SMRI vs IWB

ASMRI

BIWB

Measures won3–2SMRI wins · of 6 · 5Y

$10,000 · 5Y$17,090IWB

Lowest cost0.15%IWB · $15 on $10k

Most income1.43%SMRI · $143 on $10k

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

Held in common8.7%SMRI and IWB

SMRI

IWB

Bushido Capital US Equity ETF · $703MiShares Russell 1000 ETF · $47.8B

+27.5%3 years · per year$20,721 · $18,957+23.8%

[…]5 years · per year[…] · $17,090+11.3%

0.71%Expense ratio$71 · $15 on $10k · lower wins0.15%

1.43%12-mo yield$143 · $92 on $10k0.92%

−8.7%Worst dropSmaller wins−8.9%

15.1%VolatilityLower wins12.8%

3–2SMRI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMRI · IWB

2.3%LLY1.6%

1.5%MU1.4%

2.2%XOM1.1%

1.7%NFLX0.4%

Held in common8.7%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
2	ASMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.43%	−0.6%	+31.2%	+36.4%	+27.5%	new	−8.7%	$703M

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

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
2	ASMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.43%	−0.6%	+31.2%	+36.4%	+27.5%	new	−8.7%	$703M

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

Cards for this view

SMRI vs IWB

SMRI

Bushido Capital US Equity

[…]

IWB

iShares Russell 1000

$17,090

MeasureSMRIIWB

Fee0.71%0.15%

Cost on $10k a year$71$15

Yield1.43%0.92%

5 years, per year[…]+11.3%

3 years, per year+27.5%+23.8%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y15.1%12.8%

3–2measures won
SMRI first

8.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SMRI, IWB

Today

8.7%most shared, SMRI and IWB

SMRIIWB

SMRI—8.7%

IWB8.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

SMRI$143 − $71 = $72

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee