SPLS vs SURI
PIMCO US Stocks PLUS Active Bond Exchange-Traded Fund vs Simplify Propel Opportunities ETF
Which is better, SPLS or SURI?
SURI has been ahead.
SPLS has a lower expense ratio. SURI led 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 | SPLS | SURI |
|---|---|---|
| Expense Ratio | 0.18%Best | 2.56% |
| AUM | $88M | $75M |
| Dividend Yield | 0.54% | 15.67% |
| Holdings | 3 | 40 |
| YTD Return | +10.71% | +13.31%Best |
| 1Y Return | +10.71% | +22.43%Best |
| 3Y Return (annualized) | - | +12.19% |
| Volatility (annualized) | - | 29.6% |
| Max Drawdown | - | -47.8% |
| $10,000 over 3.7 years | - | $12,345 |
| Fund Family | PIMCO (US) | Simplify Exchange Traded Funds |
| Category | Allocation/Balanced | Allocation/Balanced |
| Style | Allocation/Balanced | Allocation/Balanced |
| Inception | Jan 15, 2026 | Feb 7, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Jan 16, 2026 to Oct 14, 2026 (3.7 years).
SPLS 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.
SPLS vs SURI Performance
PIMCO US Stocks PLUS Active Bond Exchange-Traded Fund (SPLS) is an ETF from PIMCO (US) and Simplify Propel Opportunities ETF (SURI) is an ETF from Simplify Exchange Traded Funds. Over the past year SPLS returned +10.71% while SURI returned +22.43%. Year to date, SPLS is up 10.71% versus a gain of 13.31% for SURI.
Past performance does not guarantee future results.
Fees and Cost Over Time
SPLS charges 0.18% per year while SURI charges 2.56%. On a $10,000 position that is $18 vs $256 annually, a gap of $238 per year that compounds over a long holding period. On income, SPLS currently yields 0.54% against 15.67% for SURI.
Holdings Overlap
We hold position weights for 3 holdings in SPLS and 28 in SURI, totalling 98.3% and 90.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 3 positions we hold weights for in SPLS and 28 in SURI, against full books of 3 and 40.
You are not choosing between two funds in isolation.
Whichever of SPLS 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, SPLS or SURI?
SPLS has an expense ratio of 0.18% while SURI charges 2.56%. SPLS is the cheaper option, by $238 a year on a $10,000 investment.
Which performed better, SPLS or SURI?
Over the past year SPLS returned +10.71% vs +22.43% for SURI, so SURI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which pays a higher dividend, SPLS or SURI?
SPLS yields 0.54% while SURI yields 15.67%, so SURI currently pays the higher dividend yield.
Is SURI better than SPLS?
SPLS has a lower expense ratio. SURI led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.