SURI vs FCUS
Comparison between SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF) and PINNACLE FOCUSED OPPORTUNITIES ETF (FCUS, ETF).
SURI vs FCUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SURI
$74M
Winner
FCUS
$75M
Expense Ratio
SURI
2.56%
Winner
FCUS
0.80%
Max Drawdown
SURI
52.10%
Winner
FCUS
42.84%
Sharpe Ratio
SURI
1.14
Winner
FCUS
1.75
5Y Beta
Winner
SURI
0.78
FCUS
1.44
P/E Ratio
SURI
-7.68
Winner
FCUS
-133.79
Forward P/E
Winner
SURI
17.30
FCUS
17.75
5Y EPS CAGR
SURI
N/A
FCUS
18.43%
Debt to Equity
SURI
N/A
FCUS
20.22%
P/S Ratio
Winner
SURI
0.28
FCUS
3.26
P/B Ratio
Winner
SURI
4.04
FCUS
5.96
SURI vs FCUS - Holdings Comparison
SURI and FCUS have 1 common holdings. Overlap is -1.70%
SURI's top 25 holdings weight is 97.43%. FCUS's top 25 holdings weight is 86.71%.
| Rank | SURI | FCUS |
|---|---|---|
| #1 | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 40.10% | HECLA MINING CO (HL) - 4.37% |
| #2 | ACHIEVE LIFE SCIENCES INC (ACHV) - 8.50% | MONGODB INC CLASS A (MDB) - 4.33% |
| #3 | MILESTONE PHARMACEUTICALS INC (MIST) - 8.20% | OPENDOOR TECHNOLOGIES INC ORDINARY SHARES CLASS A (OPEN) - 4.25% |
| #4 | PHATHOM PHARMACEUTICALS INC ORDINARY SHARES (PHAT) - 4.09% | SANDISK CORP ORDINARY SHARES (SNDK) - 4.23% |
| #5 | DELCATH SYSTEMS INC (DCTH) - 3.92% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 4.18% |
| #6 | ABEONA THERAPEUTICS INC (ABEO) - 3.80% | MICRON TECHNOLOGY INC (MU) - 4.17% |
| #7 | CELLDEX THERAPEUTICS INC (CLDX) - 2.60% | COGENT BIOSCIENCES INC (COGT) - 4.05% |
| #8 | CORCEPT THERAPEUTICS INC (CORT) - 2.52% | ECHOSTAR CORP CLASS A (SATS) - 4.04% |
| #9 | OCULIS HOLDING AG (OCS) - 2.41% | CIENA CORP (CIEN) - 3.97% |
| #10 | ACHIEVE LIFE SCIENCES ([WTS/RTS]) (n/a) - 1.96% | LUMENTUM HOLDINGS INC (LITE) - 3.78% |
| #11 | CASH (n/a) - 1.88% | ALCOA CORP (AA) - 3.50% |
| #12 | LEONABIO INC (LONA) - 1.83% | BLOOM ENERGY CORP CLASS A (BE) - 3.40% |
| #13 | COMPASS PATHWAYS PLC ADR (CMPS) - 1.74% | TERADYNE INC (TER) - 3.39% |
| #14 | INVENTIVA SA ADR (IVA) - 1.61% | APPLIED DIGITAL CORP (APLD) - 3.37% |
| #15 | KYVERNA THERAPEUTICS INC (KYTX) - 1.57% | NEWMONT CORP (NEM) - 3.31% |
| #16 | PALISADE BIO INC (PALI) - 1.37% | WESTERN DIGITAL CORP (WDC) - 3.24% |
| #17 | ZEVRA THERAPEUTICS INC (ZVRA) - 1.33% | WAYFAIR INC CLASS A (W) - 3.17% |
| #18 | AQUESTIVE THERAPEUTICS INC (AQST) - 1.27% | PTC THERAPEUTICS INC (PTCT) - 3.16% |
| #19 | ORCHESTRA BIOMED HOLDINGS INC (OBIO) - 1.15% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 3.14% |
| #20 | TELESAT CANADA /TELESAT LLC 5.625% (n/a) - 1.15% | SITIME CORP ORDINARY SHARES (SITM) - 2.85% |
| #21 | OCULAR THERAPEUTIX INC (OCUL) - 1.02% | VALERO ENERGY CORP (VLO) - 2.68% |
| #22 | EYEPOINT INC (EYPT) - 0.96% | COEUR MINING INC (CDE) - 2.59% |
| #23 | SAB BIOTHERAPEUTICS INC (SABS) - 0.90% | IRHYTHM TECHNOLOGIES INC (IRTC) - 2.54% |
| #24 | TREVI THERAPEUTICS INC (TRVI) - 0.81% | ALBEMARLE CORP (ALB) - 2.52% |
| #25 | UPSTREAM BIO INC (UPB) - 0.74% | GENERAL MOTORS CO (GM) - 2.48% |
| Total Holdings | 38 | 50 |
SURI vs FCUS - Historical Returns
Returns include dividend reinvestment.
