IYH vs. SURI
Compare and contrast key facts about iShares U.S. Healthcare ETF (IYH) and Simplify Propel Opportunities ETF (SURI).
IYH and SURI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYH is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Health Care Index. It was launched on Jun 12, 2000. SURI is an actively managed fund by Simplify. It was launched on Feb 7, 2023.
Performance
IYH vs. SURI - Performance Comparison
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IYH vs. SURI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IYH iShares U.S. Healthcare ETF | -5.02% | 13.16% | 2.99% | 4.24% |
SURI Simplify Propel Opportunities ETF | -2.66% | 28.32% | -13.34% | -2.87% |
Returns By Period
In the year-to-date period, IYH achieves a -5.02% return, which is significantly lower than SURI's -2.66% return.
IYH
- 1D
- 2.14%
- 1M
- -7.49%
- YTD
- -5.02%
- 6M
- 5.70%
- 1Y
- 2.58%
- 3Y*
- 5.41%
- 5Y*
- 5.36%
- 10Y*
- 9.42%
SURI
- 1D
- 2.27%
- 1M
- -6.14%
- YTD
- -2.66%
- 6M
- 8.30%
- 1Y
- 19.80%
- 3Y*
- 7.84%
- 5Y*
- —
- 10Y*
- —
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IYH vs. SURI - Expense Ratio Comparison
IYH has a 0.43% expense ratio, which is lower than SURI's 2.51% expense ratio.
Return for Risk
IYH vs. SURI — Risk / Return Rank
IYH
SURI
IYH vs. SURI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare ETF (IYH) 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.
| IYH | SURI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.76 | -0.61 |
Sortino ratioReturn per unit of downside risk | 0.33 | 1.19 | -0.86 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.15 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.30 | 0.99 | -0.69 |
Martin ratioReturn relative to average drawdown | 0.62 | 3.33 | -2.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IYH | SURI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 0.76 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.06 | +0.37 |
Correlation
The correlation between IYH and SURI is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IYH vs. SURI - Dividend Comparison
IYH's dividend yield for the trailing twelve months is around 1.31%, less than SURI's 17.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYH iShares U.S. Healthcare ETF | 1.31% | 1.19% | 1.25% | 1.18% | 1.10% | 0.94% | 1.16% | 1.14% | 1.95% | 1.10% | 1.29% | 2.02% |
SURI Simplify Propel Opportunities ETF | 17.49% | 16.31% | 21.41% | 14.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IYH vs. SURI - Drawdown Comparison
The maximum IYH drawdown since its inception was -43.12%, smaller than the maximum SURI drawdown of -47.76%. Use the drawdown chart below to compare losses from any high point for IYH and SURI.
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Drawdown Indicators
| IYH | SURI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.12% | -47.76% | +4.64% |
Max Drawdown (1Y)Largest decline over 1 year | -10.52% | -16.94% | +6.42% |
Max Drawdown (5Y)Largest decline over 5 years | -17.91% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -28.40% | — | — |
Current DrawdownCurrent decline from peak | -8.17% | -24.28% | +16.11% |
Average DrawdownAverage peak-to-trough decline | -8.97% | -17.42% | +8.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.58% | 5.18% | +0.40% |
Volatility
IYH vs. SURI - Volatility Comparison
The current volatility for iShares U.S. Healthcare ETF (IYH) is 4.87%, while Simplify Propel Opportunities ETF (SURI) has a volatility of 7.04%. This indicates that IYH experiences smaller price fluctuations and is considered to be less risky than SURI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IYH | SURI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.87% | 7.04% | -2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 10.57% | 16.73% | -6.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.96% | 26.36% | -8.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.79% | 28.62% | -13.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.70% | 28.62% | -11.92% |