SURI vs SPXN
Comparison between SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF) and PROSHARES S&P 500 EX-FINANCIALS ETF (SPXN, ETF).
SURI vs SPXN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SURI
$77M
SPXN
$77M
Expense Ratio
SURI
2.56%
Winner
SPXN
0.09%
Max Drawdown
SURI
52.10%
Winner
SPXN
32.10%
Sharpe Ratio
Winner
SURI
1.38
SPXN
1.30
5Y Beta
Winner
SURI
0.74
SPXN
1.01
P/E Ratio
Winner
SURI
-7.21
SPXN
31.41
Forward P/E
Winner
SURI
18.66
SPXN
21.85
5Y Dividends CAGR
SURI
N/A
SPXN
10.15%
5Y EPS CAGR
SURI
N/A
SPXN
28.14%
Debt to Equity
SURI
N/A
SPXN
26.31%
P/S Ratio
Winner
SURI
0.27
SPXN
3.72
P/B Ratio
Winner
SURI
4.23
SPXN
7.05
SURI vs SPXN - Holdings Comparison
SURI and SPXN have 1 common holdings. Overlap is 0.00%
SURI's top 25 holdings weight is 98.92%. SPXN's top 25 holdings weight is 57.57%.
| Rank | SURI | SPXN |
|---|---|---|
| #1 | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 40.73% | NVIDIA CORP (NVDA) - 9.20% |
| #2 | ACHIEVE LIFE SCIENCES INC (ACHV) - 11.41% | APPLE INC (AAPL) - 8.29% |
| #3 | MILESTONE PHARMACEUTICALS INC (MIST) - 5.24% | MICROSOFT CORP (MSFT) - 5.13% |
| #4 | DELCATH SYSTEMS INC (DCTH) - 4.39% | AMAZON.COM INC (AMZN) - 4.34% |
| #5 | ACHIEVE LIFE SCIENCES ([WTS/RTS]) (n/a) - 3.98% | ALPHABET INC CLASS A (GOOGL) - 3.78% |
| #6 | PHATHOM PHARMACEUTICALS INC ORDINARY SHARES (PHAT) - 3.86% | BROADCOM INC (AVGO) - 3.30% |
| #7 | CORCEPT THERAPEUTICS INC (CORT) - 3.15% | ALPHABET INC CLASS C (GOOG) - 3.03% |
| #8 | CELLDEX THERAPEUTICS INC (CLDX) - 2.66% | META PLATFORMS INC CLASS A (META) - 2.60% |
| #9 | ABEONA THERAPEUTICS INC (ABEO) - 2.41% | TESLA INC (TSLA) - 2.00% |
| #10 | KYVERNA THERAPEUTICS INC (KYTX) - 2.32% | MICRON TECHNOLOGY INC (MU) - 1.98% |
| #11 | CASH (n/a) - 2.05% | ELI LILLY AND CO (LLY) - 1.64% |
| #12 | COMPASS PATHWAYS PLC ADR (CMPS) - 2.05% | ADVANCED MICRO DEVICES INC (AMD) - 1.60% |
| #13 | INVENTIVA SA ADR (IVA) - 1.77% | JOHNSON & JOHNSON (JNJ) - 1.10% |
| #14 | LEONABIO INC (LONA) - 1.66% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.08% |
| #15 | AQUESTIVE THERAPEUTICS INC (AQST) - 1.54% | INTEL CORP (INTC) - 0.91% |
| #16 | ZEVRA THERAPEUTICS INC (ZVRA) - 1.27% | WALMART INC (WMT) - 0.89% |
| #17 | ARTIVA BIOTHERAPEUTICS INC (ARTV) - 1.21% | APPLIED MATERIALS INC (AMAT) - 0.85% |
| #18 | PALISADE BIO INC (PALI) - 1.14% | CISCO SYSTEMS INC (CSCO) - 0.83% |
| #19 | TELESAT CANADA /TELESAT LLC 5.625% (n/a) - 1.14% | ABBVIE INC (ABBV) - 0.78% |
| #20 | ORCHESTRA BIOMED HOLDINGS INC (OBIO) - 1.10% | LAM RESEARCH CORP (LRCX) - 0.78% |
| #21 | OCULAR THERAPEUTIX INC (OCUL) - 1.07% | CATERPILLAR INC (CAT) - 0.77% |
| #22 | ACHIEVE LIFE SCIENCES WTS (n/a) - 0.86% | COSTCO WHOLESALE CORP (COST) - 0.73% |
| #23 | EYEPOINT INC (EYPT) - 0.69% | UNITEDHEALTH GROUP INC (UNH) - 0.69% |
