RSEE vs SURI

Comparison between RAREVIEW SYSTEMATIC EQUITY ETF (RSEE, ETF) and SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF).

RSEE vs SURI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSEE(ETF)	SURI(ETF)
Net Assets	$76M	$75M
Expense Ratio	2.71%	2.56%
Max Drawdown	27.07%	52.10%
Sharpe Ratio	1.44	1.10
5Y Beta	1.20	0.77
P/E Ratio	N/A	-6.89
Forward P/E	N/A	17.38
P/S Ratio	N/A	0.26
P/B Ratio	N/A	3.88

Net Assets

Winner

RSEE

$76M

SURI

$75M

Expense Ratio

RSEE

2.71%

Winner

SURI

2.56%

Max Drawdown

Winner

RSEE

27.07%

SURI

52.10%

Sharpe Ratio

Winner

RSEE

1.44

SURI

1.10

5Y Beta

RSEE

1.20

Winner

SURI

0.77

P/E Ratio

RSEE

N/A

SURI

-6.89

Forward P/E

RSEE

N/A

SURI

17.38

P/S Ratio

RSEE

N/A

SURI

0.26

P/B Ratio

RSEE

N/A

SURI

3.88

RSEE vs SURI - Holdings Comparison

RSEE and SURI have 0 common holdings. Overlap is 0.00%

RSEE's top 25 holdings weight is 163.01%. SURI's top 25 holdings weight is 97.43%.

Rank	RSEE	SURI
#1	VANGUARD S&P 500 ETF (VOO) - 46.09%	PLAINS GP HOLDINGS LP CLASS A (PAGP) - 40.10%
#2	VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 33.58%	ACHIEVE LIFE SCIENCES INC (ACHV) - 8.50%
#3	RAREVIEW GOVERNMENT MONEY MARKET ETF (RMME) - 29.55%	MILESTONE PHARMACEUTICALS INC (MIST) - 8.20%
#4	INVESCO QQQ TRUST (QQQ) - 26.95%	PHATHOM PHARMACEUTICALS INC ORDINARY SHARES (PHAT) - 4.09%
#5	VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 13.42%	DELCATH SYSTEMS INC (DCTH) - 3.92%
#6	VANGUARD SMALL-CAP ETF (VB) - 13.42%	ABEONA THERAPEUTICS INC (ABEO) - 3.80%
#7	N/A	CELLDEX THERAPEUTICS INC (CLDX) - 2.60%
#8	N/A	CORCEPT THERAPEUTICS INC (CORT) - 2.52%
#9	N/A	OCULIS HOLDING AG (OCS) - 2.41%
#10	N/A	ACHIEVE LIFE SCIENCES ([WTS/RTS]) (n/a) - 1.96%
#11	N/A	CASH (n/a) - 1.88%
#12	N/A	LEONABIO INC (LONA) - 1.83%
#13	N/A	COMPASS PATHWAYS PLC ADR (CMPS) - 1.74%
#14	N/A	INVENTIVA SA ADR (IVA) - 1.61%
#15	N/A	KYVERNA THERAPEUTICS INC (KYTX) - 1.57%
#16	N/A	PALISADE BIO INC (PALI) - 1.37%
#17	N/A	ZEVRA THERAPEUTICS INC (ZVRA) - 1.33%
#18	N/A	AQUESTIVE THERAPEUTICS INC (AQST) - 1.27%
#19	N/A	ORCHESTRA BIOMED HOLDINGS INC (OBIO) - 1.15%
#20	N/A	TELESAT CANADA /TELESAT LLC 5.625% (n/a) - 1.15%
#21	N/A	OCULAR THERAPEUTIX INC (OCUL) - 1.02%
#22	N/A	EYEPOINT INC (EYPT) - 0.96%
#23	N/A	SAB BIOTHERAPEUTICS INC (SABS) - 0.90%
#24	N/A	TREVI THERAPEUTICS INC (TRVI) - 0.81%
#25	N/A	UPSTREAM BIO INC (UPB) - 0.74%
Total Holdings	6	38

RSEE vs SURI - Historical Returns

Returns include dividend reinvestment.

Period	RSEE	SURI
1 month	+1.69%	-3.95%
3 months	+15.20%	+7.16%
6 months	+14.79%	+5.81%
1 year	+32.48%	+28.30%
5 years(CAGR)	+13.83%	N/A
Max(CAGR)	+13.83%	+5.22%

Winner

RSEE

+1.69%

SURI

-3.95%

Winner

RSEE

+15.20%

SURI

+7.16%

Winner

RSEE

+14.79%

SURI

+5.81%

Winner

RSEE

+32.48%

SURI

+28.30%

5Y(CAGR)

RSEE

+13.83%

SURI

N/A

Max(CAGR)

Winner

RSEE

+13.83%

SURI

+5.22%

RSEE vs SURI - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	RSEE	SURI
2026	+13.11%	+8.89%
2025	+20.94%	+22.66%
2024	+19.97%	-14.71%
2023	+9.68%	-2.96%
2022	-1.61%	N/A

RSEE vs SURI Drawdown Comparison

The maximum drawdown for RSEE was -21.60%, occurring on Apr 8, 2025. Recovery took 91 trading sessions.

The maximum drawdown for SURI was -47.73%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current RSEE drawdown is -2.69%. The current SURI drawdown is -14.66%.

Rank	RSEE	SURI
#1	-21.60% Feb 18, 2025 - Jun 30, 2025	-47.73% Nov 7, 2024 - Apr 8, 2025
#2	-15.83% Jul 31, 2023 - Mar 21, 2024	-19.48% Feb 15, 2023 - Feb 12, 2024
#3	-12.89% Feb 25, 2026 - Apr 17, 2026	-16.79% Mar 1, 2024 - Jul 15, 2024
#4	-10.17% Feb 2, 2023 - Jun 12, 2023	-12.52% Jul 16, 2024 - Nov 1, 2024
#5	-10.05% Jul 16, 2024 - Aug 23, 2024	-2.96% Feb 12, 2024 - Feb 15, 2024
#6	-9.69% Mar 29, 2022 - Nov 15, 2022	-1.45% Feb 23, 2024 - Feb 27, 2024
#7	-7.36% Oct 28, 2025 - Dec 11, 2025	-0.70% Feb 28, 2024 - Mar 1, 2024
#8	-6.93% Dec 6, 2024 - Feb 14, 2025	-0.51% Feb 8, 2023 - Feb 14, 2023
#9	-6.65% Dec 1, 2022 - Jan 26, 2023	-0.40% Feb 20, 2024 - Feb 22, 2024
#10	-6.54% Jun 2, 2026 - Jun 10, 2026	N/A
#11	-6.31% Feb 2, 2022 - Mar 22, 2022	N/A
#12	-6.16% Aug 23, 2024 - Sep 19, 2024	N/A
#13	-4.41% Jun 15, 2023 - Jul 12, 2023	N/A
#14	-4.23% Oct 6, 2025 - Oct 24, 2025	N/A
#15	-4.10% Nov 7, 2024 - Dec 3, 2024	N/A