VXF vs SMRI

AVXF

BSMRI

Measures won1–4SMRI wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · VXF $12,425

Lowest cost0.05%VXF · $5 on $10k

Most income1.44%SMRI · $144 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 · $701M

+19.9%3 years · per year$17,249 · $20,248+26.5%

+4.4%5 years · per year$12,425 · […][…]

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

1.08%12-mo yield$108 · $144 on $10k1.44%

−11.0%Worst dropSmaller wins−8.7%

17.9%VolatilityLower wins15.2%

1–4SMRI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVXF · SMRI

0.3%RPRX2.3%

0.3%ZM1.9%

0.3%UTHR2.3%

0.2%THC2.1%

Held in common1.8%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.08%	+1.1%	+8.4%	+8.6%	+19.9%	+4.4%	−11.0%	$30.2B
3	BSMRI	Bushido Capital US Equity ETFRead Desk	0.71%	1.44%	−0.4%	+30.3%	+35.3%	+26.5%	new	−8.7%	$701M

End-of-day Nov 6, 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%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.08%	+1.1%	+8.4%	+8.6%	+19.9%	+4.4%	−11.0%	$30.2B
3	BSMRI	Bushido Capital US Equity ETFRead Desk	0.71%	1.44%	−0.4%	+30.3%	+35.3%	+26.5%	new	−8.7%	$701M

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

VXF vs SMRI

VXF

Vanguard Extended Market

$12,425

SMRI

Bushido Capital US Equity

[…]

MeasureVXFSMRI

Fee0.05%0.71%

Cost on $10k a year$5$71

Yield1.08%1.44%

5 years, per year+4.4%[…]

3 years, per year+19.9%+26.5%

Worst drop · 1Y−11.0%−8.7%

Volatility · 1Y17.9%15.2%

4–1measures won
SMRI first

1.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VXF, SMRI, IWF

Today

7.1%most shared, SMRI and IWF

VXFSMRIIWF

VXF—1.8%4.7%

SMRI1.8%—7.1%

IWF4.7%7.1%—

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

Income After Fees on $10,000

$103most kept, VXF

VXF$108 − $5 = $103

SMRI$144 − $71 = $73

IWF$39 − $18 = $21

KeptFee

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