SIMS vs IWF

ASIMS

BIWF

Measures won1–4IWF wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · SIMS $10,482

Lowest cost0.18%IWF · $18 on $10k

Most income0.55%SIMS · $55 on $10k

Smallest drop−15.6%SIMS · worst fall in 1Y

Held in common3.0%SIMS and IWF

SIMS

IWF

State Street SPDR S&P Kensho Intelligent Structures ETF · $8MiShares Russell 1000 Growth ETF · $120B

+18.2%3 years · per year$16,498 · $18,310+22.3%

+0.9%5 years · per year$10,482 · $16,559+10.6%

0.45%Expense ratio$45 · $18 on $10k · lower wins0.18%

0.55%12-mo yield$55 · $37 on $10k0.37%

−15.6%Worst dropSmaller wins−15.6%

23.0%VolatilityLower wins18.3%

1–4IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIMS · IWF

2.7%TSLA3.6%

2.4%BE0.2%

2.1%ROKU0.1%

1.2%NRG0.1%

Held in common3.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
2	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk		0.45%	0.55%	+0.7%	+9.3%	−3.6%	+18.2%	+0.9%	−15.6%	$8M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
2	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk		0.45%	0.55%	+0.7%	+9.3%	−3.6%	+18.2%	+0.9%	−15.6%	$8M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SIMS vs IWF

SIMS

SPDR S&P Kensho Intelligent Structures

$10,482

IWF

iShares Russell 1000 Growth

$16,559

MeasureSIMSIWF

Fee0.45%0.18%

Cost on $10k a year$45$18

Yield0.55%0.37%

5 years, per year+0.9%+10.6%

3 years, per year+18.2%+22.3%

Worst drop · 1Y−15.6%−15.6%

Volatility · 1Y23.0%18.3%

4–1measures won
IWF first

3.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SIMS, IWF

Today

3.0%most shared, SIMS and IWF

SIMSIWF

SIMS—3.0%

IWF3.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

SIMS$55 − $45 = $10

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee