SMRI vs VOO

ASMRI

BVOO

Measures won3–2SMRI wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.43%SMRI · $143 on $10k

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

Held in common8.3%SMRI and VOO

SMRI

VOO

Bushido Capital US Equity ETF · $716MVanguard S&P 500 ETF · $1.00T

+26.8%3 years · per year$20,397 · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

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

1.43%12-mo yield$143 · $110 on $10k1.10%

−8.7%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.5%

3–2SMRI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMRI · VOO

1.4%MU1.8%

2.3%LLY1.4%

2.0%XOM1.0%

1.8%NFLX0.4%

Held in common8.3%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ASMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.43%	−2.0%	+30.9%	+37.1%	+26.8%	new	−8.7%	$716M

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ASMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.43%	−2.0%	+30.9%	+37.1%	+26.8%	new	−8.7%	$716M

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 VOO

SMRI

Bushido Capital US Equity

[…]

VOO

Vanguard S&P 500

$17,156

MeasureSMRIVOO

Fee0.71%0.03%

Cost on $10k a year$71$3

Yield1.43%1.10%

5 years, per year[…]+11.4%

3 years, per year+26.8%+22.1%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y15.3%13.5%

3–2measures won
SMRI first

8.3%

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SMRI, VOO

Today

8.3%most shared, SMRI and VOO

SMRIVOO

SMRI—8.3%

VOO8.3%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SMRI$143 − $71 = $72

KeptFee

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