SPXN vs SURI
Comparison between PROSHARES S&P 500 EX-FINANCIALS ETF (SPXN, ETF) and SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF).
SPXN vs SURI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPXN
$77M
SURI
$77M
Expense Ratio
Winner
SPXN
0.09%
SURI
2.56%
Max Drawdown
Winner
SPXN
32.10%
SURI
52.10%
Sharpe Ratio
SPXN
1.30
Winner
SURI
1.38
5Y Beta
SPXN
1.01
Winner
SURI
0.74
P/E Ratio
SPXN
31.41
Winner
SURI
-7.21
Forward P/E
SPXN
21.85
Winner
SURI
18.66
5Y Dividends CAGR
SPXN
10.15%
SURI
N/A
5Y EPS CAGR
SPXN
28.14%
SURI
N/A
Debt to Equity
SPXN
26.31%
SURI
N/A
P/S Ratio
SPXN
3.72
Winner
SURI
0.27
P/B Ratio
SPXN
7.05
Winner
SURI
4.23
SPXN vs SURI - Holdings Comparison
SPXN and SURI have 1 common holdings. Overlap is 0.00%
SPXN's top 25 holdings weight is 57.57%. SURI's top 25 holdings weight is 98.92%.
| Rank | SPXN | SURI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.20% | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 40.73% |
| #2 | APPLE INC (AAPL) - 8.29% | ACHIEVE LIFE SCIENCES INC (ACHV) - 11.41% |
| #3 | MICROSOFT CORP (MSFT) - 5.13% | MILESTONE PHARMACEUTICALS INC (MIST) - 5.24% |
| #4 | AMAZON.COM INC (AMZN) - 4.34% | DELCATH SYSTEMS INC (DCTH) - 4.39% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.78% | ACHIEVE LIFE SCIENCES ([WTS/RTS]) (n/a) - 3.98% |
| #6 | BROADCOM INC (AVGO) - 3.30% | PHATHOM PHARMACEUTICALS INC ORDINARY SHARES (PHAT) - 3.86% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.03% | CORCEPT THERAPEUTICS INC (CORT) - 3.15% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.60% | CELLDEX THERAPEUTICS INC (CLDX) - 2.66% |
| #9 | TESLA INC (TSLA) - 2.00% | ABEONA THERAPEUTICS INC (ABEO) - 2.41% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.98% | KYVERNA THERAPEUTICS INC (KYTX) - 2.32% |
| #11 | ELI LILLY AND CO (LLY) - 1.64% | CASH (n/a) - 2.05% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.60% | COMPASS PATHWAYS PLC ADR (CMPS) - 2.05% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.10% | INVENTIVA SA ADR (IVA) - 1.77% |
| #14 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.08% | LEONABIO INC (LONA) - 1.66% |
| #15 | INTEL CORP (INTC) - 0.91% | AQUESTIVE THERAPEUTICS INC (AQST) - 1.54% |
| #16 | WALMART INC (WMT) - 0.89% | ZEVRA THERAPEUTICS INC (ZVRA) - 1.27% |
| #17 | APPLIED MATERIALS INC (AMAT) - 0.85% | ARTIVA BIOTHERAPEUTICS INC (ARTV) - 1.21% |
| #18 | CISCO SYSTEMS INC (CSCO) - 0.83% | PALISADE BIO INC (PALI) - 1.14% |
| #19 | ABBVIE INC (ABBV) - 0.78% | TELESAT CANADA /TELESAT LLC 5.625% (n/a) - 1.14% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.78% | ORCHESTRA BIOMED HOLDINGS INC (OBIO) - 1.10% |
| #21 | CATERPILLAR INC (CAT) - 0.77% | OCULAR THERAPEUTIX INC (OCUL) - 1.07% |
| #22 | COSTCO WHOLESALE CORP (COST) - 0.73% | ACHIEVE LIFE SCIENCES WTS (n/a) - 0.86% |
| #23 | UNITEDHEALTH GROUP INC (UNH) - 0.69% | EYEPOINT INC (EYPT) - 0.69% |
| #24 | GE AEROSPACE (GE) - 0.66% | UPSTREAM BIO INC (UPB) - 0.64% |
| #25 | CHEVRON CORP (CVX) - 0.61% | IMMUNIC INC (IMUX) - 0.58% |
| Total Holdings | 398 | 34 |
SPXN vs SURI - Historical Returns
Returns include dividend reinvestment.
