SURI vs SAGP
Comparison between SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF) and STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF (SAGP, ETF).
SURI vs SAGP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SURI
$74M
Winner
SAGP
$75M
Expense Ratio
SURI
2.56%
Winner
SAGP
0.65%
Max Drawdown
SURI
52.10%
Winner
SAGP
22.90%
Sharpe Ratio
Winner
SURI
1.14
SAGP
0.75
5Y Beta
SURI
0.78
Winner
SAGP
0.66
P/E Ratio
Winner
SURI
-7.68
SAGP
25.45
Forward P/E
SURI
17.30
Winner
SAGP
16.94
PEG Ratio
SURI
N/A
SAGP
0.05
5Y EPS CAGR
SURI
N/A
SAGP
17.03%
Debt to Equity
SURI
N/A
SAGP
-26.88%
P/S Ratio
Winner
SURI
0.28
SAGP
1.67
P/B Ratio
SURI
4.04
Winner
SAGP
3.98
SURI vs SAGP - Holdings Comparison
SURI and SAGP have 1 common holdings. Overlap is 0.00%
SURI's top 25 holdings weight is 97.43%. SAGP's top 25 holdings weight is 49.38%.
| Rank | SURI | SAGP |
|---|---|---|
| #1 | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 40.10% | DAVITA INC (DVA) - 2.56% |
| #2 | ACHIEVE LIFE SCIENCES INC (ACHV) - 8.50% | VERISIGN INC (VRSN) - 2.53% |
| #3 | MILESTONE PHARMACEUTICALS INC (MIST) - 8.20% | TERADYNE INC (TER) - 2.50% |
| #4 | PHATHOM PHARMACEUTICALS INC ORDINARY SHARES (PHAT) - 4.09% | FOX CORP CLASS A (FOXA) - 2.17% |
| #5 | DELCATH SYSTEMS INC (DCTH) - 3.92% | ALTRIA GROUP INC (MO) - 2.12% |
| #6 | ABEONA THERAPEUTICS INC (ABEO) - 3.80% | CIENA CORP (CIEN) - 2.01% |
| #7 | CELLDEX THERAPEUTICS INC (CLDX) - 2.60% | DEXCOM INC (DXCM) - 2.00% |
| #8 | CORCEPT THERAPEUTICS INC (CORT) - 2.52% | STANLEY BLACK & DECKER INC (SWK) - 1.99% |
| #9 | OCULIS HOLDING AG (OCS) - 2.41% | INCYTE CORP (INCY) - 1.96% |
| #10 | ACHIEVE LIFE SCIENCES ([WTS/RTS]) (n/a) - 1.96% | GILEAD SCIENCES INC (GILD) - 1.92% |
| #11 | CASH (n/a) - 1.88% | INSULET CORP (PODD) - 1.90% |
| #12 | LEONABIO INC (LONA) - 1.83% | LABCORP HOLDINGS INC (LH) - 1.90% |
| #13 | COMPASS PATHWAYS PLC ADR (CMPS) - 1.74% | INTERCONTINENTAL HOTELS GROUP PLC (n/a) - 1.89% |
| #14 | INVENTIVA SA ADR (IVA) - 1.61% | TEXTRON INC (TXT) - 1.89% |
| #15 | KYVERNA THERAPEUTICS INC (KYTX) - 1.57% | NOVO NORDISK AS CLASS B (n/a) - 1.89% |
| #16 | PALISADE BIO INC (PALI) - 1.37% | GENERAL DYNAMICS CORP (GD) - 1.88% |
| #17 | ZEVRA THERAPEUTICS INC (ZVRA) - 1.33% | BIOGEN INC (BIIB) - 1.86% |
| #18 | AQUESTIVE THERAPEUTICS INC (AQST) - 1.27% | CHIPOTLE MEXICAN GRILL INC (CMG) - 1.84% |
| #19 | ORCHESTRA BIOMED HOLDINGS INC (OBIO) - 1.15% | OTSUKA HOLDINGS CO LTD (n/a) - 1.83% |
| #20 | TELESAT CANADA /TELESAT LLC 5.625% (n/a) - 1.15% | HUMANA INC (HUM) - 1.82% |
| #21 | OCULAR THERAPEUTIX INC (OCUL) - 1.02% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.81% |
| #22 | EYEPOINT INC (EYPT) - 0.96% | KYOWA KIRIN CO LTD (n/a) - 1.79% |
| #23 | SAB BIOTHERAPEUTICS INC (SABS) - 0.90% | CF INDUSTRIES HOLDINGS INC (CF) - 1.78% |
| #24 | TREVI THERAPEUTICS INC (TRVI) - 0.81% | EQT AB ORDINARY SHARES (n/a) - 1.78% |
| #25 | UPSTREAM BIO INC (UPB) - 0.74% | n/a (PLTR) - 1.76% |
| Total Holdings | 38 | 105 |
SURI vs SAGP - Historical Returns
Returns include dividend reinvestment.
