SMRI vs SPYM

ASMRI

BSPYM

Measures won3–2SMRI wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.44%SMRI · $144 on $10k

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

Held in common8.6%SMRI and SPYM

SMRI

SPYM

Bushido Capital US Equity ETF · $701MState Street SPDR Portfolio S&P 500 ETF · $182B

+26.5%3 years · per year$20,248 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.71%Expense ratio$71 · $2 on $10k · lower wins0.02%

1.44%12-mo yield$144 · $105 on $10k1.05%

−8.7%Worst dropSmaller wins−8.9%

15.2%VolatilityLower wins13.6%

3–2SMRI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMRI · SPYM

2.3%LLY1.7%

1.2%MU1.2%

2.0%XOM1.1%

1.8%NFLX0.4%

Held in common8.6%

End-of-day Nov 6, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	ASMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.44%	−0.4%	+30.3%	+35.3%	+26.5%	new	−8.7%	$701M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	ASMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.44%	−0.4%	+30.3%	+35.3%	+26.5%	new	−8.7%	$701M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMRI vs SPYM

SMRI

Bushido Capital US Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureSMRISPYM

Fee0.71%0.02%

Cost on $10k a year$71$2

Yield1.44%1.05%

5 years, per year[…]+11.4%

3 years, per year+26.5%+21.8%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y15.2%13.6%

3–2measures won
SMRI first

8.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SMRI, SPYM

Today

8.6%most shared, SMRI and SPYM

SMRISPYM

SMRI—8.6%

SPYM8.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SMRI$144 − $71 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee