Compare · 3 funds side by side · dividends reinvested

SMRI, DFAC and VUG

SMRIBushido×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

SMRI, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bushido Capital US Equity ETFUS Stock Styles · Large cap0.71%1.43%+30.9%+37.1%+26.8%[…]−8.7%15.3%$701M1.6

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$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 5, 2026 · returns include dividends · since: SMRI 2023 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Bushido Capital US Equity ETF · $701M[…]

SMRI

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

$10,000 five years ago, dividends reinvested · they hold 7.8% in common

SMRIMeasureDFAC

+30.9%Year to dateJan 1 → Nov 5+11.2%

+37.1%1 yearTotal return+14.3%

+26.8%3 years · per year$10,000 became $20,397 · $17,812+21.2%

[…]5 years · per year$10,000 became […] · $16,526+10.6%

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

1.43%Trailing 12-mo yield$143 · $90 a year on $10k0.90%

−8.7%Worst dropSmaller is better−8.5%

15.3%VolatilityLower is calmer12.9%

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

4–3SMRI wins

End-of-day Nov 5, 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

12.4%in top 5

DFAC

in top 520.5%

SMRIStockDFAC

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

2.8%ACNnot top 5

not top 5AMZN2.7%

2.4%ADSKnot top 5

2.4%INTUnot top 5

2.4%ZTSnot top 5

2.4%UTHRnot top 5

not top 5META1.9%

Held in common7.8%

End-of-day Nov 5, 2026 · share of each fund

SMRI vs DFAC Returns, Every Period

BushidoSMRI

+37.1%

past year

DFACDimensional

+14.3%

past year

SMRIDFACFaded: behind in that period

3–0SMRI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SMRI vs DFAC

YTD

BushidoSMRI

+30.9%

DFACDimensional

+11.2%

+30.9%Year to date+11.2%

−8.7%Worst drop · 1Y−8.5%

15.3%Volatility · 1Y12.9%

1.4%Yield0.9%

$701MAssets$85.7B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMRI, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

SMRI0.71%$71

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SMRI, DFAC, VUG

1.43%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.43%$143

DFAC0.90%$90

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$72most kept, SMRI

SMRI$143 − $71 = $72

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SMRI, DFAC, VUG

Today

36.2%most shared, DFAC and VUG

SMRIDFACVUG

SMRI—7.8%4.8%

DFAC7.8%—36.2%

VUG4.8%36.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.1%SMRI, at 15.3% volatility

DFACWorst drop−8.5%12.9% vol

SMRIWorst drop−8.7%15.3% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SMRIDFAC

+30.9%Year to date+11.2%

1.4%Yield0.9%

+37.1%Past year+14.3%

0.71%Fee0.21%

3–1SMRI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026