SMRI vs VTV

ASMRI

BVTV

Measures won1–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common10.3%SMRI and VTV

SMRI

VTV

Bushido Capital US Equity ETF · $698MVanguard Morningstar Value ETF · $184B

+26.5%3 years · per year$20,248 · $17,687+20.9%

[…]5 years · per year[…] · $17,585+12.0%

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

1.44%12-mo yield$144 · $187 on $10k1.87%

−8.7%Worst dropSmaller wins−6.4%

15.2%VolatilityLower wins10.7%

1–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMRI · VTV

2.0%XOM2.6%

1.2%MU4.6%

2.1%IBM0.8%

1.8%CRM0.7%

Held in common10.3%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ASMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.44%	−0.4%	+30.3%	+35.3%	+26.5%	new	−8.7%	$698M

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ASMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.44%	−0.4%	+30.3%	+35.3%	+26.5%	new	−8.7%	$698M

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 VTV

SMRI

Bushido Capital US Equity

[…]

VTV

Vanguard Morningstar Value

$17,585

MeasureSMRIVTV

Fee0.71%0.03%

Cost on $10k a year$71$3

Yield1.44%1.87%

5 years, per year[…]+12.0%

3 years, per year+26.5%+20.9%

Worst drop · 1Y−8.7%−6.4%

Volatility · 1Y15.2%10.7%

4–1measures won
VTV first

10.3%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SMRI, VTV

Today

10.3%most shared, SMRI and VTV

SMRIVTV

SMRI—10.3%

VTV10.3%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SMRI$144 − $71 = $73

KeptFee

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