SURI vs VXUS
Simplify Propel Opportunities ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. SURI delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | SURI | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 2.57% | 0.05% | |
| AUM | $77M | $156.5B | |
| Dividend Yield | 15.48% | 2.60% | |
| Holdings | 49 | 8,747 | |
| YTD Return | +20.77% | +15.00% | |
| 1Y Return | +44.92% | +26.87% | |
| 3Y Return (annualized) | +12.14% | +19.79% | |
| 5Y Return (annualized) | - | +9.26% | |
| Volatility (annualized) | 29.2% | 15.1% | |
| Max Drawdown | -47.8% | -39.9% | |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Feb 7, 2023 | Jan 26, 2011 |
SURI vs VXUS Performance
Simplify Propel Opportunities ETF (SURI) is a ETF from Simplify Exchange Traded Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SURI returned +44.92% while VXUS returned +26.87%. Year to date, SURI is up 20.77% versus a gain of 15.00% for VXUS.
Over three years, SURI compounded at +12.14% per year against +19.79% for VXUS. Across the full 4-year window we track, SURI has the edge at +8.10% annualized vs +4.88%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SURI has been the more volatile fund, with annualized monthly volatility of 29.2% compared with 15.1% for VXUS. 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 -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SURI charges 2.57% per year while VXUS charges 0.05%. On a $10,000 position that is $257 vs $5 annually, a gap of $252 per year that compounds over a long holding period. On income, SURI currently yields 15.48% against 2.60% for VXUS.
Holdings Overlap
SURI and VXUS share 0 holdings out of 7887 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SURI or VXUS?
SURI has an expense ratio of 2.57% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $252 per year of difference.
Which performed better, SURI or VXUS?
Over the past year SURI returned +44.92% vs +26.87% for VXUS, so SURI leads on 1-year performance. Over the longest common window we track (4 years), SURI annualized +8.10% vs +4.88% for VXUS. Past performance does not guarantee future results.
Which is riskier, SURI or VXUS?
SURI has been the more volatile fund at 29.2% annualized versus 15.1% for VXUS. Worst drawdown: SURI -47.8% vs VXUS -39.9%.
Should I hold both SURI and VXUS?
SURI and VXUS have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SURI and VXUS?
SURI and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7887 unique securities.
Which pays a higher dividend, SURI or VXUS?
SURI yields 15.48% while VXUS yields 2.60%, so SURI currently pays the higher dividend yield.
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