| #24 | UPSTREAM BIO INC (UPB) - 0.64% | GE AEROSPACE (GE) - 0.66% |
| #25 | IMMUNIC INC (IMUX) - 0.58% | CHEVRON CORP (CVX) - 0.61% |
| Total Holdings | 34 | 398 |
SURI vs SPXN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SURI
+10.32%
SPXN
-0.06%
3M
Winner
SURI
+10.19%
SPXN
+6.46%
6M
Winner
SURI
+13.56%
SPXN
+10.34%
1Y
Winner
SURI
+40.37%
SPXN
+22.47%
5Y(CAGR)
SURI
N/A
SPXN
+13.55%
10Y(CAGR)
SURI
N/A
SPXN
+15.32%
Max(CAGR)
SURI
+7.26%
Winner
SPXN
+15.67%
SURI vs SPXN - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SURI | SPXN |
|---|---|---|
| 2026 | +16.99% | +11.19% |
| 2025 | +22.66% | +18.96% |
| 2024 | -14.71% | +25.34% |
| 2023 | -2.96% | +29.18% |
| 2022 | N/A | -19.22% |
| 2021 | N/A | +28.89% |
| 2020 | N/A | +21.06% |
| 2019 | N/A | +30.83% |
| 2018 | N/A | -3.87% |
| 2017 | N/A | +20.84% |
| 2016 | N/A | +9.38% |
| 2015 | N/A | +8.82% |
SURI vs SPXN 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 SPXN was -32.10%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The current SURI drawdown is -8.32%. The current SPXN drawdown is -2.67%.
| Rank | SURI | SPXN |
|---|---|---|
| #1 | -47.73% Nov 7, 2024 - Apr 8, 2025 | -32.10% Feb 19, 2020 - Jul 20, 2020 |
| #2 | -19.48% Feb 15, 2023 - Feb 12, 2024 | -24.46% Dec 29, 2021 - Dec 8, 2023 |
| #3 | -16.79% Mar 1, 2024 - Jul 15, 2024 | -19.56% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -12.52% Jul 16, 2024 - Nov 1, 2024 | -18.59% Sep 26, 2018 - Apr 1, 2019 |
| #5 | -2.96% Feb 12, 2024 - Feb 15, 2024 | -11.83% Dec 22, 2015 - May 11, 2016 |
| #6 | -1.45% Feb 23, 2024 - Feb 27, 2024 | -9.77% Sep 2, 2020 - Nov 16, 2020 |
| #7 | -0.70% Feb 28, 2024 - Mar 1, 2024 | -9.26% Jan 28, 2026 - Apr 14, 2026 |
| #8 | -0.51% Feb 8, 2023 - Feb 14, 2023 | -9.22% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -0.40% Feb 20, 2024 - Feb 22, 2024 | -7.06% Apr 30, 2019 - Jun 20, 2019 |
| #10 | N/A | -6.25% Mar 9, 2018 - Jun 4, 2018 |
| #11 | N/A | -5.94% Jul 26, 2019 - Oct 25, 2019 |
| #12 | N/A | -5.72% Sep 3, 2021 - Oct 26, 2021 |
| #13 | N/A | -5.56% Oct 29, 2025 - Jan 9, 2026 |
| #14 | N/A | -5.50% Mar 28, 2024 - May 14, 2024 |
| #15 | N/A | -5.33% Feb 12, 2021 - Mar 29, 2021 |
Correlation
Correlation between SURI and SPXN is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
Dividend Comparison (2015 - 2026)
SURI vs SPXN dividend yield comparison.
| Year | SURI | SPXN |
|---|---|---|
| 2026 | 7.51% | 0.43% |
| 2025 | 16.31% | 0.98% |
| 2024 | 21.41% | 1.12% |
| 2023 | 14.71% | 1.19% |
| 2022 | 0.00% | 1.35% |
| 2021 | 0.00% | 0.94% |
| 2020 | 0.00% | 1.09% |
| 2019 | 0.00% | 1.41% |
| 2018 | 0.00% | 1.76% |
| 2017 | 0.00% | 1.54% |
| 2016 | 0.00% | 2.60% |
| 2015 | 0.00% | 0.52% |
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