SMIG vs. AVUV
Compare and contrast key facts about Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) and Avantis U.S. Small Cap Value ETF (AVUV).
SMIG and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SMIG is an actively managed fund by Bahl & Gaynor. It was launched on Aug 25, 2021. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMIG or AVUV.
Correlation
The correlation between SMIG and AVUV is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SMIG vs. AVUV - Performance Comparison
Key characteristics
SMIG:
1.45
AVUV:
0.46
SMIG:
2.13
AVUV:
0.81
SMIG:
1.26
AVUV:
1.10
SMIG:
2.14
AVUV:
0.87
SMIG:
8.74
AVUV:
2.14
SMIG:
2.21%
AVUV:
4.44%
SMIG:
13.39%
AVUV:
20.72%
SMIG:
-19.65%
AVUV:
-49.42%
SMIG:
-8.13%
AVUV:
-8.38%
Returns By Period
In the year-to-date period, SMIG achieves a 18.07% return, which is significantly higher than AVUV's 9.91% return.
SMIG
18.07%
-7.02%
10.83%
18.98%
N/A
N/A
AVUV
9.91%
-6.95%
10.57%
9.51%
14.23%
N/A
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SMIG vs. AVUV - Expense Ratio Comparison
SMIG has a 0.60% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
SMIG vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) and Avantis U.S. Small Cap Value ETF (AVUV). 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.
Dividends
SMIG vs. AVUV - Dividend Comparison
SMIG's dividend yield for the trailing twelve months is around 1.71%, more than AVUV's 1.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF | 1.71% | 1.91% | 2.01% | 0.50% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.60% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Drawdowns
SMIG vs. AVUV - Drawdown Comparison
The maximum SMIG drawdown since its inception was -19.65%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for SMIG and AVUV. For additional features, visit the drawdowns tool.
Volatility
SMIG vs. AVUV - Volatility Comparison
The current volatility for Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) is 3.86%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 5.13%. This indicates that SMIG experiences smaller price fluctuations and is considered to be less risky than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.