Compare · 3 funds side by side · dividends reinvested

IVV, SIMS and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

IVV, SIMS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.1

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.57%+5.5%−5.9%+16.2%−0.4%−14.7%22.9%$8M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · SIMS 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

SIMS

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$9,809

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

IVVMeasureSIMS

+8.7%Year to dateJan 1 → Nov 6+5.5%

+9.8%1 yearTotal return−5.9%

+21.8%3 years · per year$10,000 became $18,084 · $15,677+16.2%

+11.4%5 years · per year$10,000 became $17,177 · $9,809−0.4%

0.03%Expense ratio$3 · $45 a year on $10k · lower is better0.45%

1.14%Trailing 12-mo yield$114 · $57 a year on $10k0.57%

−8.9%Worst dropSmaller is better−14.7%

13.6%VolatilityLower is calmer22.9%

IVVSIMS Winner of the row, in its colourEach row: the bigger of the two fills its side

8–0IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SIMS: Top 5 Holdings

Today

IVV

27.8%in top 5

SIMS

in top 519.0%

IVVStockSIMS

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

not top 5TTEK4.0%

not top 5ADT4.0%

not top 5ALRM3.9%

not top 5VLTO3.8%

not top 5ITRI3.3%

2.6%GOOGLnot top 5

Held in common2.5%

End-of-day Nov 6, 2026 · share of each fund

IVV vs SIMS Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SIMSSPDR

−0.4%

5 years, per year

IVVSIMSFaded: behind in that period

4–0IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs SIMS

YTD

iSharesIVV

+8.7%

SIMSSPDR

+5.5%

+8.7%Year to date+5.5%

−8.9%Worst drop · 1Y−14.7%

13.6%Volatility · 1Y22.9%

1.1%Yield0.6%

$853BAssets$8.2M

4–0IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SIMS, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SIMS0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, SIMS, VUG

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SIMS0.57%$57

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VUG$42 − $3 = $39

SIMS$57 − $45 = $12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, SIMS, VUG

Today

54.8%most shared, IVV and VUG

IVVSIMSVUG

IVV—2.5%54.8%

SIMS2.5%—2.6%

VUG54.8%2.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

SIMSWorst drop−14.7%22.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSIMS

+8.7%Year to date+5.5%

1.1%Yield0.6%

+9.8%Past year−5.9%

0.03%Fee0.45%

4–0IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026