Compare · 2 funds side by side · dividends reinvested

SMRI and VUG

SMRIBushido×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two

02 / 04

SMRI and VUG, 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%$716M1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SMRI

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

SMRIMeasureVUG

+33.5%Year to dateJan 1 → Nov 4+6.3%

+38.8%1 yearTotal return+3.4%

+28.0%3 years · per year$10,000 became $20,954 · $19,712+25.4%

[…]5 years · per year$10,000 became […] · $17,153+11.4%

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

1.40%Trailing 12-mo yield$140 · $40 a year on $10k0.40%

−8.7%Worst dropSmaller is better−16.1%

15.1%VolatilityLower is calmer18.2%

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

6–1SMRI 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 VUG: Top 5 Holdings

Today

SMRI

12.1%in top 5

VUG

in top 545.2%

SMRIStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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

Held in common4.9%

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

SMRI vs VUG Returns, Every Period

BushidoSMRI

+38.8%

past year

VUGVanguard

+3.4%

past year

SMRIVUGFaded: behind in that period

3–0SMRI wins

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

SMRI vs VUG

YTD

BushidoSMRI

+33.5%

VUGVanguard

+6.3%

+33.5%Year to date+6.3%

−8.7%Worst drop · 1Y−16.1%

15.1%Volatility · 1Y18.2%

1.4%Yield0.4%

$716MAssets$233B

4–0SMRI wins

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

Cost, Income and Risk

Fees: SMRI, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SMRI0.71%$71

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

Yields: SMRI, VUG

1.40%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.40%$140

VUG0.40%$40

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

Income After Fees on $10,000

$69most kept, SMRI

SMRI$140 − $71 = $69

VUG$40 − $3 = $37

KeptFee

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

Overlap: SMRI, VUG

Today

4.9%most shared, SMRI and VUG

SMRIVUG

SMRI—4.9%

VUG4.9%—

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

SMRIWorst drop−8.7%15.1% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

SMRIVUG

+33.5%Year to date+6.3%

1.4%Yield0.4%

+38.8%Past year+3.4%

0.71%Fee0.03%

3–1SMRI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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