SMRI vs FIIG
Comparison between BUSHIDO CAPITAL US EQUITY ETF (SMRI, ETF) and FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF (FIIG, ETF).
SMRI vs FIIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMRI
$644M
Winner
FIIG
$646M
Expense Ratio
SMRI
0.71%
Winner
FIIG
0.49%
Max Drawdown
SMRI
19.59%
Winner
FIIG
6.62%
Sharpe Ratio
Winner
SMRI
2.34
FIIG
-0.33
5Y Beta
SMRI
0.78
Winner
FIIG
0.10
P/E Ratio
SMRI
19.11
FIIG
N/A
Forward P/E
SMRI
14.61
FIIG
N/A
PEG Ratio
SMRI
0.05
FIIG
N/A
5Y EPS CAGR
SMRI
24.05%
FIIG
N/A
Debt to Equity
SMRI
55.91%
FIIG
N/A
P/S Ratio
SMRI
1.33
FIIG
N/A
P/B Ratio
SMRI
3.24
FIIG
N/A
SMRI vs FIIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMRI
+12.94%
FIIG
+1.04%
3M
Winner
SMRI
+20.59%
FIIG
+0.41%
6M
Winner
SMRI
+35.07%
FIIG
-1.03%
1Y
Winner
SMRI
+45.12%
FIIG
+2.25%
Max(CAGR)
Winner
SMRI
+26.10%
FIIG
+5.67%
SMRI vs FIIG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SMRI | FIIG |
|---|---|---|
| 2026 | +34.61% | -0.06% |
| 2025 | +17.50% | +8.59% |
| 2024 | +18.08% | +2.74% |
| 2023 | +5.11% | +6.83% |
SMRI vs FIIG Drawdown Comparison
The maximum drawdown for SMRI was -18.44%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The maximum drawdown for FIIG was -5.50%, occurring on Oct 19, 2023. Recovery took 73 trading sessions.
The current SMRI drawdown is -0.37%. The current FIIG drawdown is -1.22%.
| Rank | SMRI | FIIG |
|---|---|---|
| #1 | -18.44% Dec 6, 2024 - Jul 1, 2025 | -5.50% Aug 8, 2023 - Nov 20, 2023 |
| #2 | -6.88% Sep 14, 2023 - Nov 30, 2023 | -5.23% Sep 24, 2024 - Jun 24, 2025 |
| #3 | -6.80% Jan 9, 2026 - Apr 17, 2026 | -3.69% Dec 27, 2023 - Jun 13, 2024 |
| #4 | -6.47% Jun 1, 2026 - Jul 27, 2026 | -3.15% Feb 26, 2026 - Mar 27, 2026 |
| #5 | -6.18% Mar 28, 2024 - Jul 16, 2024 | -1.68% Oct 22, 2025 - Feb 10, 2026 |
| #6 | -5.79% Jul 30, 2024 - Aug 23, 2024 | -1.38% Jun 25, 2024 - Jul 5, 2024 |
| #7 | -5.71% Jul 1, 2025 - Aug 22, 2025 | -1.23% Aug 2, 2024 - Aug 14, 2024 |
| #8 | -4.21% Nov 12, 2025 - Nov 26, 2025 | -1.14% Jul 1, 2025 - Jul 29, 2025 |
| #9 | -4.16% Aug 30, 2024 - Sep 19, 2024 | -0.89% Sep 15, 2025 - Oct 14, 2025 |
| #10 | -3.99% Oct 6, 2025 - Oct 27, 2025 | -0.81% Jul 16, 2024 - Jul 31, 2024 |
| #11 | -3.33% Oct 14, 2024 - Nov 6, 2024 | -0.66% Aug 23, 2024 - Sep 4, 2024 |
| #12 | -2.79% Jan 2, 2024 - Feb 1, 2024 | -0.61% Nov 29, 2023 - Dec 1, 2023 |
| #13 | -2.68% Jul 16, 2024 - Jul 30, 2024 | -0.52% Aug 27, 2025 - Sep 4, 2025 |
| #14 | -2.53% Nov 11, 2024 - Nov 21, 2024 | -0.49% Dec 7, 2023 - Dec 13, 2023 |
| #15 | -1.97% May 8, 2026 - May 22, 2026 | -0.44% Sep 13, 2024 - Sep 24, 2024 |
Correlation
Correlation between SMRI and FIIG is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2023 - 2026)
SMRI vs FIIG dividend yield comparison.
| Year | SMRI | FIIG |
|---|---|---|
| 2026 | 0.20% | 3.17% |
| 2025 | 1.32% | 4.76% |
| 2024 | 0.98% | 4.45% |
| 2023 | 0.45% | 1.72% |
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