ULTY vs. SURI ETF Comparison

Comparison of Tidal Trust II YieldMax Ultra Option Income Strategy ETF (ULTY) to Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI)
ULTY

Tidal Trust II YieldMax Ultra Option Income Strategy ETF

ULTY Description

The fund is an actively managed exchange-traded fund that seeks current income while providing direct and/or indirect exposure to the share price of select U.S. listed securities, subject to a limit on potential investment gains. It uses both traditional and synthetic covered call strategies that are designed to produce higher income levels when the underlying securities experience more volatility. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$15.63

Average Daily Volume

242,882

Number of Holdings *

10

* may have additional holdings in another (foreign) market
SURI

Simplify Exchange Traded Funds Simplify Propel Opportunities ETF

SURI Description The fund is an actively managed exchange-traded fund. The Sub-Adviser concentrates the fund's investments (i.e., invests more than 25% of its net assets) in the securities of issuers in the biotechnology, pharmaceuticals, healthcare technology, and life science tools and services industries. The Sub-Adviser employs an actively managed opportunistic multi-asset strategy that focuses on common stock, preferred stock, convertible bonds, structured notes, corporate notes and bonds, and ETFs that primarily invest in the preceding security types. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$22.67

Average Daily Volume

19,978

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period ULTY SURI
30 Days -5.07% -6.03%
60 Days -9.42% -11.05%
90 Days 10.99%
12 Months 10.97%
0 Overlapping Holdings
Symbol Grade Weight in ULTY Weight in SURI Overlap
Compare ETFs