SURI vs BCLO
Comparison between SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF) and iShares BBBB CLO Active ETF (BCLO, ETF).
SURI vs BCLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SURI
$74M
BCLO
$74M
Expense Ratio
SURI
2.56%
Winner
BCLO
0.45%
Max Drawdown
SURI
52.10%
Winner
BCLO
5.66%
Sharpe Ratio
SURI
1.14
Winner
BCLO
1.50
5Y Beta
SURI
0.78
Winner
BCLO
0.07
P/E Ratio
SURI
-7.68
BCLO
N/A
Forward P/E
SURI
17.30
BCLO
N/A
P/S Ratio
SURI
0.28
BCLO
N/A
P/B Ratio
SURI
4.04
BCLO
N/A
SURI vs BCLO - Historical Returns
Returns include dividend reinvestment.
1M
SURI
-4.26%
Winner
BCLO
+1.23%
3M
SURI
+2.53%
Winner
BCLO
+3.36%
6M
SURI
+2.23%
Winner
BCLO
+3.34%
1Y
Winner
SURI
+31.18%
BCLO
+6.75%
Max(CAGR)
SURI
+3.99%
Winner
BCLO
+6.16%
SURI vs BCLO - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SURI | BCLO |
|---|---|---|
| 2026 | +4.65% | +2.70% |
| 2025 | +22.66% | +5.43% |
| 2024 | -14.71% | N/A |
| 2023 | -2.96% | N/A |
SURI vs BCLO Drawdown Comparison
The maximum drawdown for SURI was -47.73%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The maximum drawdown for BCLO was -4.45%, occurring on Apr 7, 2025. Recovery took 64 trading sessions.
The current SURI drawdown is -17.99%.
| Rank | SURI | BCLO |
|---|---|---|
| #1 | -47.73% Nov 7, 2024 - Apr 8, 2025 | -4.45% Feb 14, 2025 - May 19, 2025 |
| #2 | -19.48% Feb 15, 2023 - Feb 12, 2024 | -1.92% Feb 4, 2026 - Apr 22, 2026 |
| #3 | -16.79% Mar 1, 2024 - Jul 15, 2024 | -0.89% Oct 14, 2025 - Nov 10, 2025 |
| #4 | -12.52% Jul 16, 2024 - Nov 1, 2024 | -0.40% Apr 30, 2026 - May 6, 2026 |
| #5 | -2.96% Feb 12, 2024 - Feb 15, 2024 | -0.38% May 22, 2025 - May 28, 2025 |
| #6 | -1.45% Feb 23, 2024 - Feb 27, 2024 | -0.28% Oct 9, 2025 - Oct 13, 2025 |
| #7 | -0.70% Feb 28, 2024 - Mar 1, 2024 | -0.24% Apr 23, 2026 - Apr 27, 2026 |
| #8 | -0.51% Feb 8, 2023 - Feb 14, 2023 | -0.18% Sep 3, 2025 - Sep 10, 2025 |
| #9 | -0.40% Feb 20, 2024 - Feb 22, 2024 | -0.16% Dec 1, 2025 - Dec 9, 2025 |
| #10 | N/A | -0.13% Jun 9, 2025 - Jun 11, 2025 |
| #11 | N/A | -0.13% Nov 19, 2025 - Nov 24, 2025 |
| #12 | N/A | -0.12% May 19, 2025 - May 22, 2025 |
| #13 | N/A | -0.12% Jun 3, 2025 - Jun 6, 2025 |
| #14 | N/A | -0.12% Jan 12, 2026 - Jan 16, 2026 |
| #15 | N/A | -0.12% Aug 6, 2025 - Aug 11, 2025 |
Correlation
Correlation between SURI and BCLO is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2023 - 2026)
SURI vs BCLO dividend yield comparison.
| Year | SURI | BCLO |
|---|---|---|
| 2026 | 4.04% | 2.62% |
| 2025 | 16.31% | 6.45% |
| 2024 | 21.41% | 0.00% |
| 2023 | 14.71% | 0.00% |
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