1M
SURI
-4.26%
Winner
FCUS
-1.47%
3M
SURI
+2.53%
Winner
FCUS
+19.61%
6M
SURI
+2.23%
Winner
FCUS
+36.00%
1Y
SURI
+31.18%
Winner
FCUS
+79.21%
Max(CAGR)
SURI
+3.99%
Winner
FCUS
+30.13%
SURI vs FCUS - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | SURI | FCUS |
|---|---|---|
| 2026 | +4.65% | +31.09% |
| 2025 | +22.66% | +12.74% |
| 2024 | -14.71% | +33.88% |
| 2023 | -2.96% | +23.29% |
| 2022 | N/A | +0.00% |
SURI vs FCUS 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 FCUS was -39.89%, occurring on Apr 8, 2025. Recovery took 175 trading sessions.
The current SURI drawdown is -17.99%. The current FCUS drawdown is -8.66%.
| Rank | SURI | FCUS |
|---|---|---|
| #1 | -47.73% Nov 7, 2024 - Apr 8, 2025 | -39.89% Feb 18, 2025 - Oct 28, 2025 |
| #2 | -19.48% Feb 15, 2023 - Feb 12, 2024 | -17.70% Nov 3, 2025 - Jan 6, 2026 |
| #3 | -16.79% Mar 1, 2024 - Jul 15, 2024 | -15.54% May 28, 2024 - Sep 23, 2024 |
| #4 | -12.52% Jul 16, 2024 - Nov 1, 2024 | -14.99% Feb 25, 2026 - Apr 22, 2026 |
| #5 | -2.96% Feb 12, 2024 - Feb 15, 2024 | -13.36% Mar 25, 2024 - May 15, 2024 |
| #6 | -1.45% Feb 23, 2024 - Feb 27, 2024 | -13.32% Dec 6, 2024 - Feb 4, 2025 |
| #7 | -0.70% Feb 28, 2024 - Mar 1, 2024 | -13.01% Sep 1, 2023 - Dec 1, 2023 |
| #8 | -0.51% Feb 8, 2023 - Feb 14, 2023 | -10.70% Mar 3, 2023 - Jul 12, 2023 |
| #9 | -0.40% Feb 20, 2024 - Feb 22, 2024 | -8.66% Jun 3, 2026 - Jun 5, 2026 |
| #10 | N/A | -7.53% May 11, 2026 - Jun 2, 2026 |
| #11 | N/A | -7.20% Jul 31, 2023 - Sep 1, 2023 |
| #12 | N/A | -6.98% Jan 28, 2026 - Feb 11, 2026 |
| #13 | N/A | -6.03% Dec 27, 2023 - Jan 22, 2024 |
| #14 | N/A | -5.07% Feb 15, 2024 - Feb 26, 2024 |
| #15 | N/A | -4.21% Feb 15, 2023 - Mar 3, 2023 |
Correlation
Correlation between SURI and FCUS is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.47
-101
Dividend Comparison (2023 - 2026)
SURI vs FCUS dividend yield comparison.
| Year | SURI | FCUS |
|---|---|---|
| 2026 | 4.04% | 0.00% |
| 2025 | 16.31% | 4.33% |
| 2024 | 21.41% | 11.19% |
| 2023 | 14.71% | 0.00% |
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