SMRI vs SCHD

ASMRI

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · SCHD $16,459

Lowest cost0.03%VUG · $3 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.9%SMRI and SCHD

SMRI

SCHD

Bushido Capital US Equity ETF · $698MSchwab U.S. Dividend Equity ETF · $122B

+26.5%3 years · per year$20,265 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.71%Expense ratio$71 · $6 on $10k · lower wins0.06%

1.41%12-mo yield$141 · $296 on $10k2.96%

−8.7%Worst dropSmaller wins−6.9%

15.3%VolatilityLower wins11.8%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMRI · SCHD

2.8%ACN3.8%

2.1%COP3.9%

2.1%EOG1.9%

1.7%DVN1.1%

Held in common8.9%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ASMRI	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ASMRI	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

SMRI vs SCHD

SMRI

Bushido Capital US Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureSMRISCHD

Fee0.71%0.06%

Cost on $10k a year$71$6

Yield1.41%2.96%

5 years, per year[…]+10.5%

3 years, per year+26.5%+19.6%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y15.3%11.8%

4–1measures won
SCHD first

8.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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$61.4B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SMRI, SCHD, VUG

Today

8.9%most shared, SMRI and SCHD

SMRISCHDVUG

SMRI—8.9%4.8%

SCHD8.9%—0.8%

VUG4.8%0.8%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SMRI$141 − $71 = $70

VUG$41 − $3 = $38

KeptFee

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