Compare · 3 funds side by side · dividends reinvested

SMRI, VTV and VO

SMRIBushido×VTVVanguard×VOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the three · RiskSmallest drop

SMRI, VTV and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.4

Bushido Capital US Equity ETFUS Stock Styles · Large cap0.71%1.40%+33.6%+37.9%+26.5%[…]−8.7%15.3%$718M2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: SMRI 2023 · VTV 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Bushido Capital US Equity ETF · $718M[…]

SMRI

VTV

Vanguard Morningstar Value ETF · $184B$17,892

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

SMRIMeasure

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SMRI vs VTV: Top 5 Holdings

Today

SMRI

12.2%in top 5

VTV

in top 515.8%

SMRIStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

2.8%ACNnot top 5

not top 5XOM2.6%

Cost, Income and Risk

Fees: SMRI, VTV, VO

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VO0.03%$3

SMRI0.71%$71

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SMRI, VTV, VO

1Y

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VTV

+33.6%Year to dateJan 1 → Nov 11+22.3%

+37.9%1 yearTotal return+25.5%

+26.5%3 years · per year$10,000 became $20,225 · $17,809+21.2%

[…]5 years · per year$10,000 became […] · $17,892+12.3%

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

1.40%Trailing 12-mo yield$140 · $181 a year on $10k1.81%

−8.7%Worst dropSmaller is better−6.4%

15.3%VolatilityLower is calmer10.8%

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

3–4VTV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5JNJ2.4%

2.4%CAHnot top 5

2.4%APPnot top 5

2.4%ADSKnot top 5

2.3%LLYnot top 5

Held in common10.4%

End-of-day Nov 11, 2026 · share of each fund

SMRI vs VTV Returns, Every Period

1Y

BushidoSMRI

+37.9%

past year

VTVVanguard

+25.5%

past year

SMRIVTVFaded: behind in that period

3–0SMRI wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SMRI vs VTV

YTD

BushidoSMRI

+33.6%

VTVVanguard

+22.3%

+33.6%Year to date+22.3%

−8.7%Worst drop · 1Y−6.4%

15.3%Volatility · 1Y10.8%

1.4%Yield1.8%

$718MAssets$184B

3–1VTV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

SMRI1.40%$140

VO1.33%$133

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

VO$133 − $3 = $130

SMRI$140 − $71 = $69

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SMRI, VTV, VO

Today

28.5%most shared, VTV and VO

SMRIVTVVO

SMRI—10.4%7.2%

VTV10.4%—28.5%

VO7.2%28.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.9%SMRI, at 15.3% volatility

VTVWorst drop−6.4%10.8% vol

VOWorst drop−8.2%13.1% vol

SMRIWorst drop−8.7%15.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSMRI

+22.3%Year to date+33.6%

1.8%Yield1.4%

+25.5%Past year+37.9%

0.03%Fee0.71%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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SMRI, VTV and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three