1M
SURI
-4.26%
Winner
SAGP
-0.18%
3M
Winner
SURI
+2.53%
SAGP
-2.87%
6M
SURI
+2.23%
Winner
SAGP
+4.14%
1Y
Winner
SURI
+31.18%
SAGP
+13.06%
5Y(CAGR)
SURI
N/A
SAGP
+9.73%
Max(CAGR)
SURI
+3.99%
Winner
SAGP
+9.73%
SURI vs SAGP - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | SURI | SAGP |
|---|---|---|
| 2026 | +4.65% | +1.93% |
| 2025 | +22.66% | +23.43% |
| 2024 | -14.71% | +12.91% |
| 2023 | -2.96% | +11.71% |
| 2022 | N/A | -4.65% |
SURI vs SAGP 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 SAGP was -22.90%, occurring on Sep 27, 2022. Recovery took 466 trading sessions.
The current SURI drawdown is -17.99%. The current SAGP drawdown is -5.76%.
| Rank | SURI | SAGP |
|---|---|---|
| #1 | -47.73% Nov 7, 2024 - Apr 8, 2025 | -22.90% Apr 4, 2022 - Feb 12, 2024 |
| #2 | -19.48% Feb 15, 2023 - Feb 12, 2024 | -11.47% Mar 25, 2025 - May 2, 2025 |
| #3 | -16.79% Mar 1, 2024 - Jul 15, 2024 | -8.90% Mar 2, 2026 - Mar 30, 2026 |
| #4 | -12.52% Jul 16, 2024 - Nov 1, 2024 | -7.02% Nov 11, 2024 - Feb 18, 2025 |
| #5 | -2.96% Feb 12, 2024 - Feb 15, 2024 | -6.45% Oct 3, 2025 - Dec 22, 2025 |
| #6 | -1.45% Feb 23, 2024 - Feb 27, 2024 | -5.95% Mar 2, 2022 - Mar 22, 2022 |
| #7 | -0.70% Feb 28, 2024 - Mar 1, 2024 | -5.84% Mar 28, 2024 - Jun 6, 2024 |
| #8 | -0.51% Feb 8, 2023 - Feb 14, 2023 | -5.25% Feb 9, 2022 - Mar 2, 2022 |
| #9 | -0.40% Feb 20, 2024 - Feb 22, 2024 | -4.56% Jul 23, 2025 - Aug 22, 2025 |
| #10 | N/A | -4.32% Jul 31, 2024 - Aug 15, 2024 |
| #11 | N/A | -3.47% Mar 7, 2025 - Mar 25, 2025 |
| #12 | N/A | -3.35% Jan 27, 2026 - Feb 20, 2026 |
| #13 | N/A | -3.05% Aug 30, 2024 - Sep 16, 2024 |
| #14 | N/A | -2.47% Jan 25, 2022 - Jan 31, 2022 |
| #15 | N/A | -2.47% Oct 18, 2024 - Nov 6, 2024 |
Correlation
Correlation between SURI and SAGP is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.32
-101
Dividend Comparison (2022 - 2026)
SURI vs SAGP dividend yield comparison.
| Year | SURI | SAGP |
|---|---|---|
| 2026 | 4.04% | 0.00% |
| 2025 | 16.31% | 3.45% |
| 2024 | 21.41% | 2.23% |
| 2023 | 14.71% | 0.94% |
| 2022 | 0.00% | 0.51% |
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