SIMS vs VUG

ASIMS

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common2.7%SIMS and VUG

SIMS

VUG

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

+15.1%3 years · per year$15,265 · $18,569+22.9%

−0.5%5 years · per year$9,746 · $16,565+10.6%

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

0.56%12-mo yield$56 · $41 on $10k0.41%

−13.3%Worst dropSmaller wins−15.1%

22.7%VolatilityLower wins19.1%

2–4VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIMS · VUG

2.5%TSLA2.7%

2.0%BE0.2%

Held in common2.7%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.56%	+1.8%	+7.3%	−1.1%	+15.1%	−0.5%	−13.3%	$8M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.56%	+1.8%	+7.3%	−1.1%	+15.1%	−0.5%	−13.3%	$8M

End-of-day Nov 9, 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

$9,746

VUG

Vanguard Morningstar Growth

$16,565

MeasureSIMSVUG

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.56%0.41%

5 years, per year−0.5%+10.6%

3 years, per year+15.1%+22.9%

Worst drop · 1Y−13.3%−15.1%

Volatility · 1Y22.7%19.1%

4–2measures won
VUG first

2.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SIMS, VUG, VTV

Today

2.7%most shared, SIMS and VUG

SIMSVUGVTV

SIMS—2.7%1.8%

VUG2.7%—1.9%

VTV1.8%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VUG$41 − $3 = $38

SIMS$56 − $45 = $11

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee