Compare · 3 funds side by side · dividends reinvested

SMRI, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

SMRI, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

Bushido Capital US Equity ETFUS Stock Styles · Large cap0.71%1.41%+32.7%+38.6%+26.5%[…]−8.7%15.3%$698M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SMRI 2023 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Bushido Capital US Equity ETF · $698M[…]

SMRI

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

SMRIMeasureSCHD

+32.7%Year to dateJan 1 → Nov 9+33.2%

+38.6%1 yearTotal return+39.1%

+26.5%3 years · per year$10,000 became $20,265 · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.71%Expense ratio$71 · $6 a year on $10k · lower is better0.06%

1.41%Trailing 12-mo yield$141 · $296 a year on $10k2.96%

−8.7%Worst dropSmaller is better−6.9%

15.3%VolatilityLower is calmer11.8%

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

1–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMRI vs SCHD: Top 5 Holdings

Today

SMRI

12.4%in top 5

SCHD

in top 521.4%

SMRIStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.8%ACNnot top 5

2.4%ADSKnot top 5

2.4%CAHnot top 5

2.4%APPnot top 5

2.4%INTUnot top 5

Held in common8.9%

End-of-day Nov 9, 2026 · share of each fund

SMRI vs SCHD Returns, Every Period

BushidoSMRI

+38.6%

past year

SCHDSchwab

+39.1%

past year

SMRISCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SMRI vs SCHD

YTD

BushidoSMRI

+32.7%

SCHDSchwab

+33.2%

+32.7%Year to date+33.2%

−8.7%Worst drop · 1Y−6.9%

15.3%Volatility · 1Y11.8%

1.4%Yield3.0%

$698MAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMRI, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

SMRI0.71%$71

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SMRI, SCHD, VUG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

SMRI1.41%$141

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SMRI$141 − $71 = $70

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SMRI, SCHD, VUG

Today

8.9%most shared, SMRI and SCHD

SMRISCHDVUG

SMRI—8.9%4.8%

SCHD8.9%—0.8%

VUG4.8%0.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SMRIWorst drop−8.7%15.3% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMRI

+33.2%Year to date+32.7%

3.0%Yield1.4%

+39.1%Past year+38.6%

0.06%Fee0.71%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026