Compare · 3 funds side by side · dividends reinvested

SIMS, VO and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

SIMS, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.1

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%$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 6, 2026 · returns include dividends · since: SIMS 2017 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SIMS

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

SIMSMeasureVO

+5.5%Year to dateJan 1 → Nov 6+10.6%

−5.9%1 yearTotal return+11.6%

+16.2%3 years · per year$10,000 became $15,677 · $16,701+18.6%

−0.4%5 years · per year$10,000 became $9,809 · $13,590+6.3%

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

0.57%Trailing 12-mo yield$57 · $139 a year on $10k1.39%

−14.7%Worst dropSmaller is better−8.2%

22.9%VolatilityLower is calmer12.9%

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

0–8VO 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 VO: Top 5 Holdings

Today

SIMS

19.0%in top 5

in top 55.3%

SIMSStockVO

4.0%TTEKnot top 5

4.0%ADTnot top 5

3.9%ALRMnot top 5

3.8%VLTOnot top 5

3.3%ITRInot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common4.5%

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

SIMS vs VO Returns, Every Period

SPDRSIMS

−0.4%

5 years, per year

VOVanguard

+6.3%

5 years, per year

SIMSVOFaded: behind in that period

0–4VO wins

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

SIMS vs VO

YTD

SPDRSIMS

+5.5%

VOVanguard

+10.6%

+5.5%Year to date+10.6%

−14.7%Worst drop · 1Y−8.2%

22.9%Volatility · 1Y12.9%

0.6%Yield1.4%

$8.2MAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: SIMS, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

SIMS0.45%$45

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

Yields: SIMS, VO, IWF

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SIMS0.57%$57

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWF$39 − $18 = $21

SIMS$57 − $45 = $12

KeptFee

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

Overlap: SIMS, VO, IWF

Today

9.2%most shared, VO and IWF

SIMSVOIWF

SIMS—4.5%2.7%

VO4.5%—9.2%

IWF2.7%9.2%—

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

Return vs Bumpiness: 3 ETFs

+11.6%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

IWFWorst drop−14.6%19.4% 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

VOSIMS

+10.6%Year to date+5.5%

1.4%Yield0.6%

+11.6%Past year−5.9%

0.03%Fee0.45%

4–0VO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026