IVE
Price
$198.71
Change
+$1.18 (+0.60%)
Updated
Jul 3, 02:00 PM (EDT)
Net Assets
39.45B
SMRI
Price
$33.42
Change
+$0.14 (+0.42%)
Updated
Jul 3, 02:00 PM (EDT)
Net Assets
448.29M
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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$198.71
Change+$1.18 (+0.60%)
VolumeN/A
Net Assets39.45B
Bushido Capital US Equity ETF
Price$33.42
Change+$0.14 (+0.42%)
VolumeN/A
Net Assets448.29M
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
Jul 04, 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 Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IVE has more net assets: 39.5B vs. SMRI (448M). SMRI has a higher annual dividend yield than IVE: SMRI (7.267) vs IVE (4.332). 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 YTD4.3327.26760%
Net Assets39.5B448M8,817%
Total Expense Ratio0.180.7225%
Turnover32.00152.0021%
Yield1.921.52127%
Fund Existence25 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IVESMRI
RSI
ODDS (%)
Bearish Trend 2 days ago
89%
Bearish Trend 2 days ago
81%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
63%
Bearish Trend 2 days ago
64%
Momentum
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
81%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
84%
Advances
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 3 days ago
86%
Declines
ODDS (%)
Bearish Trend 29 days ago
75%
N/A
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
79%
Bearish Trend 2 days ago
73%
Aroon
ODDS (%)
Bullish Trend 2 days ago
78%
Bullish Trend 2 days ago
84%
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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 NDSN. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVE jumps, then NDSN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVE
1D Price
Change %
IVE100%
+0.12%
NDSN - IVE
80%
Closely correlated
+1.03%
HBAN - IVE
79%
Closely correlated
+1.28%
TFC - IVE
78%
Closely correlated
+1.88%
BX - IVE
78%
Closely correlated
+0.52%
RF - IVE
78%
Closely correlated
+1.57%
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%
-1.10%
PSX - SMRI
72%
Closely correlated
+2.69%
OC - SMRI
72%
Closely correlated
+1.48%
SLB - SMRI
70%
Closely correlated
+2.02%
CSCO - SMRI
70%
Closely correlated
-0.74%
HAL - SMRI
69%
Closely correlated
+2.36%
More