Compare · 2 funds side by side · dividends reinvested

SMRI and SPYM

SMRIBushido×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

SMRI and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bushido Capital US Equity ETFUS Stock Styles · Large cap0.71%1.44%+30.3%+35.3%+26.5%[…]−8.7%15.2%$701M1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SMRI 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Bushido Capital US Equity ETF · $701M[…]

SMRI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

SMRIMeasureSPYM

+30.3%Year to dateJan 1 → Nov 6+8.8%

+35.3%1 yearTotal return+9.8%

+26.5%3 years · per year$10,000 became $20,248 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.71%Expense ratio$71 · $2 a year on $10k · lower is better0.02%

1.44%Trailing 12-mo yield$144 · $105 a year on $10k1.05%

−8.7%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer13.6%

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

5–2SMRI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMRI vs SPYM: Top 5 Holdings

Today

SMRI

12.5%in top 5

SPYM

in top 527.8%

SMRIStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

2.9%ACNnot top 5

not top 5GOOGL2.6%

2.5%ADSKnot top 5

2.4%INTUnot top 5

2.4%CAHnot top 5

2.3%CNCnot top 5

Held in common8.6%

End-of-day Nov 6, 2026 · share of each fund

SMRI vs SPYM Returns, Every Period

BushidoSMRI

+35.3%

past year

SPYMSPDR

+9.8%

past year

SMRISPYMFaded: behind in that period

3–0SMRI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SMRI vs SPYM

YTD

BushidoSMRI

+30.3%

SPYMSPDR

+8.8%

+30.3%Year to date+8.8%

−8.7%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y13.6%

1.4%Yield1.1%

$701MAssets$182B

3–1SMRI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMRI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SMRI0.71%$71

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SMRI, SPYM

1.44%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.44%$144

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SMRI$144 − $71 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SMRI, SPYM

Today

8.6%most shared, SMRI and SPYM

SMRISPYM

SMRI—8.6%

SPYM8.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+35.3%SMRI, at 15.2% volatility

SPYMWorst drop−8.9%13.6% vol

SMRIWorst drop−8.7%15.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMRISPYM

+30.3%Year to date+8.8%

1.4%Yield1.1%

+35.3%Past year+9.8%

0.71%Fee0.02%

3–1SMRI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026