SURI vs CEV

Comparison between SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF) and Eaton Vance California Municipal Income Trust (CEV, ETF).

SURI vs CEV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SURI(ETF)	CEV(ETF)
Net Assets	$77M	$78M
Expense Ratio	2.56%	N/A
Max Drawdown	52.10%	61.83%
Sharpe Ratio	1.38	1.06
5Y Beta	0.74	0.12
P/E Ratio	-7.21	N/A
Forward P/E	18.66	N/A
5Y Dividends CAGR	N/A	1.20%
P/S Ratio	0.27	N/A
P/B Ratio	4.23	N/A

Net Assets

SURI

$77M

Winner

CEV

$78M

Expense Ratio

SURI

2.56%

CEV

N/A

Max Drawdown

Winner

SURI

52.10%

CEV

61.83%

Sharpe Ratio

Winner

SURI

1.38

CEV

1.06

5Y Beta

SURI

0.74

Winner

CEV

0.12

P/E Ratio

SURI

-7.21

CEV

N/A

Forward P/E

SURI

18.66

CEV

N/A

5Y Dividends CAGR

SURI

N/A

CEV

1.20%

P/S Ratio

SURI

0.27

CEV

N/A

P/B Ratio

SURI

4.23

CEV

N/A

SURI vs CEV - Historical Returns

Returns include dividend reinvestment.

Period	SURI	CEV
1 month	+10.32%	+0.47%
3 months	+10.19%	+1.84%
6 months	+13.56%	+5.15%
1 year	+40.37%	+14.60%
5 years(CAGR)	N/A	-0.93%
10 years(CAGR)	N/A	+1.51%
Max(CAGR)	+7.26%	+5.12%

Winner

SURI

+10.32%

CEV

+0.47%

Winner

SURI

+10.19%

CEV

+1.84%

Winner

SURI

+13.56%

CEV

+5.15%

Winner

SURI

+40.37%

CEV

+14.60%

5Y(CAGR)

SURI

N/A

CEV

-0.93%

10Y(CAGR)

SURI

N/A

CEV

+1.51%

Max(CAGR)

Winner

SURI

+7.26%

CEV

+5.12%

SURI vs CEV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SURI	CEV
2026	+16.99%	+6.41%
2025	+22.66%	+5.19%
2024	-14.71%	+1.93%
2023	-2.96%	+8.06%
2022	N/A	-24.31%
2021	N/A	+2.98%
2020	N/A	+6.21%
2019	N/A	+25.02%
2018	N/A	-4.89%
2017	N/A	+2.64%
2016	N/A	-3.39%
2015	N/A	+7.78%
2014	N/A	+22.63%
2013	N/A	-17.98%
2012	N/A	+16.53%
2011	N/A	+23.43%
2010	N/A	+4.71%
2009	N/A	+60.06%
2008	N/A	-39.27%
2007	N/A	-7.13%
2006	N/A	+12.80%
2005	N/A	-2.30%
2004	N/A	+7.28%
2003	N/A	+15.22%
2002	N/A	+5.14%
2001	N/A	+21.58%
2000	N/A	+13.59%
1999	N/A	-7.78%

SURI vs CEV 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 CEV was -58.45%, occurring on Dec 16, 2008. Recovery took 764 trading sessions.

The current SURI drawdown is -8.32%. The current CEV drawdown is -8.19%.

Rank	SURI	CEV
#1	-47.73% Nov 7, 2024 - Apr 8, 2025	-58.45% May 21, 2007 - Jun 2, 2010
#2	-19.48% Feb 15, 2023 - Feb 12, 2024	-32.99% Nov 12, 2021 - Oct 31, 2022
#3	-16.79% Mar 1, 2024 - Jul 15, 2024	-26.49% Feb 12, 2013 - Jan 29, 2015
#4	-12.52% Jul 16, 2024 - Nov 1, 2024	-25.93% Feb 19, 2020 - Jul 31, 2020
#5	-2.96% Feb 12, 2024 - Feb 15, 2024	-19.14% Apr 6, 2016 - Aug 2, 2019
#6	-1.45% Feb 23, 2024 - Feb 27, 2024	-18.74% Sep 7, 2010 - Aug 22, 2011
#7	-0.70% Feb 28, 2024 - Mar 1, 2024	-14.62% Nov 9, 1999 - Apr 12, 2000
#8	-0.51% Feb 8, 2023 - Feb 14, 2023	-14.25% Apr 13, 2000 - Aug 21, 2000
#9	-0.40% Feb 20, 2024 - Feb 22, 2024	-13.63% Mar 17, 2004 - Sep 14, 2004
#10	N/A	-12.41% Jul 2, 2003 - Dec 19, 2003
#11	N/A	-11.73% Oct 8, 2002 - May 14, 2003
#12	N/A	-11.55% Feb 14, 2005 - Mar 1, 2006
#13	N/A	-11.18% May 11, 2006 - Dec 1, 2006
#14	N/A	-10.25% Nov 12, 2001 - Feb 6, 2002
#15	N/A	-9.96% Feb 7, 2001 - Aug 1, 2001

Correlation

Correlation between SURI and CEV is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (1999 - 2026)

SURI vs CEV dividend yield comparison.

Year	SURI	CEV
2026	7.51%	3.38%
2025	16.31%	5.98%
2024	21.41%	5.58%
2023	14.71%	4.14%
2022	0.00%	5.24%
2021	0.00%	4.17%
2020	0.00%	4.00%
2019	0.00%	3.95%
2018	0.00%	4.25%
2017	0.00%	4.01%
2016	0.00%	4.81%
2015	0.00%	5.46%
2014	0.00%	5.75%
2013	0.00%	7.07%
2012	0.00%	5.84%
2011	0.00%	6.78%
2010	0.00%	7.57%
2009	0.00%	6.69%
2008	0.00%	8.81%
2007	0.00%	5.06%
2006	0.00%	4.87%
2005	0.00%	6.29%
2004	0.00%	6.81%
2003	0.00%	6.34%
2002	0.00%	6.71%
2001	0.00%	5.33%
2000	0.00%	5.99%
1999	0.00%	1.16%