Compare · 3 funds side by side · dividends reinvested

SMRI, VUG and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493SPY · best of the three

02 / 04

SMRI, VUG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bushido Capital US Equity ETFUS Stock Styles · Large cap0.71%1.41%+32.7%+38.6%+26.5%[…]−8.7%15.3%$698M1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

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 · VUG 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

SMRI

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

SMRIMeasureVUG

+32.7%Year to dateJan 1 → Nov 9+4.2%

+38.6%1 yearTotal return+4.7%

+26.5%3 years · per year$10,000 became $20,265 · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

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

1.41%Trailing 12-mo yield$141 · $41 a year on $10k0.41%

−8.7%Worst dropSmaller is better−15.1%

15.3%VolatilityLower is calmer19.1%

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

6–1SMRI 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 VUG: Top 5 Holdings

Today

SMRI

12.4%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%

2.8%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 common4.8%

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

SMRI vs VUG Returns, Every Period

BushidoSMRI

+38.6%

past year

VUGVanguard

+4.7%

past year

SMRIVUGFaded: behind in that period

3–0SMRI wins

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

Stocks vs Core: SMRI vs SPY

YTD

BushidoSMRI

+32.7%

SPYSPDR

+11.2%

+32.7%Year to date+11.2%

−8.7%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y13.7%

1.4%Yield1.0%

$698MAssets$778B

3–1SMRI wins

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

Cost, Income and Risk

Fees: SMRI, VUG, SPY

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SPY0.09%$9

SMRI0.71%$71

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

Yields: SMRI, VUG, SPY

1.41%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.41%$141

SPY1.01%$101

VUG0.41%$41

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

SMRI$141 − $71 = $70

VUG$41 − $3 = $38

KeptFee

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

Overlap: SMRI, VUG, SPY

Today

55.1%most shared, VUG and SPY

SMRIVUGSPY

SMRI—4.8%8.6%

VUG4.8%—55.1%

SPY8.6%55.1%—

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

Return vs Bumpiness: 3 ETFs

+38.6%SMRI, at 15.3% volatility

SPYWorst drop−8.9%13.7% 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

SMRISPY

+32.7%Year to date+11.2%

1.4%Yield1.0%

+38.6%Past year+13.5%

0.71%Fee0.09%

3–1SMRI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM 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$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026