Skip to content
etf.net

SURI vs TACU

Simplify Propel Opportunities ETF

SURIFNYSE Arca

T. Rowe Price Active Core U.S. Equity ETF

TACUANYSE Arca

Overlap

Expense ratio

TACU −2.59pt a year

SURI2.59%TACU0.00%

Avg volume · 30D

SURI 1.1×the volume

SURI4.65KTACU4.15K

SURI vs TACU Performance

Dec 31, 2025 – Oct 30, 2026

+16.5%SURI+11.2%TACU

Dec 31, 2025 to Oct 30, 2026. SURI +16.5%. TACU +11.2%. Use the arrow keys to read each point.0%30%Dec 2025Jun 2026Oct 2026
Expense ratio
SURI 2.59%
TACU 0.00%, better
Fund size
SURI $74M
TACU $17M
1Y total return
SURI +17.7%
TACU No data
Yield (12M)
SURI 15.79%
TACU No data
Holdings
SURI 39
TACU 411
Avg volume (30D)
SURI 4.65K sh, better
TACU 4.15K sh
NAV per share
SURI $16.93
TACU $27.68
52W range

ETF.net Grade

SURI: Cost 0, Risk 19, Mission not scored, Tradability 13, Holdings 28, Durability 61. TACU: Cost 99, Risk 69, Mission 81, Tradability 49, Holdings 83, Durability 43.
Pillar letters and Scores for SURI, TACU, with each pillar’s weight
PillarSURITACU
Cost30% weightF0A99Higher
Mission25% weightNot scoredA81
Risk15% weightF19B69Higher
Tradability15% weightF13C49Higher
Holdings10% weightD28A83Higher
Durability5% weightB61HigherC43

Rank among US Active Equity funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. SURI and TACU are both graded against the same 121 US Active Equity funds, so their Grades compare head to head.

US Active Equity⁠

Category · 121 funds
See all 121 ›

TACU ranks 9th and SURI 121st of 121 funds in the US Active Equity Category.

  1. Rank 8AAPUEActivePassive U.S. Equity ETFScore 78
  2. Rank 9ATACUT. Rowe Price Active Core U.S. Equity ETFScore 77
  3. Rank 10APQUSPictet AI Enhanced US Equity ETFScore 76
  4. Rank 119FCCFEConcourse Capital Focused Equity ETFScore 17
  5. Rank 121FSURISimplify Propel Opportunities ETFScore 14

Our read on each fund

ETF.net Research

SURIFSimplify Propel Opportunities ETF

TACUAT. Rowe Price Active Core U.S. Equity ETF

In short

SURI A specialist healthcare stock-picker in an ETF shell. Simplify hands the keys to sub-adviser Propel, whose science team hunts global biotech, pharma, health tech and life-science names it believes investors have overlooked.

TACU T. Rowe Price's quant-plus-fundamental take on core large-cap U.S. stock, benchmarked to the Russell 1000. Gross fee 0.14%, fully waived to zero through January 30, 2027.

Stated mandate

SURI The Fund seeks long-term capital appreciation.

TACU The fund seeks long-term capital growth through a primarily U.S. equity portfolio. It combines quantitative models with fundamental, bottom-up analysis and seeks excess returns relative to the Russell 1000 Index.

Why people hold it

  • SURI A scientist's mandate, not an index screen: Propel sub-advises, using health sciences expertise to pick the names, and the fund is actively managed rather than tracking a benchmark.simplify.us
  • Narrow on purpose: biotech, pharma, health care technology and life science tools, global in reach, with long-term capital appreciation as the stated objective.
  • Live since 2023, so there is a real record of this team's picks to inspect instead of a backtest, inside standard 1940 Act ETF plumbing that pays quarterly.
  • TACU Fee fully waived: 0.14% gross, zero net through January 30, 2027. That sits below every top-scoring peer in the category, including DFAU at 0.12% with no waiver.troweprice.com
  • Quant models feed bottom-up stock picking with tilts to profitability, quality and value, chasing excess return over the Russell 1000 while holding tracking error tight.troweprice.com
  • Several hundred large-cap names, so no single position runs the show. One of the stronger profiles in a crowded active U.S. equity field.troweprice.com

