Compare · 3 funds side by side · dividends reinvested

SMRI, VUG and VO

SMRIBushido×VUGVanguard×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

SMRI, VUG and VO, 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%$701M1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: SMRI 2023 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SMRI

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

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

SMRIMeasureVUG

+30.3%Year to dateJan 1 → Nov 6+1.4%

+35.3%1 yearTotal return+0.2%

+26.5%3 years · per year$10,000 became $20,248 · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

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

1.44%Trailing 12-mo yield$144 · $42 a year on $10k0.42%

−8.7%Worst dropSmaller is better−15.1%

15.2%VolatilityLower is calmer19.0%

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

6–1SMRI 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 VUG: Top 5 Holdings

Today

SMRI

12.5%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%

2.9%ACNnot top 5

2.5%ADSKnot top 5

2.4%INTUnot top 5

2.4%CAHnot top 5

2.3%CNCnot top 5

Held in common4.8%

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

SMRI vs VUG Returns, Every Period

BushidoSMRI

+35.3%

past year

VUGVanguard

+0.2%

past year

SMRIVUGFaded: behind in that period

3–0SMRI wins

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

SMRI vs VO

YTD

BushidoSMRI

+30.3%

VOVanguard

+10.6%

+30.3%Year to date+10.6%

−8.7%Worst drop · 1Y−8.2%

15.2%Volatility · 1Y12.9%

1.4%Yield1.4%

$701MAssets$103B

2–1VO wins

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

Cost, Income and Risk

Fees: SMRI, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

SMRI0.71%$71

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

Yields: SMRI, VUG, VO

1.44%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.44%$144

VO1.39%$139

VUG0.42%$42

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SMRI$144 − $71 = $73

VUG$42 − $3 = $39

KeptFee

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

Overlap: SMRI, VUG, VO

Today

10.2%most shared, VUG and VO

SMRIVUGVO

SMRI—4.8%7.2%

VUG4.8%—10.2%

VO7.2%10.2%—

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

Return vs Bumpiness: 3 ETFs

+35.3%SMRI, at 15.2% volatility

VOWorst drop−8.2%12.9% vol

SMRIWorst drop−8.7%15.2% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SMRIVO

+30.3%Year to date+10.6%

1.4%Yield1.4%

+35.3%Past year+11.6%

0.71%Fee0.03%

2–1SMRI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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