Compare · 3 funds side by side · dividends reinvested

SIMS, VUG and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the three · RiskSmallest drop

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%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.1

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%$8M2.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $872B$17,414

IVV

SIMS

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

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

IVVMeasure

More Ways to See the Pairs

IVV vs SIMS: Top 5 Holdings

Today

IVV

27.3%in top 5

SIMS

in top 518.6%

IVVStockSIMS

7.9%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

not top 5TTEK4.0%

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 10, 2026 · fee on $10,000 a year

Yields: SIMS, VUG, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SIMS

+10.9%Year to dateJan 1 → Nov 10+7.0%

+13.0%1 yearTotal return−1.4%

+21.5%3 years · per year$10,000 became $17,934 · $14,958+14.4%

+11.7%5 years · per year$10,000 became $17,414 · $9,752−0.5%

0.03%Expense ratio$3 · $45 a year on $10k · lower is better0.45%

1.11%Trailing 12-mo yield$111 · $56 a year on $10k0.56%

−8.9%Worst dropSmaller is better−13.3%

13.8%VolatilityLower is calmer22.7%

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

8–0IVV wins

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

not top 5ADT3.9%

not top 5VLTO3.7%

not top 5ALRM3.7%

not top 5ITRI3.3%

2.6%GOOGLnot top 5

Held in common2.6%

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

IVV vs SIMS Returns, Every Period

5Y

iSharesIVV

+11.7%

5 years, per year

SIMSSPDR

−0.5%

5 years, per year

IVVSIMSFaded: behind in that period

4–0IVV wins

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

Core vs Stocks: IVV vs SIMS

YTD

iSharesIVV

+10.9%

SIMSSPDR

+7.0%

+10.9%Year to date+7.0%

−8.9%Worst drop · 1Y−13.3%

13.8%Volatility · 1Y22.7%

1.1%Yield0.6%

$872BAssets$8.1M

4–0IVV wins

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

1Y

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SIMS0.56%$56

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

VUG$41 − $3 = $38

SIMS$56 − $45 = $11

KeptFee

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

Overlap: SIMS, VUG, IVV

Today

55.3%most shared, VUG and IVV

SIMSVUGIVV

SIMS—2.8%2.6%

VUG2.8%—55.3%

IVV2.6%55.3%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.0%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 10, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSIMS

+10.9%Year to date+7.0%

1.1%Yield0.6%

+13.0%Past year−1.4%

0.03%Fee0.45%

4–0IVV wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

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SIMS, VUG and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three