Worth knowing

  • SURI 2.56% net of a waiver through May 31, 2027, against 2.81% gross, well above the category median. Concentrated specialist research is what that fee buys.
  • Thinly traded and modest in size, so getting in and out can cost more than with a broad index ETF.
  • One slice of one sector, with no index anchoring it, means outcomes ride on the sub-adviser's judgment.
  • TACU Launched in December 2025, so the live record is short and the risk read rests on limited history.
  • Still a small fund that trades lightly, which can mean wider spreads than the category's giants.
  • Distributions are annual at most, with no declared income target. This is a growth mandate, not a cash-flow one.

Full SURI profile⁠

Full TACU profile⁠

SURI vs TACU Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

SURI vs TACU Cost

Overpaying SURI vs TACU

$39,625

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • SURI 2.59%

    $39,625

  • TACU 0.00%

    $0

$10,000
30 years

Cost over time

  • SURI 2.59%
  • TACU 0.00%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$10K$20K$30K$40K051015202530SURI $39,625TACU $0

Year by year

YearSURITACUOverpaying
10$4,275$0$4,275
20$14,992$0$14,992
30$39,625$0$39,625

Expense ratio

  • 2.59%SURI
  • 0.00%TACU, cheaper
  • Middle half of US Active Equity funds
  • Median 0.68%

TACU cheapest of 121 funds

SURI 120th cheapest of 121 funds

SURI vs TACU Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
SURI 15.79%
TACU No data
Payout (12M)
SURI $2.72
TACU None
Last payment
SURI $0.68
TACU No data
Ex-dividend
SURI Sep 25, 2026
TACU No data
Paid on
SURI Sep 30, 2026
TACU No data
Frequency
SURI Quarterly
TACU No data

Distribution history

Per share, 2023 to 2026, same scale for both

SURIQuarterly · 15 paymentsAll SURI payments⁠
One bar per payment. 15 payments from 2023 to 2026 YTD. Mar 27, 2023 $1.00; Jun 27, 2023 $0.68; Sep 27, 2023 $0.68; Dec 26, 2023 $0.68; Mar 25, 2024 $0.68; Jun 25, 2024 $1.25; Sep 25, 2024 $0.68; Dec 23, 2024 $0.68; Mar 26, 2025 $0.68; Jun 25, 2025 $0.68; Sep 25, 2025 $0.68; Dec 23, 2025 $0.68; Mar 26, 2026 $0.68; Jun 25, 2026 $0.68; Sep 25, 2026 $0.68. Use the arrow keys to read each point.$0$120232026YTD
TACUAll TACU payments⁠

No distribution history available.

SURI vs TACU Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
SURI 30.1%TACU No data
Return per unit of riskSharpe ratio, 3 years
SURI 0.45TACU No data
Worst fallMax drawdown, 5 years
SURI −47.7%since Feb 2023TACU No data
Market sensitivityBeta, 5 years
SURI 1.18TACU 0.96

Popular comparisons

  • SURIFvsAVLCA

    Simplify Propel Opportunities ETF · Avantis U.S. Large Cap Equity ETF

    Expense ratio
    2.59% · 0.15%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • TACUAvsAVLCA

    T. Rowe Price Active Core U.S. Equity ETF · Avantis U.S. Large Cap Equity ETF

    Expense ratio
    0.00% · 0.15%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • SURIFvsDFAUA

    Simplify Propel Opportunities ETF · Dimensional US Core Equity Market ETF

    Expense ratio
    2.59% · 0.12%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • TACUAvsDFAUA

    T. Rowe Price Active Core U.S. Equity ETF · Dimensional US Core Equity Market ETF

    Expense ratio
    0.00% · 0.12%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • SURIFvsDFACA

    Simplify Propel Opportunities ETF · Dimensional US Core Equity 2 ETF

    Expense ratio
    2.59% · 0.17%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • TACUAvsDFACA

    T. Rowe Price Active Core U.S. Equity ETF · Dimensional US Core Equity 2 ETF

    Expense ratio
    0.00% · 0.17%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.