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SURI vs. GERM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SURI vs. GERM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Propel Opportunities ETF (SURI) and Amplify Treatments, Testing and Advancements ETF (GERM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


SURI

1D
-1.15%
1M
-2.84%
YTD
6.10%
6M
3.98%
1Y
32.89%
3Y*
6.93%
5Y*
10Y*

GERM

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
0.00%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SURI vs. GERM - Yearly Performance Comparison


2026 (YTD)20252024
SURI
Simplify Propel Opportunities ETF
6.10%28.32%-27.40%
GERM
Amplify Treatments, Testing and Advancements ETF
0.00%0.00%0.00%

SURI vs. GERM - Sectors Allocation Comparison


Sectors
SURI
GERM

Healthcare

56.4%
99.3%

Energy

43.6%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Financial Services

-

0.4%

Industrials

-

-

Real Estate

-

-

Technology

-

-

Utilities

-

-

Healthcare

SURI
56.4%
GERM
99.3%

Energy

SURI
43.6%
GERM

-

Basic Materials

SURI

-

GERM

-

Communication Services

SURI

-

GERM

-

Consumer Cyclical

SURI

-

GERM

-

Consumer Defensive

SURI

-

GERM

-

Financial Services

SURI

-

GERM
0.4%

Industrials

SURI

-

GERM

-

Real Estate

SURI

-

GERM

-

Technology

SURI

-

GERM

-

Utilities

SURI

-

GERM

-

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Return for Risk

SURI vs. GERM — Risk / Return Rank

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

SURI
SURI Risk / Return Rank: 4545
Overall Rank
SURI Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
SURI Sortino Ratio Rank: 4242
Sortino Ratio Rank
SURI Omega Ratio Rank: 3939
Omega Ratio Rank
SURI Calmar Ratio Rank: 5757
Calmar Ratio Rank
SURI Martin Ratio Rank: 4848
Martin Ratio Rank

GERM
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.

SURI vs. GERM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Propel Opportunities ETF (SURI) and Amplify Treatments, Testing and Advancements ETF (GERM). 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.


SURIGERMDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.26

Calmar ratioReturn relative to maximum drawdown

2.81

Martin ratioReturn relative to average drawdown

7.91

SURI vs. GERM - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SURIGERMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

Drawdowns

SURI vs. GERM - Drawdown Comparison

The maximum SURI drawdown since its inception was -47.76%, which is greater than GERM's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for SURI and GERM.


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Drawdown Indicators


SURIGERMDifference

Max Drawdown

Largest peak-to-trough decline

-47.76%

0.00%

-47.76%

Max Drawdown (1Y)

Largest decline over 1 year

-11.78%

0.00%

-11.78%

Max Drawdown (3Y)

Largest decline over 3 years

-47.76%

Current Drawdown

Current decline from peak

-17.46%

0.00%

-17.46%

Average Drawdown

Average peak-to-trough decline

-17.37%

0.00%

-17.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.17%

0.00%

+4.17%

Volatility

SURI vs. GERM - Volatility Comparison

Simplify Propel Opportunities ETF (SURI) has a higher volatility of 5.89% compared to Amplify Treatments, Testing and Advancements ETF (GERM) at 0.00%. This indicates that SURI's price experiences larger fluctuations and is considered to be riskier than GERM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SURIGERMDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.89%

0.00%

+5.89%

Volatility (6M)

Calculated over the trailing 6-month period

14.29%

0.00%

+14.29%

Volatility (1Y)

Calculated over the trailing 1-year period

22.79%

0.00%

+22.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.27%

0.00%

+28.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.27%

0.00%

+28.27%

SURI vs. GERM - Expense Ratio Comparison

SURI has a 2.51% expense ratio, which is higher than GERM's 0.68% expense ratio.


Dividends

SURI vs. GERM - Dividend Comparison

SURI's dividend yield for the trailing twelve months is around 16.04%, while GERM has not paid dividends to shareholders.


PositionTTM202520242023
GERM
Amplify Treatments, Testing and Advancements ETF
0.00%0.00%0.00%0.00%
SURI
Simplify Propel Opportunities ETF
16.04%16.31%21.41%14.71%

Frequently Asked Questions


SURI has higher volatility (5.89%) compared to GERM (0.00%). In terms of maximum drawdown, SURI dropped -47.76% vs GERM's 0.00%.

On 1-year performance, SURI leads with 32.89% vs 0.00% for GERM. On fees, GERM is cheaper at 0.68% per year. On volatility, GERM has been the lower-risk option at 0.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, SURI has performed better with a 32.89% return vs 0.00%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

GERM is cheaper with a 0.68% expense ratio, compared with 2.51% for SURI.

SURI has the higher dividend yield at 16.04%, compared with 0.00% for GERM.

They also come from different issuers: Simplify and Amplify. Their fees differ too: 2.51% for SURI and 0.68% for GERM.

Portfolio Optimizer

Find the right allocation for SURI and GERM

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