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SURI vs SPY

Comparison between SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

SURI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SURI
$77M
Winner
SPY
$781B
Expense Ratio
SURI
2.56%
Winner
SPY
0.09%
Max Drawdown
Winner
SURI
52.10%
SPY
56.47%
Sharpe Ratio
Winner
SURI
1.38
SPY
1.25
5Y Beta
Winner
SURI
0.74
SPY
1.00
P/E Ratio
Winner
SURI
-7.21
SPY
28.78
Forward P/E
Winner
SURI
18.66
SPY
21.23
5Y Dividends CAGR
SURI
N/A
SPY
6.00%
5Y EPS CAGR
SURI
N/A
SPY
25.62%
Debt to Equity
SURI
N/A
SPY
31.92%
P/S Ratio
Winner
SURI
0.27
SPY
3.76
P/B Ratio
Winner
SURI
4.23
SPY
5.64

SURI vs SPY - Holdings Comparison

SURI and SPY have 1 common holdings. Overlap is 0.00%

SURI's top 25 holdings weight is 98.92%. SPY's top 25 holdings weight is 51.74%.

RankSURISPY
#1
PLAINS GP HOLDINGS LP CLASS A (PAGP) - 40.73%
NVIDIA CORP (NVDA) - 7.89%
#2
ACHIEVE LIFE SCIENCES INC (ACHV) - 11.41%
APPLE INC (AAPL) - 7.37%
#3
MILESTONE PHARMACEUTICALS INC (MIST) - 5.24%
MICROSOFT CORP (MSFT) - 4.50%
#4
DELCATH SYSTEMS INC (DCTH) - 4.39%
AMAZON.COM INC (AMZN) - 3.82%
#5
ACHIEVE LIFE SCIENCES ([WTS/RTS]) (n/a) - 3.98%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
PHATHOM PHARMACEUTICALS INC ORDINARY SHARES (PHAT) - 3.86%
BROADCOM INC (AVGO) - 2.86%
#7
CORCEPT THERAPEUTICS INC (CORT) - 3.15%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
CELLDEX THERAPEUTICS INC (CLDX) - 2.66%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
ABEONA THERAPEUTICS INC (ABEO) - 2.41%
TESLA INC (TSLA) - 1.70%
#10
KYVERNA THERAPEUTICS INC (KYTX) - 2.32%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CASH (n/a) - 2.05%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
COMPASS PATHWAYS PLC ADR (CMPS) - 2.05%
ELI LILLY AND CO (LLY) - 1.40%
#13
INVENTIVA SA ADR (IVA) - 1.77%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
LEONABIO INC (LONA) - 1.66%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
AQUESTIVE THERAPEUTICS INC (AQST) - 1.54%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
ZEVRA THERAPEUTICS INC (ZVRA) - 1.27%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
ARTIVA BIOTHERAPEUTICS INC (ARTV) - 1.21%
VISA INC CLASS A (V) - 0.90%
#18
PALISADE BIO INC (PALI) - 1.14%
WALMART INC (WMT) - 0.76%
#19
TELESAT CANADA /TELESAT LLC 5.625% (n/a) - 1.14%
INTEL CORP (INTC) - 0.75%
#20
ORCHESTRA BIOMED HOLDINGS INC (OBIO) - 1.10%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
OCULAR THERAPEUTIX INC (OCUL) - 1.07%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
ACHIEVE LIFE SCIENCES WTS (n/a) - 0.86%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
EYEPOINT INC (EYPT) - 0.69%
ABBVIE INC (ABBV) - 0.66%
#24
UPSTREAM BIO INC (UPB) - 0.64%
CATERPILLAR INC (CAT) - 0.65%
#25
IMMUNIC INC (IMUX) - 0.58%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings34505

SURI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SURI
+10.32%
SPY
+0.52%
3M
Winner
SURI
+10.19%
SPY
+6.55%
6M
Winner
SURI
+13.56%
SPY
+9.76%
1Y
Winner
SURI
+40.37%
SPY
+20.32%
5Y(CAGR)
SURI
N/A
SPY
+13.01%
10Y(CAGR)
SURI
N/A
SPY
+15.06%
Max(CAGR)
SURI
+7.26%
Winner
SPY
+8.50%

SURI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSURISPY
2026+16.99%+10.11%
2025+22.66%+18.00%
2024-14.71%+25.59%
2023-2.96%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SURI vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SURI drawdown is -8.32%. The current SPY drawdown is -1.24%.

RankSURISPY
#1-47.73%
Nov 7, 2024 - Apr 8, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-19.48%
Feb 15, 2023 - Feb 12, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-16.79%
Mar 1, 2024 - Jul 15, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-12.52%
Jul 16, 2024 - Nov 1, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.96%
Feb 12, 2024 - Feb 15, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.45%
Feb 23, 2024 - Feb 27, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.70%
Feb 28, 2024 - Mar 1, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.51%
Feb 8, 2023 - Feb 14, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.40%
Feb 20, 2024 - Feb 22, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SURI and SPY is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46
-101

Dividend Comparison (1999 - 2026)

SURI vs SPY dividend yield comparison.

YearSURISPY
20267.51%0.49%
202516.31%1.07%
202421.41%1.21%
202314.71%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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Popular: SURI vs SPY