SIMS vs SPY

ASIMS

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common2.6%SIMS and SPY

SIMS

SPY

State Street SPDR S&P Kensho Intelligent Structures ETF · $8MState Street SPDR S&P 500 ETF · $805B

+16.3%3 years · per year$15,721 · $18,174+22.0%

−0.4%5 years · per year$9,801 · $17,099+11.3%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

0.57%12-mo yield$57 · $103 on $10k1.03%

−14.7%Worst dropSmaller wins−8.9%

23.0%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIMS · SPY

2.6%TSLA1.6%

2.6%JCI0.1%

0.8%HON0.1%

1.7%TEL0.1%

Held in common2.6%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
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 SPY

SIMS

SPDR S&P Kensho Intelligent Structures

$9,801

SPY

SPDR S&P 500

$17,099

MeasureSIMSSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield0.57%1.03%

5 years, per year−0.4%+11.3%

3 years, per year+16.3%+22.0%

Worst drop · 1Y−14.7%−8.9%

Volatility · 1Y23.0%13.6%

6–0measures won
SPY first

2.6%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SIMS, SPY, IVV

Today

99.9%most shared, SPY and IVV

SIMSSPYIVV

SIMS—2.6%2.6%

SPY2.6%—99.9%

IVV2.6%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

SIMS$57 − $45 = $12

KeptFee

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