SIMS vs VTV

ASIMS

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · SIMS $9,801

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.8%SIMS and VTV

SIMS

VTV

State Street SPDR S&P Kensho Intelligent Structures ETF · $8MVanguard Morningstar Value ETF · $184B

+16.3%3 years · per year$15,721 · $17,832+21.3%

−0.4%5 years · per year$9,801 · $17,626+12.0%

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

0.57%12-mo yield$57 · $186 on $10k1.86%

−14.7%Worst dropSmaller wins−6.4%

23.0%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIMS · VTV

2.6%JCI0.3%

0.8%HON0.3%

1.7%TEL0.2%

1.6%AME0.2%

Held in common1.8%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	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 VTV

SIMS

SPDR S&P Kensho Intelligent Structures

$9,801

VTV

Vanguard Morningstar Value

$17,626

MeasureSIMSVTV

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.57%1.86%

5 years, per year−0.4%+12.0%

3 years, per year+16.3%+21.3%

Worst drop · 1Y−14.7%−6.4%

Volatility · 1Y23.0%10.7%

6–0measures won
VTV first

1.8%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SIMS, VTV

Today

1.8%most shared, SIMS and VTV

SIMSVTV

SIMS—1.8%

VTV1.8%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

SIMS$57 − $45 = $12

KeptFee

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