SMRI vs VOO

ASMRI

BVOO

Measures won3–2SMRI wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income1.41%SMRI · $141 on $10k

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

Held in common8.1%SMRI and VOO

SMRI

VOO

Bushido Capital US Equity ETF · $698MVanguard S&P 500 ETF · $1.00T

+26.5%3 years · per year$20,265 · $18,159+22.0%

[…]5 years · per year[…] · $17,543+11.9%

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

1.41%12-mo yield$141 · $107 on $10k1.07%

−8.7%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.7%

3–2SMRI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMRI · VOO

2.2%LLY1.4%

1.3%MU1.8%

2.0%XOM1.0%

1.7%NFLX0.4%

Held in common8.1%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
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 VOO

SMRI

Bushido Capital US Equity

[…]

VOO

Vanguard S&P 500

$17,543

MeasureSMRIVOO

Fee0.71%0.03%

Cost on $10k a year$71$3

Yield1.41%1.07%

5 years, per year[…]+11.9%

3 years, per year+26.5%+22.0%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y15.3%13.7%

3–2measures won
SMRI first

8.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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, VOO, IVV

Today

92.7%most shared, VOO and IVV

SMRIVOOIVV

SMRI—8.1%8.6%

VOO8.1%—92.7%

IVV8.6%92.7%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SMRI$141 − $71 = $70

KeptFee

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