SURI vs. PSCH
Compare and contrast key facts about Simplify Propel Opportunities ETF (SURI) and Invesco S&P SmallCap Health Care ETF (PSCH).
SURI and PSCH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SURI is an actively managed fund by Simplify. It was launched on Feb 7, 2023. PSCH is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Health Care Index. It was launched on Apr 7, 2010.
Performance
SURI vs. PSCH - Performance Comparison
Loading graphics...
SURI vs. PSCH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SURI Simplify Propel Opportunities ETF | -2.66% | 28.32% | -13.34% | -2.87% |
PSCH Invesco S&P SmallCap Health Care ETF | -6.60% | -0.49% | 3.77% | -8.22% |
Returns By Period
In the year-to-date period, SURI achieves a -2.66% return, which is significantly higher than PSCH's -6.60% return.
SURI
- 1D
- 2.27%
- 1M
- -6.14%
- YTD
- -2.66%
- 6M
- 8.30%
- 1Y
- 19.80%
- 3Y*
- 7.84%
- 5Y*
- —
- 10Y*
- —
PSCH
- 1D
- 5.03%
- 1M
- -5.05%
- YTD
- -6.60%
- 6M
- -1.10%
- 1Y
- -4.92%
- 3Y*
- -1.84%
- 5Y*
- -7.37%
- 10Y*
- 6.52%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SURI vs. PSCH - Expense Ratio Comparison
SURI has a 2.51% expense ratio, which is higher than PSCH's 0.29% expense ratio.
Return for Risk
SURI vs. PSCH — Risk / Return Rank
SURI
PSCH
SURI vs. PSCH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Propel Opportunities ETF (SURI) and Invesco S&P SmallCap Health Care ETF (PSCH). 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 | PSCH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | -0.21 | +0.97 |
Sortino ratioReturn per unit of downside risk | 1.19 | -0.14 | +1.33 |
Omega ratioGain probability vs. loss probability | 1.15 | 0.98 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | -0.10 | +1.10 |
Martin ratioReturn relative to average drawdown | 3.33 | -0.23 | +3.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SURI | PSCH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | -0.21 | +0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.32 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.28 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.49 | -0.43 |
Correlation
The correlation between SURI and PSCH is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SURI vs. PSCH - Dividend Comparison
SURI's dividend yield for the trailing twelve months is around 17.49%, more than PSCH's 0.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PSCH Invesco S&P SmallCap Health Care ETF | 0.01% | 0.04% | 0.27% | 0.01% | 2.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% |
Drawdowns
SURI vs. PSCH - Drawdown Comparison
The maximum SURI drawdown since its inception was -47.76%, roughly equal to the maximum PSCH drawdown of -46.32%. Use the drawdown chart below to compare losses from any high point for SURI and PSCH.
Loading graphics...
Drawdown Indicators
| SURI | PSCH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.76% | -46.32% | -1.44% |
Max Drawdown (1Y)Largest decline over 1 year | -16.94% | -15.36% | -1.58% |
Max Drawdown (5Y)Largest decline over 5 years | — | -46.32% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -46.32% | — |
Current DrawdownCurrent decline from peak | -24.28% | -36.32% | +12.04% |
Average DrawdownAverage peak-to-trough decline | -17.42% | -13.26% | -4.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.18% | 6.77% | -1.59% |
Volatility
SURI vs. PSCH - Volatility Comparison
The current volatility for Simplify Propel Opportunities ETF (SURI) is 7.04%, while Invesco S&P SmallCap Health Care ETF (PSCH) has a volatility of 8.64%. This indicates that SURI experiences smaller price fluctuations and is considered to be less risky than PSCH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SURI | PSCH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.04% | 8.64% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 16.73% | 14.92% | +1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.36% | 23.58% | +2.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.62% | 22.91% | +5.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.62% | 23.65% | +4.97% |