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CNCR vs. SURI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CNCR vs. SURI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Loncar Cancer Immunotherapy ETF (CNCR) and Simplify Propel Opportunities ETF (SURI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


CNCR

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

SURI

1D
-1.45%
1M
0.71%
YTD
7.33%
6M
5.21%
1Y
37.33%
3Y*
7.35%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CNCR vs. SURI - Yearly Performance Comparison


CNCR vs. SURI - Sectors Allocation Comparison


Sectors
CNCR
SURI

Healthcare

96.6%
56.4%

Financial Services

3.3%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

43.6%

Industrials

-

-

Real Estate

-

-

Technology

-

-

Utilities

-

-

Healthcare

CNCR
96.6%
SURI
56.4%

Financial Services

CNCR
3.3%
SURI

-

Basic Materials

CNCR

-

SURI

-

Communication Services

CNCR

-

SURI

-

Consumer Cyclical

CNCR

-

SURI

-

Consumer Defensive

CNCR

-

SURI

-

Energy

CNCR

-

SURI
43.6%

Industrials

CNCR

-

SURI

-

Real Estate

CNCR

-

SURI

-

Technology

CNCR

-

SURI

-

Utilities

CNCR

-

SURI

-

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Return for Risk

CNCR vs. SURI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CNCR

SURI
SURI Risk / Return Rank: 5151
Overall Rank
SURI Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
SURI Sortino Ratio Rank: 4747
Sortino Ratio Rank
SURI Omega Ratio Rank: 4444
Omega Ratio Rank
SURI Calmar Ratio Rank: 6666
Calmar Ratio Rank
SURI Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CNCR vs. SURI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Loncar Cancer Immunotherapy ETF (CNCR) and Simplify Propel Opportunities ETF (SURI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

CNCR vs. SURI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CNCRSURIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.65

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

Drawdowns

CNCR vs. SURI - Drawdown Comparison

The maximum CNCR drawdown since its inception was 0.00%, smaller than the maximum SURI drawdown of -47.76%. Use the drawdown chart below to compare losses from any high point for CNCR and SURI.


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Drawdown Indicators


CNCRSURIDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-47.76%

+47.76%

Max Drawdown (1Y)

Largest decline over 1 year

-11.78%

Max Drawdown (3Y)

Largest decline over 3 years

-47.76%

Current Drawdown

Current decline from peak

0.00%

-16.51%

+16.51%

Average Drawdown

Average peak-to-trough decline

0.00%

-17.37%

+17.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.13%

Volatility

CNCR vs. SURI - Volatility Comparison


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Volatility by Period


CNCRSURIDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.32%

Volatility (6M)

Calculated over the trailing 6-month period

14.26%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

22.78%

-22.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

28.28%

-28.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

28.28%

-28.28%

CNCR vs. SURI - Expense Ratio Comparison

CNCR has a 0.79% expense ratio, which is lower than SURI's 2.51% expense ratio.


Dividends

CNCR vs. SURI - Dividend Comparison

CNCR has not paid dividends to shareholders, while SURI's dividend yield for the trailing twelve months is around 15.86%.


PositionTTM202520242023
CNCR
Loncar Cancer Immunotherapy ETF
0.00%0.00%0.00%0.00%
SURI
Simplify Propel Opportunities ETF
15.86%16.31%21.41%14.71%

Frequently Asked Questions


On fees, CNCR is cheaper at 0.79% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CNCR is cheaper with a 0.79% expense ratio, compared with 2.51% for SURI.

SURI has the higher dividend yield at 15.86%, compared with 0.00% for CNCR.

They also come from different issuers: Exchange Traded Concepts and Simplify. Their fees differ too: 0.79% for CNCR and 2.51% for SURI.

Portfolio Optimizer

Find the right allocation for CNCR and SURI

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