Global ETF Survey Is Live! 600+ ETF Professionals Weigh In. See Results →
Simplify Propel Opportunities ETF
SURI performance and flow charts
Performance
Flows
Historic performance and flows
Data as of October 27, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -3.46% | -1.37% | +13.74% | +14.65% | +51.51% | |
| Flows | +$695K | +$1M | -$2M | -$2M | -$1M | - |
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 | 27 |
| 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 August 31, 2026Diversification
Total weight of top 15 holdings out of 27
Top 15 Holdings
Sectors
Countries
Maturity
Credit rating
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +20.36% | +24.13% | +28.62% | |
Max drawdown | -16.76% | -16.76% | -45.89% | |
Max drawdown duration | 55d | 55d | 644d | N/A |
Time to recover | N/A | N/A | 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 October 27, 2026, SURI manages $74.05 M, reflecting the total assets held in the fund.
How has SURI performed recently?
As of October 27, 2026, SURI delivered a return of -3.46% over the past month (1M performance), -1.37% over the past three months (3M), and 13.74% year-to-date (YTD).
What are the recent fund flows for SURI?
As of October 27, 2026, SURI has seen net flows of +$695K in the past month (1M flow) and -$2M year-to-date (YTD).
Does SURI pay dividends?
As of October 27, 2026, SURI has a trailing 12-month distribution yield of 16.05%.
How many holdings are in SURI
As of August 31, 2026, SURI holds 27 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 August 31, 2026, SURI holds 27 securities, with 89.26% of its assets concentrated in its top 15 holdings.
What are the top holdings of SURI?
As of August 31, 2026, SURI holds a portfolio of 27 underlyings, with its largest positions including Plains GP Holdings LP, Achieve Life Sciences, Inc. and US0044681874. 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 August 31, 2026, SURI has its largest geographic exposures in USA.
What sectors or themes does SURI focus on?
As of August 31, 2026, SURI is primarily exposed to Healthcare and Energy.
Advantages of ETFs over Mutual Funds1/6
Lower Costs
In this guide, we'll explore the advantages of ETFs over mutual funds, giving you valuable insights into why ETFs have gained significant popularity among investors like yourself.
Leveraged ETFs: Unlocking the Potential for Amplified Returns1/6
Understanding Leveraged ETFs
Explore leveraged ETFs: potential for amplified returns & risks. 5 ETFs to consider across equities, commodities & fixed income.
What is a Leveraged ETF?1/6
Introducing Leveraged and Inverse ETFs
In this guide, we'll dive into the world of leveraged ETFs, exploring their definition, mechanics, potential risks, and rewards.
Recent educational content
First Look ETF
First Look ETF: Income, International, and Cash Flow ETFs
In this season 6 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests.
ETF Trends
ETF Industry KPIs October 5, 2026
This week’s KPI data overview highlights key metrics and trends shaping the ETF landscape.
ETF Trends
ETF Industry KPIs September 28, 2026
This week’s KPI data overview highlights key metrics and trends shaping the ETF landscape.
ETF Trends
ETF Industry KPIs September 22, 2026
This week’s KPI data overview highlights key metrics and trends shaping the ETF landscape.
