SURI vs NULC
Comparison between SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF) and NUVEEN ESG LARGE-CAP ETF (NULC, ETF).
SURI vs NULC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SURI
$75M
NULC
$75M
Expense Ratio
SURI
2.56%
Winner
NULC
0.21%
Max Drawdown
SURI
52.10%
Winner
NULC
34.86%
Sharpe Ratio
SURI
1.10
Winner
NULC
1.36
5Y Beta
Winner
SURI
0.77
NULC
0.95
P/E Ratio
Winner
SURI
-6.89
NULC
28.67
Forward P/E
Winner
SURI
17.38
NULC
22.19
PEG Ratio
SURI
N/A
NULC
0.51
5Y Dividends CAGR
SURI
N/A
NULC
28.20%
5Y EPS CAGR
SURI
N/A
NULC
27.50%
Debt to Equity
SURI
N/A
NULC
-29.96%
P/S Ratio
Winner
SURI
0.26
NULC
3.64
P/B Ratio
Winner
SURI
3.88
NULC
5.67
SURI vs NULC - Holdings Comparison
SURI and NULC have 0 common holdings. Overlap is 0.00%
SURI's top 25 holdings weight is 97.43%. NULC's top 25 holdings weight is 53.19%.
| Rank | SURI | NULC |
|---|---|---|
| #1 | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 40.10% | NVIDIA CORP (NVDA) - 9.80% |
| #2 | ACHIEVE LIFE SCIENCES INC (ACHV) - 8.50% | ALPHABET INC CLASS C (GOOG) - 4.42% |
| #3 | MILESTONE PHARMACEUTICALS INC (MIST) - 8.20% | BROADCOM INC (AVGO) - 4.25% |
| #4 | PHATHOM PHARMACEUTICALS INC ORDINARY SHARES (PHAT) - 4.09% | ALPHABET INC CLASS A (GOOGL) - 3.54% |
| #5 | DELCATH SYSTEMS INC (DCTH) - 3.92% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.30% |
| #6 | ABEONA THERAPEUTICS INC (ABEO) - 3.80% | WESTERN DIGITAL CORP (WDC) - 2.11% |
| #7 | CELLDEX THERAPEUTICS INC (CLDX) - 2.60% | COSTCO WHOLESALE CORP (COST) - 2.02% |
| #8 | CORCEPT THERAPEUTICS INC (CORT) - 2.52% | VISA INC CLASS A (V) - 1.83% |
| #9 | OCULIS HOLDING AG (OCS) - 2.41% | GE VERNOVA INC (GEV) - 1.79% |
| #10 | ACHIEVE LIFE SCIENCES ([WTS/RTS]) (n/a) - 1.96% | COCA-COLA CO (KO) - 1.73% |
| #11 | CASH (n/a) - 1.88% | MASTERCARD INC CLASS A (MA) - 1.67% |
| #12 | LEONABIO INC (LONA) - 1.83% | MORGAN STANLEY (MS) - 1.62% |
| #13 | COMPASS PATHWAYS PLC ADR (CMPS) - 1.74% | PROCTER & GAMBLE CO (PG) - 1.52% |
| #14 | INVENTIVA SA ADR (IVA) - 1.61% | ADVANCED MICRO DEVICES INC (AMD) - 1.49% |
| #15 | KYVERNA THERAPEUTICS INC (KYTX) - 1.57% | WELLTOWER INC (WELL) - 1.38% |
| #16 | PALISADE BIO INC (PALI) - 1.37% | EATON CORP PLC (ETN) - 1.33% |
| #17 | ZEVRA THERAPEUTICS INC (ZVRA) - 1.33% | TJX COMPANIES INC (TJX) - 1.29% |
| #18 | AQUESTIVE THERAPEUTICS INC (AQST) - 1.27% | MERCK & CO INC (MRK) - 1.27% |
| #19 | ORCHESTRA BIOMED HOLDINGS INC (OBIO) - 1.15% | MCDONALD'S CORP (MCD) - 1.17% |
| #20 | TELESAT CANADA /TELESAT LLC 5.625% (n/a) - 1.15% | UBER TECHNOLOGIES INC (UBER) - 1.15% |
| #21 | OCULAR THERAPEUTIX INC (OCUL) - 1.02% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.15% |
| #22 | EYEPOINT INC (EYPT) - 0.96% | PARKER HANNIFIN CORP (PH) - 1.15% |
| #23 | SAB BIOTHERAPEUTICS INC (SABS) - 0.90% | PALO ALTO NETWORKS INC (PANW) - 1.11% |
| #24 | TREVI THERAPEUTICS INC (TRVI) - 0.81% | GENERAL MOTORS CO (GM) - 1.06% |
| #25 | UPSTREAM BIO INC (UPB) - 0.74% | SALESFORCE INC (CRM) - 1.04% |
| Total Holdings | 38 | 137 |
SURI vs NULC - Historical Returns
Returns include dividend reinvestment.
