SMRI vs VXF

ASMRI

BVXF

Measures won4–1SMRI wins · of 6 · 5Y

$10,000 · 5Y$16,499IWF · VXF $12,781

Lowest cost0.05%VXF · $5 on $10k

Most income1.43%SMRI · $143 on $10k

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

Held in common1.8%SMRI and VXF

SMRI

VXF

Bushido Capital US Equity ETF · $703MVanguard Extended Market ETF · $30.2B

+27.5%3 years · per year$20,721 · $18,176+22.0%

[…]5 years · per year[…] · $12,781+5.0%

0.71%Expense ratio$71 · $5 on $10k · lower wins0.05%

1.43%12-mo yield$143 · $105 on $10k1.05%

−8.7%Worst dropSmaller wins−10.2%

15.1%VolatilityLower wins17.3%

4–1SMRI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMRI · VXF

2.2%RPRX0.3%

2.0%ZM0.3%

2.4%UTHR0.3%

2.0%THC0.2%

Held in common1.8%

End-of-day Nov 3, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.05%	+0.6%	+11.6%	+10.6%	+22.0%	+5.0%	−10.2%	$30.2B
3	ASMRI	Bushido Capital US Equity ETFRead Desk	0.71%	1.43%	−0.6%	+31.2%	+36.4%	+27.5%	new	−8.7%	$703M

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.05%	+0.6%	+11.6%	+10.6%	+22.0%	+5.0%	−10.2%	$30.2B
3	ASMRI	Bushido Capital US Equity ETFRead Desk	0.71%	1.43%	−0.6%	+31.2%	+36.4%	+27.5%	new	−8.7%	$703M

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

Cards for this view

SMRI vs VXF

SMRI

Bushido Capital US Equity

[…]

VXF

Vanguard Extended Market

$12,781

MeasureSMRIVXF

Fee0.71%0.05%

Cost on $10k a year$71$5

Yield1.43%1.05%

5 years, per year[…]+5.0%

3 years, per year+27.5%+22.0%

Worst drop · 1Y−8.7%−10.2%

Volatility · 1Y15.1%17.3%

4–1measures won
SMRI first

1.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SMRI, VXF, IWF

Today

7.2%most shared, SMRI and IWF

SMRIVXFIWF

SMRI—1.8%7.2%

VXF1.8%—4.8%

IWF7.2%4.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, VXF

VXF$105 − $5 = $100

SMRI$143 − $71 = $72

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee