.00% May 11, 2026 - May 26, 2026 | -12.52% Jul 16, 2024 - Nov 1, 2024 |
| #5 | -6.82% Oct 8, 2025 - Oct 29, 2025 | -2.96% Feb 12, 2024 - Feb 15, 2024 |
| #6 | -5.33% Jan 6, 2025 - Jan 23, 2025 | -1.45% Feb 23, 2024 - Feb 27, 2024 |
| #7 | -5.27% Aug 12, 2025 - Sep 8, 2025 | -0.70% Feb 28, 2024 - Mar 1, 2024 |
| #8 | -4.61% Jan 23, 2025 - Feb 13, 2025 | -0.51% Feb 8, 2023 - Feb 14, 2023 |
| #9 | -4.58% Apr 27, 2026 - Apr 30, 2026 | -0.40% Feb 20, 2024 - Feb 22, 2024 |
| #10 | -3.97% May 6, 2026 - May 11, 2026 | N/A |
| #11 | -3.53% Sep 22, 2025 - Oct 2, 2025 | N/A |
| #12 | -3.26% Jul 31, 2025 - Aug 12, 2025 | N/A |
| #13 | -2.98% Jun 30, 2025 - Jul 3, 2025 | N/A |
| #14 | -2.67% May 14, 2025 - May 27, 2025 | N/A |
| #15 | -2.52% Jun 16, 2025 - Jun 24, 2025 | N/A |
Correlation
Correlation between EGGQ and SURI is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2023 - 2026)
EGGQ vs SURI dividend yield comparison.
| Year | EGGQ | SURI |
|---|---|---|
| 2026 | 3.08% | 4.04% |
| 2025 | 5.70% | 16.31% |
| 2024 | 0.00% | 21.41% |
| 2023 | 0.00% | 14.71% |
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