Compare · 2 funds side by side · dividends reinvested

SMRI and VUG

SMRIBushido×VUGVanguard×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,151VUG · best of the two

Story of the two · IncomeMost incomeSMRI · 1.40% · $140 a year on $10k

Story of the two · RiskSmallest drop

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%+33.2%+35.6%+26.7%[…]−8.7%15.3%$718M1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$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 13, 2026 · returns include dividends · since: SMRI 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,151

VUG

SMRI

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

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

VUGMeasureSMRI

+3.9%

More Ways to See the Pairs

VUG vs SMRI: Top 5 Holdings

Today

VUG

45.2%in top 5

SMRI

in top 512.1%

VUGStockSMRI

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: SMRI, VUG

1Y

1.40%highest, SMRI

FundTrailing yieldYield

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+33.2%

+2.8%1 yearTotal return+35.6%

+21.6%3 years · per year$10,000 became $17,979 · $20,347+26.7%

+10.1%5 years · per year$10,000 became $16,151 · […][…]

0.03%Expense ratio$3 · $71 a year on $10k · lower is better0.71%

0.41%Trailing 12-mo yield$41 · $140 a year on $10k1.40%

−15.1%Worst dropSmaller is better−8.7%

19.1%VolatilityLower is calmer15.3%

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

1–6SMRI wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5ACN2.7%

not top 5CAH2.4%

not top 5APP2.3%

not top 5ADSK2.3%

not top 5UTHR2.3%

Held in common4.9%

End-of-day Nov 13, 2026 · share of each fund

VUG vs SMRI Returns, Every Period

1Y

VanguardVUG

+2.8%

past year

SMRIBushido

+35.6%

past year

VUGSMRIFaded: behind in that period

0–3SMRI wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

VUG vs SMRI

YTD

VanguardVUG

+3.9%

SMRIBushido

+33.2%

+3.9%Year to date+33.2%

−15.1%Worst drop · 1Y−8.7%

19.1%Volatility · 1Y15.3%

0.4%Yield1.4%

$233BAssets$718M

4–0SMRI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

SMRI1.40%$140

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$69most kept, SMRI

SMRI$140 − $71 = $69

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+35.6%SMRI, at 15.3% volatility

SMRIWorst drop−8.7%15.3% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SMRIVUG

+33.2%Year to date+3.9%

1.4%Yield0.4%

+35.6%Past year+2.8%

0.71%Fee0.03%

3–1SMRI wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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SMRI and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two