Compare · 3 funds side by side · dividends reinvested

SIMS, SCHB and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,348SCHB · best of the three

02 / 04

SIMS, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$42.9B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.4

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.57%+4.8%−3.9%+16.3%−0.4%−14.7%23.0%$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 5, 2026 · returns include dividends · since: SIMS 2017 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$9,801

SIMS

SCHB

Schwab U.S. Broad Market ETF · $42.9B$16,348

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

SIMSMeasureSCHB

+4.8%Year to dateJan 1 → Nov 5+8.4%

−3.9%1 yearTotal return+9.8%

+16.3%3 years · per year$10,000 became $15,721 · $18,100+21.9%

−0.4%5 years · per year$10,000 became $9,801 · $16,348+10.3%

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

0.57%Trailing 12-mo yield$57 · $109 a year on $10k1.09%

−14.7%Worst dropSmaller is better−8.9%

23.0%VolatilityLower is calmer13.8%

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

0–8SCHB wins

End-of-day Nov 5, 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

18.4%in top 5

SCHB

in top 524.8%

SIMSStockSCHB

not top 5AAPL6.9%

not top 5NVDA6.5%

not top 5MSFT5.6%

3.9%TTEKnot top 5

3.8%ADTnot top 5

3.8%ALRMnot top 5

3.6%VLTOnot top 5

not top 5AMZN3.5%

3.3%ITRInot top 5

not top 5GOOGL2.3%

Held in common2.5%

End-of-day Nov 5, 2026 · share of each fund

SIMS vs SCHB Returns, Every Period

SPDRSIMS

−0.4%

5 years, per year

SCHBSchwab

+10.3%

5 years, per year

SIMSSCHBFaded: behind in that period

0–4SCHB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SIMS vs SCHB

YTD

SPDRSIMS

+4.8%

SCHBSchwab

+8.4%

+4.8%Year to date+8.4%

−14.7%Worst drop · 1Y−8.9%

23.0%Volatility · 1Y13.8%

0.6%Yield1.1%

$8.2MAssets$42.9B

4–0SCHB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIMS, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

SIMS0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SIMS, SCHB, IWF

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

SIMS0.57%$57

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

IWF$39 − $18 = $21

SIMS$57 − $45 = $12

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SIMS, SCHB, IWF

Today

53.3%most shared, SCHB and IWF

SIMSSCHBIWF

SIMS—2.5%2.9%

SCHB2.5%—53.3%

IWF2.9%53.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SCHB, at 13.8% volatility

SCHBWorst drop−8.9%13.8% vol

IWFWorst drop−14.6%19.3% vol

SIMSWorst drop−14.7%23.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBSIMS

+8.4%Year to date+4.8%

1.1%Yield0.6%

+9.8%Past year−3.9%

0.03%Fee0.45%

4–0SCHB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026