VXF vs SMRI

AVXF

BSMRI

Measures won1–4SMRI wins · of 6 · 5Y

$10,000 · 5Y$13,123VXF

Lowest cost0.05%VXF · $5 on $10k

Most income1.40%SMRI · $140 on $10k

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

Held in common1.8%VXF and SMRI

VXF

SMRI

Vanguard Extended Market ETF · $30.2BBushido Capital US Equity ETF · $716M

+22.0%3 years · per year$18,168 · $20,954+28.0%

+5.6%5 years · per year$13,123 · […][…]

0.05%Expense ratio$5 · $71 on $10k · lower wins0.71%

1.04%12-mo yield$104 · $140 on $10k1.40%

−10.2%Worst dropSmaller wins−8.7%

17.3%VolatilityLower wins15.1%

1–4SMRI wins

$10,000 · 5 yearsOne scale

Shared top holdingsVXF · SMRI

0.3%RPRX2.2%

0.3%ZM2.0%

0.3%UTHR2.4%

0.2%THC2.0%

Held in common1.8%

End-of-day Nov 4, 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	AVXF	Vanguard Extended Market ETFRead Desk		0.05%	1.04%	+0.8%	+12.5%	+11.8%	+22.0%	+5.6%	−10.2%	$30.2B
2	BSMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.40%	+1.8%	+33.5%	+38.8%	+28.0%	new	−8.7%	$716M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVXF	Vanguard Extended Market ETFRead Desk		0.05%	1.04%	+0.8%	+12.5%	+11.8%	+22.0%	+5.6%	−10.2%	$30.2B
2	BSMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.40%	+1.8%	+33.5%	+38.8%	+28.0%	new	−8.7%	$716M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VXF vs SMRI

VXF

Vanguard Extended Market

$13,123

SMRI

Bushido Capital US Equity

[…]

MeasureVXFSMRI

Fee0.05%0.71%

Cost on $10k a year$5$71

Yield1.04%1.40%

5 years, per year+5.6%[…]

3 years, per year+22.0%+28.0%

Worst drop · 1Y−10.2%−8.7%

Volatility · 1Y17.3%15.1%

4–1measures won
SMRI first

1.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VXF, SMRI

Today

1.8%most shared, VXF and SMRI

VXFSMRI

VXF—1.8%

SMRI1.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, VXF

VXF$104 − $5 = $99

SMRI$140 − $71 = $69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee