SMRI vs SCHB

ASMRI

BSCHB

Measures won3–2SMRI wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.40%SMRI · $140 on $10k

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

Held in common8.1%SMRI and SCHB

SMRI

SCHB

Bushido Capital US Equity ETF · $716MSchwab U.S. Broad Market ETF · $44.9B

+28.0%3 years · per year$20,954 · $19,056+24.0%

[…]5 years · per year[…] · $17,270+11.5%

0.71%Expense ratio$71 · $3 on $10k · lower wins0.03%

1.40%12-mo yield$140 · $104 on $10k1.04%

−8.7%Worst dropSmaller wins−8.9%

15.1%VolatilityLower wins13.1%

3–2SMRI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMRI · SCHB

2.3%LLY1.5%

1.5%MU1.3%

2.2%XOM1.0%

1.7%NFLX0.4%

Held in common8.1%

End-of-day Nov 4, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	ASMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.40%	+1.8%	+33.5%	+38.8%	+28.0%	new	−8.7%	$716M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	ASMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.40%	+1.8%	+33.5%	+38.8%	+28.0%	new	−8.7%	$716M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMRI vs SCHB

SMRI

Bushido Capital US Equity

[…]

SCHB

Schwab U.S. Broad Market

$17,270

MeasureSMRISCHB

Fee0.71%0.03%

Cost on $10k a year$71$3

Yield1.40%1.04%

5 years, per year[…]+11.5%

3 years, per year+28.0%+24.0%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y15.1%13.1%

3–2measures won
SMRI first

8.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SMRI, SCHB

Today

8.1%most shared, SMRI and SCHB

SMRISCHB

SMRI—8.1%

SCHB8.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

SMRI$140 − $71 = $69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee