Compare · 3 funds side by side · dividends reinvested

SIMS, VUG and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

SIMS, VUG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.1

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 · VUG 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

SIMS

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

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

SIMSMeasureVUG

+5.5%Year to dateJan 1 → Nov 6+1.4%

−5.9%1 yearTotal return+0.2%

+16.2%3 years · per year$10,000 became $15,677 · $18,415+22.6%

−0.4%5 years · per year$10,000 became $9,809 · $16,124+10.0%

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

0.57%Trailing 12-mo yield$57 · $42 a year on $10k0.42%

−14.7%Worst dropSmaller is better−15.1%

22.9%VolatilityLower is calmer19.0%

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

3–5VUG 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 VUG: Top 5 Holdings

Today

SIMS

19.0%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

4.0%ADTnot top 5

3.9%ALRMnot top 5

3.8%VLTOnot top 5

3.3%ITRInot top 5

Held in common2.6%

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

SIMS vs VUG Returns, Every Period

SPDRSIMS

−0.4%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

SIMSVUGFaded: behind in that period

1–3VUG wins

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

Stocks vs Core: SIMS vs VOO

YTD

SPDRSIMS

+5.5%

VOOVanguard

+8.7%

+5.5%Year to date+8.7%

−14.7%Worst drop · 1Y−8.9%

22.9%Volatility · 1Y13.5%

0.6%Yield1.1%

$8.2MAssets$1.00T

4–0VOO wins

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

Cost, Income and Risk

Fees: SIMS, VUG, VOO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VOO0.03%$3

SIMS0.45%$45

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

Yields: SIMS, VUG, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

SIMS0.57%$57

VUG0.42%$42

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

VUG$42 − $3 = $39

SIMS$57 − $45 = $12

KeptFee

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

Overlap: SIMS, VUG, VOO

Today

58.2%most shared, VUG and VOO

SIMSVUGVOO

SIMS—2.6%2.5%

VUG2.6%—58.2%

VOO2.5%58.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

VUGWorst drop−15.1%19.0% 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

VOOSIMS

+8.7%Year to date+5.5%

1.1%Yield0.6%

+9.8%Past year−5.9%

0.03%Fee0.45%

4–0VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026