Compare · 3 funds side by side · dividends reinvested

IVV, SMRI and VUG

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 VUG, 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%$698M1.4

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%$853B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

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 · VUG 2004

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, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SMRI0.71%$71

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

Yields: IVV, SMRI, VUG

1.41%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.41%$141

IVV1.11%$111

VUG0.41%$41

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SMRI$141 − $71 = $70

VUG$41 − $3 = $38

KeptFee

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

Overlap: IVV, SMRI, VUG

Today

55.1%most shared, IVV and VUG

IVVSMRIVUG

IVV—8.6%55.1%

SMRI8.6%—4.8%

VUG55.1%4.8%—

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

SMRIWorst drop−8.7%15.3% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

SMRIIVV

+32.7%Year to date+11.3%

1.4%Yield1.1%

+38.6%Past year+13.6%

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

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$59.7B

1–1level

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