SURI ETF
Simplify Propel Opportunities ETF
SURI ETF Overview
SURI ETF (Simplify Propel Opportunities ETF) is managed by Simplify Exchange Traded Funds with $74.7M in net assets. SURI expense ratio is 2.56%, holding 40 positions across sectors including Energy, Health Care, Communication Services. Inception date: 2023-02-07.
SURI performance shows a YTD return of 12.57%. The 1-year return is 32.71%. SURI dividend yield stands at 15.67%, paid quarterly.
SURI top holdings include Plains Gp Holdings Lp (45.3%), Achieve Life Sciences Inc (8.9%), Achieve Life Sciences I Wts 30Jun30 (5.3%), Delcath Systems Inc (4.7%), Milestone Pharmaceuticals Inc (3.5%). Go to all SURI holdings, SURI sectors, or SURI dividends.
SURI can be compared against other funds. Use SURI overlap to find shared positions, or SURI vs another fund for a side-by-side view. SURI alternatives are available via the screener, along with tax-loss harvesting opportunities.