Compare · 3 funds side by side · dividends reinvested

SMRI, VXF and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

SMRI, VXF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bushido Capital US Equity ETFUS Stock Styles · Large cap0.71%1.43%+30.9%+37.1%+26.8%[…]−8.7%15.3%$716M1.3

Vanguard Extended Market ETFUS Stock Styles · Large cap0.05%1.09%+7.3%+8.6%+19.7%+4.2%−11.0%17.9%$30.2B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SMRI 2023 · VXF 2001 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SMRI

VXF

Vanguard Extended Market ETF · $30.2B$12,303

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

SMRIMeasureVXF

+30.9%Year to dateJan 1 → Nov 5+7.3%

+37.1%1 yearTotal return+8.6%

+26.8%3 years · per year$10,000 became $20,397 · $17,165+19.7%

[…]5 years · per year$10,000 became […] · $12,303+4.2%

0.71%Expense ratio$71 · $5 a year on $10k · lower is better0.05%

1.43%Trailing 12-mo yield$143 · $109 a year on $10k1.09%

−8.7%Worst dropSmaller is better−11.0%

15.3%VolatilityLower is calmer17.9%

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

6–1SMRI wins

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

More Ways to See the Pairs

SMRI vs VXF: Top 5 Holdings

Today

SMRI

12.4%in top 5

VXF

in top 56.7%

SMRIStockVXF

2.8%ACNnot top 5

not top 5SPCX2.5%

2.4%ADSKnot top 5

2.4%INTUnot top 5

2.4%ZTSnot top 5

2.4%UTHRnot top 5

not top 5SNOW1.4%

not top 5NET1.4%

not top 5NTRA0.7%

not top 5MSTR0.7%

Held in common1.8%

End-of-day Nov 5, 2026 · share of each fund

SMRI vs VXF Returns, Every Period

BushidoSMRI

+37.1%

past year

VXFVanguard

+8.6%

past year

SMRIVXFFaded: behind in that period

3–0SMRI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SMRI vs VXF

YTD

BushidoSMRI

+30.9%

VXFVanguard

+7.3%

+30.9%Year to date+7.3%

−8.7%Worst drop · 1Y−11.0%

15.3%Volatility · 1Y17.9%

1.4%Yield1.1%

$716MAssets$30.2B

4–0SMRI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMRI, VXF, IWF

Today

0.05%lowest, VXF

FundExpense ratioFee$10k

VXF0.05%$5

IWF0.18%$18

SMRI0.71%$71

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SMRI, VXF, IWF

1.43%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.43%$143

VXF1.09%$109

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VXF

VXF$109 − $5 = $104

SMRI$143 − $71 = $72

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SMRI, VXF, IWF

Today

7.2%most shared, SMRI and IWF

SMRIVXFIWF

SMRI—1.8%7.2%

VXF1.8%—4.7%

IWF7.2%4.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.1%SMRI, at 15.3% volatility

SMRIWorst drop−8.7%15.3% vol

VXFWorst drop−11.0%17.9% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SMRIVXF

+30.9%Year to date+7.3%

1.4%Yield1.1%

+37.1%Past year+8.6%

0.71%Fee0.05%

3–1SMRI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026