IWD
Price
$199.08
Change
+$0.76 (+0.38%)
Updated
Jul 25 closing price
Net Assets
62.64B
SMRI
Price
$33.31
Change
+$0.16 (+0.48%)
Updated
Jul 25 closing price
Net Assets
442.11M
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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$199.08
Change+$0.76 (+0.38%)
Volume$2.74M
Net Assets62.64B
Bushido Capital US Equity ETF
Price$33.31
Change+$0.16 (+0.48%)
Volume$80.13K
Net Assets442.11M
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 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 StrongBuy and SMRI is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 62.6B vs. SMRI (442M). IWD has a higher annual dividend yield than SMRI: IWD (8.472) vs SMRI (7.567). 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 YTD8.4727.567112%
Net Assets62.6B442M14,163%
Total Expense Ratio0.190.7226%
Turnover14.00152.009%
Yield1.871.52124%
Fund Existence25 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDSMRI
RSI
ODDS (%)
Bearish Trend 1 day ago
82%
Bearish Trend 1 day ago
50%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
66%
Bearish Trend 1 day ago
63%
Momentum
ODDS (%)
Bullish Trend 1 day ago
84%
Bullish Trend 1 day ago
83%
MACD
ODDS (%)
Bullish Trend 1 day ago
84%
Bearish Trend 1 day ago
44%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
83%
Bullish Trend 1 day ago
85%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
81%
Bullish Trend 1 day ago
85%
Advances
ODDS (%)
Bullish Trend 4 days ago
84%
Bullish Trend 4 days ago
86%
Declines
ODDS (%)
Bearish Trend 6 days ago
77%
Bearish Trend 6 days ago
70%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
80%
Bearish Trend 1 day ago
64%
Aroon
ODDS (%)
Bullish Trend 1 day ago
76%
Bullish Trend 1 day ago
81%
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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%
+0.38%
BAC - IWD
77%
Closely correlated
+0.12%
JPM - IWD
64%
Loosely correlated
+0.70%
CVX - IWD
48%
Loosely correlated
-0.64%
XOM - IWD
45%
Loosely correlated
-0.35%
DIS - IWD
43%
Loosely correlated
-0.39%
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%
+0.69%
PSX - SMRI
72%
Closely correlated
+0.52%
OC - SMRI
72%
Closely correlated
+1.01%
CSCO - SMRI
71%
Closely correlated
+0.59%
SLB - SMRI
71%
Closely correlated
+0.65%
PCAR - SMRI
68%
Closely correlated
+0.45%
More