SURI

ETFActive

Simplify Propel Opportunities ETF

Category: US Equity (9,528 funds)

Expense Ratio

2.57%

Annual Cost per $10K

$257.00

30-Year Fee Drag per $10K

$39,415

at 7% annual return

Fund Type

ETF

Active

Trailing 12-Month

-23.74%

Asset Allocation

US Equity

86%

Intl Equity

11%

US Bond

45%

Intl Bond

Fee Comparison

SURI

2.57%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

142% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

-7.97%33 months

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

SURI at 2.57%$183,539

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$197,074

Cost vs index fund−$193,885

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
SURI	Simplify Propel Opportunities ETF	2.57%	-23.74%	—	—
TRAIX	T. Rowe Price Capital Appreciation Fund	0.58%	+11.52%	+14.47%	+11.39%
VWENX	VANGUARD WELLINGTON FUND	0.17%	+12.65%	+13.05%	+9.43%
AAETX	American Funds 2030 Target Date Retirement Fund	0.66%	+14.18%	+13.98%	+9.03%
JABLX	Janus Henderson Balanced Portfolio$1M min	0.87%	+14.94%	+17.97%	+9.04%
VBIAX	VANGUARD BALANCED INDEX FUND	0.07%	+13.44%	+14.72%	+9.51%
AAFTX	American Funds 2035 Target Date Retirement Fund	0.67%	+15.82%	+15.87%	+10.58%
AADTX	American Funds 2025 Target Date Retirement Fund	0.63%	+12.54%	+12.24%	+7.76%
FIQWX	Fidelity Strategic Dividend and Income Fund	0.56%	+7.94%	+10.11%	+9.25%
AACTX	American Funds 2020 Target Date Retirement Fund	0.61%	+12.05%	+11.50%	+7.31%
FSLTX	Strategic Advisers Alternatives Fund	1.56%	+7.58%	+4.51%	—
ACEIX	Invesco Equity and Income Fund	0.76%	+9.14%	+10.33%	+10.51%
ITCSX	VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO	0.65%	+10.98%	+14.06%	+11.01%
CIPAX	American Funds Conservative Growth and Income Portfolio	0.88%	+11.79%	+11.52%	+8.53%
CAIBX	Capital Income Builder	0.58%	+15.51%	+14.04%	+11.04%
RICAX	Investment Co of America	1.36%	+19.75%	+23.73%	+16.97%
VLAAX	VALUE LINE ASSET ALLOCATION FUND INC	1.06%	-0.25%	+10.96%	+6.33%
MXCPX	Empower Conservative Profile Fund	0.76%	+6.77%	+7.31%	+4.24%
HCKFX	THE HARTFORD CHECKS AND BALANCES FUND	0.58%	+10.87%	+12.69%	+9.31%
CPATX	Counterpoint Tactical Income Fund	2.25%	+4.78%	+6.75%	+4.97%
VMAIX	Venerable Moderate Allocation Fund	0.89%	—	—	—
CGIOX	Calamos Growth & Income Fund	0.73%	+22.36%	+19.50%	+14.61%
OAZBX	Oakmark Equity and Income Fund	0.56%	+11.29%	+12.65%	—
WFAIX	Allspring Index Asset Allocation Fund	0.90%	+10.94%	+13.69%	+8.89%
SSIAX	1919 Socially Responsive Balanced Fund	0.95%	+8.78%	—	—
THHYX	Toews Tactical Income Fund	1.37%	+3.95%	+4.90%	+2.33%
