Compare · 3 funds side by side · dividends reinvested

IVV, SMRI and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,265IVV · best of the three

Story of the three · IncomeMost incomeSMRI · 1.40% · $140 a year on $10k

Story of the three · RiskSmallest drop

IVV, SMRI and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bushido Capital US Equity ETFUS Stock Styles · Large cap0.71%1.40%+33.2%+35.6%+26.7%[…]−8.7%15.3%$712M1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−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 13, 2026 · returns include dividends · since: IVV 2000 · SMRI 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Bushido Capital US Equity ETF · $712M[…]

SMRI

IVV

iShares Core S&P 500 ETF · $875B$17,265

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

SMRIMeasure

More Ways to See the Pairs

SMRI vs IVV: Top 5 Holdings

Today

SMRI

12.1%in top 5

IVV

in top 526.8%

SMRIStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

2.7%ACNnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: IVV, SMRI, VUG

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

IVV

+33.2%Year to dateJan 1 → Nov 13+11.5%

+35.6%1 yearTotal return+11.6%

+26.7%3 years · per year$10,000 became $20,347 · $17,931+21.5%

[…]5 years · per year$10,000 became […] · $17,265+11.5%

0.71%Expense ratio$71 · $3 a year on $10k · lower is better0.03%

1.40%Trailing 12-mo yield$140 · $111 a year on $10k1.11%

−8.7%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer13.8%

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

5–2SMRI wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOGL2.6%

2.4%CAHnot top 5

2.3%APPnot top 5

2.3%ADSKnot top 5

2.3%UTHRnot top 5

Held in common8.8%

End-of-day Nov 13, 2026 · share of each fund

SMRI vs IVV Returns, Every Period

1Y

BushidoSMRI

+35.6%

past year

IVViShares

+11.6%

past year

SMRIIVVFaded: behind in that period

3–0SMRI wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SMRI vs IVV

YTD

BushidoSMRI

+33.2%

IVViShares

+11.5%

+33.2%Year to date+11.5%

−8.7%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y13.8%

1.4%Yield1.1%

$712MAssets$875B

3–1SMRI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.40%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.40%$140

IVV1.11%$111

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

SMRI$140 − $71 = $69

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IVV, SMRI, VUG

Today

55.2%most shared, IVV and VUG

IVVSMRIVUG

IVV—8.8%55.2%

SMRI8.8%—4.9%

VUG55.2%4.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+35.6%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 13, 2026 · up and left is better

Paid More vs Made More

YTD

SMRIIVV

+33.2%Year to date+11.5%

1.4%Yield1.1%

+35.6%Past year+11.6%

0.71%Fee0.03%

3–1SMRI wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

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IVV, SMRI and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three