Compare · 2 funds side by side · dividends reinvested

SMRI and IJH

SMRIBushido×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

SMRI and IJH, 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%$716M1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B1.8

Rank among the two1st → 2ndFee, 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 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Bushido Capital US Equity ETF · $716M[…]

SMRI

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,830

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

SMRIMeasureIJH

+30.9%Year to dateJan 1 → Nov 5+9.5%

+37.1%1 yearTotal return+12.9%

+26.8%3 years · per year$10,000 became $20,397 · $15,806+16.5%

[…]5 years · per year$10,000 became […] · $13,830+6.7%

0.71%Expense ratio$71 · $5 a year on $10k · lower is better0.05%

1.43%Trailing 12-mo yield$143 · $126 a year on $10k1.26%

−8.7%Worst dropSmaller is better−8.8%

15.3%VolatilityLower is calmer15.5%

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

6–1SMRI 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 IJH: Top 5 Holdings

Today

SMRI

12.4%in top 5

IJH

in top 53.5%

SMRIStockIJH

2.8%ACNnot top 5

2.4%ADSKnot top 5

2.4%INTUnot top 5

2.4%ZTSnot top 5

2.4%UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common3.0%

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

SMRI vs IJH Returns, Every Period

BushidoSMRI

+37.1%

past year

IJHiShares

+12.9%

past year

SMRIIJHFaded: behind in that period

3–0SMRI wins

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

SMRI vs IJH

YTD

BushidoSMRI

+30.9%

IJHiShares

+9.5%

+30.9%Year to date+9.5%

−8.7%Worst drop · 1Y−8.8%

15.3%Volatility · 1Y15.5%

1.4%Yield1.3%

$716MAssets$125B

4–0SMRI wins

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

Cost, Income and Risk

Fees: SMRI, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SMRI0.71%$71

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

Yields: SMRI, IJH

1.43%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.43%$143

IJH1.26%$126

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

SMRI$143 − $71 = $72

KeptFee

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

Overlap: SMRI, IJH

Today

3.0%most shared, SMRI and IJH

SMRIIJH

SMRI—3.0%

IJH3.0%—

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

Return vs Bumpiness: 2 ETFs

+37.1%SMRI, at 15.3% volatility

SMRIWorst drop−8.7%15.3% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

SMRIIJH

+30.9%Year to date+9.5%

1.4%Yield1.3%

+37.1%Past year+12.9%

0.71%Fee0.05%

3–1SMRI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026