FCUS vs SURI
Comparison between PINNACLE FOCUSED OPPORTUNITIES ETF (FCUS, ETF) and SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF).
FCUS vs SURI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FCUS
$75M
SURI
$74M
Expense Ratio
Winner
FCUS
0.80%
SURI
2.56%
Max Drawdown
Winner
FCUS
42.84%
SURI
52.10%
Sharpe Ratio
Winner
FCUS
1.75
SURI
1.14
5Y Beta
FCUS
1.44
Winner
SURI
0.78
P/E Ratio
Winner
FCUS
-133.79
SURI
-7.68
Forward P/E
FCUS
17.75
Winner
SURI
17.30
5Y EPS CAGR
FCUS
18.43%
SURI
N/A
Debt to Equity
FCUS
20.22%
SURI
N/A
P/S Ratio
FCUS
3.26
Winner
SURI
0.28
P/B Ratio
FCUS
5.96
Winner
SURI
4.04
FCUS vs SURI - Holdings Comparison
FCUS and SURI have 1 common holdings. Overlap is -1.70%
FCUS's top 25 holdings weight is 86.71%. SURI's top 25 holdings weight is 97.43%.
| Rank | FCUS | SURI |
|---|---|---|
| #1 | HECLA MINING CO (HL) - 4.37% | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 40.10% |
| #2 | MONGODB INC CLASS A (MDB) - 4.33% | ACHIEVE LIFE SCIENCES INC (ACHV) - 8.50% |
| #3 | OPENDOOR TECHNOLOGIES INC ORDINARY SHARES CLASS A (OPEN) - 4.25% | MILESTONE PHARMACEUTICALS INC (MIST) - 8.20% |
| #4 | SANDISK CORP ORDINARY SHARES (SNDK) - 4.23% | PHATHOM PHARMACEUTICALS INC ORDINARY SHARES (PHAT) - 4.09% |
| #5 | MADRIGAL PHARMACEUTICALS INC (MDGL) - 4.18% | DELCATH SYSTEMS INC (DCTH) - 3.92% |
| #6 | MICRON TECHNOLOGY INC (MU) - 4.17% | ABEONA THERAPEUTICS INC (ABEO) - 3.80% |
| #7 | COGENT BIOSCIENCES INC (COGT) - 4.05% | CELLDEX THERAPEUTICS INC (CLDX) - 2.60% |
| #8 | ECHOSTAR CORP CLASS A (SATS) - 4.04% | CORCEPT THERAPEUTICS INC (CORT) - 2.52% |
| #9 | CIENA CORP (CIEN) - 3.97% | OCULIS HOLDING AG (OCS) - 2.41% |
| #10 | LUMENTUM HOLDINGS INC (LITE) - 3.78% | ACHIEVE LIFE SCIENCES ([WTS/RTS]) (n/a) - 1.96% |
| #11 | ALCOA CORP (AA) - 3.50% | CASH (n/a) - 1.88% |
| #12 | BLOOM ENERGY CORP CLASS A (BE) - 3.40% | LEONABIO INC (LONA) - 1.83% |
| #13 | TERADYNE INC (TER) - 3.39% | COMPASS PATHWAYS PLC ADR (CMPS) - 1.74% |
| #14 | APPLIED DIGITAL CORP (APLD) - 3.37% | INVENTIVA SA ADR (IVA) - 1.61% |
| #15 | NEWMONT CORP (NEM) - 3.31% | KYVERNA THERAPEUTICS INC (KYTX) - 1.57% |
| #16 | WESTERN DIGITAL CORP (WDC) - 3.24% | PALISADE BIO INC (PALI) - 1.37% |
| #17 | WAYFAIR INC CLASS A (W) - 3.17% | ZEVRA THERAPEUTICS INC (ZVRA) - 1.33% |
| #18 | PTC THERAPEUTICS INC (PTCT) - 3.16% | AQUESTIVE THERAPEUTICS INC (AQST) - 1.27% |
| #19 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 3.14% | ORCHESTRA BIOMED HOLDINGS INC (OBIO) - 1.15% |
| #20 | SITIME CORP ORDINARY SHARES (SITM) - 2.85% | TELESAT CANADA /TELESAT LLC 5.625% (n/a) - 1.15% |