MXDPX	Empower Moderately Conservative Profile Fund	0.82%	+8.51%	+8.99%	+6.02%
FTCFX	American Funds College 2033 Fund	0.39%	+12.98%	+13.82%	+8.49%
MXMPX	Empower Moderate Profile Fund	0.90%	+10.27%	+10.72%	+7.74%
AAGTX	American Funds 2040 Target Date Retirement Fund	0.68%	+18.44%	+18.13%	+12.03%
FTAOX	American Funds College Enrollment Fund	0.35%	+7.14%	+6.43%	+2.04%
BLPAX	American Funds Moderate Growth and Income Portfolio	0.93%	+15.22%	+14.72%	+9.87%
SBACX	Touchstone Strategic Trust-Touchstone Balanced Fund	0.99%	+12.65%	+14.13%	+8.83%
STFBX	State Farm Balanced Fund	0.14%	+12.08%	+13.44%	—
STILX	Federated Hermes Strategic Income Fund	0.63%	+6.24%	+6.87%	+3.09%
ACIIX	Equity Income Fund	0.59%	+7.73%	+9.09%	+9.97%
IASTX	Macquarie Asset Strategy Fund	0.72%	+15.39%	+17.49%	+5.92%
MEGBX	MFS Growth Fund	1.58%	+16.22%	+21.47%	+10.64%
AABTX	American Funds 2015 Target Date Retirement Fund	0.61%	+11.19%	+10.71%	+6.94%
TEPAX	American Funds Tax-Exempt Preservation Portfolio	0.59%	+4.30%	+4.05%	+1.22%
BTBFX	Boston Trust Asset Management Fund	0.80%	+7.18%	+10.63%	+8.93%
EKBDX	Allspring Diversified Capital Builder Fund	1.01%	+12.78%	+21.90%	+12.65%
PGEBX	George Putnam Balanced Fund	0.91%	+21.05%	+3.59%	+8.82%
FAFWX	American Funds Retirement Income Portfolio - Conservative	1.27%	+10.58%	+9.52%	+5.76%
JEPI	JPMorgan Equity Premium Income ETF	0.35%	+5.28%	+10.32%	+10.93%
MAPOX	Mairs & Power Balanced Fund	0.71%	+6.38%	+10.09%	—
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	0.35%	+17.57%	+23.05%	—
FRDTX	Franklin Rising Dividends Fund	1.58%	+8.96%	+11.62%	+11.46%
JBAWX	Balanced Fund	0.62%	+17.64%	+16.24%	+10.38%
FDYNX	Franklin Dynatech Fund	1.57%	+24.27%	+28.15%	+11.02%
HADAX	HARTFORD BALANCED HLS FUND	0.66%	+9.56%	+12.36%	+10.03%
IUAAX	VY(R) INVESCO EQUITY AND INCOME PORTFOLIO	1.14%	+9.98%	+10.50%	+11.17%
CPPAX	American Funds Preservation Portfolio	0.87%	+5.50%	+4.76%	+1.24%
CGLGX	American Funds Growth and Income Portfolio	0.92%	+18.14%	+18.35%	+12.44%
TASHX	Transamerica Multi-Asset Income	0.99%	+15.04%	+12.85%	+10.85%
PMAQX	MidCap Fund	1.46%	+2.62%	+15.73%	+11.76%
FNICX	Fidelity Advisor New Insights Fund	1.65%	+21.15%	+18.25%	+5.45%
MERFX	The Merger Fund	1.56%	-3.52%	-35.79%	-33.41%
QCSCIX	College Retirement Equities Fund - Social Choice Account	—	+12.62%	+13.37%	+8.38%
CTAKX	American Funds College 2036 Fund	0.43%	+16.21%	+17.43%	+10.67%
JAFRX	Capital Appreciation Value Trust	0.88%	+10.95%	+13.99%	+10.92%
MCBVX	MFS Mid Cap Value Fund	1.74%	+2.52%	+10.24%	+12.70%
NCBGX	New Covenant Balanced Growth Fund	0.93%	+15.04%	+17.56%	+8.69%
