Compare · 3 funds side by side · dividends reinvested

SIMS, VUG and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

SIMS, VUG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

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 · VTV 2004

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

SIMS vs VTV

YTD

SPDRSIMS

+7.3%

VTVVanguard

+20.9%

+7.3%Year to date+20.9%

−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 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIMS, VUG, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

SIMS0.45%$45

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

Yields: SIMS, VUG, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

SIMS0.56%$56

VUG0.41%$41

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VUG$41 − $3 = $38

SIMS$56 − $45 = $11

KeptFee

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

Overlap: SIMS, VUG, VTV

Today

2.7%most shared, SIMS and VUG

SIMSVUGVTV

SIMS—2.7%1.8%

VUG2.7%—1.9%

VTV1.8%1.9%—

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

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% 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

VTVSIMS

+20.9%Year to date+7.3%

1.8%Yield0.6%

+25.4%Past year−1.1%

0.03%Fee0.45%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026