Compare · 3 funds side by side · dividends reinvested

SMRI, SCHB and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,600SCHB · best of the three

Story of the three · IncomeMost incomeSMRI · 1.41% · $141 a year on $10k

Story of the three · RiskSmallest drop

SMRI, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bushido Capital US Equity ETFUS Stock Styles · Large cap0.71%1.41%+32.3%+36.7%+25.9%[…]−8.7%15.3%$711M1.4

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.1%+13.1%+21.2%+10.7%−8.9%14.0%$44.1B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−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 10, 2026 · returns include dividends · since: SMRI 2023 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Bushido Capital US Equity ETF · $711M[…]

SMRI

SCHB

Schwab U.S. Broad Market ETF · $44.1B$16,600

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

SMRI

More Ways to See the Pairs

SMRI vs SCHB: Top 5 Holdings

Today

SMRI

12.2%in top 5

SCHB

in top 524.8%

SMRIStockSCHB

not top 5AAPL7.0%

not top 5NVDA6.3%

not top 5MSFT5.5%

not top 5AMZN3.6%

2.7%ACNnot top 5

Cost, Income and Risk

Fees: SMRI, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

SMRI0.71%$71

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

Yields: SMRI, SCHB, VUG

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.2%

ITOTiShares

+11.0%

+11.2%Year to date+11.0%

1.1%Yield1.0%

$689BAssets$95.3B

2–0VTI wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

SCHB

+32.3%Year to dateJan 1 → Nov 10+11.1%

+36.7%1 yearTotal return+13.1%

+25.9%3 years · per year$10,000 became $19,966 · $17,818+21.2%

[…]5 years · per year$10,000 became […] · $16,600+10.7%

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

1.41%Trailing 12-mo yield$141 · $106 a year on $10k1.06%

−8.7%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer14.0%

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

5–2SMRI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.4%APPnot top 5

2.4%ADSKnot top 5

2.4%CAHnot top 5

not top 5GOOGL2.3%

2.3%TPRnot top 5

Held in common7.9%

End-of-day Nov 10, 2026 · share of each fund

SMRI vs SCHB Returns, Every Period

1Y

BushidoSMRI

+36.7%

past year

SCHBSchwab

+13.1%

past year

SMRISCHBFaded: behind in that period

3–0SMRI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SMRI vs SCHB

YTD

BushidoSMRI

+32.3%

SCHBSchwab

+11.1%

+32.3%Year to date+11.1%

−8.7%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y14.0%

1.4%Yield1.1%

$711MAssets$44.1B

3–1SMRI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.41%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.41%$141

SCHB1.06%$106

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

SMRI$141 − $71 = $70

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SMRI, SCHB, VUG

Today

50.3%most shared, SCHB and VUG

SMRISCHBVUG

SMRI—7.9%4.8%

SCHB7.9%—50.3%

VUG4.8%50.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.7%SMRI, at 15.3% volatility

SCHBWorst drop−8.9%14.0% vol

SMRIWorst drop−8.7%15.3% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SMRISCHB

+32.3%Year to date+11.1%

1.4%Yield1.1%

+36.7%Past year+13.1%

0.71%Fee0.03%

3–1SMRI wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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SMRI, SCHB and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three