1M
SPXN
-0.06%
Winner
SURI
+10.32%
3M
SPXN
+6.46%
Winner
SURI
+10.19%
6M
SPXN
+10.34%
Winner
SURI
+13.56%
1Y
SPXN
+22.47%
Winner
SURI
+40.37%
5Y(CAGR)
SPXN
+13.55%
SURI
N/A
10Y(CAGR)
SPXN
+15.32%
SURI
N/A
Max(CAGR)
Winner
SPXN
+15.67%
SURI
+7.26%
SPXN vs SURI - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SPXN | SURI |
|---|---|---|
| 2026 | +11.19% | +16.99% |
| 2025 | +18.96% | +22.66% |
| 2024 | +25.34% | -14.71% |
| 2023 | +29.18% | -2.96% |
| 2022 | -19.22% | N/A |
| 2021 | +28.89% | N/A |
| 2020 | +21.06% | N/A |
| 2019 | +30.83% | N/A |
| 2018 | -3.87% | N/A |
| 2017 | +20.84% | N/A |
| 2016 | +9.38% | N/A |
| 2015 | +8.82% | N/A |
SPXN vs SURI Drawdown Comparison
The maximum drawdown for SPXN was -32.10%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The maximum drawdown for SURI was -47.73%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current SPXN drawdown is -2.67%. The current SURI drawdown is -8.32%.
| Rank | SPXN | SURI |
|---|---|---|
| #1 | -32.10% Feb 19, 2020 - Jul 20, 2020 | -47.73% Nov 7, 2024 - Apr 8, 2025 |
| #2 | -24.46% Dec 29, 2021 - Dec 8, 2023 | -19.48% Feb 15, 2023 - Feb 12, 2024 |
| #3 | -19.56% Feb 19, 2025 - Jun 26, 2025 | -16.79% Mar 1, 2024 - Jul 15, 2024 |
| #4 | -18.59% Sep 26, 2018 - Apr 1, 2019 | -12.52% Jul 16, 2024 - Nov 1, 2024 |
| #5 | -11.83% Dec 22, 2015 - May 11, 2016 | -2.96% Feb 12, 2024 - Feb 15, 2024 |
| #6 | -9.77% Sep 2, 2020 - Nov 16, 2020 | -1.45% Feb 23, 2024 - Feb 27, 2024 |
| #7 | -9.26% Jan 28, 2026 - Apr 14, 2026 | -0.70% Feb 28, 2024 - Mar 1, 2024 |
| #8 | -9.22% Jul 16, 2024 - Sep 19, 2024 | -0.51% Feb 8, 2023 - Feb 14, 2023 |
| #9 | -7.06% Apr 30, 2019 - Jun 20, 2019 | -0.40% Feb 20, 2024 - Feb 22, 2024 |
| #10 | -6.25% Mar 9, 2018 - Jun 4, 2018 | N/A |
| #11 | -5.94% Jul 26, 2019 - Oct 25, 2019 | N/A |
| #12 | -5.72% Sep 3, 2021 - Oct 26, 2021 | N/A |
| #13 | -5.56% Oct 29, 2025 - Jan 9, 2026 | N/A |
| #14 | -5.50% Mar 28, 2024 - May 14, 2024 | N/A |
| #15 | -5.33% Feb 12, 2021 - Mar 29, 2021 | N/A |
Correlation
Correlation between SPXN and SURI is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
Dividend Comparison (2015 - 2026)
SPXN vs SURI dividend yield comparison.
| Year | SPXN | SURI |
|---|---|---|
| 2026 | 0.43% | 7.51% |
| 2025 | 0.98% | 16.31% |
| 2024 | 1.12% | 21.41% |
| 2023 | 1.19% | 14.71% |
| 2022 | 1.35% | 0.00% |
| 2021 | 0.94% | 0.00% |
| 2020 | 1.09% | 0.00% |
| 2019 | 1.41% | 0.00% |
| 2018 | 1.76% | 0.00% |
| 2017 | 1.54% | 0.00% |
| 2016 | 2.60% | 0.00% |
| 2015 | 0.52% | 0.00% |
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