Correlation
The correlation between SMIG and REGL is 0.71, 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMIG or REGL.
Performance
SMIG vs. REGL - Performance Comparison
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Key characteristics
SMIG:
0.47
REGL:
0.55
SMIG:
1.00
REGL:
1.18
SMIG:
1.12
REGL:
1.14
SMIG:
0.56
REGL:
0.76
SMIG:
1.62
REGL:
2.13
SMIG:
6.61%
REGL:
6.02%
SMIG:
17.66%
REGL:
17.46%
SMIG:
-19.65%
REGL:
-36.37%
SMIG:
-9.86%
REGL:
-7.75%
Returns By Period
In the year-to-date period, SMIG achieves a -1.52% return, which is significantly lower than REGL's 0.79% return.
SMIG
-1.52%
1.58%
-8.86%
8.22%
8.55%
N/A
N/A
REGL
0.79%
1.00%
-6.67%
9.45%
6.53%
10.79%
9.57%
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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.
Risk-Adjusted Performance
SMIG vs. REGL — Risk-Adjusted Performance Rank
SMIG
REGL
SMIG vs. REGL - 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 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.
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Dividends
SMIG vs. REGL - Dividend Comparison
SMIG's dividend yield for the trailing twelve months is around 1.80%, less than REGL's 2.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF | 1.80% | 1.75% | 1.91% | 2.01% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | 2.53% | 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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Volatility
SMIG vs. REGL - Volatility Comparison
The current volatility for Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) is 4.47%, while ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) has a volatility of 4.87%. 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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