Bushido Capital US Equity ETF (SMRI) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SMRI. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SMRI
SMRI charges 0.71% annually. There are 132 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 36.23B | Sep 2000 | SMRI vs SPYV | |
| iShares Morningstar Value ETF | 0.04% | 1.32B | Jun 2004 | SMRI vs ILCV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 27.22B | Jul 2000 | SMRI vs IUSV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.73B | Dec 2009 | SMRI vs SCHV | |
| Vanguard Value ETF | 0.04% | 254.20B | Jan 2004 | SMRI vs VTV |
Best Risk-Adjusted Alternatives to SMRI
SMRI has a PortfoliosLab risk / return rank of 94. There are 26 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Large Cap Value ETF | 97 | 1.72B | Mar 2005 | SMRI vs PWV | |
| iShares MSCI USA Value Factor ETF | 97 | 9.07B | Apr 2013 | SMRI vs VLUE | |
| VictoryShares Free Cash Flow ETF | 96 | 9.18B | Jun 2023 | SMRI vs VFLO | |
| SEI QiM U.S. Large Cap Value Active ETF | 95 | 956.28M | May 2022 | SMRI vs SEIV | |
| iShares Russell Top 200 Value ETF | 95 | 3.98B | Sep 2009 | SMRI vs IWX |
Top Performing SMRI Alternatives (YTD)
SMRI is at 23.03% YTD. There are 3 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 40.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 40.90% | 9.07B | Apr 2013 | SMRI vs VLUE | |
| VictoryShares Free Cash Flow ETF | 26.80% | 9.18B | Jun 2023 | SMRI vs VFLO | |
| iShares Core Dividend ETF | 25.34% | 1.71B | Nov 2017 | SMRI vs DIVB | |
| Avantis U.S. Large Cap Value ETF | 22.36% | 17.85B | Sep 2021 | SMRI vs AVLV | |
| Fidelity Enhanced Large Cap Value ETF | 22.05% | 3.20B | Apr 2007 | SMRI vs FELV |
Lowest Volatility Alternatives to SMRI
SMRI has 15.09% 1-year volatility. There are 134 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.04% | 60.32M | Oct 2025 | SMRI vs KWIN | |
| Bahl & Gaynor Income Growth ETF | 8.95% | 342.03M | Sep 2023 | SMRI vs BGIG | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.25B | Jun 2006 | SMRI vs DLN | |
| Absolute Select Value ETF | 9.10% | 143.00M | Jan 2020 | SMRI vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 9.17% | 32.39M | Apr 2023 | SMRI vs MDLV |
Lowest Drawdown Alternatives to SMRI
SMRI has a 1-year max drawdown of -6.80%. There are 54 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Large Cap Value ETF | -4.05% | 1.72B | Mar 2005 | SMRI vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.77B | Mar 2006 | SMRI vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | SMRI vs MDLV | |
| Hartford US Value ETF | -4.93% | 49.18M | Dec 2023 | SMRI vs VMAX | |
| First Trust Large Cap Value AlphaDEX Fund | -5.13% | 1.40B | May 2007 | SMRI vs FTA |
Other ETFs from Bushido
The 1 most viewed Bushido ETFs shown here include RNIN and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bushido Capital US SMID Cap Equity ETF | Mid Cap Value Equities | 94 | 30.02% | — | May 2025 | SMRI vs RNIN |
Often Compared With SMRI
Investors most often compare SMRI with ELCV, PRF, PZLV. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare SMRI with Any Fund or Stock
Compare SMRI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMRI with funds that move differently
Bushido Capital US Equity ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMRI.
Explore SMRI Diversifiers