Compare · 3 funds side by side · dividends reinvested

SIMS, VUG and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

SIMS, VUG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.1

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.56%+7.3%−1.1%+15.1%−0.5%−13.3%22.7%$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 9, 2026 · returns include dividends · since: SIMS 2017 · VUG 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$9,746

SIMS

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

SIMSMeasureVUG

+7.3%Year to dateJan 1 → Nov 9+4.2%

−1.1%1 yearTotal return+4.7%

+15.1%3 years · per year$10,000 became $15,265 · $18,569+22.9%

−0.5%5 years · per year$10,000 became $9,746 · $16,565+10.6%

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

0.56%Trailing 12-mo yield$56 · $41 a year on $10k0.41%

−13.3%Worst dropSmaller is better−15.1%

22.7%VolatilityLower is calmer19.1%

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

3–5VUG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SIMS vs VUG: Top 5 Holdings

Today

SIMS

18.7%in top 5

VUG

in top 545.2%

SIMSStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

4.0%TTEKnot top 5

3.9%ADTnot top 5

3.8%VLTOnot top 5

3.8%ALRMnot top 5

3.3%ITRInot top 5

Held in common2.7%

End-of-day Nov 9, 2026 · share of each fund

SIMS vs VUG Returns, Every Period

SPDRSIMS

−0.5%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

SIMSVUGFaded: behind in that period

1–3VUG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SIMS vs IVV

YTD

SPDRSIMS

+7.3%

IVViShares

+11.3%

+7.3%Year to date+11.3%

−13.3%Worst drop · 1Y−8.9%

22.7%Volatility · 1Y13.8%

0.6%Yield1.1%

$7.9MAssets$853B

4–0IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIMS, VUG, IVV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

SIMS0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SIMS, VUG, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SIMS0.56%$56

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VUG$41 − $3 = $38

SIMS$56 − $45 = $11

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SIMS, VUG, IVV

Today

55.1%most shared, VUG and IVV

SIMSVUGIVV

SIMS—2.7%2.5%

VUG2.7%—55.1%

IVV2.5%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

IVVWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

SIMSWorst drop−13.3%22.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSIMS

+11.3%Year to date+7.3%

1.1%Yield0.6%

+13.6%Past year−1.1%

0.03%Fee0.45%

4–0IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026