SIMS vs VUG

ASIMS

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income0.57%SIMS · $57 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common2.8%SIMS and VUG

SIMS

VUG

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

+16.3%3 years · per year$15,721 · $18,532+22.8%

−0.4%5 years · per year$9,801 · $16,052+9.9%

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

0.57%12-mo yield$57 · $43 on $10k0.43%

−14.7%Worst dropSmaller wins−15.1%

23.0%VolatilityLower wins19.0%

2–4VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIMS · VUG

2.6%TSLA2.7%

2.2%BE0.2%

Held in common2.8%

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

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
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 VUG

SIMS

SPDR S&P Kensho Intelligent Structures

$9,801

VUG

Vanguard Morningstar Growth

$16,052

MeasureSIMSVUG

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.57%0.43%

5 years, per year−0.4%+9.9%

3 years, per year+16.3%+22.8%

Worst drop · 1Y−14.7%−15.1%

Volatility · 1Y23.0%19.0%

4–2measures won
VUG first

2.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SIMS, VUG, IWF

Today

78.0%most shared, VUG and IWF

SIMSVUGIWF

SIMS—2.8%2.9%

VUG2.8%—78.0%

IWF2.9%78.0%—

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

SIMS$57 − $45 = $12

KeptFee

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