Compare · 2 funds side by side · dividends reinvested

SMRI and IWB

SMRIBushido×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

SMRI and IWB, 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%$703M1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.6

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 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SMRI

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

SMRIMeasureIWB

+31.2%Year to dateJan 1 → Nov 3+11.3%

+36.4%1 yearTotal return+11.6%

+27.5%3 years · per year$10,000 became $20,721 · $18,957+23.8%

[…]5 years · per year$10,000 became […] · $17,090+11.3%

0.71%Expense ratio$71 · $15 a year on $10k · lower is better0.15%

1.43%Trailing 12-mo yield$143 · $92 a year on $10k0.92%

−8.7%Worst dropSmaller is better−8.9%

15.1%VolatilityLower is calmer12.8%

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

5–2SMRI 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 IWB: Top 5 Holdings

Today

SMRI

12.2%in top 5

IWB

in top 525.2%

SMRIStockIWB

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT5.6%

not top 5AMZN3.3%

2.8%ACNnot top 5

2.4%INTUnot top 5

2.4%UTHRnot top 5

2.3%ADSKnot top 5

not top 5GOOGL2.3%

2.3%LLYnot top 5

Held in common8.7%

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

SMRI vs IWB Returns, Every Period

BushidoSMRI

+36.4%

past year

IWBiShares

+11.6%

past year

SMRIIWBFaded: behind in that period

3–0SMRI wins

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

SMRI vs IWB

YTD

BushidoSMRI

+31.2%

IWBiShares

+11.3%

+31.2%Year to date+11.3%

−8.7%Worst drop · 1Y−8.9%

15.1%Volatility · 1Y12.8%

1.4%Yield0.9%

$703MAssets$47.8B

3–1SMRI wins

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

Cost, Income and Risk

Fees: SMRI, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

SMRI0.71%$71

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

Yields: SMRI, IWB

1.43%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.43%$143

IWB0.92%$92

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

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

SMRI$143 − $71 = $72

KeptFee

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

Overlap: SMRI, IWB

Today

8.7%most shared, SMRI and IWB

SMRIIWB

SMRI—8.7%

IWB8.7%—

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

IWBWorst drop−8.9%12.8% 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

SMRIIWB

+31.2%Year to date+11.3%

1.4%Yield0.9%

+36.4%Past year+11.6%

0.71%Fee0.15%

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