SMIG vs. WASMX
Compare and contrast key facts about Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) and Boston Trust Walden SMID Cap Fund (WASMX).
SMIG is an actively managed fund by Bahl & Gaynor. It was launched on Aug 25, 2021. WASMX is managed by Boston Trust Walden. It was launched on Jun 28, 2012.
Performance
SMIG vs. WASMX - Performance Comparison
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SMIG vs. WASMX - 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% |
WASMX Boston Trust Walden SMID Cap Fund | -4.60% | 0.31% | 10.39% | 16.40% | -14.57% | 8.69% |
Returns By Period
In the year-to-date period, SMIG achieves a 2.67% return, which is significantly higher than WASMX's -4.60% return.
SMIG
- 1D
- 0.27%
- 1M
- -5.91%
- YTD
- 2.67%
- 6M
- 0.67%
- 1Y
- 4.18%
- 3Y*
- 10.28%
- 5Y*
- —
- 10Y*
- —
WASMX
- 1D
- 1.98%
- 1M
- -7.27%
- YTD
- -4.60%
- 6M
- -3.91%
- 1Y
- -1.83%
- 3Y*
- 5.82%
- 5Y*
- 4.15%
- 10Y*
- 9.40%
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SMIG vs. WASMX - Expense Ratio Comparison
SMIG has a 0.60% expense ratio, which is lower than WASMX's 1.00% expense ratio.
Return for Risk
SMIG vs. WASMX — Risk / Return Rank
SMIG
WASMX
SMIG vs. WASMX - 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 Boston Trust Walden SMID Cap Fund (WASMX). 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 | WASMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | -0.08 | +0.35 |
Sortino ratioReturn per unit of downside risk | 0.49 | 0.01 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.00 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | -0.07 | +0.50 |
Martin ratioReturn relative to average drawdown | 1.38 | -0.22 | +1.59 |
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 | WASMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | -0.08 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.24 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.56 | -0.22 |
Correlation
The correlation between SMIG and WASMX is 0.93, 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. WASMX - Dividend Comparison
SMIG's dividend yield for the trailing twelve months is around 1.85%, more than WASMX's 1.73% 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% |
WASMX Boston Trust Walden SMID Cap Fund | 1.73% | 1.65% | 1.67% | 0.52% | 4.90% | 4.75% | 1.86% | 9.96% | 4.40% | 0.52% | 5.41% | 7.06% |
Drawdowns
SMIG vs. WASMX - Drawdown Comparison
The maximum SMIG drawdown since its inception was -19.65%, smaller than the maximum WASMX drawdown of -37.74%. Use the drawdown chart below to compare losses from any high point for SMIG and WASMX.
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Drawdown Indicators
| SMIG | WASMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.65% | -37.74% | +18.09% |
Max Drawdown (1Y)Largest decline over 1 year | -11.92% | -12.29% | +0.37% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.07% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.74% | — |
Current DrawdownCurrent decline from peak | -6.76% | -11.74% | +4.98% |
Average DrawdownAverage peak-to-trough decline | -6.72% | -5.19% | -1.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 3.90% | -0.21% |
Volatility
SMIG vs. WASMX - Volatility Comparison
The current volatility for Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) is 4.01%, while Boston Trust Walden SMID Cap Fund (WASMX) has a volatility of 4.30%. This indicates that SMIG experiences smaller price fluctuations and is considered to be less risky than WASMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMIG | WASMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 4.30% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 9.73% | -1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.98% | 18.18% | -2.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.32% | 17.17% | -0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 18.63% | -2.31% |