CGO vs SURI
Calamos Global Total Return Fund vs Simplify Propel Opportunities ETF
Which is better, CGO or SURI?
Each has led over a different period.
CGO has a lower expense ratio. CGO led over 3Y and the full window, SURI over 1Y.
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 | CGO | SURI |
|---|---|---|
| Expense Ratio | 2.30%Best | 2.56% |
| AUM | $201M | $75M |
| Dividend Yield | 2.27% | 15.67% |
| Holdings | 714 | 40 |
| YTD Return | +10.30% | +13.31%Best |
| 1Y Return | +7.39% | +22.43%Best |
| 3Y Return (annualized) | +21.82%Best | +12.19% |
| 5Y Return (annualized) | +4.24% | - |
| Volatility (annualized) | 19.1%Best | 29.6% |
| Max Drawdown | -26.7%Best | -47.8% |
| $10,000 over 3.7 years | $16,102Best | $12,345 |
| Fund Family | Calamos Investments | Simplify Exchange Traded Funds |
| Category | Allocation/Balanced | Allocation/Balanced |
| Style | Allocation/Balanced | Allocation/Balanced |
| Inception | Oct 27, 2005 | Feb 7, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Feb 8, 2023 to Oct 14, 2026 (3.7 years).
CGO vs SURI 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 3.7 years both funds cover.
CGO vs SURI Performance
Calamos Global Total Return Fund (CGO) is an ETF from Calamos Investments and Simplify Propel Opportunities ETF (SURI) is an ETF from Simplify Exchange Traded Funds. Over the past year CGO returned +7.39% while SURI returned +22.43%. Year to date, CGO is up 10.30% versus a gain of 13.31% for SURI.
Over three years, CGO compounded at +21.82% per year against +12.19% for SURI. Across the full 4-year window we track, CGO has the edge at +13.74% annualized vs +5.86%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SURI has been the more volatile fund, with annualized monthly volatility of 29.6% compared with 19.1% for CGO. 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 -26.7% for CGO and -47.8% for SURI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.45. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CGO charges 2.30% per year while SURI charges 2.56%. On a $10,000 position that is $230 vs $256 annually, a gap of $26 per year that compounds over a long holding period. On income, CGO currently yields 2.27% against 15.67% for SURI.
Holdings Overlap
We hold position weights for 492 holdings in CGO and 28 in SURI, totalling 87.9% and 90.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 248 days apart, CGO as of Jan 31, 2026 and SURI as of Oct 6, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 492 positions we hold weights for in CGO and 28 in SURI, against full books of 714 and 40.
You are not choosing between two funds in isolation.
Whichever of CGO and SURI 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, CGO or SURI?
CGO has an expense ratio of 2.30% while SURI charges 2.56%. CGO is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, CGO or SURI?
Over the past year CGO returned +7.39% vs +22.43% for SURI, so SURI leads on 1-year performance. Over the longest common window we track (4 years), CGO annualized +13.74% vs +5.86% for SURI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGO or SURI?
SURI has been the more volatile fund at 29.6% annualized versus 19.1% for CGO. Worst drawdown: CGO -26.7% vs SURI -47.8%.
Should I hold both CGO and SURI?
CGO and SURI have a monthly-return correlation of 0.45, 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, CGO or SURI?
CGO yields 2.27% while SURI yields 15.67%, so SURI currently pays the higher dividend yield.
Is SURI better than CGO?
CGO has a lower expense ratio. CGO led over 3Y and the full window, SURI over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.