Compare · 3 funds side by side · dividends reinvested

SIMS, VTV and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

SIMS, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.0

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.56%+7.0%−1.4%+14.4%−0.5%−13.3%22.7%$8M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: SIMS 2017 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$9,752

SIMS

VTV

Vanguard Morningstar Value ETF · $184B$17,803

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

SIMS

More Ways to See the Pairs

SIMS vs VTV: Top 5 Holdings

Today

SIMS

18.6%in top 5

VTV

in top 515.8%

SIMSStockVTV

not top 5MU4.6%

4.0%TTEKnot top 5

3.9%ADTnot top 5

3.7%VLTOnot top 5

3.7%ALRMnot top 5

Cost, Income and Risk

Fees: SIMS, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

SIMS0.45%$45

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

Yields: SIMS, VTV, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

VTV

+7.0%Year to dateJan 1 → Nov 10+21.0%

−1.4%1 yearTotal return+24.8%

+14.4%3 years · per year$10,000 became $14,958 · $17,572+20.7%

−0.5%5 years · per year$10,000 became $9,752 · $17,803+12.2%

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

0.56%Trailing 12-mo yield$56 · $183 a year on $10k1.83%

−13.3%Worst dropSmaller is better−6.4%

22.7%VolatilityLower is calmer10.8%

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

0–8VTV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5JPM3.3%

3.3%ITRInot top 5

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common1.9%

End-of-day Nov 10, 2026 · share of each fund

SIMS vs VTV Returns, Every Period

5Y

SPDRSIMS

−0.5%

5 years, per year

VTVVanguard

+12.2%

5 years, per year

SIMSVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SIMS vs VTV

YTD

SPDRSIMS

+7.0%

VTVVanguard

+21.0%

+7.0%Year to date+21.0%

−13.3%Worst drop · 1Y−6.4%

22.7%Volatility · 1Y10.8%

0.6%Yield1.8%

$7.9MAssets$184B

4–0VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

SIMS0.56%$56

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

IWF$38 − $18 = $20

SIMS$56 − $45 = $11

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SIMS, VTV, IWF

Today

11.8%most shared, VTV and IWF

SIMSVTVIWF

SIMS—1.9%2.9%

VTV1.9%—11.8%

IWF2.9%11.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IWFWorst drop−14.6%19.5% vol

SIMSWorst drop−13.3%22.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSIMS

+21.0%Year to date+7.0%

1.8%Yield0.6%

+24.8%Past year−1.4%

0.03%Fee0.45%

4–0VTV wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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SIMS, VTV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three