SURI vs RSEE

Comparison between SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF) and RAREVIEW SYSTEMATIC EQUITY ETF (RSEE, ETF).

SURI vs RSEE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SURI(ETF)	RSEE(ETF)
Net Assets	$75M	$76M
Expense Ratio	2.56%	2.71%
Max Drawdown	52.10%	27.07%
Sharpe Ratio	1.10	1.44
5Y Beta	0.77	1.20
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

SURI

$75M

Winner

RSEE

$76M

Expense Ratio

Winner

SURI

2.56%

RSEE

2.71%

Max Drawdown

SURI

52.10%

Winner

RSEE

27.07%

Sharpe Ratio

SURI

1.10

Winner

RSEE

1.44

5Y Beta

Winner

SURI

0.77

RSEE

1.20

P/E Ratio

SURI

-6.89

RSEE

N/A

Forward P/E

SURI

17.38

RSEE

N/A

P/S Ratio

SURI

0.26

RSEE

N/A

P/B Ratio

SURI

3.88

RSEE

N/A

SURI vs RSEE - Holdings Comparison

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

SURI's top 25 holdings weight is 97.43%. RSEE's top 25 holdings weight is 163.01%.

Rank	SURI	RSEE
#1	PLAINS GP HOLDINGS LP CLASS A (PAGP) - 40.10%	VANGUARD S&P 500 ETF (VOO) - 46.09%
#2	ACHIEVE LIFE SCIENCES INC (ACHV) - 8.50%	VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 33.58%
#3	MILESTONE PHARMACEUTICALS INC (MIST) - 8.20%	RAREVIEW GOVERNMENT MONEY MARKET ETF (RMME) - 29.55%
#4	PHATHOM PHARMACEUTICALS INC ORDINARY SHARES (PHAT) - 4.09%	INVESCO QQQ TRUST (QQQ) - 26.95%
#5	DELCATH SYSTEMS INC (DCTH) - 3.92%	VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 13.42%
#6	ABEONA THERAPEUTICS INC (ABEO) - 3.80%	VANGUARD SMALL-CAP ETF (VB) - 13.42%
#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	6

SURI vs RSEE - Historical Returns

Returns include dividend reinvestment.

Period	SURI	RSEE
1 month	-3.95%	+1.69%
3 months	+7.16%	+15.20%
6 months	+5.81%	+14.79%
1 year	+28.30%	+32.48%
5 years(CAGR)	N/A	+13.83%
Max(CAGR)	+5.22%	+13.83%

SURI

-3.95%

Winner

RSEE

+1.69%

SURI

+7.16%

Winner

RSEE

+15.20%

SURI

+5.81%

Winner

RSEE

+14.79%

SURI

+28.30%

Winner

RSEE

+32.48%

5Y(CAGR)

SURI

N/A

RSEE

+13.83%

Max(CAGR)

SURI

+5.22%

Winner

RSEE

+13.83%

SURI vs RSEE - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	SURI	RSEE
2026	+8.89%	+13.11%
2025	+22.66%	+20.94%
2024	-14.71%	+19.97%
2023	-2.96%	+9.68%
2022	N/A	-1.61%

SURI vs RSEE 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 RSEE was -21.60%, occurring on Apr 8, 2025. Recovery took 91 trading sessions.

The current SURI drawdown is -14.66%. The current RSEE drawdown is -2.69%.

Rank	SURI	RSEE
#1	-47.73% Nov 7, 2024 - Apr 8, 2025	-21.60% Feb 18, 2025 - Jun 30, 2025
#2	-19.48% Feb 15, 2023 - Feb 12, 2024	-15.83% Jul 31, 2023 - Mar 21, 2024
#3	-16.79% Mar 1, 2024 - Jul 15, 2024	-12.89% Feb 25, 2026 - Apr 17, 2026
#4	-12.52% Jul 16, 2024 - Nov 1, 2024	-10.17% Feb 2, 2023 - Jun 12, 2023
#5	-2.96% Feb 12, 2024 - Feb 15, 2024	-10.05% Jul 16, 2024 - Aug 23, 2024
#6	-1.45% Feb 23, 2024 - Feb 27, 2024	-9.69% Mar 29, 2022 - Nov 15, 2022
#7	-0.70% Feb 28, 2024 - Mar 1, 2024	-7.36% Oct 28, 2025 - Dec 11, 2025
#8	-0.51% Feb 8, 2023 - Feb 14, 2023	-6.93% Dec 6, 2024 - Feb 14, 2025
#9	-0.40% Feb 20, 2024 - Feb 22, 2024	-6.65% Dec 1, 2022 - Jan 26, 2023
#10	N/A	-6.54% Jun 2, 2026 - Jun 10, 2026
#11	N/A	-6.31% Feb 2, 2022 - Mar 22, 2022
#12	N/A	-6.16% Aug 23, 2024 - Sep 19, 2024
#13	N/A	-4.41% Jun 15, 2023 - Jul 12, 2023
#14	N/A	-4.23% Oct 6, 2025 - Oct 24, 2025
#15	N/A	-4.10% Nov 7, 2024 - Dec 3, 2024