Compare · 3 funds side by side · dividends reinvested

VO, SIMS and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,699IWF · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

VO, SIMS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.3

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

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: VO 2004 · SIMS 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,829

VO

SIMS

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

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

VOMeasure

More Ways to See the Pairs

VO vs SIMS: Top 5 Holdings

Today

VO

5.3%in top 5

SIMS

in top 518.6%

VOStockSIMS

not top 5TTEK4.0%

not top 5ADT3.9%

not top 5VLTO3.7%

not top 5ALRM3.7%

not top 5ITRI3.3%

Cost, Income and Risk

Fees: VO, SIMS, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

SIMS0.45%$45

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

Yields: VO, SIMS, IWF

1Y

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$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SIMS

+13.6%Year to dateJan 1 → Nov 10+7.0%

+14.4%1 yearTotal return−1.4%

+18.0%3 years · per year$10,000 became $16,445 · $14,958+14.4%

+6.7%5 years · per year$10,000 became $13,829 · $9,752−0.5%

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

1.35%Trailing 12-mo yield$135 · $56 a year on $10k0.56%

−8.2%Worst dropSmaller is better−13.3%

13.0%VolatilityLower is calmer22.7%

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

8–0VO wins

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

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common4.6%

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

VO vs SIMS Returns, Every Period

5Y

VanguardVO

+6.7%

5 years, per year

SIMSSPDR

−0.5%

5 years, per year

VOSIMSFaded: behind in that period

4–0VO wins

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

VO vs SIMS

YTD

VanguardVO

+13.6%

SIMSSPDR

+7.0%

+13.6%Year to date+7.0%

−8.2%Worst drop · 1Y−13.3%

13.0%Volatility · 1Y22.7%

1.4%Yield0.6%

$103BAssets$8.1M

4–0VO wins

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

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SIMS0.56%$56

IWF0.38%$38

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IWF$38 − $18 = $20

SIMS$56 − $45 = $11

KeptFee

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

Overlap: VO, SIMS, IWF

Today

9.3%most shared, VO and IWF

VOSIMSIWF

VO—4.6%9.3%

SIMS4.6%—2.9%

IWF9.3%2.9%—

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

Return vs Bumpiness: 3 ETFs

1Y

+14.4%VO, at 13.0% volatility

VOWorst drop−8.2%13.0% 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

VOSIMS

+13.6%Year to date+7.0%

1.4%Yield0.6%

+14.4%Past year−1.4%

0.03%Fee0.45%

4–0VO wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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VO, SIMS and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three