Compare · 3 funds side by side · dividends reinvested

SIMS, SCHB and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

SIMS, SCHB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$43.2B1.8

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%$8M3.0

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: SIMS 2017 · SCHB 2009 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SIMS

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,377

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

SIMSMeasureSCHB

+5.5%Year to dateJan 1 → Nov 6+8.8%

−5.9%1 yearTotal return+9.7%

+16.2%3 years · per year$10,000 became $15,677 · $17,991+21.6%

−0.4%5 years · per year$10,000 became $9,809 · $16,377+10.4%

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%

22.9%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 6, 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

19.0%in top 5

SCHB

in top 524.8%

SIMSStockSCHB

not top 5AAPL7.1%

not top 5NVDA6.2%

not top 5MSFT5.6%

4.0%TTEKnot top 5

4.0%ADTnot top 5

3.9%ALRMnot top 5

3.8%VLTOnot top 5

not top 5AMZN3.6%

3.3%ITRInot top 5

not top 5GOOGL2.3%

Held in common2.4%

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

SIMS vs SCHB Returns, Every Period

SPDRSIMS

−0.4%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

SIMSSCHBFaded: behind in that period

0–4SCHB wins

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

SIMS vs VTV

YTD

SPDRSIMS

+5.5%

VTVVanguard

+18.5%

+5.5%Year to date+18.5%

−14.7%Worst drop · 1Y−6.4%

22.9%Volatility · 1Y10.7%

0.6%Yield1.9%

$8.2MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: SIMS, SCHB, VTV

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VTV0.03%$3

SIMS0.45%$45

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

Yields: SIMS, SCHB, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

SCHB1.09%$109

SIMS0.57%$57

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SCHB$109 − $3 = $106

SIMS$57 − $45 = $12

KeptFee

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

Overlap: SIMS, SCHB, VTV

Today

39.6%most shared, SCHB and VTV

SIMSSCHBVTV

SIMS—2.4%1.8%

SCHB2.4%—39.6%

VTV1.8%39.6%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SCHBWorst drop−8.9%13.8% 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

VTVSCHB

+18.5%Year to date+8.8%

1.9%Yield1.1%

+22.9%Past year+9.7%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026