SMIG vs. REGL
Compare and contrast key facts about Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) and ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL).
SMIG and REGL 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. REGL is a passively managed fund by ProShares that tracks the performance of the S&P MidCap 400 Dividend Aristocrats Index. It was launched on Feb 5, 2015.
Performance
SMIG vs. REGL - Performance Comparison
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SMIG vs. REGL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF | 2.39% | 0.78% | 17.63% | 13.62% | -11.83% | 5.51% |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | 3.68% | 6.89% | 12.26% | 5.41% | -0.62% | 4.70% |
Returns By Period
In the year-to-date period, SMIG achieves a 2.39% return, which is significantly lower than REGL's 3.68% return.
SMIG
- 1D
- 1.38%
- 1M
- -6.05%
- YTD
- 2.39%
- 6M
- 0.02%
- 1Y
- 4.80%
- 3Y*
- 10.18%
- 5Y*
- —
- 10Y*
- —
REGL
- 1D
- 0.45%
- 1M
- -5.49%
- YTD
- 3.68%
- 6M
- 3.27%
- 1Y
- 9.65%
- 3Y*
- 9.67%
- 5Y*
- 6.92%
- 10Y*
- 9.55%
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SMIG vs. REGL - Expense Ratio Comparison
SMIG has a 0.60% expense ratio, which is higher than REGL's 0.40% expense ratio.
Return for Risk
SMIG vs. REGL — Risk / Return Rank
SMIG
REGL
SMIG vs. REGL - 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 ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL). 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 | REGL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.60 | -0.29 |
Sortino ratioReturn per unit of downside risk | 0.54 | 0.97 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.12 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | 0.93 | -0.48 |
Martin ratioReturn relative to average drawdown | 1.44 | 3.24 | -1.79 |
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 | REGL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.60 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.43 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.53 | -0.19 |
Correlation
The correlation between SMIG and REGL is 0.91, 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. REGL - Dividend Comparison
SMIG's dividend yield for the trailing twelve months is around 1.85%, less than REGL's 2.24% 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% |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | 2.24% | 2.32% | 2.28% | 2.40% | 2.32% | 2.50% | 2.41% | 1.96% | 2.09% | 1.63% | 1.20% | 1.66% |
Drawdowns
SMIG vs. REGL - Drawdown Comparison
The maximum SMIG drawdown since its inception was -19.65%, smaller than the maximum REGL drawdown of -36.37%. Use the drawdown chart below to compare losses from any high point for SMIG and REGL.
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Drawdown Indicators
| SMIG | REGL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.65% | -36.37% | +16.72% |
Max Drawdown (1Y)Largest decline over 1 year | -11.92% | -10.94% | -0.98% |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.96% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.37% | — |
Current DrawdownCurrent decline from peak | -7.01% | -6.09% | -0.92% |
Average DrawdownAverage peak-to-trough decline | -6.72% | -4.09% | -2.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 3.13% | +0.54% |
Volatility
SMIG vs. REGL - Volatility Comparison
The current volatility for Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) is 4.02%, while ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) has a volatility of 4.30%. This indicates that SMIG experiences smaller price fluctuations and is considered to be less risky than REGL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMIG | REGL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | 4.30% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 8.36% | 9.20% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.98% | 16.26% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.33% | 16.11% | +0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 18.31% | -1.98% |