SIMS vs VUG

ASIMS

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SIMS $10,482

Lowest cost0.03%VUG · $3 on $10k

Most income0.55%SIMS · $55 on $10k

Smallest drop−15.6%SIMS · worst fall in 1Y

Held in common2.9%SIMS and VUG

SIMS

VUG

State Street SPDR S&P Kensho Intelligent Structures ETF · $8MVanguard Morningstar Growth ETF · $233B

+18.2%3 years · per year$16,498 · $19,712+25.4%

+0.9%5 years · per year$10,482 · $17,153+11.4%

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

0.55%12-mo yield$55 · $40 on $10k0.40%

−15.6%Worst dropSmaller wins−16.1%

23.0%VolatilityLower wins18.2%

2–4VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIMS · VUG

2.7%TSLA2.7%

2.4%BE0.2%

Held in common2.9%

End-of-day Nov 4, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk		0.45%	0.55%	+0.7%	+9.3%	−3.6%	+18.2%	+0.9%	−15.6%	$8M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk		0.45%	0.55%	+0.7%	+9.3%	−3.6%	+18.2%	+0.9%	−15.6%	$8M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SIMS vs VUG

SIMS

SPDR S&P Kensho Intelligent Structures

$10,482

VUG

Vanguard Morningstar Growth

$17,153

MeasureSIMSVUG

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.55%0.40%

5 years, per year+0.9%+11.4%

3 years, per year+18.2%+25.4%

Worst drop · 1Y−15.6%−16.1%

Volatility · 1Y23.0%18.2%

4–2measures won
VUG first

2.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SIMS, VUG

Today

2.9%most shared, SIMS and VUG

SIMSVUG

SIMS—2.9%

VUG2.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

SIMS$55 − $45 = $10

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee