SMIG vs. RWJ
Compare and contrast key facts about Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) and Invesco S&P SmallCap 600 Revenue ETF (RWJ).
SMIG and RWJ 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. RWJ is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Revenue-Weighted Index. It was launched on Feb 22, 2008.
Performance
SMIG vs. RWJ - Performance Comparison
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SMIG vs. RWJ - 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% |
RWJ Invesco S&P SmallCap 600 Revenue ETF | 4.08% | 7.75% | 11.81% | 16.21% | -10.97% | 6.57% |
Returns By Period
In the year-to-date period, SMIG achieves a 2.67% return, which is significantly lower than RWJ's 4.08% return.
SMIG
- 1D
- 0.27%
- 1M
- -5.91%
- YTD
- 2.67%
- 6M
- 0.67%
- 1Y
- 4.18%
- 3Y*
- 10.28%
- 5Y*
- —
- 10Y*
- —
RWJ
- 1D
- 0.12%
- 1M
- -3.36%
- YTD
- 4.08%
- 6M
- 4.51%
- 1Y
- 25.44%
- 3Y*
- 11.97%
- 5Y*
- 6.89%
- 10Y*
- 12.14%
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SMIG vs. RWJ - Expense Ratio Comparison
SMIG has a 0.60% expense ratio, which is higher than RWJ's 0.39% expense ratio.
Return for Risk
SMIG vs. RWJ — Risk / Return Rank
SMIG
RWJ
SMIG vs. RWJ - 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 Invesco S&P SmallCap 600 Revenue ETF (RWJ). 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 | RWJ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 1.01 | -0.74 |
Sortino ratioReturn per unit of downside risk | 0.49 | 1.56 | -1.07 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.21 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 1.59 | -1.17 |
Martin ratioReturn relative to average drawdown | 1.38 | 5.68 | -4.31 |
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 | RWJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | 1.01 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.29 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.44 | -0.09 |
Correlation
The correlation between SMIG and RWJ is 0.87, 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. RWJ - Dividend Comparison
SMIG's dividend yield for the trailing twelve months is around 1.85%, more than RWJ's 1.13% 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% |
RWJ Invesco S&P SmallCap 600 Revenue ETF | 1.13% | 1.11% | 1.15% | 1.34% | 1.02% | 0.61% | 0.89% | 1.22% | 1.44% | 1.11% | 0.60% | 0.74% |
Drawdowns
SMIG vs. RWJ - Drawdown Comparison
The maximum SMIG drawdown since its inception was -19.65%, smaller than the maximum RWJ drawdown of -55.97%. Use the drawdown chart below to compare losses from any high point for SMIG and RWJ.
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Drawdown Indicators
| SMIG | RWJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.65% | -55.97% | +36.32% |
Max Drawdown (1Y)Largest decline over 1 year | -11.92% | -16.11% | +4.19% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.29% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -51.33% | — |
Current DrawdownCurrent decline from peak | -6.76% | -7.38% | +0.62% |
Average DrawdownAverage peak-to-trough decline | -6.72% | -9.31% | +2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 4.52% | -0.83% |
Volatility
SMIG vs. RWJ - Volatility Comparison
The current volatility for Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) is 4.01%, while Invesco S&P SmallCap 600 Revenue ETF (RWJ) has a volatility of 6.11%. This indicates that SMIG experiences smaller price fluctuations and is considered to be less risky than RWJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMIG | RWJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 6.11% | -2.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 13.97% | -5.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.98% | 25.39% | -9.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.32% | 23.88% | -7.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 26.16% | -9.84% |