SIMS vs SCHB

ASIMS

BSCHB

Measures won0–6SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · SIMS $10,482

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common2.6%SIMS and SCHB

SIMS

SCHB

State Street SPDR S&P Kensho Intelligent Structures ETF · $8MSchwab U.S. Broad Market ETF · $44.0B

+18.2%3 years · per year$16,498 · $19,056+24.0%

+0.9%5 years · per year$10,482 · $17,270+11.5%

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

0.55%12-mo yield$55 · $104 on $10k1.04%

−15.6%Worst dropSmaller wins−8.9%

23.0%VolatilityLower wins13.1%

0–6SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIMS · SCHB

2.7%TSLA1.5%

2.8%JCI0.1%

0.8%HON0.1%

1.7%TEL0.1%

Held in common2.6%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
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 SCHB

SIMS

SPDR S&P Kensho Intelligent Structures

$10,482

SCHB

Schwab U.S. Broad Market

$17,270

MeasureSIMSSCHB

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.55%1.04%

5 years, per year+0.9%+11.5%

3 years, per year+18.2%+24.0%

Worst drop · 1Y−15.6%−8.9%

Volatility · 1Y23.0%13.1%

6–0measures won
SCHB first

2.6%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

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, SCHB

Today

2.6%most shared, SIMS and SCHB

SIMSSCHB

SIMS—2.6%

SCHB2.6%—

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

SIMS$55 − $45 = $10

KeptFee

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