SMRI vs VTI

ASMRI

BVTI

Measures won3–2SMRI wins · of 6 · 5Y

$10,000 · 5Y$16,697VTI

Lowest cost0.03%VTI · $3 on $10k

Most income1.41%SMRI · $141 on $10k

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

Held in common7.6%SMRI and VTI

SMRI

VTI

Bushido Capital US Equity ETF · $698MVanguard Morningstar Total Stock Market ETF · $689B

+26.5%3 years · per year$20,265 · $18,090+21.8%

[…]5 years · per year[…] · $16,697+10.8%

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

1.41%12-mo yield$141 · $106 on $10k1.06%

−8.7%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.9%

3–2SMRI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMRI · VTI

2.2%LLY1.3%

1.3%MU1.6%

2.0%XOM0.9%

1.7%NFLX0.4%

Held in common7.6%

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	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 VTI

SMRI

Bushido Capital US Equity

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureSMRIVTI

Fee0.71%0.03%

Cost on $10k a year$71$3

Yield1.41%1.06%

5 years, per year[…]+10.8%

3 years, per year+26.5%+21.8%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y15.3%13.9%

3–2measures won
SMRI first

7.6%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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, VTI

Today

7.6%most shared, SMRI and VTI

SMRIVTI

SMRI—7.6%

VTI7.6%—

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

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

SMRI$141 − $71 = $70

KeptFee

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