QTPI vs SURI
Comparison between NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF (QTPI, ETF) and SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF).
QTPI vs SURI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
QTPI
$78M
SURI
$77M
Expense Ratio
Winner
QTPI
0.60%
SURI
2.56%
Max Drawdown
Winner
QTPI
4.88%
SURI
52.10%
Sharpe Ratio
QTPI
0.24
Winner
SURI
1.38
5Y Beta
Winner
QTPI
0.14
SURI
0.74
P/E Ratio
QTPI
N/A
SURI
-7.21
Forward P/E
QTPI
N/A
SURI
18.66
P/S Ratio
QTPI
N/A
SURI
0.27
P/B Ratio
QTPI
N/A
SURI
4.23
QTPI vs SURI - Historical Returns
Returns include dividend reinvestment.
1M
QTPI
+0.41%
Winner
SURI
+10.32%
3M
QTPI
+0.78%
Winner
SURI
+10.19%
6M
QTPI
+1.03%
Winner
SURI
+13.56%
1Y
QTPI
+5.05%
Winner
SURI
+40.37%
Max(CAGR)
QTPI
+5.87%
Winner
SURI
+7.26%
QTPI vs SURI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | QTPI | SURI |
|---|---|---|
| 2026 | +1.41% | +16.99% |
| 2025 | +7.38% | +22.66% |
| 2024 | +0.34% | -14.71% |
| 2023 | N/A | -2.96% |
QTPI vs SURI Drawdown Comparison
The maximum drawdown for QTPI was -4.07%, occurring on Apr 10, 2025. Recovery took 34 trading sessions.
The maximum drawdown for SURI was -47.73%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current QTPI drawdown is -0.31%. The current SURI drawdown is -8.32%.
| Rank | QTPI | SURI |
|---|---|---|
| #1 | -4.07% Mar 24, 2025 - May 12, 2025 | -47.73% Nov 7, 2024 - Apr 8, 2025 |
| #2 | -2.11% Feb 20, 2026 - Jun 29, 2026 | -19.48% Feb 15, 2023 - Feb 12, 2024 |
| #3 | -1.24% Dec 30, 2024 - Jan 21, 2025 | -16.79% Mar 1, 2024 - Jul 15, 2024 |
| #4 | -0.90% May 29, 2025 - Jun 3, 2025 | -12.52% Jul 16, 2024 - Nov 1, 2024 |
| #5 | -0.78% Oct 1, 2025 - Oct 24, 2025 | -2.96% Feb 12, 2024 - Feb 15, 2024 |
| #6 | -0.77% Jun 3, 2025 - Jun 23, 2025 | -1.45% Feb 23, 2024 - Feb 27, 2024 |
| #7 | -0.68% Oct 27, 2025 - Nov 26, 2025 | -0.70% Feb 28, 2024 - Mar 1, 2024 |
| #8 | -0.65% May 19, 2025 - May 29, 2025 | -0.51% Feb 8, 2023 - Feb 14, 2023 |
| #9 | -0.59% Jul 9, 2025 - Jul 29, 2025 | -0.40% Feb 20, 2024 - Feb 22, 2024 |
| #10 | -0.50% Jul 6, 2026 - Jul 16, 2026 | N/A |
| #11 | -0.49% Dec 19, 2025 - Jan 5, 2026 | N/A |
| #12 | -0.49% Jan 21, 2025 - Jan 27, 2025 | N/A |
| #13 | -0.46% Feb 28, 2025 - Mar 24, 2025 | N/A |
| #14 | -0.42% Jan 27, 2025 - Jan 30, 2025 | N/A |
| #15 | -0.42% Dec 2, 2025 - Dec 10, 2025 | N/A |
Correlation
Correlation between QTPI and SURI is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2023 - 2026)
QTPI vs SURI dividend yield comparison.
| Year | QTPI | SURI |
|---|---|---|
| 2026 | 2.25% | 7.51% |
| 2025 | 4.58% | 16.31% |
| 2024 | 0.10% | 21.41% |
| 2023 | 0.00% | 14.71% |
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