Compare · 3 funds side by side · dividends reinvested

SCHB, SIMS and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,686SCHB · best of the three

Story of the three · IncomeMost incomeSCHB · 1.05% · $105 a year on $10k

Story of the three · RiskSmallest drop

SCHB, SIMS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.05%+12.4%+12.8%+21.7%+10.8%−8.9%14.0%$44.1B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.1

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.55%+8.2%−1.6%+15.2%−0.4%−13.3%22.7%$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 11, 2026 · returns include dividends · since: SCHB 2009 · SIMS 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Broad Market ETF · $44.1B$16,686

SCHB

SIMS

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$9,794

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

SCHB

More Ways to See the Pairs

SCHB vs SIMS: Top 5 Holdings

Today

SCHB

24.0%in top 5

SIMS

in top 518.8%

SCHBStockSIMS

7.0%AAPLnot top 5

5.6%NVDAnot top 5

5.4%MSFTnot top 5

not top 5TTEK4.0%

not top 5ADT3.9%

Cost, Income and Risk

Fees: SCHB, SIMS, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

SIMS0.45%$45

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SCHB, SIMS, VUG

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$95.3B

2–0VTI wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

SIMS

+12.4%Year to dateJan 1 → Nov 11+8.2%

+12.8%1 yearTotal return−1.6%

+21.7%3 years · per year$10,000 became $18,033 · $15,298+15.2%

+10.8%5 years · per year$10,000 became $16,686 · $9,794−0.4%

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

1.05%Trailing 12-mo yield$105 · $55 a year on $10k0.55%

−8.9%Worst dropSmaller is better−13.3%

14.0%VolatilityLower is calmer22.7%

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

8–0SCHB wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5VLTO3.8%

not top 5ALRM3.8%

3.7%AMZNnot top 5

not top 5ITRI3.3%

2.3%GOOGLnot top 5

Held in common2.5%

End-of-day Nov 11, 2026 · share of each fund

SCHB vs SIMS Returns, Every Period

5Y

SchwabSCHB

+10.8%

5 years, per year

SIMSSPDR

−0.4%

5 years, per year

SCHBSIMSFaded: behind in that period

4–0SCHB wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SCHB vs SIMS

YTD

SchwabSCHB

+12.4%

SIMSSPDR

+8.2%

+12.4%Year to date+8.2%

−8.9%Worst drop · 1Y−13.3%

14.0%Volatility · 1Y22.7%

1.1%Yield0.6%

$44.1BAssets$8.1M

4–0SCHB wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.05%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.05%$105

SIMS0.55%$55

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$102most kept, SCHB

SCHB$105 − $3 = $102

VUG$41 − $3 = $38

SIMS$55 − $45 = $10

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SCHB, SIMS, VUG

Today

50.2%most shared, SCHB and VUG

SCHBSIMSVUG

SCHB—2.5%50.2%

SIMS2.5%—2.9%

VUG50.2%2.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.8%SCHB, at 14.0% volatility

SCHBWorst drop−8.9%14.0% vol

VUGWorst drop−15.1%19.1% vol

SIMSWorst drop−13.3%22.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBSIMS

+12.4%Year to date+8.2%

1.1%Yield0.6%

+12.8%Past year−1.6%

0.03%Fee0.45%

4–0SCHB wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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SCHB, SIMS and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three