Compare · 2 funds side by side · dividends reinvested

SMRI and DFAC

SMRIBushido×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,976DFAC · best of the two

02 / 04

SMRI and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bushido Capital US Equity ETFUS Stock Styles · Large cap0.71%1.43%+31.2%+36.4%+27.5%[…]−8.7%15.1%$703M1.4

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SMRI 2023 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Bushido Capital US Equity ETF · $703M[…]

SMRI

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$16,976

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

SMRIMeasureDFAC

+31.2%Year to dateJan 1 → Nov 3+14.1%

+36.4%1 yearTotal return+16.0%

+27.5%3 years · per year$10,000 became $20,721 · $18,595+23.0%

[…]5 years · per year$10,000 became […] · $16,976+11.2%

0.71%Expense ratio$71 · $21 a year on $10k · lower is better0.21%

1.43%Trailing 12-mo yield$143 · $88 a year on $10k0.88%

−8.7%Worst dropSmaller is better−8.5%

15.1%VolatilityLower is calmer12.2%

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

4–3SMRI wins

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

More Ways to See the Pairs

SMRI vs DFAC: Top 5 Holdings

Today

SMRI

12.2%in top 5

DFAC

in top 519.9%

SMRIStockDFAC

not top 5AAPL5.7%

not top 5NVDA5.2%

not top 5MSFT4.7%

2.8%ACNnot top 5

not top 5AMZN2.5%

2.4%INTUnot top 5

2.4%UTHRnot top 5

2.3%ADSKnot top 5

2.3%LLYnot top 5

not top 5META1.9%

Held in common8.0%

End-of-day Nov 3, 2026 · share of each fund

SMRI vs DFAC Returns, Every Period

BushidoSMRI

+36.4%

past year

DFACDimensional

+16.0%

past year

SMRIDFACFaded: behind in that period

3–0SMRI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SMRI vs DFAC

YTD

BushidoSMRI

+31.2%

DFACDimensional

+14.1%

+31.2%Year to date+14.1%

−8.7%Worst drop · 1Y−8.5%

15.1%Volatility · 1Y12.2%

1.4%Yield0.9%

$703MAssets$87.6B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMRI, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

SMRI0.71%$71

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SMRI, DFAC

1.43%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.43%$143

DFAC0.88%$88

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$72most kept, SMRI

SMRI$143 − $71 = $72

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SMRI, DFAC

Today

8.0%most shared, SMRI and DFAC

SMRIDFAC

SMRI—8.0%

DFAC8.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+36.4%SMRI, at 15.1% volatility

DFACWorst drop−8.5%12.2% vol

SMRIWorst drop−8.7%15.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SMRIDFAC

+31.2%Year to date+14.1%

1.4%Yield0.9%

+36.4%Past year+16.0%

0.71%Fee0.21%

3–1SMRI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026