SIMS vs VUG

ASIMS

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · VO $13,590

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common2.6%SIMS and VUG

SIMS

VUG

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

+16.2%3 years · per year$15,677 · $18,415+22.6%

−0.4%5 years · per year$9,809 · $16,124+10.0%

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

0.57%12-mo yield$57 · $42 on $10k0.42%

−14.7%Worst dropSmaller wins−15.1%

22.9%VolatilityLower wins19.0%

2–4VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIMS · VUG

2.4%TSLA2.7%

1.9%BE0.2%

Held in common2.6%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	VO	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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	VO	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 VUG

SIMS

SPDR S&P Kensho Intelligent Structures

$9,809

VUG

Vanguard Morningstar Growth

$16,124

MeasureSIMSVUG

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.57%0.42%

5 years, per year−0.4%+10.0%

3 years, per year+16.2%+22.6%

Worst drop · 1Y−14.7%−15.1%

Volatility · 1Y22.9%19.0%

4–2measures won
VUG first

2.6%

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$59.1B

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, VUG, VO

Today

10.2%most shared, VUG and VO

SIMSVUGVO

SIMS—2.6%4.5%

VUG2.6%—10.2%

VO4.5%10.2%—

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

VUG$42 − $3 = $39

SIMS$57 − $45 = $12

KeptFee

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