SURI vs NEHI

Comparison between SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF) and NEOS ETHEREUM HIGH INCOME ETF (NEHI, ETF).

SURI vs NEHI - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	SURI(ETF)	NEHI(ETF)
Net Assets	$75M	$75M
Expense Ratio	2.56%	0.98%
Max Drawdown	52.10%	56.72%
Sharpe Ratio	1.10	-1.54
5Y Beta	0.77	2.35
P/E Ratio	-6.89	N/A
Forward P/E	17.38	N/A
P/S Ratio	0.26	N/A
P/B Ratio	3.88	N/A

Net Assets

Winner

SURI

$75M

NEHI

$75M

Expense Ratio

SURI

2.56%

Winner

NEHI

0.98%

Max Drawdown

Winner

SURI

52.10%

NEHI

56.72%

Sharpe Ratio

Winner

SURI

1.10

NEHI

-1.54

5Y Beta

Winner

SURI

0.77

NEHI

2.35

P/E Ratio

SURI

-6.89

NEHI

N/A

Forward P/E

SURI

17.38

NEHI

N/A

P/S Ratio

SURI

0.26

NEHI

N/A

P/B Ratio

SURI

3.88

NEHI

N/A

SURI vs NEHI - Holdings Comparison

SURI and NEHI have 0 common holdings. Overlap is 0.00%

SURI's top 25 holdings weight is 97.43%. NEHI's top 25 holdings weight is 21.11%.

Rank	SURI	NEHI
#1	PLAINS GP HOLDINGS LP CLASS A (PAGP) - 40.10%	ISHARES ETHEREUM TRUST ETF (ETHA) - 19.34%
#2	ACHIEVE LIFE SCIENCES INC (ACHV) - 8.50%	NORTHERN US GOVERNMENT SELECT MMKT (NOSXX) - 0.98%
#3	MILESTONE PHARMACEUTICALS INC (MIST) - 8.20%	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.79%
#4	PHATHOM PHARMACEUTICALS INC ORDINARY SHARES (PHAT) - 4.09%	N/A
#5	DELCATH SYSTEMS INC (DCTH) - 3.92%	N/A
#6	ABEONA THERAPEUTICS INC (ABEO) - 3.80%	N/A
#7	CELLDEX THERAPEUTICS INC (CLDX) - 2.60%	N/A
#8	CORCEPT THERAPEUTICS INC (CORT) - 2.52%	N/A
#9	OCULIS HOLDING AG (OCS) - 2.41%	N/A
#10	ACHIEVE LIFE SCIENCES ([WTS/RTS]) (n/a) - 1.96%	N/A
#11	CASH (n/a) - 1.88%	N/A
#12	LEONABIO INC (LONA) - 1.83%	N/A
#13	COMPASS PATHWAYS PLC ADR (CMPS) - 1.74%	N/A
#14	INVENTIVA SA ADR (IVA) - 1.61%	N/A
#15	KYVERNA THERAPEUTICS INC (KYTX) - 1.57%	N/A
#16	PALISADE BIO INC (PALI) - 1.37%	N/A
#17	ZEVRA THERAPEUTICS INC (ZVRA) - 1.33%	N/A
#18	AQUESTIVE THERAPEUTICS INC (AQST) - 1.27%	N/A
#19	ORCHESTRA BIOMED HOLDINGS INC (OBIO) - 1.15%	N/A
#20	TELESAT CANADA /TELESAT LLC 5.625% (n/a) - 1.15%	N/A
#21	OCULAR THERAPEUTIX INC (OCUL) - 1.02%	N/A
#22	EYEPOINT INC (EYPT) - 0.96%	N/A
#23	SAB BIOTHERAPEUTICS INC (SABS) - 0.90%	N/A
#24	TREVI THERAPEUTICS INC (TRVI) - 0.81%	N/A
#25	UPSTREAM BIO INC (UPB) - 0.74%	N/A
Total Holdings	38	3

SURI vs NEHI - Historical Returns

Returns include dividend reinvestment.

Period	SURI	NEHI
1 month	-3.95%	-25.27%
3 months	+7.16%	-15.91%
6 months	+5.81%	-41.54%
1 year	+28.30%	N/A
Max(CAGR)	+5.22%	-64.70%

Winner

SURI

-3.95%

NEHI

-25.27%

Winner

SURI

+7.16%

NEHI

-15.91%

Winner

SURI

+5.81%

NEHI

-41.54%

SURI

+28.30%

NEHI

N/A

Max(CAGR)

Winner

SURI

+5.22%

NEHI

-64.70%

SURI vs NEHI - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	SURI	NEHI
2026	+8.89%	-42.50%
2025	+22.66%	-2.99%
2024	-14.71%	N/A
2023	-2.96%	N/A

SURI vs NEHI 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 NEHI was -49.63%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current SURI drawdown is -14.66%. The current NEHI drawdown is -46.51%.

Rank	SURI	NEHI
#1	-47.73% Nov 7, 2024 - Apr 8, 2025	-49.63% Jan 14, 2026 - Jun 5, 2026
#2	-19.48% Feb 15, 2023 - Feb 12, 2024	-14.84% Dec 10, 2025 - Jan 14, 2026
#3	-16.79% Mar 1, 2024 - Jul 15, 2024	-3.08% Dec 4, 2025 - Dec 8, 2025
#4	-12.52% Jul 16, 2024 - Nov 1, 2024	N/A
#5	-2.96% Feb 12, 2024 - Feb 15, 2024	N/A
#6	-1.45% Feb 23, 2024 - Feb 27, 2024	N/A
#7	-0.70% Feb 28, 2024 - Mar 1, 2024	N/A
#8	-0.51% Feb 8, 2023 - Feb 14, 2023	N/A
#9	-0.40% Feb 20, 2024 - Feb 22, 2024	N/A

Correlation

Correlation between SURI and NEHI is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

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