SMIG vs. DGRS
Compare and contrast key facts about Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) and WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS).
SMIG and DGRS 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. DGRS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. SmallCap Quality Dividend Growth Index. It was launched on Jul 25, 2013.
Performance
SMIG vs. DGRS - Performance Comparison
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SMIG vs. DGRS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF | 2.67% | 0.78% | 17.63% | 13.62% | -11.83% | 5.51% |
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | 7.71% | -0.43% | 10.40% | 21.16% | -13.11% | 5.92% |
Returns By Period
In the year-to-date period, SMIG achieves a 2.67% return, which is significantly lower than DGRS's 7.71% return.
SMIG
- 1D
- 0.27%
- 1M
- -5.91%
- YTD
- 2.67%
- 6M
- 0.67%
- 1Y
- 4.18%
- 3Y*
- 10.28%
- 5Y*
- —
- 10Y*
- —
DGRS
- 1D
- 0.55%
- 1M
- -3.85%
- YTD
- 7.71%
- 6M
- 7.61%
- 1Y
- 16.95%
- 3Y*
- 11.33%
- 5Y*
- 5.47%
- 10Y*
- 9.19%
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SMIG vs. DGRS - Expense Ratio Comparison
SMIG has a 0.60% expense ratio, which is higher than DGRS's 0.38% expense ratio.
Return for Risk
SMIG vs. DGRS — Risk / Return Rank
SMIG
DGRS
SMIG vs. DGRS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) and WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS). 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.
| SMIG | DGRS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 0.77 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.49 | 1.25 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.16 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 1.25 | -0.82 |
Martin ratioReturn relative to average drawdown | 1.38 | 4.18 | -2.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SMIG | DGRS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | 0.77 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.27 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.39 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.39 | -0.04 |
Correlation
The correlation between SMIG and DGRS is 0.90, 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.
Dividends
SMIG vs. DGRS - Dividend Comparison
SMIG's dividend yield for the trailing twelve months is around 1.85%, less than DGRS's 2.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF | 1.85% | 1.82% | 1.75% | 1.91% | 2.00% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | 2.39% | 2.68% | 2.15% | 2.36% | 2.88% | 2.19% | 2.32% | 2.39% | 2.64% | 1.90% | 1.82% | 2.55% |
Drawdowns
SMIG vs. DGRS - Drawdown Comparison
The maximum SMIG drawdown since its inception was -19.65%, smaller than the maximum DGRS drawdown of -44.83%. Use the drawdown chart below to compare losses from any high point for SMIG and DGRS.
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Drawdown Indicators
| SMIG | DGRS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.65% | -44.83% | +25.18% |
Max Drawdown (1Y)Largest decline over 1 year | -11.92% | -14.03% | +2.11% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.57% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.83% | — |
Current DrawdownCurrent decline from peak | -6.76% | -5.39% | -1.37% |
Average DrawdownAverage peak-to-trough decline | -6.72% | -6.80% | +0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 4.19% | -0.50% |
Volatility
SMIG vs. DGRS - Volatility Comparison
The current volatility for Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) is 4.01%, while WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) has a volatility of 4.78%. This indicates that SMIG experiences smaller price fluctuations and is considered to be less risky than DGRS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMIG | DGRS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 4.78% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 12.48% | -4.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.98% | 22.24% | -6.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.32% | 20.51% | -4.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 23.63% | -7.31% |