Compare · 2 funds side by side · dividends reinvested

SIMS and SCHB

SIMSSPDR×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

SIMS and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.0

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.55%+8.5%−3.6%+17.9%+0.7%−15.6%23.0%$8M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SIMS 2017 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$10,482

SIMS

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

SIMSMeasureSCHB

+8.5%Year to dateJan 1 → Nov 4+11.6%

−3.6%1 yearTotal return+11.7%

+17.9%3 years · per year$10,000 became $16,385 · $18,993+23.8%

+0.7%5 years · per year$10,000 became $10,363 · $16,894+11.1%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.55%Trailing 12-mo yield$55 · $106 a year on $10k1.06%

−15.6%Worst dropSmaller is better−8.9%

23.0%VolatilityLower is calmer13.1%

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

0–8SCHB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SIMS vs SCHB: Top 5 Holdings

Today

SIMS

18.1%in top 5

SCHB

in top 524.4%

SIMSStockSCHB

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

3.8%ADTnot top 5

3.8%TTEKnot top 5

3.7%ALRMnot top 5

3.6%VLTOnot top 5

not top 5AMZN3.4%

3.2%ITRInot top 5

not top 5GOOGL2.2%

Held in common2.6%

End-of-day Nov 4, 2026 · share of each fund

SIMS vs SCHB Returns, Every Period

SPDRSIMS

+0.7%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

SIMSSCHBFaded: behind in that period

0–4SCHB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SIMS vs SCHB

YTD

SPDRSIMS

+8.5%

SCHBSchwab

+11.6%

+8.5%Year to date+11.6%

−15.6%Worst drop · 1Y−8.9%

23.0%Volatility · 1Y13.1%

0.6%Yield1.1%

$8.1MAssets$44.0B

4–0SCHB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIMS, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

SIMS0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SIMS, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

SIMS0.55%$55

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

SIMS$55 − $45 = $10

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SIMS, SCHB

Today

2.6%most shared, SIMS and SCHB

SIMSSCHB

SIMS—2.6%

SCHB2.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.7%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

SIMSWorst drop−15.6%23.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBSIMS

+11.6%Year to date+8.5%

1.1%Yield0.6%

+11.7%Past year−3.6%

0.03%Fee0.45%

4–0SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026