Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) belongs to the Small 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 SMIG. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SMIG
SMIG charges 0.60% annually. There are 26 ETFs in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF | 0.05% | 67.80B | Jan 2004 | SMIG vs VBR | |
| iShares Morningstar Small Cap Value ETF | 0.06% | 691.91M | Jun 2004 | SMIG vs ISCV | |
| Vanguard Russell 2000 Value ETF | 0.06% | 1.40B | Sep 2010 | SMIG vs VTWV | |
| Vanguard S&P Small-Cap 600 Value ETF | 0.10% | 2.00B | Sep 2010 | SMIG vs VIOV | |
| SPDR S&P 600 Small Cap Value ETF | 0.15% | 4.91B | Sep 2000 | SMIG vs SLYV |
Best Risk-Adjusted Alternatives to SMIG
SMIG has a PortfoliosLab risk / return rank of 54. There are 33 ETFs in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| EA Bridgeway Omni Small-Cap Value ETF | 94 | 1.71B | Dec 2010 | SMIG vs BSVO | |
| Pacer US Small Cap Cash Cows ETF | 94 | 3.54B | Jun 2017 | SMIG vs CALF | |
| iShares US Small Cap Value Factor ETF | 94 | 204.95M | Oct 2020 | SMIG vs SVAL | |
| iShares Russell 2000 Value ETF | 94 | 14.29B | Jul 2000 | SMIG vs IWN | |
| Vanguard Russell 2000 Value ETF | 94 | 1.40B | Sep 2010 | SMIG vs VTWV |
Top Performing SMIG Alternatives (YTD)
SMIG is at 16.80% YTD. There are 33 ETFs in the Small Cap Value Equities category with higher YTD returns, going as high as 29.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Small Cap Value AlphaDEX Fund | 29.89% | 194.55M | Apr 2011 | SMIG vs FYT | |
| Harbor SMID Cap Value ETF | 29.30% | 6.09M | May 2025 | SMIG vs EPSV | |
| Towle Value ETF | 28.66% | 181.60M | Jul 2025 | SMIG vs TCV | |
| Invesco S&P SmallCap 600® Pure Value ETF | 28.27% | 295.69M | Mar 2006 | SMIG vs RZV | |
| Invesco S&P SmallCap 600 Revenue ETF | 27.72% | 2.06B | Feb 2008 | SMIG vs RWJ |
Lowest Volatility Alternatives to SMIG
SMIG has 11.82% 1-year volatility. No ETFs in the Small Cap Value Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 14.06%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Euclidean Fundamental Value ETF | 14.06% | 136.73M | May 2023 | SMIG vs ECML | |
| Brandes U.S. Small-Mid Cap Value ETF | 14.45% | 161.61M | Oct 2023 | SMIG vs BSMC | |
| VictoryShares US Small Mid Cap Value Momentum ETF | 14.59% | 1.77B | Oct 2017 | SMIG vs USVM | |
| First Trust Mid Cap Value AlphaDEX Fund | 14.68% | 228.06M | Apr 2011 | SMIG vs FNK | |
| Vanguard Small-Cap Value ETF | 14.86% | 67.80B | Jan 2004 | SMIG vs VBR |
Lowest Drawdown Alternatives to SMIG
SMIG has a 1-year max drawdown of -8.52%. There are 9 ETFs in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.02%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows ETF | -6.02% | 3.54B | Jun 2017 | SMIG vs CALF | |
| Euclidean Fundamental Value ETF | -7.01% | 136.73M | May 2023 | SMIG vs ECML | |
| Themes US Small Cap Cash Flow Champions ETF | -7.13% | 3.23M | Dec 2023 | SMIG vs SMCF | |
| Avantis US Small Cap Value ETF | -7.95% | 30.19B | Sep 2019 | SMIG vs AVUV | |
| EA Bridgeway Omni Small-Cap Value ETF | -8.31% | 1.71B | Dec 2010 | SMIG vs BSVO |
Other ETFs from Bahl & Gaynor
The 3 most viewed Bahl & Gaynor ETFs shown here include BGIG, BGDV, SCDV and span 3 categories. AUM among these funds goes as high as $756M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bahl & Gaynor Income Growth ETF | Large Cap Value Equities | 91 | 14.46% | 342.03M | Sep 2023 | SMIG vs BGIG | |
| Bahl & Gaynor Dividend ETF | Large Cap Blend Equities | 85 | 14.72% | 755.97M | Dec 2024 | SMIG vs BGDV | |
| Bahl & Gaynor Small Cap Dividend ETF | Small Cap Blend Equities | 44 | 17.67% | 142.79M | Dec 2024 | SMIG vs SCDV |
Often Compared With SMIG
Investors most often compare SMIG with SFLO, WASMX, IWMI. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare SMIG with Any Fund or Stock
Compare SMIG with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMIG with funds that move differently
Bahl & Gaynor Small/Mid Cap Income Growth ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMIG.
Explore SMIG Diversifiers