SIMS vs IVV

ASIMS

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common2.5%SIMS and IVV

SIMS

IVV

State Street SPDR S&P Kensho Intelligent Structures ETF · $8MiShares Core S&P 500 ETF · $853B

+15.1%3 years · per year$15,265 · $18,159+22.0%

−0.5%5 years · per year$9,746 · $17,545+11.9%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

0.56%12-mo yield$56 · $111 on $10k1.11%

−13.3%Worst dropSmaller wins−8.9%

22.7%VolatilityLower wins13.8%

0–6IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIMS · IVV

2.5%TSLA1.6%

2.6%JCI0.1%

0.8%HON0.1%

1.6%TEL0.1%

Held in common2.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.56%	+1.8%	+7.3%	−1.1%	+15.1%	−0.5%	−13.3%	$8M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.56%	+1.8%	+7.3%	−1.1%	+15.1%	−0.5%	−13.3%	$8M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SIMS vs IVV

SIMS

SPDR S&P Kensho Intelligent Structures

$9,746

IVV

iShares Core S&P 500

$17,545

MeasureSIMSIVV

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.56%1.11%

5 years, per year−0.5%+11.9%

3 years, per year+15.1%+22.0%

Worst drop · 1Y−13.3%−8.9%

Volatility · 1Y22.7%13.8%

6–0measures won
IVV first

2.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

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

Overlap: SIMS, IVV, QQQ

Today

52.4%most shared, IVV and QQQ

SIMSIVVQQQ

SIMS—2.5%3.3%

IVV2.5%—52.4%

QQQ3.3%52.4%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

SIMS$56 − $45 = $11

KeptFee

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