SURI vs VOO
Simplify Propel Opportunities ETF vs Vanguard S&P 500 ETF
Which is better, SURI or VOO?
Allocation/Balanced against Large Cap Blend.
VOO has a lower expense ratio. SURI led over 1Y, VOO over 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SURI | VOO |
|---|---|---|
| Expense Ratio | 2.56% | 0.03%Best |
| AUM | $87M | $997.4B |
| Dividend Yield | 14.99% | 1.08% |
| Holdings | 37 | 509 |
| YTD Return | +31.89%Best | +13.37% |
| 1Y Return | +53.51%Best | +20.08% |
| 3Y Return (annualized) | +15.10% | +21.29%Best |
| 5Y Return (annualized) | - | +12.89% |
| Volatility (annualized) | 29.3% | 12.3%Best |
| Max Drawdown | -47.8% | -18.7%Best |
| $10,000 over 3.6 years | $14,395 | $19,785Best |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) |
| Category | Allocation/Balanced | Equity |
| Style | Allocation/Balanced | Large Cap Blend |
| Inception | Feb 7, 2023 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Feb 8, 2023 to Sep 4, 2026 (3.6 years).
SURI vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.6 years both funds cover.
SURI vs VOO Performance
Simplify Propel Opportunities ETF (SURI) is an ETF from Simplify Exchange Traded Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SURI returned +53.51% while VOO returned +20.08%. Year to date, SURI is up 31.89% versus a gain of 13.37% for VOO.
Over three years, SURI compounded at +15.10% per year against +21.29% for VOO. Across the full 4-year window we track, VOO has the edge at +20.87% annualized vs +10.65%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SURI has been the more volatile fund, with annualized monthly volatility of 29.3% compared with 12.3% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -47.8% for SURI and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.44. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SURI charges 2.56% per year while VOO charges 0.03%. On a $10,000 position that is $256 vs $3 annually, a gap of $253 per year that compounds over a long holding period. On income, SURI currently yields 14.99% against 1.08% for VOO.
Holdings Overlap
We hold position weights for 26 holdings in SURI and 505 in VOO, totalling 91.1% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 26 positions we hold weights for in SURI and 505 in VOO, against full books of 37 and 509.
You are not choosing between two funds in isolation.
Whichever of SURI and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SURI or VOO?
SURI has an expense ratio of 2.56% while VOO charges 0.03%. VOO is the cheaper option, by $253 a year on a $10,000 investment.
Which performed better, SURI or VOO?
Over the past year SURI returned +53.51% vs +20.08% for VOO, so SURI leads on 1-year performance. Over the longest common window we track (4 years), SURI annualized +10.65% vs +20.87% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SURI or VOO?
SURI has been the more volatile fund at 29.3% annualized versus 12.3% for VOO. Worst drawdown: SURI -47.8% vs VOO -18.7%.
Should I hold both SURI and VOO?
SURI and VOO have a monthly-return correlation of 0.44, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SURI or VOO?
SURI yields 14.99% while VOO yields 1.08%, so SURI currently pays the higher dividend yield.
Is VOO better than SURI?
VOO has a lower expense ratio. SURI led over 1Y, VOO over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.