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 | |
|---|---|---|---|---|---|
| iShares Morningstar Value ETF | 0.04% | 1.30B | Jun 2004 | SMRI vs ILCV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.82B | Sep 2000 | SMRI vs SPYV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.78B | Dec 2009 | SMRI vs SCHV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 27.02B | Jul 2000 | SMRI vs IUSV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | SMRI vs VTV |
Best Risk-Adjusted Alternatives to SMRI
SMRI has a PortfoliosLab risk / return rank of 74. There are 66 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 9.78B | Apr 2013 | SMRI vs VLUE | |
| Invesco Dynamic Large Cap Value ETF | 94 | 1.62B | Mar 2005 | SMRI vs PWV | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | SMRI vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 93 | 16.76B | Sep 2021 | SMRI vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 92 | 26.25B | Aug 2013 | SMRI vs FNDX |
Top Performing SMRI Alternatives (YTD)
SMRI is at 17.45% YTD. There are 25 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 44.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 44.01% | 9.78B | Apr 2013 | SMRI vs VLUE | |
| Clough Select Equity ETF | 26.27% | 56.12M | Nov 2020 | SMRI vs CBSE | |
| Eventide High Dividend ETF | 23.04% | 150.61M | Sep 2024 | SMRI vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 21.70% | 16.76B | Sep 2021 | SMRI vs AVLV | |
| iShares Core Dividend ETF | 20.98% | 1.59B | Nov 2017 | SMRI vs DIVB |
Lowest Volatility Alternatives to SMRI
SMRI has 15.19% 1-year volatility. There are 132 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.17% | 60.27M | Oct 2025 | SMRI vs KWIN | |
| Bahl & Gaynor Income Growth ETF | 8.98% | 342.03M | Sep 2023 | SMRI vs BGIG | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.98% | 6.21B | Jun 2006 | SMRI vs DLN | |
| Morgan Dempsey Large Cap Value ETF | 9.01% | 32.39M | Apr 2023 | SMRI vs MDLV | |
| Absolute Select Value ETF | 9.10% | 142.20M | Jan 2020 | SMRI vs ABEQ |
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 Dynamic Large Cap Value ETF | -4.05% | 1.62B | Mar 2005 | SMRI vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | SMRI vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.48B | Mar 2006 | SMRI vs FDL | |
| Hartford US Value ETF | -4.93% | 48.88M | Dec 2023 | SMRI vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | SMRI vs ELCV |
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 | 77 | 21.17% | — | May 2025 | SMRI vs RNIN |
Often Compared With SMRI
Investors most often compare SMRI with PRF, LSVD, PZLV. These 20 comparison targets span 10 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