| #21 | VALERO ENERGY CORP (VLO) - 2.68% | OCULAR THERAPEUTIX INC (OCUL) - 1.02% |
| #22 | COEUR MINING INC (CDE) - 2.59% | EYEPOINT INC (EYPT) - 0.96% |
| #23 | IRHYTHM TECHNOLOGIES INC (IRTC) - 2.54% | SAB BIOTHERAPEUTICS INC (SABS) - 0.90% |
| #24 | ALBEMARLE CORP (ALB) - 2.52% | TREVI THERAPEUTICS INC (TRVI) - 0.81% |
| #25 | GENERAL MOTORS CO (GM) - 2.48% | UPSTREAM BIO INC (UPB) - 0.74% |
| Total Holdings | 50 | 38 |
FCUS vs SURI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FCUS
-1.47%
SURI
-4.26%
3M
Winner
FCUS
+19.61%
SURI
+2.53%
6M
Winner
FCUS
+36.00%
SURI
+2.23%
1Y
Winner
FCUS
+79.21%
SURI
+31.18%
Max(CAGR)
Winner
FCUS
+30.13%
SURI
+3.99%
FCUS vs SURI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | FCUS | SURI |
|---|---|---|
| 2026 | +31.09% | +4.65% |
| 2025 | +12.74% | +22.66% |
| 2024 | +33.88% | -14.71% |
| 2023 | +23.29% | -2.96% |
| 2022 | +0.00% | N/A |
FCUS vs SURI Drawdown Comparison
The maximum drawdown for FCUS was -39.89%, occurring on Apr 8, 2025. Recovery took 175 trading sessions.
The maximum drawdown for SURI was -47.73%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current FCUS drawdown is -8.66%. The current SURI drawdown is -17.99%.
| Rank | FCUS | SURI |
|---|---|---|
| #1 | -39.89% Feb 18, 2025 - Oct 28, 2025 | -47.73% Nov 7, 2024 - Apr 8, 2025 |
| #2 | -17.70% Nov 3, 2025 - Jan 6, 2026 | -19.48% Feb 15, 2023 - Feb 12, 2024 |
| #3 | -15.54% May 28, 2024 - Sep 23, 2024 | -16.79% Mar 1, 2024 - Jul 15, 2024 |
| #4 | -14.99% Feb 25, 2026 - Apr 22, 2026 | -12.52% Jul 16, 2024 - Nov 1, 2024 |
| #5 | -13.36% Mar 25, 2024 - May 15, 2024 | -2.96% Feb 12, 2024 - Feb 15, 2024 |
| #6 | -13.32% Dec 6, 2024 - Feb 4, 2025 | -1.45% Feb 23, 2024 - Feb 27, 2024 |
| #7 | -13.01% Sep 1, 2023 - Dec 1, 2023 | -0.70% Feb 28, 2024 - Mar 1, 2024 |
| #8 | -10.70% Mar 3, 2023 - Jul 12, 2023 | -0.51% Feb 8, 2023 - Feb 14, 2023 |
| #9 | -8.66% Jun 3, 2026 - Jun 5, 2026 | -0.40% Feb 20, 2024 - Feb 22, 2024 |
| #10 | -7.53% May 11, 2026 - Jun 2, 2026 | N/A |
| #11 | -7.20% Jul 31, 2023 - Sep 1, 2023 | N/A |
| #12 | -6.98% Jan 28, 2026 - Feb 11, 2026 | N/A |
| #13 | -6.03% Dec 27, 2023 - Jan 22, 2024 | N/A |
| #14 | -5.07% Feb 15, 2024 - Feb 26, 2024 | N/A |
| #15 | -4.21% Feb 15, 2023 - Mar 3, 2023 | N/A |
Correlation
Correlation between FCUS and SURI is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.47
-101
Dividend Comparison (2023 - 2026)
FCUS vs SURI dividend yield comparison.
| Year | FCUS | SURI |
|---|---|---|
| 2026 | 0.00% | 4.04% |
| 2025 | 4.33% | 16.31% |
| 2024 | 11.19% | 21.41% |
| 2023 | 0.00% | 14.71% |
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