SMRI vs SPY

ASMRI

BSPY

Measures won3–2SMRI wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.43%SMRI · $143 on $10k

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

Held in common8.7%SMRI and SPY

SMRI

SPY

Bushido Capital US Equity ETF · $701MState Street SPDR S&P 500 ETF · $819B

+26.8%3 years · per year$20,397 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.71%Expense ratio$71 · $9 on $10k · lower wins0.09%

1.43%12-mo yield$143 · $103 on $10k1.03%

−8.7%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.6%

3–2SMRI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMRI · SPY

2.3%LLY1.7%

1.4%MU1.4%

2.0%XOM1.0%

1.8%NFLX0.4%

Held in common8.7%

End-of-day Nov 5, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	ASMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.43%	−2.0%	+30.9%	+37.1%	+26.8%	new	−8.7%	$701M

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	ASMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.43%	−2.0%	+30.9%	+37.1%	+26.8%	new	−8.7%	$701M

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

Cards for this view

SMRI vs SPY

SMRI

Bushido Capital US Equity

[…]

SPY

SPDR S&P 500

$17,099

MeasureSMRISPY

Fee0.71%0.09%

Cost on $10k a year$71$9

Yield1.43%1.03%

5 years, per year[…]+11.3%

3 years, per year+26.8%+22.0%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y15.3%13.6%

3–2measures won
SMRI first

8.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SMRI, SPY

Today

8.7%most shared, SMRI and SPY

SMRISPY

SMRI—8.7%

SPY8.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

SMRI$143 − $71 = $72

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee