IWD
Price
$201.29
Change
-$0.94 (-0.46%)
Updated
Sep 25 closing price
Net Assets
63.68B
SMRI
Price
$34.54
Change
-$0.26 (-0.75%)
Updated
Sep 25 closing price
Net Assets
470.65M
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IWD vs SMRI

Header iconIWD vs SMRI Comparison
Open Charts IWD vs SMRIBanner chart's image
iShares Russell 1000 Value ETF
Price$201.29
Change-$0.94 (-0.46%)
Volume$2.11M
Net Assets63.68B
Bushido Capital US Equity ETF
Price$34.54
Change-$0.26 (-0.75%)
Volume$39.65K
Net Assets470.65M
IWD vs SMRI Comparison Chart in %
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IWD
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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IWD 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 IWD is a Hold and SMRI is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 63.7B vs. SMRI (471M). SMRI has a higher annual dividend yield than IWD: SMRI (11.360) vs IWD (10.137). IWD was incepted earlier than SMRI: IWD (25 years) vs SMRI (2 years). IWD (0.18) has a lower expense ratio than SMRI (0.72). SMRI has a higher turnover IWD (15.00) vs IWD (15.00).
IWDSMRIIWD / SMRI
Gain YTD10.13711.36089%
Net Assets63.7B471M13,524%
Total Expense Ratio0.180.7225%
Turnover15.00152.0010%
Yield1.811.46123%
Fund Existence25 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDSMRI
RSI
ODDS (%)
Bearish Trend 3 days ago
78%
Bearish Trend 3 days ago
67%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
71%
Bearish Trend 3 days ago
61%
Momentum
ODDS (%)
Bullish Trend 3 days ago
84%
Bullish Trend 3 days ago
85%
MACD
ODDS (%)
Bearish Trend 3 days ago
75%
Bearish Trend 3 days ago
50%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
83%
Bullish Trend 3 days ago
85%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
81%
Bullish Trend 3 days ago
84%
Advances
ODDS (%)
Bullish Trend 9 days ago
83%
Bullish Trend 3 days ago
84%
Declines
ODDS (%)
Bearish Trend 5 days ago
77%
Bearish Trend 12 days ago
70%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
78%
Bearish Trend 3 days ago
71%
Aroon
ODDS (%)
Bullish Trend 3 days ago
76%
Bullish Trend 3 days ago
82%
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IWD
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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IWD and

Correlation & Price change

A.I.dvisor indicates that over the last year, IWD has been closely correlated with BAC. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if IWD jumps, then BAC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IWD
1D Price
Change %
IWD100%
-0.49%
BAC - IWD
77%
Closely correlated
+0.27%
JPM - IWD
64%
Loosely correlated
+0.01%
CVX - IWD
48%
Loosely correlated
+0.99%
XOM - IWD
45%
Loosely correlated
+0.92%
DIS - IWD
43%
Loosely correlated
-0.37%
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