SIMS vs VTV

ASIMS

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · VUG $16,124

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 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

+16.2%3 years · per year$15,677 · $17,687+20.9%

−0.4%5 years · per year$9,809 · $17,585+12.0%

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

0.57%12-mo yield$57 · $187 on $10k1.87%

−14.7%Worst dropSmaller wins−6.4%

22.9%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIMS · VTV

2.5%JCI0.3%

0.8%HON0.3%

1.6%TEL0.2%

1.6%AME0.2%

Held in common1.8%

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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 VTV

SIMS

SPDR S&P Kensho Intelligent Structures

$9,809

VTV

Vanguard Morningstar Value

$17,585

MeasureSIMSVTV

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.57%1.87%

5 years, per year−0.4%+12.0%

3 years, per year+16.2%+20.9%

Worst drop · 1Y−14.7%−6.4%

Volatility · 1Y22.9%10.7%

6–0measures won
VTV first

1.8%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

Overlap: SIMS, VTV, VUG

Today

2.6%most shared, SIMS and VUG

SIMSVTVVUG

SIMS—1.8%2.6%

VTV1.8%—1.9%

VUG2.6%1.9%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VUG$42 − $3 = $39

SIMS$57 − $45 = $12

KeptFee

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