SMRI

Bushido$47.59+0.21 (+0.44%)
AUM $705.5MER 0.71%NAV $47.33Holdings

Price Chart

Key Statistics

Previous Close

$47.38

Day Range

$47.45$47.61

52-Week Range

$33.63$49.28

Avg Volume

26.9K

Dividend Yield

1.32%

Expense Ratio

0.71%

AUM

$705.5M

Shares Outstanding

13.3M

ETF Grades

?

Country Allocation

CountryWeight %
United States95.56%
Ireland4.27%
Other0.18%

Fund Information

Issuer
Bushido
Types
Active
Inception Date
Sep 14, 2023
Exchange
NASDAQ
Description
The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of the fund’s net assets (plus the amount of any borrowings for investment purposes) in U.S. listed common stock.

The Bushido Capital US Equity ETF (SMRI) is an exchange-traded fund issued by Bushido that launched on Sep 14, 2023. It currently manages $705.5M in assets under management. The fund charges an expense ratio of 0.71%.

Top 10 holdings represent 25.4% of the fund

RankSymbolNameWeight %SharesMarket Value
1VEEVVeeva Systems Inc2.80%75,628$19.7M
2WDAYWorkday Inc2.72%103,816$19.2M
3MPCMarathon Petroleum Corp2.69%48,410$19.0M
4CRMSalesforce Inc2.69%78,098$19.0M
5VLOValero Energy Corp2.68%49,073$18.9M
6PSXPhillips 662.57%70,225$18.1M
7THCTenet Healthcare Corp2.49%66,633$17.6M
8ACNAccenture PLC2.39%94,631$16.8M
9NEMNewmont Corp2.20%123,102$15.5M
10GENGEN DIGITAL INC2.20%518,156$15.5M
11ADBEAdobe Inc2.14%60,758$15.1M
12CDECOEUR MINING INC.2.13%739,712$15.1M
13COPConocoPhillips2.13%109,506$15.0M
14PRPermian Resources Corp2.11%627,552$14.9M
15REGNRegeneron Pharmaceuticals Inc2.10%18,671$14.8M

Detailed Returns

PeriodReturnETF
1D
+0.44%
1W
-2.14%
1M
-0.04%
3M
+13.63%
6M
+34.19%
YTD
+31.82%
1Y
+38.70%
3Y
+88.47%
5Y
+88.47%

Moving Averages

20-Day MA

$48.28

Below 20-Day MA
50-Day MA

$45.58

Above 50-Day MA
200-Day MA

$39.48

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$49.28

Current Price

$47.59

52-Week Low

$33.63

$33.63$49.28

Current Yield

1.32%

Annual Dividend

$0.4844

Frequency

Quarterlyx/year

Last Ex-Date

Mar 30, 2026

Dividend History

Ex-DateAmountPay Date
Mar 30, 2026$0.0660Mar 31, 2026
Dec 23, 2025$0.1345Dec 24, 2025
Dec 23, 2025$0.1345Dec 24, 2025
Sep 29, 2025$0.1494Sep 30, 2025
Sep 29, 2025$0.1494Sep 30, 2025
Jun 27, 2025$0.0551Jun 30, 2025
Mar 28, 2025$0.1386Mar 31, 2025
Mar 28, 2025$0.1386Mar 31, 2025
Dec 30, 2024$0.3063Dec 31, 2024
Dec 30, 2024$0.3063Dec 31, 2024
Dec 20, 2023$0.1186Dec 22, 2023
Dec 20, 2023$0.1186Dec 22, 2023

Dividend Payments Over Time

Category Comparison

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