IWD
Price
$197.36
Change
+$0.97 (+0.49%)
Updated
Jul 3, 02:00 PM (EDT)
Net Assets
62.35B
SMRI
Price
$33.42
Change
+$0.14 (+0.42%)
Updated
Jul 3, 02:00 PM (EDT)
Net Assets
448.29M
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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$197.36
Change+$0.97 (+0.49%)
VolumeN/A
Net Assets62.35B
Bushido Capital US Equity ETF
Price$33.42
Change+$0.14 (+0.42%)
VolumeN/A
Net Assets448.29M
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
Jul 03, 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 Buy and SMRI is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 62.4B vs. SMRI (448M). SMRI (7.267) and IWD (7.007) have matching annual dividend yield . IWD was incepted earlier than SMRI: IWD (25 years) vs SMRI (2 years). IWD (0.19) has a lower expense ratio than SMRI (0.72). SMRI has a higher turnover IWD (14.00) vs IWD (14.00).
IWDSMRIIWD / SMRI
Gain YTD7.0077.26796%
Net Assets62.4B448M13,929%
Total Expense Ratio0.190.7226%
Turnover14.00152.009%
Yield1.871.52124%
Fund Existence25 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDSMRI
RSI
ODDS (%)
Bearish Trend 2 days ago
86%
Bearish Trend 2 days ago
81%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
71%
Bearish Trend 2 days ago
64%
Momentum
ODDS (%)
Bullish Trend 2 days ago
86%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
81%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
81%
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
78%
N/A
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
76%
Bearish Trend 2 days ago
73%
Aroon
ODDS (%)
Bullish Trend 2 days ago
76%
Bullish Trend 2 days ago
84%
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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%
+0.18%
BAC - IWD
77%
Closely correlated
+1.16%
JPM - IWD
64%
Loosely correlated
+0.55%
CVX - IWD
48%
Loosely correlated
+1.66%
XOM - IWD
45%
Loosely correlated
+1.66%
DIS - IWD
43%
Loosely correlated
-0.41%
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