SURI vs. PBPH
SURI (Simplify Propel Opportunities ETF) and PBPH (Portfolio Building Block World Pharma and Biotech Index ETF) are both Health & Biotech Equities funds. SURI is actively managed, while PBPH is passively managed. At a 0.26 correlation, their price movements are largely independent. SURI charges 2.51%/yr vs 0.13%/yr for PBPH.
Performance
SURI vs. PBPH - Performance Comparison
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Returns By Period
In the year-to-date period, SURI achieves a 6.10% return, which is significantly higher than PBPH's -1.13% return.
SURI
- 1D
- -1.15%
- 1M
- -2.84%
- YTD
- 6.10%
- 6M
- 3.98%
- 1Y
- 32.89%
- 3Y*
- 6.93%
- 5Y*
- —
- 10Y*
- —
PBPH
- 1D
- 0.58%
- 1M
- 0.07%
- YTD
- -1.13%
- 6M
- -0.02%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SURI vs. PBPH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SURI Simplify Propel Opportunities ETF | 6.10% | 1.19% |
PBPH Portfolio Building Block World Pharma and Biotech Index ETF | -1.13% | 0.76% |
Correlation
The correlation between SURI and PBPH is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 26, 2025 | 0.26 |
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Return for Risk
SURI vs. PBPH — Risk / Return Rank
SURI
PBPH
SURI vs. PBPH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Propel Opportunities ETF (SURI) and Portfolio Building Block World Pharma and Biotech Index ETF (PBPH). 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.
| SURI | PBPH | Difference | |
|---|---|---|---|
| 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 | — | — |
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
| SURI | PBPH | Difference | |
|---|---|---|---|
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 | -0.04 | +0.19 |
Drawdowns
SURI vs. PBPH - Drawdown Comparison
The maximum SURI drawdown since its inception was -47.76%, which is greater than PBPH's maximum drawdown of -11.10%. Use the drawdown chart below to compare losses from any high point for SURI and PBPH.
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Drawdown Indicators
| SURI | PBPH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.76% | -11.10% | -36.66% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -47.76% | — | — |
Current DrawdownCurrent decline from peak | -17.46% | -8.69% | -8.77% |
Average DrawdownAverage peak-to-trough decline | -17.37% | -4.23% | -13.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.17% | — | — |
Volatility
SURI vs. PBPH - Volatility Comparison
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Volatility by Period
| SURI | PBPH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.89% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 14.29% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 22.79% | 16.78% | +6.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.27% | 16.78% | +11.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.27% | 16.78% | +11.49% |
SURI vs. PBPH - Expense Ratio Comparison
SURI has a 2.51% expense ratio, which is higher than PBPH's 0.13% expense ratio.
Dividends
SURI vs. PBPH - Dividend Comparison
SURI's dividend yield for the trailing twelve months is around 16.04%, more than PBPH's 0.09% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
PBPH Portfolio Building Block World Pharma and Biotech Index ETF | 0.09% | 0.09% | 0.00% | 0.00% |
SURI Simplify Propel Opportunities ETF | 16.04% | 16.31% | 21.41% | 14.71% |
Frequently Asked Questions
SURI and PBPH have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PBPH is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PBPH is cheaper with a 0.13% expense ratio, compared with 2.51% for SURI.
SURI has the higher dividend yield at 16.04%, compared with 0.09% for PBPH.
They also come from different issuers: Simplify and Portfolio Building Block. Their fees differ too: 2.51% for SURI and 0.13% for PBPH.
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