Compare · 3 funds side by side · dividends reinvested

SIMS, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

SIMS, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.9

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.55%+9.3%−3.6%+18.2%+0.9%−15.6%23.0%$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 5, 2026 · returns include dividends · since: SIMS 2017 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

SIMS

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

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

SIMSMeasureSPY

+9.3%Year to dateJan 1 → Nov 5+13.3%

−3.6%1 yearTotal return+13.4%

+18.2%3 years · per year$10,000 became $16,498 · $19,132+24.1%

+0.9%5 years · per year$10,000 became $10,482 · $18,060+12.6%

0.45%Expense ratio$45 · $9 a year on $10k · lower is better0.09%

0.55%Trailing 12-mo yield$55 · $99 a year on $10k0.99%

−15.6%Worst dropSmaller is better−8.9%

23.0%VolatilityLower is calmer12.9%

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

0–8SPY 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 SPY: Top 5 Holdings

Today

SIMS

18.4%in top 5

SPY

in top 527.7%

SIMSStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.9%TTEKnot top 5

3.8%ADTnot top 5

3.8%ALRMnot top 5

3.6%VLTOnot top 5

3.3%ITRInot top 5

not top 5GOOGL2.6%

Held in common2.6%

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

SIMS vs SPY Returns, Every Period

SPDRSIMS

+0.9%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

SIMSSPYFaded: behind in that period

0–4SPY wins

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

Stocks vs Core: SIMS vs VOO

YTD

SPDRSIMS

+9.3%

VOOVanguard

+13.4%

+9.3%Year to date+13.4%

−15.6%Worst drop · 1Y−8.9%

23.0%Volatility · 1Y12.8%

0.5%Yield1.1%

$8.2MAssets$1.00T

4–0VOO wins

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

Cost, Income and Risk

Fees: SIMS, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

SIMS0.45%$45

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

Yields: SIMS, SPY, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

SPY0.99%$99

SIMS0.55%$55

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SPY$99 − $9 = $90

SIMS$55 − $45 = $10

KeptFee

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

Overlap: SIMS, SPY, VOO

Today

93.5%most shared, SPY and VOO

SIMSSPYVOO

SIMS—2.6%2.5%

SPY2.6%—93.5%

VOO2.5%93.5%—

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

Return vs Bumpiness: 3 ETFs

+13.5%VOO, at 12.8% volatility

VOOWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

SIMSWorst drop−15.6%23.0% vol

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

Paid More vs Made More

YTD

VOOSPY

+13.4%Year to date+13.3%

1.1%Yield1.0%

+13.5%Past year+13.4%

0.03%Fee0.09%

4–0VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026