SMIG vs. VIOV
Compare and contrast key facts about Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) and Vanguard S&P Small-Cap 600 Value ETF (VIOV).
SMIG and VIOV 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. VIOV is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Value Index. It was launched on Sep 7, 2010.
Performance
SMIG vs. VIOV - Performance Comparison
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SMIG vs. VIOV - 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% |
VIOV Vanguard S&P Small-Cap 600 Value ETF | 4.59% | 6.63% | 7.44% | 15.36% | -11.37% | 5.05% |
Returns By Period
In the year-to-date period, SMIG achieves a 2.67% return, which is significantly lower than VIOV's 4.59% return.
SMIG
- 1D
- 0.27%
- 1M
- -5.91%
- YTD
- 2.67%
- 6M
- 0.67%
- 1Y
- 4.18%
- 3Y*
- 10.28%
- 5Y*
- —
- 10Y*
- —
VIOV
- 1D
- 0.08%
- 1M
- -3.66%
- YTD
- 4.59%
- 6M
- 7.16%
- 1Y
- 23.69%
- 3Y*
- 10.27%
- 5Y*
- 4.97%
- 10Y*
- 9.51%
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SMIG vs. VIOV - Expense Ratio Comparison
SMIG has a 0.60% expense ratio, which is higher than VIOV's 0.10% expense ratio.
Return for Risk
SMIG vs. VIOV — Risk / Return Rank
SMIG
VIOV
SMIG vs. VIOV - 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 Vanguard S&P Small-Cap 600 Value ETF (VIOV). 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 | VIOV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 1.01 | -0.74 |
Sortino ratioReturn per unit of downside risk | 0.49 | 1.53 | -1.04 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.20 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 1.52 | -1.10 |
Martin ratioReturn relative to average drawdown | 1.38 | 5.68 | -4.30 |
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 | VIOV | 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 | — | 0.23 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.40 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.50 | -0.16 |
Correlation
The correlation between SMIG and VIOV is 0.89, 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. VIOV - Dividend Comparison
SMIG's dividend yield for the trailing twelve months is around 1.85%, more than VIOV's 1.76% 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% |
VIOV Vanguard S&P Small-Cap 600 Value ETF | 1.76% | 1.69% | 1.78% | 2.18% | 1.81% | 1.59% | 1.42% | 1.60% | 1.76% | 1.43% | 1.17% | 1.32% |
Drawdowns
SMIG vs. VIOV - Drawdown Comparison
The maximum SMIG drawdown since its inception was -19.65%, smaller than the maximum VIOV drawdown of -47.36%. Use the drawdown chart below to compare losses from any high point for SMIG and VIOV.
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Drawdown Indicators
| SMIG | VIOV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.65% | -47.36% | +27.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.92% | -15.50% | +3.58% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.44% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.36% | — |
Current DrawdownCurrent decline from peak | -6.76% | -6.14% | -0.62% |
Average DrawdownAverage peak-to-trough decline | -6.72% | -7.45% | +0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 4.16% | -0.47% |
Volatility
SMIG vs. VIOV - Volatility Comparison
The current volatility for Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) is 4.01%, while Vanguard S&P Small-Cap 600 Value ETF (VIOV) has a volatility of 5.37%. This indicates that SMIG experiences smaller price fluctuations and is considered to be less risky than VIOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMIG | VIOV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 5.37% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 13.55% | -5.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.98% | 23.66% | -7.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.32% | 22.10% | -5.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 23.89% | -7.57% |