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SURI vs. IYH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SURI vs. IYH

Last updated Jun 3, 2026

SURI (Simplify Propel Opportunities ETF) and IYH (iShares U.S. Healthcare ETF) are both Health & Biotech Equities funds. SURI is actively managed, while IYH is passively managed. Over the past 3 years, SURI returned 7.35%/yr vs 5.14%/yr for IYH. At a 0.39 correlation, their price movements are largely independent. SURI charges 2.51%/yr vs 0.43%/yr for IYH.

Performance

SURI vs. IYH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Propel Opportunities ETF (SURI) and iShares U.S. Healthcare ETF (IYH). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, SURI achieves a 7.33% return, which is significantly higher than IYH's -5.10% return.

SURI

1D
-1.45%
1M
0.71%
YTD
7.33%
6M
5.21%
1Y
37.33%
3Y*
7.35%
5Y*
—
10Y*
—

IYH

1D
-1.14%
1M
0.85%
YTD
-5.10%
6M
-4.82%
1Y
12.33%
3Y*
5.14%
5Y*
4.48%
10Y*
8.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SURI vs. IYH - Yearly Performance Comparison

2026 (YTD)202520242023
SURI
Simplify Propel Opportunities ETF		7.33%28.32%-13.34%-2.87%
IYH
iShares U.S. Healthcare ETF		-5.10%13.16%2.99%4.24%

Correlation

The correlation between SURI and IYH is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.29

Correlation (3Y)
Calculated over the trailing 3-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Feb 9, 2023

0.39

SURI vs. IYH - Sectors Allocation Comparison

Sectors
SURI
IYH

Healthcare

56.4%
100.0%

Energy

43.6%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Financial Services

-

-

Industrials

-

-

Real Estate

-

-

Technology

-

-

Utilities

-

-

Healthcare

SURI
56.4%
IYH
100.0%

Energy

SURI
43.6%
IYH

-

Basic Materials

SURI

-

IYH

-

Communication Services

SURI

-

IYH

-

Consumer Cyclical

SURI

-

IYH

-

Consumer Defensive

SURI

-

IYH

-

Financial Services

SURI

-

IYH

-

Industrials

SURI

-

IYH

-

Real Estate

SURI

-

IYH

-

Technology

SURI

-

IYH

-

Utilities

SURI

-

IYH

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Simplify Propel Opportunities ETF

iShares U.S. Healthcare ETF

Often compared with SURI:
SURI vs. AIPISURI vs. LIFE.TOSURI vs. PEXSURI vs. SPYSURI vs. MSTYSURI vs. HEQTSURI vs. QYLD
Often compared with IYH:
IYH vs. VHTIYH vs. XLVIYH vs. SPYIYH vs. IYEIYH vs. BMEDIYH vs. IFRAIYH vs. IBB

Return for Risk

SURI vs. IYH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
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
IYH
IYH Risk / Return Rank: 2424
Overall Rank
IYH Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
IYH Sortino Ratio Rank: 2525
Sortino Ratio Rank
IYH Omega Ratio Rank: 2323
Omega Ratio Rank
IYH Calmar Ratio Rank: 2424
Calmar Ratio Rank
IYH Martin Ratio Rank: 2222
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.

SURI vs. IYH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Propel Opportunities ETF (SURI) and iShares U.S. Healthcare ETF (IYH). 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.

SURIIYHDifference

Sharpe ratio

Return per unit of total volatility

1.65

0.84

+0.81

Sortino ratio

Return per unit of downside risk

2.34

1.36

+0.98

Omega ratio

Gain probability vs. loss probability

1.29

1.15

+0.13

Calmar ratio

Return relative to maximum drawdown

3.33

1.17

+2.16

Martin ratio

Return relative to average drawdown

9.47

2.83

+6.64

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SURI vs. IYH - Sharpe Ratio Comparison

The current SURI Sharpe Ratio is 1.65, which is higher than the IYH Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of SURI and IYH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

SURIIYHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.65

0.84

+0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.30

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.53

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.42

-0.26

Drawdowns

SURI vs. IYH - Drawdown Comparison

The maximum SURI drawdown since its inception was -47.76%, which is greater than IYH's maximum drawdown of -43.12%. Use the drawdown chart below to compare losses from any high point for SURI and IYH.

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Drawdown Indicators

SURIIYHDifference

Max Drawdown

Largest peak-to-trough decline

-47.76%

-43.12%

-4.64%

Max Drawdown (1Y)

Largest decline over 1 year

-11.78%

-10.64%

-1.14%

Max Drawdown (3Y)

Largest decline over 3 years

-47.76%

-17.91%

-29.85%

Max Drawdown (5Y)

Largest decline over 5 years

—

-17.91%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-28.40%

—

Current Drawdown

Current decline from peak

-16.51%

-8.24%

-8.27%

Average Drawdown

Average peak-to-trough decline

-17.37%

-8.96%

-8.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.13%

4.38%

-0.25%

Volatility

SURI vs. IYH - Volatility Comparison

Simplify Propel Opportunities ETF (SURI) has a higher volatility of 6.32% compared to iShares U.S. Healthcare ETF (IYH) at 4.15%. This indicates that SURI's price experiences larger fluctuations and is considered to be riskier than IYH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SURIIYHDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.32%

4.15%

+2.17%

Volatility (6M)

Calculated over the trailing 6-month period

14.26%

10.35%

+3.91%

Volatility (1Y)

Calculated over the trailing 1-year period

22.78%

14.72%

+8.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.28%

14.91%

+13.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.28%

16.72%

+11.56%

SURI vs. IYH - Expense Ratio Comparison

SURI has a 2.51% expense ratio, which is higher than IYH's 0.43% expense ratio.

Dividends

SURI vs. IYH - Dividend Comparison

SURI's dividend yield for the trailing twelve months is around 15.86%, more than IYH's 1.31% yield.

PositionTTM20252024202320222021202020192018201720162015
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		15.86%16.31%21.41%14.71%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

SURI and IYH have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SURI has higher volatility (6.32%) compared to IYH (4.15%). In terms of maximum drawdown, SURI dropped -47.76% vs IYH's -43.12%.

On 3-year performance, SURI leads with 7.35% vs 5.14% for IYH. On fees, IYH is cheaper at 0.43% per year. On volatility, IYH has been the lower-risk option at 4.15%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, SURI has performed better with a 7.35% return vs 5.14%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IYH is cheaper with a 0.43% expense ratio, compared with 2.51% for SURI.

SURI has the higher dividend yield at 15.86%, compared with 1.31% for IYH.

They also come from different issuers: Simplify and iShares. Their fees differ too: 2.51% for SURI and 0.43% for IYH.

SURI currently has the higher Sharpe Ratio (1.65 vs 0.84), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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