IVE
Price
$203.91
Change
-$0.77 (-0.38%)
Updated
Sep 25 closing price
Net Assets
41.17B
SMRI
Price
$34.54
Change
-$0.26 (-0.75%)
Updated
Sep 25 closing price
Net Assets
470.65M
Interact to see
Advertisement

IVE vs SMRI

Header iconIVE vs SMRI Comparison
Open Charts IVE vs SMRIBanner chart's image
iShares S&P 500 Value ETF
Price$203.91
Change-$0.77 (-0.38%)
Volume$500.11K
Net Assets41.17B
Bushido Capital US Equity ETF
Price$34.54
Change-$0.26 (-0.75%)
Volume$39.65K
Net Assets470.65M
IVE vs SMRI Comparison Chart in %
Loading...
IVE
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SMRI
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
IVE vs. SMRI commentary
Sep 26, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IVE is a Buy and SMRI is a Hold.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
IVE has more net assets: 41.2B vs. SMRI (471M). SMRI has a higher annual dividend yield than IVE: SMRI (11.360) vs IVE (8.166). IVE was incepted earlier than SMRI: IVE (25 years) vs SMRI (2 years). IVE (0.18) has a lower expense ratio than SMRI (0.72). SMRI has a higher turnover IVE (32.00) vs IVE (32.00).
IVESMRIIVE / SMRI
Gain YTD8.16611.36072%
Net Assets41.2B471M8,747%
Total Expense Ratio0.180.7225%
Turnover32.00152.0021%
Yield1.841.46126%
Fund Existence25 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IVESMRI
RSI
ODDS (%)
Bearish Trend 3 days ago
79%
Bearish Trend 3 days ago
67%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
72%
Bearish Trend 3 days ago
61%
Momentum
ODDS (%)
Bullish Trend 3 days ago
89%
Bullish Trend 3 days ago
85%
MACD
ODDS (%)
Bullish Trend 3 days ago
82%
Bearish Trend 3 days ago
50%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
84%
Bullish Trend 3 days ago
85%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
83%
Bullish Trend 3 days ago
84%
Advances
ODDS (%)
Bullish Trend 4 days ago
83%
Bullish Trend 3 days ago
84%
Declines
ODDS (%)
Bearish Trend 11 days ago
74%
Bearish Trend 12 days ago
70%
BollingerBands
ODDS (%)
N/A
Bearish Trend 3 days ago
71%
Aroon
ODDS (%)
Bullish Trend 3 days ago
79%
Bullish Trend 3 days ago
82%
View a ticker or compare two or three
Interact to see
Advertisement
IVE
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SMRI
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IHOIX22.19N/A
N/A
Hartford International Opportunities I
GGHYX39.24N/A
N/A
Invesco Health Care Y
ABVYX18.91N/A
N/A
AB Large Cap Value Advisor
RMFFX62.03N/A
N/A
American Funds American Mutual R5
MDMIX27.00N/A
N/A
Madison Dividend Income I

IVE and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVE has been closely correlated with PFG. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVE jumps, then PFG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVE
1D Price
Change %
IVE100%
-0.37%
PFG - IVE
84%
Closely correlated
-0.40%
MET - IVE
83%
Closely correlated
-0.47%
PRU - IVE
82%
Closely correlated
-0.67%
PNC - IVE
81%
Closely correlated
-0.65%
DOV - IVE
81%
Closely correlated
-1.03%
More

SMRI and

Correlation & Price change

A.I.dvisor tells us that SMRI and APTV have been poorly correlated (+17% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SMRI and APTV's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMRI
1D Price
Change %
SMRI100%
-0.73%
APTV - SMRI
17%
Poorly correlated
-0.39%
SOLV - SMRI
15%
Poorly correlated
-1.91%
NTAP - SMRI
13%
Poorly correlated
-2.00%
SLB - SMRI
12%
Poorly correlated
-0.06%
HPQ - SMRI
12%
Poorly correlated
-2.45%
More