IVE
Price
$198.30
Change
-$0.48 (-0.24%)
Updated
Aug 11, 03:53 PM (EDT)
Net Assets
40.02B
SMRI
Price
$31.73
Change
-$0.25 (-0.78%)
Updated
Aug 11, 04:58 PM (EDT)
Net Assets
426.99M
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IVE vs SMRI

Header iconIVE vs SMRI Comparison
Open Charts IVE vs SMRIBanner chart's image
iShares S&P 500 Value ETF
Price$198.30
Change-$0.48 (-0.24%)
Volume$277
Net Assets40.02B
Bushido Capital US Equity ETF
Price$31.73
Change-$0.25 (-0.78%)
Volume$4.8K
Net Assets426.99M
IVE vs SMRI Comparison Chart in %
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IVE
Daily Signalchanged days ago
Gain/Loss if bought
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SMRI
Daily Signalchanged days ago
Gain/Loss if bought
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VS
IVE vs. SMRI commentary
Aug 12, 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 Hold and SMRI is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IVE has more net assets: 40B vs. SMRI (427M). IVE has a higher annual dividend yield than SMRI: IVE (4.992) vs SMRI (3.078). 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 YTD4.9923.078162%
Net Assets40B427M9,368%
Total Expense Ratio0.180.7225%
Turnover32.00152.0021%
Yield1.911.55123%
Fund Existence25 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IVESMRI
RSI
ODDS (%)
Bearish Trend 4 days ago
79%
N/A
Stochastic
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
89%
Momentum
ODDS (%)
Bearish Trend 4 days ago
61%
Bearish Trend 4 days ago
61%
MACD
ODDS (%)
Bearish Trend 4 days ago
74%
Bearish Trend 4 days ago
63%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
84%
Bullish Trend 4 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
83%
Bearish Trend 4 days ago
58%
Advances
ODDS (%)
Bullish Trend 4 days ago
83%
Bullish Trend 15 days ago
86%
Declines
ODDS (%)
Bearish Trend 11 days ago
75%
Bearish Trend 5 days ago
70%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
90%
Aroon
ODDS (%)
Bullish Trend 4 days ago
78%
Bearish Trend 4 days ago
78%
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IVE
Daily Signalchanged days ago
Gain/Loss if bought
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SMRI
Daily Signalchanged days ago
Gain/Loss if bought
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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 85% 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%
+0.75%
PFG - IVE
85%
Closely correlated
+1.31%
MET - IVE
82%
Closely correlated
+3.35%
PNC - IVE
81%
Closely correlated
+1.40%
DOV - IVE
81%
Closely correlated
-0.26%
TROW - IVE
81%
Closely correlated
+0.96%
More

SMRI and

Correlation & Price change

A.I.dvisor indicates that over the last year, SMRI has been closely correlated with PSX. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if SMRI jumps, then PSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMRI
1D Price
Change %
SMRI100%
+0.77%
PSX - SMRI
72%
Closely correlated
-0.11%
PCAR - SMRI
72%
Closely correlated
+0.59%
SLB - SMRI
70%
Closely correlated
+0.24%
OC - SMRI
70%
Closely correlated
-2.24%
QCOM - SMRI
69%
Closely correlated
+1.14%
More