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Simplify Propel Opportunities ETF
SURI performance and flow charts
Performance
Flows
Historic performance and flows
Data as of September 11, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +1.21% | +13.56% | +22.83% | +40.17% | +43.08% | |
| Flows | +$411K | +$411K | -$3M | -$2M | -$7M | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Simplify |
| N° of holdings | 25 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | February 7, 2023 |
| ESG | No |
More data and info about SURI on Trackinsight
Exposure
Data as of July 31, 2026Diversification
Total weight of top 15 holdings out of 25
Top 15 Holdings
Sectors
Countries
Maturity
Credit rating
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +20.45% | +26.57% | +28.64% | |
Max drawdown | -7.44% | -12.67% | -45.89% | |
Max drawdown duration | 9d | 36d | 644d | N/A |
Time to recover | N/A | 14d | 493d | N/A |
What type of ETF is SURI?
SURI is a Active ETF that provides exposure to Equity and Fixed Income assets. It is managed by Simplify.
What does SURI invest in?
This ETF provides exposure to Mixed Ratings Aggregate Equities and Bonds. It is part of the segment: Multiple Trends.
What is the expense ratio of SURI?
The total expense ratio (TER) of SURI is 2.82%, representing the annual fee charged by the fund manager.
When was SURI launched?
SURI was launched on February 7, 2023, marking its entry into the ETF market.
Who is the issuer of SURI?
SURI is issued by Simplify.
What is the AUM of SURI?
As of September 11, 2026, SURI manages $81.93 M, reflecting the total assets held in the fund.
How has SURI performed recently?
As of September 11, 2026, SURI delivered a return of 1.21% over the past month (1M performance), 13.56% over the past three months (3M), and 22.83% year-to-date (YTD).
What are the recent fund flows for SURI?
As of September 11, 2026, SURI has seen net flows of +$411K in the past month (1M flow) and -$3M year-to-date (YTD).
Does SURI pay dividends?
As of September 11, 2026, SURI has a trailing 12-month distribution yield of 14.31%.
How many holdings are in SURI
As of July 31, 2026, SURI holds 25 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is SURI?
As of July 31, 2026, SURI holds 25 securities, with 89.28% of its assets concentrated in its top 15 holdings.
What are the top holdings of SURI?
As of July 31, 2026, SURI holds a portfolio of 25 underlyings, with its largest positions including Plains GP Holdings LP, Achieve Life Sciences, Inc. and Milestone Pharmaceuticals, Inc.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does SURI invest in?
As of July 31, 2026, SURI has its largest geographic exposures in USA.
What sectors or themes does SURI focus on?
As of July 31, 2026, SURI is primarily exposed to Healthcare and Energy.
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