Compare · 2 funds side by side · dividends reinvested

SMRI and VIG

SMRIBushido×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

SMRI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.4

Bushido Capital US Equity ETFUS Stock Styles · Large cap0.71%1.43%+30.9%+37.1%+26.8%[…]−8.7%15.3%$716M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SMRI 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SMRI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 7.2% in common

SMRIMeasureVIG

+30.9%Year to dateJan 1 → Nov 5+12.5%

+37.1%1 yearTotal return+15.2%

+26.8%3 years · per year$10,000 became $20,397 · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.71%Expense ratio$71 · $4 a year on $10k · lower is better0.04%

1.43%Trailing 12-mo yield$143 · $149 a year on $10k1.49%

−8.7%Worst dropSmaller is better−7.9%

15.3%VolatilityLower is calmer10.8%

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

3–4VIG wins

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

More Ways to See the Pairs

SMRI vs VIG: Top 5 Holdings

Today

SMRI

12.4%in top 5

VIG

in top 522.1%

SMRIStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.8%ACNnot top 5

2.4%ADSKnot top 5

2.4%INTUnot top 5

2.4%ZTSnot top 5

2.4%UTHRnot top 5

Held in common7.2%

End-of-day Nov 5, 2026 · share of each fund

SMRI vs VIG Returns, Every Period

BushidoSMRI

+37.1%

past year

VIGVanguard

+15.2%

past year

SMRIVIGFaded: behind in that period

3–0SMRI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SMRI vs VIG

YTD

BushidoSMRI

+30.9%

VIGVanguard

+12.5%

+30.9%Year to date+12.5%

−8.7%Worst drop · 1Y−7.9%

15.3%Volatility · 1Y10.8%

1.4%Yield1.5%

$716MAssets$109B

3–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMRI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMRI0.71%$71

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SMRI, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

SMRI1.43%$143

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SMRI$143 − $71 = $72

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SMRI, VIG

Today

7.2%most shared, SMRI and VIG

SMRIVIG

SMRI—7.2%

VIG7.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.1%SMRI, at 15.3% volatility

VIGWorst drop−7.9%10.8% vol

SMRIWorst drop−8.7%15.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSMRI

+12.5%Year to date+30.9%

1.5%Yield1.4%

+15.2%Past year+37.1%

0.04%Fee0.71%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026