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SMID vs. FG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SMID vs. FG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Smith-Midland Corporation (SMID) and F&G Annuities & Life Inc. (FG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SMID achieves a -16.95% return, which is significantly lower than FG's -7.92% return.


SMID

1D
3.89%
1M
2.48%
YTD
-16.95%
6M
-12.75%
1Y
-2.49%
3Y*
13.59%
5Y*
6.53%
10Y*
28.58%

FG

1D
1.90%
1M
1.06%
YTD
-7.92%
6M
-9.07%
1Y
-10.21%
3Y*
13.16%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMID vs. FG - Yearly Performance Comparison


2026 (YTD)2025202420232022
SMID
Smith-Midland Corporation
-16.95%-18.26%12.56%92.68%-10.09%
FG
F&G Annuities & Life Inc.
-7.92%-23.60%-7.98%137.11%-9.05%

Correlation

The correlation between SMID and FG is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.26

Correlation (3Y)
Calculated over the trailing 3-year period

0.26

Correlation (All Time)
Calculated using the full available price history since Dec 1, 2022

0.23

Fundamentals

EPS

SMID:

$3.54

FG:

$3.85

PE Ratio

SMID:

8.53

FG:

7.24

PEG Ratio

SMID:

0.04

FG:

0.13

PS Ratio

SMID:

1.14

FG:

0.65

Total Revenue (TTM)

SMID:

$93.45M

FG:

$5.86B

Gross Profit (TTM)

SMID:

$26.04M

FG:

$1.23B

EBITDA (TTM)

SMID:

$19.01M

FG:

$1.52B

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Return for Risk

SMID vs. FG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SMID
SMID Risk / Return Rank: 4040
Overall Rank
SMID Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
SMID Sortino Ratio Rank: 3939
Sortino Ratio Rank
SMID Omega Ratio Rank: 3939
Omega Ratio Rank
SMID Calmar Ratio Rank: 4040
Calmar Ratio Rank
SMID Martin Ratio Rank: 4040
Martin Ratio Rank

FG
FG Risk / Return Rank: 3131
Overall Rank
FG Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
FG Sortino Ratio Rank: 2828
Sortino Ratio Rank
FG Omega Ratio Rank: 2828
Omega Ratio Rank
FG Calmar Ratio Rank: 3535
Calmar Ratio Rank
FG Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SMID vs. FG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Smith-Midland Corporation (SMID) and F&G Annuities & Life Inc. (FG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SMIDFGDifference
Sharpe ratioReturn per unit of total volatility

+0.23

Sortino ratioReturn per unit of downside risk

+0.48

Omega ratioGain probability vs. loss probability

1.04

0.98

+0.06

Calmar ratioReturn relative to maximum drawdown

-0.06

-0.25

+0.19

Martin ratioReturn relative to average drawdown

-0.13

-0.58

+0.45

SMID vs. FG - Sharpe Ratio Comparison

The current SMID Sharpe Ratio is -0.05, which is higher than the FG Sharpe Ratio of -0.28. The chart below compares the historical Sharpe Ratios of SMID and FG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SMID vs. FG - Drawdown Comparison

The maximum SMID drawdown since its inception was -72.37%, which is greater than FG's maximum drawdown of -56.24%. Use the drawdown chart below to compare losses from any high point for SMID and FG.


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Drawdown Indicators


SMIDFGDifference

Max Drawdown

Largest peak-to-trough decline

-72.37%

-56.24%

-16.13%

Max Drawdown (1Y)

Largest decline over 1 year

-39.29%

-40.92%

+1.63%

Max Drawdown (3Y)

Largest decline over 3 years

-48.85%

-56.24%

+7.39%

Max Drawdown (5Y)

Largest decline over 5 years

-72.37%

Max Drawdown (10Y)

Largest decline over 10 years

-72.37%

Current Drawdown

Current decline from peak

-39.68%

-39.92%

+0.24%

Average Drawdown

Average peak-to-trough decline

-27.56%

-19.80%

-7.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.43%

17.72%

+1.71%

Volatility

SMID vs. FG - Volatility Comparison

Smith-Midland Corporation (SMID) has a higher volatility of 22.53% compared to F&G Annuities & Life Inc. (FG) at 10.86%. This indicates that SMID's price experiences larger fluctuations and is considered to be riskier than FG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SMIDFGDifference

Volatility (1M)

Calculated over the trailing 1-month period

22.53%

10.86%

+11.67%

Volatility (6M)

Calculated over the trailing 6-month period

42.59%

31.38%

+11.21%

Volatility (1Y)

Calculated over the trailing 1-year period

55.64%

36.73%

+18.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

65.15%

43.92%

+21.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

54.52%

43.92%

+10.60%

Dividends

SMID vs. FG - Dividend Comparison

SMID has not paid dividends to shareholders, while FG's dividend yield for the trailing twelve months is around 3.48%.


PositionTTM2025202420232022202120202019201820172016
FG
F&G Annuities & Life Inc.
3.48%2.95%2.05%1.76%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SMID
Smith-Midland Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.92%0.74%0.73%0.19%

Financials

SMID vs. FG - Financials Comparison

This section allows you to compare key financial metrics between Smith-Midland Corporation and F&G Annuities & Life Inc. . You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B20222023202420252026
23.11M
1.19B
(SMID) Total Revenue
(FG) Total Revenue
Values in USD except per share items

SMID vs. FG - Profitability Comparison

The chart below illustrates the profitability comparison between Smith-Midland Corporation and F&G Annuities & Life Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
23.9%
0
Portfolio components
SMID - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Smith-Midland Corporation reported a gross profit of 5.52M and revenue of 23.11M. Therefore, the gross margin over that period was 23.9%.

FG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, F&G Annuities & Life Inc. reported a gross profit of 0.00 and revenue of 1.19B. Therefore, the gross margin over that period was 0.0%.

SMID - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Smith-Midland Corporation reported an operating income of 3.24M and revenue of 23.11M, resulting in an operating margin of 14.0%.

FG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, F&G Annuities & Life Inc. reported an operating income of 0.00 and revenue of 1.19B, resulting in an operating margin of 0.0%.

SMID - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Smith-Midland Corporation reported a net income of 2.13M and revenue of 23.11M, resulting in a net margin of 9.2%.

FG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, F&G Annuities & Life Inc. reported a net income of 244.00M and revenue of 1.19B, resulting in a net margin of 20.6%.


Frequently Asked Questions


SMID and FG have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SMID has higher volatility (22.53%) compared to FG (10.86%). In terms of maximum drawdown, SMID dropped -72.37% vs FG's -56.24%.

SMID currently has the higher Sharpe Ratio (-0.04 vs -0.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for SMID and FG

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