SMRI vs SCHD5YSMRISMRIAvsBSCHDSCHDBushido Capital US Equity ETF · $716MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+26.7%3 years · per year$20,347 · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.71%Expense ratio$71 · $6 on $10k · lower wins0.06%1.40%12-mo yield$140 · $292 on $10k2.92%
Overlap: SMRI, SCHD, VTVToday17.9%most shared, SCHD and VTVSMRISCHDVTVSMRI—8.9%10.6%SCHD8.9%—17.9%VTV10.6%17.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SMRI vs SCHD5YASMRIBushido Capital US Equity[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureSMRISCHDFee0.71%0.06%Cost on $10k a year$71$6Yield1.40%2.92%5 years, per year[…]+10.4%3 years, per year+26.7%+20.2%Worst drop · 1Y−8.7%−6.9%Volatility · 1Y15.3%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$195.9B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3ASMRIBushido Capital US Equity ETFReadDesk0.71%1.40%+0.5%+33.2%+35.6%+26.7%new−8.7%$716MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$195.9B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3ASMRIBushido Capital US Equity ETFReadDesk0.71%1.40%+0.5%+33.2%+35.6%+26.7%new−8.7%$716MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$196BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: SMRI, SCHD, VTVToday17.9%most shared, SCHD and VTVSMRISCHDVTVSMRI—8.9%10.6%SCHD8.9%—17.9%VTV10.6%17.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286VTV$181 − $3 = $178SMRI$140 − $71 = $69KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee