SIMS vs VO

ASIMS

BVO

Measures won0–6VO wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common4.5%SIMS and VO

SIMS

State Street SPDR S&P Kensho Intelligent Structures ETF · $8MVanguard Morningstar Mid-Cap ETF · $103B

+16.2%3 years · per year$15,677 · $16,701+18.6%

−0.4%5 years · per year$9,809 · $13,590+6.3%

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

0.57%12-mo yield$57 · $139 on $10k1.39%

−14.7%Worst dropSmaller wins−8.2%

22.9%VolatilityLower wins12.9%

0–6VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIMS · VO

1.9%BE0.8%

1.6%TEL0.6%

1.6%AME0.6%

2.5%JCI0.4%

Held in common4.5%

End-of-day Nov 6, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.57%	+0.6%	+5.5%	−5.9%	+16.2%	−0.4%	−14.7%	$8M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.57%	+0.6%	+5.5%	−5.9%	+16.2%	−0.4%	−14.7%	$8M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SIMS vs VO

SIMS

SPDR S&P Kensho Intelligent Structures

$9,809

Vanguard Morningstar Mid-Cap

$13,590

MeasureSIMSVO

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.57%1.39%

5 years, per year−0.4%+6.3%

3 years, per year+16.2%+18.6%

Worst drop · 1Y−14.7%−8.2%

Volatility · 1Y22.9%12.9%

6–0measures won
VO first

4.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SIMS, VO, IWF

Today

9.2%most shared, VO and IWF

SIMSVOIWF

SIMS—4.5%2.7%

VO4.5%—9.2%

IWF2.7%9.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWF$39 − $18 = $21

SIMS$57 − $45 = $12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee