Compare · 2 funds side by side · dividends reinvested

SMRI and SCHB

SMRIBushido×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

SMRI and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bushido Capital US Equity ETFUS Stock Styles · Large cap0.71%1.40%+33.5%+38.8%+28.0%[…]−8.7%15.1%$716M1.3

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.9B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SMRI 2023 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

SMRI

SCHB

Schwab U.S. Broad Market ETF · $44.9B$17,270

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

SMRIMeasureSCHB

+33.5%Year to dateJan 1 → Nov 4+13.3%

+38.8%1 yearTotal return+13.3%

+28.0%3 years · per year$10,000 became $20,954 · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

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

1.40%Trailing 12-mo yield$140 · $104 a year on $10k1.04%

−8.7%Worst dropSmaller is better−8.9%

15.1%VolatilityLower is calmer13.1%

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

5–2SMRI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMRI vs SCHB: Top 5 Holdings

Today

SMRI

12.1%in top 5

SCHB

in top 524.4%

SMRIStockSCHB

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

not top 5AMZN3.4%

2.7%ACNnot top 5

2.4%UTHRnot top 5

2.4%INTUnot top 5

2.3%LLYnot top 5

2.3%ADSKnot top 5

not top 5GOOGL2.2%

Held in common8.1%

End-of-day Nov 4, 2026 · share of each fund

SMRI vs SCHB Returns, Every Period

BushidoSMRI

+38.8%

past year

SCHBSchwab

+13.3%

past year

SMRISCHBFaded: behind in that period

3–0SMRI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SMRI vs SCHB

YTD

BushidoSMRI

+33.5%

SCHBSchwab

+13.3%

+33.5%Year to date+13.3%

−8.7%Worst drop · 1Y−8.9%

15.1%Volatility · 1Y13.1%

1.4%Yield1.0%

$716MAssets$44.9B

3–1SMRI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMRI, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

SMRI0.71%$71

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMRI, SCHB

1.40%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.40%$140

SCHB1.04%$104

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

SMRI$140 − $71 = $69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMRI, SCHB

Today

8.1%most shared, SMRI and SCHB

SMRISCHB

SMRI—8.1%

SCHB8.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.8%SMRI, at 15.1% volatility

SCHBWorst drop−8.9%13.1% vol

SMRIWorst drop−8.7%15.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SMRISCHB

+33.5%Year to date+13.3%

1.4%Yield1.0%

+38.8%Past year+13.3%

0.71%Fee0.03%

3–1SMRI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026