SIMS vs SCHB

ASIMS

BSCHB

Measures won0–6SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB · IWF $15,330

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

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

Held in common2.5%SIMS and SCHB

SIMS

SCHB

State Street SPDR S&P Kensho Intelligent Structures ETF · $8MSchwab U.S. Broad Market ETF · $42.9B

+16.3%3 years · per year$15,721 · $18,100+21.9%

−0.4%5 years · per year$9,801 · $16,348+10.3%

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

0.57%12-mo yield$57 · $109 on $10k1.09%

−14.7%Worst dropSmaller wins−8.9%

23.0%VolatilityLower wins13.8%

0–6SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIMS · SCHB

2.6%TSLA1.5%

2.6%JCI0.1%

0.8%HON0.1%

1.7%TEL0.1%

Held in common2.5%

End-of-day Nov 5, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.57%	−4.1%	+4.8%	−3.9%	+16.3%	−0.4%	−14.7%	$8M

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

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.57%	−4.1%	+4.8%	−3.9%	+16.3%	−0.4%	−14.7%	$8M

End-of-day Nov 5, 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

$9,801

SCHB

Schwab U.S. Broad Market

$16,348

MeasureSIMSSCHB

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.57%1.09%

5 years, per year−0.4%+10.3%

3 years, per year+16.3%+21.9%

Worst drop · 1Y−14.7%−8.9%

Volatility · 1Y23.0%13.8%

6–0measures won
SCHB first

2.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SIMS, SCHB, IWF

Today

53.3%most shared, SCHB and IWF

SIMSSCHBIWF

SIMS—2.5%2.9%

SCHB2.5%—53.3%

IWF2.9%53.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

IWF$39 − $18 = $21

SIMS$57 − $45 = $12

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee