IVV vs SMRI

AIVV

BSMRI

Measures won2–3SMRI wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VUG $16,565

Lowest cost0.03%IVV · $3 on $10k

Most income1.41%SMRI · $141 on $10k

Smallest drop−8.7%SMRI · worst fall in 1Y

Held in common8.6%IVV and SMRI

IVV

SMRI

iShares Core S&P 500 ETF · $853BBushido Capital US Equity ETF · $698M

+22.0%3 years · per year$18,159 · $20,265+26.5%

+11.9%5 years · per year$17,545 · […][…]

0.03%Expense ratio$3 · $71 on $10k · lower wins0.71%

1.11%12-mo yield$111 · $141 on $10k1.41%

−8.9%Worst dropSmaller wins−8.7%

13.8%VolatilityLower wins15.3%

2–3SMRI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · SMRI

1.7%LLY2.2%

1.2%MU1.3%

1.1%XOM2.0%

0.4%NFLX1.7%

Held in common8.6%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSMRI	Bushido Capital US Equity ETFRead Desk	0.71%	1.41%	+1.8%	+32.7%	+38.6%	+26.5%	new	−8.7%	$698M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSMRI	Bushido Capital US Equity ETFRead Desk	0.71%	1.41%	+1.8%	+32.7%	+38.6%	+26.5%	new	−8.7%	$698M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs SMRI

IVV

iShares Core S&P 500

$17,545

SMRI

Bushido Capital US Equity

[…]

MeasureIVVSMRI

Fee0.03%0.71%

Cost on $10k a year$3$71

Yield1.11%1.41%

5 years, per year+11.9%[…]

3 years, per year+22.0%+26.5%

Worst drop · 1Y−8.9%−8.7%

Volatility · 1Y13.8%15.3%

3–2measures won
SMRI first

8.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: IVV, SMRI, VUG

Today

55.1%most shared, IVV and VUG

IVVSMRIVUG

IVV—8.6%55.1%

SMRI8.6%—4.8%

VUG55.1%4.8%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SMRI$141 − $71 = $70

VUG$41 − $3 = $38

KeptFee

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