IVE
Price
$206.01
Change
+$1.42 (+0.69%)
Updated
Oct 17 closing price
Net Assets
41.79B
SMRI
Price
$34.10
Change
+$0.12 (+0.35%)
Updated
Oct 17 closing price
Net Assets
466.64M
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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$206.01
Change+$1.42 (+0.69%)
Volume$716.43K
Net Assets41.79B
Bushido Capital US Equity ETF
Price$34.10
Change+$0.12 (+0.35%)
Volume$4.79K
Net Assets466.64M
IVE vs SMRI Comparison Chart in %
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
Oct 19, 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.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IVE has more net assets: 41.8B vs. SMRI (467M). SMRI has a higher annual dividend yield than IVE: SMRI (10.385) vs IVE (9.275). 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 YTD9.27510.38589%
Net Assets41.8B467M8,951%
Total Expense Ratio0.180.7225%
Turnover32.00125.0026%
Yield1.691.8890%
Fund Existence25 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IVESMRI
RSI
ODDS (%)
Bearish Trend 2 days ago
71%
Bearish Trend 5 days ago
61%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
90%
Momentum
ODDS (%)
Bearish Trend 2 days ago
64%
Bearish Trend 2 days ago
58%
MACD
ODDS (%)
Bearish Trend 2 days ago
71%
Bearish Trend 2 days ago
61%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
85%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
83%
Bearish Trend 2 days ago
56%
Advances
ODDS (%)
Bullish Trend 4 days ago
83%
Bullish Trend 5 days ago
85%
Declines
ODDS (%)
Bearish Trend 9 days ago
73%
Bearish Trend 3 days ago
69%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 2 days ago
81%
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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 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%
+0.69%
PFG - IVE
84%
Closely correlated
+0.31%
PRU - IVE
83%
Closely correlated
+0.82%
MET - IVE
82%
Closely correlated
+0.80%
AXP - IVE
82%
Closely correlated
+7.27%
PH - IVE
80%
Closely correlated
+1.02%
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SMRI and

Correlation & Price change

A.I.dvisor tells us that SMRI and APTV have been poorly correlated (+20% 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%
+0.35%
APTV - SMRI
20%
Poorly correlated
-0.87%
SOLV - SMRI
17%
Poorly correlated
+1.01%
NTAP - SMRI
16%
Poorly correlated
-0.28%
HPQ - SMRI
15%
Poorly correlated
+0.63%
SLB - SMRI
15%
Poorly correlated
-0.88%
More