SURI vs EGGQ
Comparison between SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF) and NESTYIELD VISIONARY ETF (EGGQ, ETF).
SURI vs EGGQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SURI
$74M
EGGQ
$74M
Expense Ratio
SURI
2.56%
Winner
EGGQ
0.93%
Max Drawdown
SURI
52.10%
Winner
EGGQ
23.52%
Sharpe Ratio
SURI
1.14
Winner
EGGQ
1.20
5Y Beta
Winner
SURI
0.78
EGGQ
1.42
P/E Ratio
Winner
SURI
-7.68
EGGQ
79.83
Forward P/E
Winner
SURI
17.30
EGGQ
33.02
PEG Ratio
SURI
N/A
EGGQ
0.18
P/S Ratio
Winner
SURI
0.28
EGGQ
6.81
P/B Ratio
Winner
SURI
4.04
EGGQ
13.65
SURI vs EGGQ - Holdings Comparison
SURI and EGGQ have 1 common holdings. Overlap is -1.68%
SURI's top 25 holdings weight is 97.43%. EGGQ's top 25 holdings weight is 104.34%.
| Rank | SURI | EGGQ |
|---|---|---|
| #1 | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 40.10% | SANDISK CORP ORDINARY SHARES (SNDK) - 13.18% |
| #2 | ACHIEVE LIFE SCIENCES INC (ACHV) - 8.50% | BLOOM ENERGY CORP CLASS A (BE) - 9.63% |
| #3 | MILESTONE PHARMACEUTICALS INC (MIST) - 8.20% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 8.93% |
| #4 | PHATHOM PHARMACEUTICALS INC ORDINARY SHARES (PHAT) - 4.09% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 6.09% |
| #5 | DELCATH SYSTEMS INC (DCTH) - 3.92% | VERTIV HOLDINGS CO CLASS A (VRT) - 5.11% |
| #6 | ABEONA THERAPEUTICS INC (ABEO) - 3.80% | MICRON TECHNOLOGY INC (MU) - 4.22% |
| #7 | CELLDEX THERAPEUTICS INC (CLDX) - 2.60% | ALPHABET INC CLASS A (GOOGL) - 4.17% |
| #8 | CORCEPT THERAPEUTICS INC (CORT) - 2.52% | ASTERA LABS INC (ALAB) - 3.91% |
| #9 | OCULIS HOLDING AG (OCS) - 2.41% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 3.70% |
| #10 | ACHIEVE LIFE SCIENCES ([WTS/RTS]) (n/a) - 1.96% | VISTRA CORP (VST) - 3.54% |
| #11 | CASH (n/a) - 1.88% | LUMENTUM HOLDINGS INC (LITE) - 3.49% |
| #12 | LEONABIO INC (LONA) - 1.83% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.43% |
| #13 | COMPASS PATHWAYS PLC ADR (CMPS) - 1.74% | TERADYNE INC (TER) - 3.41% |
| #14 | INVENTIVA SA ADR (IVA) - 1.61% | ADVANCED MICRO DEVICES INC (AMD) - 3.35% |
| #15 | KYVERNA THERAPEUTICS INC (KYTX) - 1.57% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.31% |
| #16 | PALISADE BIO INC (PALI) - 1.37% | CIENA CORP (CIEN) - 3.23% |
| #17 | ZEVRA THERAPEUTICS INC (ZVRA) - 1.33% | CELESTICA INC ORDINARY SHARES (SUBORDINATE VOTING) (CLS) - 3.22% |
| #18 | AQUESTIVE THERAPEUTICS INC (AQST) - 1.27% | ELI LILLY AND CO (LLY) - 3.07% |
| #19 | ORCHESTRA BIOMED HOLDINGS INC (OBIO) - 1.15% | COEUR MINING INC (CDE) - 3.05% |
| #20 | TELESAT CANADA /TELESAT LLC 5.625% (n/a) - 1.15% | AEROVIRONMENT INC (AVAV) - 2.70% |
| #21 | OCULAR THERAPEUTIX INC (OCUL) - 1.02% | SNDK US 05/08/26 C1020 (n/a) - 2.56% |
| #22 | EYEPOINT INC (EYPT) - 0.96% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.47% |
| #23 | SAB BIOTHERAPEUTICS INC (SABS) - 0.90% | BROADCOM INC (AVGO) - 2.30% |
| #24 | TREVI THERAPEUTICS INC (TRVI) - 0.81% | OTHER ASSETS AND LIABILITIES (n/a) - 1.66% |
| #25 | UPSTREAM BIO INC (UPB) - 0.74% | MU US 05/22/26 C580 (n/a) - 0.61% |
| Total Holdings | 38 | 44 |
SURI vs EGGQ - Historical Returns
Returns include dividend reinvestment.