FACGX	Fidelity Advisor Growth Opportunities Fund	1.49%	+19.79%	+14.50%	+0.63%
REMIX	STANDPOINT MULTI-ASSET FUND	1.26%	+3.16%	+5.76%	+11.21%
ESIFX	Eaton Vance Balanced Fund	0.68%	+10.79%	+15.40%	+9.93%
HDGCX	THE HARTFORD DIVIDEND AND GROWTH FUND	1.74%	+10.75%	+12.62%	+14.03%
FRGSX	Franklin Growth Fund	1.54%	+12.73%	+18.34%	+11.49%
IBARX	Macquarie Balanced Fund	0.65%	+11.95%	+14.86%	+4.86%
JDVFX	Disciplined Value Fund	1.71%	+14.34%	+15.14%	+17.50%
WFPCX	Allspring Special Mid Cap Value Fund	1.87%	+2.91%	+9.20%	+7.39%
TIBOX	Thornburg Investment Income Builder Fund	0.84%	+30.88%	+23.10%	+18.21%
WSBFX	Boston Trust Walden Balanced Fund	0.95%	+7.38%	+9.06%	+7.61%
VALIX	VALUE LINE CAPITAL APPRECIATION FUND INC	1.08%	+24.93%	+23.11%	+10.90%
CAPAX	Federated Hermes Capital Income Fund	0.89%	+9.37%	+9.33%	+6.24%
FAIRX	The Fairholme Fund	1.00%	-8.14%	+10.92%	+10.38%
FFCTX	American Funds College 2027 Fund	0.33%	+8.18%	+8.10%	+4.57%
NSIRX	North Star Opportunity Fund	1.56%	—	—	—
RRMVX	T. Rowe Price Mid-Cap Value Fund, Inc.	1.35%	+4.31%	+13.63%	+15.06%
MLABX	NYLI Winslow Large Cap Growth Fund	1.86%	+26.72%	+12.49%	+15.92%
FBFWX	American Funds Retirement Income Portfolio - Moderate	1.24%	+12.91%	+11.91%	+8.18%
LKBAX	LKCM Balanced Fund	0.80%	+9.38%	+10.53%	+7.61%
FFRLX	Federated Hermes Floating Rate Strategic Income Fund	0.73%	+5.85%	+7.48%	+4.68%
RYCCX	NASDAQ-100 2x Strategy Fund	1.74%	+35.15%	+49.43%	+24.38%
EPGCX	Fidelity Advisor Equity Growth Fund	1.67%	+6.63%	+9.40%	+1.72%
MACBX	MFS Conservative Allocation Fund	0.83%	+5.79%	+6.88%	+3.65%
SLCCX	ClearBridge Large Cap Growth Fund	1.72%	+11.17%	+21.62%	+10.08%
WMBLX	WesMark Balanced Fund	1.30%	+7.56%	+7.91%	+8.18%
PPIPX	T. Rowe Price Spectrum Conservative Allocation Fund	0.56%	+7.96%	+9.01%	+5.30%
ADFI	Anfield Dynamic Fixed Income ETF	1.68%	+4.43%	+4.84%	-0.55%
PLABX	Plumb Balanced Fund	1.19%	+4.94%	+10.89%	—
JHLAX	Multimanager Lifestyle Balanced Portfolio	0.91%	+8.72%	+10.40%	+6.87%
FTFCX	American Funds College 2030 Fund	0.35%	+10.25%	+10.58%	+6.69%
FHCLX	Select Health Care Portfolio	—	—	—	—
CBARX	Calvert Balanced Fund	0.61%	+10.74%	+15.25%	+10.02%
LONAX	Longboard Fund	2.24%	+2.69%	+6.81%	+5.32%
JCLGX	Multimanager Lifestyle Growth Portfolio	2.08%	+9.20%	+11.27%	+7.47%
JULCX	Multimanager Lifestyle Conservative Portfolio	0.82%	+6.48%	+6.96%	+3.42%
RTLCX	Tax-Managed U.S. Large Cap Fund	1.91%	+15.28%	+18.53%	+13.51%
FINHX	Fidelity Equity-Income Fund	—	—	—	—
AAATX	American Funds 2010 Target Date Retirement Fund	0.59%	+10.80%	+10.21%	+6.55%

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