IVE
Price
$205.86
Change
-$0.65 (-0.31%)
Updated
Nov 19, 04:59 PM (EDT)
Net Assets
42.43B
Intraday BUY SELL Signals
SMRI
Price
$34.57
Change
-$0.33 (-0.95%)
Updated
Nov 19, 04:59 PM (EDT)
Net Assets
478.91M
Intraday BUY SELL Signals
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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$205.86
Change-$0.65 (-0.31%)
Volume$11.46K
Net Assets42.43B
Bushido Capital US Equity ETF
Price$34.57
Change-$0.33 (-0.95%)
Volume$200
Net Assets478.91M
IVE vs SMRI Comparison Chart in %
IVE
Daily Signal:
Gain/Loss:
SMRI
Daily Signal:
Gain/Loss:
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VS
IVE vs. SMRI commentary
Nov 20, 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: 42.4B vs. SMRI (479M). SMRI has a higher annual dividend yield than IVE: SMRI (12.961) vs IVE (9.540). IVE was incepted earlier than SMRI: IVE (26 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 YTD9.54012.96174%
Net Assets42.4B479M8,852%
Total Expense Ratio0.180.7225%
Turnover32.00125.0026%
Yield1.671.8690%
Fund Existence26 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IVESMRI
RSI
ODDS (%)
Bearish Trend 2 days ago
59%
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
75%
Bearish Trend 2 days ago
70%
Momentum
ODDS (%)
Bearish Trend 2 days ago
68%
Bullish Trend 2 days ago
83%
MACD
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 2 days ago
67%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
71%
Bearish Trend 2 days ago
63%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
85%
Advances
ODDS (%)
Bullish Trend 8 days ago
83%
Bullish Trend 8 days ago
84%
Declines
ODDS (%)
Bearish Trend 2 days ago
72%
Bearish Trend 3 days ago
68%
BollingerBands
ODDS (%)
N/A
Bearish Trend 2 days ago
69%
Aroon
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 2 days ago
83%
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IVE
Daily Signal:
Gain/Loss:
SMRI
Daily Signal:
Gain/Loss:
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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 83% 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%
-0.42%
PFG - IVE
83%
Closely correlated
+1.47%
MET - IVE
82%
Closely correlated
-0.21%
PRU - IVE
82%
Closely correlated
+0.47%
TROW - IVE
81%
Closely correlated
+0.06%
AXP - IVE
81%
Closely correlated
-0.17%
More

SMRI and

Correlation & Price change

A.I.dvisor tells us that SMRI and THC have been poorly correlated (+15% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SMRI and THC's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMRI
1D Price
Change %
SMRI100%
+0.31%
THC - SMRI
15%
Poorly correlated
+0.31%
NKE - SMRI
15%
Poorly correlated
-0.65%
ETSY - SMRI
12%
Poorly correlated
-0.22%
TOL - SMRI
11%
Poorly correlated
-0.24%
MMM - SMRI
11%
Poorly correlated
+0.24%
More