1M
SURI
-3.95%
Winner
NULC
+1.83%
3M
SURI
+7.16%
Winner
NULC
+13.95%
6M
SURI
+5.81%
Winner
NULC
+11.84%
1Y
Winner
SURI
+28.30%
NULC
+23.13%
5Y(CAGR)
SURI
N/A
NULC
+10.79%
Max(CAGR)
SURI
+5.22%
Winner
NULC
+15.29%
SURI vs NULC - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SURI | NULC |
|---|---|---|
| 2026 | +8.89% | +11.52% |
| 2025 | +22.66% | +16.03% |
| 2024 | -14.71% | +19.28% |
| 2023 | -2.96% | +22.98% |
| 2022 | N/A | -20.16% |
| 2021 | N/A | +27.44% |
| 2020 | N/A | +21.57% |
| 2019 | N/A | +16.89% |
SURI vs NULC 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 NULC was -34.86%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The current SURI drawdown is -14.66%. The current NULC drawdown is -2.68%.
| Rank | SURI | NULC |
|---|---|---|
| #1 | -47.73% Nov 7, 2024 - Apr 8, 2025 | -34.86% Feb 19, 2020 - Aug 12, 2020 |
| #2 | -19.48% Feb 15, 2023 - Feb 12, 2024 | -27.85% Nov 8, 2021 - Feb 2, 2024 |
| #3 | -16.79% Mar 1, 2024 - Jul 15, 2024 | -18.49% Dec 4, 2024 - Jun 26, 2025 |
| #4 | -12.52% Jul 16, 2024 - Nov 1, 2024 | -8.91% Jan 29, 2026 - Apr 15, 2026 |
| #5 | -2.96% Feb 12, 2024 - Feb 15, 2024 | -8.86% Sep 2, 2020 - Nov 9, 2020 |
| #6 | -1.45% Feb 23, 2024 - Feb 27, 2024 | -8.75% Jul 16, 2024 - Sep 16, 2024 |
| #7 | -0.70% Feb 28, 2024 - Mar 1, 2024 | -6.24% Mar 28, 2024 - May 21, 2024 |
| #8 | -0.51% Feb 8, 2023 - Feb 14, 2023 | -5.65% Oct 28, 2025 - Dec 10, 2025 |
| #9 | -0.40% Feb 20, 2024 - Feb 22, 2024 | -5.57% Jul 24, 2019 - Sep 12, 2019 |
| #10 | N/A | -5.34% Sep 3, 2021 - Oct 21, 2021 |
| #11 | N/A | -5.32% Feb 16, 2021 - Mar 15, 2021 |
| #12 | N/A | -4.92% Jun 2, 2026 - Jun 10, 2026 |
| #13 | N/A | -4.20% Apr 26, 2021 - Jun 4, 2021 |
| #14 | N/A | -3.95% Jan 20, 2021 - Feb 4, 2021 |
| #15 | N/A | -3.72% Sep 12, 2019 - Oct 21, 2019 |
Correlation
Correlation between SURI and NULC is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.42
-101
Dividend Comparison (2019 - 2026)
SURI vs NULC dividend yield comparison.
| Year | SURI | NULC |
|---|---|---|
| 2026 | 3.88% | 0.00% |
| 2025 | 16.31% | 10.17% |
| 2024 | 21.41% | 1.86% |
| 2023 | 14.71% | 1.32% |
| 2022 | 0.00% | 2.37% |
| 2021 | 0.00% | 6.14% |
| 2020 | 0.00% | 4.07% |
| 2019 | 0.00% | 0.77% |
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