Compare · 2 funds side by side · dividends reinvested

SIMS and SPY

SIMSSPDR×SPYSPDR×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,481SPY · best of the two

Story of the two · IncomeMost incomeSPY · 1.00% · $100 a year on $10k

Story of the two · RiskSmallest drop

SIMS and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$792B1.0

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%$8M2.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: SIMS 2017 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SIMS

SPY

State Street SPDR S&P 500 ETF · $792B$17,481

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

SIMSMeasureSPY

+8.2%

More Ways to See the Pairs

SIMS vs SPY: Top 5 Holdings

Today

SIMS

18.8%in top 5

SPY

in top 526.9%

SIMSStockSPY

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

4.0%TTEKnot top 5

Cost, Income and Risk

Fees: SIMS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SIMS0.45%$45

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

Yields: SIMS, SPY

1Y

1.00%highest, SPY

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.3%

−1.6%1 yearTotal return+12.7%

+15.2%3 years · per year$10,000 became $15,298 · $18,083+21.8%

−0.4%5 years · per year$10,000 became $9,794 · $17,481+11.8%

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

0.55%Trailing 12-mo yield$55 · $100 a year on $10k1.00%

−13.3%Worst dropSmaller is better−8.9%

22.7%VolatilityLower is calmer13.7%

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

0–8SPY wins

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

3.9%ADTnot top 5

3.8%VLTOnot top 5

3.8%ALRMnot top 5

3.3%ITRInot top 5

not top 5GOOGL2.6%

Held in common2.6%

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

SIMS vs SPY Returns, Every Period

5Y

SPDRSIMS

−0.4%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

SIMSSPYFaded: behind in that period

0–4SPY wins

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

Stocks vs Core: SIMS vs SPY

YTD

SPDRSIMS

+8.2%

SPYSPDR

+12.3%

+8.2%Year to date+12.3%

−13.3%Worst drop · 1Y−8.9%

22.7%Volatility · 1Y13.7%

0.6%Yield1.0%

$8.1MAssets$792B

4–0SPY wins

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

$10k

SPY1.00%$100

SIMS0.55%$55

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

Income After Fees on $10,000

1Y

$91most kept, SPY

SPY$100 − $9 = $91

SIMS$55 − $45 = $10

KeptFee

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

Overlap: SIMS, SPY

Today

2.6%most shared, SIMS and SPY

SIMSSPY

SIMS—2.6%

SPY2.6%—

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

Return vs Bumpiness: 2 ETFs

1Y

+12.7%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% 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

SPYSIMS

+12.3%Year to date+8.2%

1.0%Yield0.6%

+12.7%Past year−1.6%

0.09%Fee0.45%

4–0SPY wins

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

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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SIMS and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two