VUG vs SIMS

AVUG

BSIMS

Measures won4–2VUG wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

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 common2.6%VUG and SIMS

VUG

SIMS

Vanguard Morningstar Growth ETF · $233BState Street SPDR S&P Kensho Intelligent Structures ETF · $8M

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

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

0.03%Expense ratio$3 · $45 on $10k · lower wins0.45%

0.42%12-mo yield$42 · $57 on $10k0.57%

−15.1%Worst dropSmaller wins−14.7%

19.0%VolatilityLower wins22.9%

4–2VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · SIMS

2.7%TSLA2.4%

0.2%BE1.9%

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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	BSIMS	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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	BSIMS	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

VUG vs SIMS

VUG

Vanguard Morningstar Growth

$16,124

SIMS

SPDR S&P Kensho Intelligent Structures

$9,809

MeasureVUGSIMS

Fee0.03%0.45%

Cost on $10k a year$3$45

Yield0.42%0.57%

5 years, per year+10.0%−0.4%

3 years, per year+22.6%+16.2%

Worst drop · 1Y−15.1%−14.7%

Volatility · 1Y19.0%22.9%

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: VUG, SIMS, IWF

Today

78.0%most shared, VUG and IWF

VUGSIMSIWF

VUG—2.6%78.0%

SIMS2.6%—2.7%

IWF78.0%2.7%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

SIMS$57 − $45 = $12

KeptFee

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