Compare · 3 funds side by side · dividends reinvested

IVV, SMRI and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

IVV, SMRI and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bushido Capital US Equity ETFUS Stock Styles · Large cap0.71%1.41%+32.7%+38.6%+26.5%[…]−8.7%15.3%$698M1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.9

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · SMRI 2023 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

SMRI

Bushido Capital US Equity ETF · $698M[…]

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

IVVMeasureSMRI

+11.3%Year to dateJan 1 → Nov 9+32.7%

+13.6%1 yearTotal return+38.6%

+22.0%3 years · per year$10,000 became $18,159 · $20,265+26.5%

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $71 a year on $10k · lower is better0.71%

1.11%Trailing 12-mo yield$111 · $141 a year on $10k1.41%

−8.9%Worst dropSmaller is better−8.7%

13.8%VolatilityLower is calmer15.3%

IVVSMRI Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5SMRI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SMRI: Top 5 Holdings

Today

IVV

27.8%in top 5

SMRI

in top 512.4%

IVVStockSMRI

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

not top 5ACN2.8%

2.6%GOOGLnot top 5

not top 5ADSK2.4%

not top 5CAH2.4%

not top 5APP2.4%

not top 5INTU2.4%

Held in common8.6%

End-of-day Nov 9, 2026 · share of each fund

IVV vs SMRI Returns, Every Period

iSharesIVV

+13.6%

past year

SMRIBushido

+38.6%

past year

IVVSMRIFaded: behind in that period

0–3SMRI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs SMRI

YTD

iSharesIVV

+11.3%

SMRIBushido

+32.7%

+11.3%Year to date+32.7%

−8.9%Worst drop · 1Y−8.7%

13.8%Volatility · 1Y15.3%

1.1%Yield1.4%

$853BAssets$698M

3–1SMRI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SMRI, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

SMRI0.71%$71

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, SMRI, VTI

1.41%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.41%$141

IVV1.11%$111

VTI1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VTI$106 − $3 = $103

SMRI$141 − $71 = $70

KeptFee

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

Overlap: IVV, SMRI, VTI

Today

86.0%most shared, IVV and VTI

IVVSMRIVTI

IVV—8.6%86.0%

SMRI8.6%—7.6%

VTI86.0%7.6%—

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

Return vs Bumpiness: 3 ETFs

+38.6%SMRI, at 15.3% volatility

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

SMRIWorst drop−8.7%15.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SMRIVTI

+32.7%Year to date+11.6%

1.4%Yield1.1%

+38.6%Past year+13.9%

0.71%Fee0.03%

3–1SMRI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026