FIIG vs SMRI
Comparison between FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF (FIIG, ETF) and BUSHIDO CAPITAL US EQUITY ETF (SMRI, ETF).
FIIG vs SMRI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FIIG
$646M
SMRI
$644M
Expense Ratio
Winner
FIIG
0.49%
SMRI
0.71%
Max Drawdown
Winner
FIIG
6.62%
SMRI
19.59%
Sharpe Ratio
FIIG
-0.35
Winner
SMRI
2.31
5Y Beta
Winner
FIIG
0.10
SMRI
0.79
P/E Ratio
FIIG
N/A
SMRI
19.11
Forward P/E
FIIG
N/A
SMRI
14.59
PEG Ratio
FIIG
N/A
SMRI
0.05
5Y EPS CAGR
FIIG
N/A
SMRI
24.05%
Debt to Equity
FIIG
N/A
SMRI
55.91%
P/S Ratio
FIIG
N/A
SMRI
1.33
P/B Ratio
FIIG
N/A
SMRI
3.24
FIIG vs SMRI - Historical Returns
Returns include dividend reinvestment.
1M
FIIG
+0.60%
Winner
SMRI
+11.09%
3M
FIIG
+0.26%
Winner
SMRI
+19.92%
6M
FIIG
-1.37%
Winner
SMRI
+33.37%
1Y
FIIG
+2.15%
Winner
SMRI
+44.84%
Max(CAGR)
FIIG
+5.62%
Winner
SMRI
+25.84%
FIIG vs SMRI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | FIIG | SMRI |
|---|---|---|
| 2026 | -0.21% | +33.86% |
| 2025 | +8.59% | +17.50% |
| 2024 | +2.74% | +18.08% |
| 2023 | +6.83% | +5.11% |
FIIG vs SMRI Drawdown Comparison
The maximum drawdown for FIIG was -5.50%, occurring on Oct 19, 2023. Recovery took 73 trading sessions.
The maximum drawdown for SMRI was -18.44%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The current FIIG drawdown is -1.37%. The current SMRI drawdown is -0.92%.
| Rank | FIIG | SMRI |
|---|---|---|
| #1 | -5.50% Aug 8, 2023 - Nov 20, 2023 | -18.44% Dec 6, 2024 - Jul 1, 2025 |
| #2 | -5.23% Sep 24, 2024 - Jun 24, 2025 | -6.88% Sep 14, 2023 - Nov 30, 2023 |
| #3 | -3.69% Dec 27, 2023 - Jun 13, 2024 | -6.80% Jan 9, 2026 - Apr 17, 2026 |
| #4 | -3.15% Feb 26, 2026 - Mar 27, 2026 | -6.47% Jun 1, 2026 - Jul 27, 2026 |
| #5 | -1.68% Oct 22, 2025 - Feb 10, 2026 | -6.18% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -1.38% Jun 25, 2024 - Jul 5, 2024 | -5.79% Jul 30, 2024 - Aug 23, 2024 |
| #7 | -1.23% Aug 2, 2024 - Aug 14, 2024 | -5.71% Jul 1, 2025 - Aug 22, 2025 |
| #8 | -1.14% Jul 1, 2025 - Jul 29, 2025 | -4.21% Nov 12, 2025 - Nov 26, 2025 |
| #9 | -0.89% Sep 15, 2025 - Oct 14, 2025 | -4.16% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -0.81% Jul 16, 2024 - Jul 31, 2024 | -3.99% Oct 6, 2025 - Oct 27, 2025 |
| #11 | -0.66% Aug 23, 2024 - Sep 4, 2024 | -3.33% Oct 14, 2024 - Nov 6, 2024 |
| #12 | -0.61% Nov 29, 2023 - Dec 1, 2023 | -2.79% Jan 2, 2024 - Feb 1, 2024 |
| #13 | -0.52% Aug 27, 2025 - Sep 4, 2025 | -2.68% Jul 16, 2024 - Jul 30, 2024 |
| #14 | -0.49% Dec 7, 2023 - Dec 13, 2023 | -2.53% Nov 11, 2024 - Nov 21, 2024 |
| #15 | -0.44% Sep 13, 2024 - Sep 24, 2024 | -1.97% May 8, 2026 - May 22, 2026 |
Correlation
Correlation between FIIG and SMRI is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2023 - 2026)
FIIG vs SMRI dividend yield comparison.
| Year | FIIG | SMRI |
|---|---|---|
| 2026 | 3.18% | 0.20% |
| 2025 | 4.76% | 1.32% |
| 2024 | 4.45% | 0.98% |
| 2023 | 1.72% | 0.45% |
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