1M
SURI
-4.26%
Winner
EGGQ
+1.58%
3M
SURI
+2.53%
Winner
EGGQ
+35.00%
6M
SURI
+2.23%
Winner
EGGQ
+22.39%
1Y
SURI
+31.18%
Winner
EGGQ
+44.59%
Max(CAGR)
SURI
+3.99%
Winner
EGGQ
+36.58%
SURI vs EGGQ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SURI | EGGQ |
|---|---|---|
| 2026 | +4.65% | +25.98% |
| 2025 | +22.66% | +25.57% |
| 2024 | -14.71% | -1.32% |
| 2023 | -2.96% | N/A |
SURI vs EGGQ 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 EGGQ was -22.68%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.
The current SURI drawdown is -17.99%. The current EGGQ drawdown is -9.83%.
| Rank | SURI | EGGQ |
|---|---|---|
| #1 | -47.73% Nov 7, 2024 - Apr 8, 2025 | -22.68% Feb 14, 2025 - May 13, 2025 |
| #2 | -19.48% Feb 15, 2023 - Feb 12, 2024 | -19.72% Oct 29, 2025 - Apr 22, 2026 |
| #3 | -16.79% Mar 1, 2024 - Jul 15, 2024 | -9.83% Jun 2, 2026 - Jun 5, 2026 |
| #4 | -12.52% Jul 16, 2024 - Nov 1, 2024 | -9.00% May 11, 2026 - May 26, 2026 |
| #5 | -2.96% Feb 12, 2024 - Feb 15, 2024 | -6.82% Oct 8, 2025 - Oct 29, 2025 |
| #6 | -1.45% Feb 23, 2024 - Feb 27, 2024 | -5.33% Jan 6, 2025 - Jan 23, 2025 |
| #7 | -0.70% Feb 28, 2024 - Mar 1, 2024 | -5.27% Aug 12, 2025 - Sep 8, 2025 |
| #8 | -0.51% Feb 8, 2023 - Feb 14, 2023 | -4.61% Jan 23, 2025 - Feb 13, 2025 |
| #9 | -0.40% Feb 20, 2024 - Feb 22, 2024 | -4.58% Apr 27, 2026 - Apr 30, 2026 |
| #10 | N/A | -3.97% May 6, 2026 - May 11, 2026 |
| #11 | N/A | -3.53% Sep 22, 2025 - Oct 2, 2025 |
| #12 | N/A | -3.26% Jul 31, 2025 - Aug 12, 2025 |
| #13 | N/A | -2.98% Jun 30, 2025 - Jul 3, 2025 |
| #14 | N/A | -2.67% May 14, 2025 - May 27, 2025 |
| #15 | N/A | -2.52% Jun 16, 2025 - Jun 24, 2025 |
Correlation
Correlation between SURI and EGGQ is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2023 - 2026)
SURI vs EGGQ dividend yield comparison.
| Year | SURI | EGGQ |
|---|---|---|
| 2026 | 4.04% | 3.08% |
| 2025 | 16.31% | 5.70% |
| 2024 | 21.41% | 0.00% |
| 2023 | 14.71% | 0.00% |
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