Compare · 3 funds side by side · dividends reinvested

VXF, SMRI and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

VXF, SMRI and IWF, 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%$701M1.3

Vanguard Extended Market ETFUS Stock Styles · Large cap0.05%1.08%+8.4%+8.6%+19.9%+4.4%−11.0%17.9%$30.2B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: VXF 2001 · SMRI 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Extended Market ETF · $30.2B$12,425

VXF

SMRI

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

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

VXFMeasureSMRI

+8.4%Year to dateJan 1 → Nov 6+30.3%

+8.6%1 yearTotal return+35.3%

+19.9%3 years · per year$10,000 became $17,249 · $20,248+26.5%

+4.4%5 years · per year$10,000 became $12,425 · […][…]

0.05%Expense ratio$5 · $71 a year on $10k · lower is better0.71%

1.08%Trailing 12-mo yield$108 · $144 a year on $10k1.44%

−11.0%Worst dropSmaller is better−8.7%

17.9%VolatilityLower is calmer15.2%

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

1–6SMRI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VXF vs SMRI: Top 5 Holdings

Today

VXF

6.7%in top 5

SMRI

in top 512.5%

VXFStockSMRI

not top 5ACN2.9%

2.5%SPCXnot top 5

not top 5ADSK2.5%

not top 5INTU2.4%

not top 5CAH2.4%

not top 5CNC2.3%

1.4%SNOWnot top 5

1.4%NETnot top 5

0.7%NTRAnot top 5

0.7%MSTRnot top 5

Held in common1.8%

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

VXF vs SMRI Returns, Every Period

VanguardVXF

+8.6%

past year

SMRIBushido

+35.3%

past year

VXFSMRIFaded: behind in that period

0–3SMRI wins

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

VXF vs SMRI

YTD

VanguardVXF

+8.4%

SMRIBushido

+30.3%

+8.4%Year to date+30.3%

−11.0%Worst drop · 1Y−8.7%

17.9%Volatility · 1Y15.2%

1.1%Yield1.4%

$30.2BAssets$701M

4–0SMRI wins

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

Cost, Income and Risk

Fees: VXF, SMRI, IWF

Today

0.05%lowest, VXF

FundExpense ratioFee$10k

VXF0.05%$5

IWF0.18%$18

SMRI0.71%$71

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

Yields: VXF, SMRI, IWF

1.44%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.44%$144

VXF1.08%$108

IWF0.39%$39

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

Income After Fees on $10,000

$103most kept, VXF

VXF$108 − $5 = $103

SMRI$144 − $71 = $73

IWF$39 − $18 = $21

KeptFee

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

Overlap: VXF, SMRI, IWF

Today

7.1%most shared, SMRI and IWF

VXFSMRIIWF

VXF—1.8%4.7%

SMRI1.8%—7.1%

IWF4.7%7.1%—

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

SMRIWorst drop−8.7%15.2% vol

VXFWorst drop−11.0%17.9% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SMRIVXF

+30.3%Year to date+8.4%

1.4%Yield1.1%

+35.3%Past year+8.6%

0.71%Fee0.05%

3–1SMRI 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