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 Funds. It was launched on Jun 28, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMIG or WASMX.
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.
Performance
SMIG vs. WASMX - Performance Comparison
Key characteristics
SMIG:
1.63
WASMX:
0.83
SMIG:
2.44
WASMX:
1.27
SMIG:
1.29
WASMX:
1.15
SMIG:
2.20
WASMX:
1.09
SMIG:
6.41
WASMX:
2.56
SMIG:
3.39%
WASMX:
4.48%
SMIG:
13.32%
WASMX:
13.71%
SMIG:
-19.65%
WASMX:
-38.51%
SMIG:
-6.68%
WASMX:
-7.21%
Returns By Period
In the year-to-date period, SMIG achieves a 1.96% return, which is significantly higher than WASMX's 1.78% return.
SMIG
1.96%
0.37%
6.39%
18.98%
N/A
N/A
WASMX
1.78%
0.80%
5.13%
8.71%
6.85%
6.28%
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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.
Risk-Adjusted Performance
SMIG vs. WASMX — Risk-Adjusted Performance Rank
SMIG
WASMX
SMIG vs. WASMX - 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 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.
Dividends
SMIG vs. WASMX - Dividend Comparison
SMIG's dividend yield for the trailing twelve months is around 1.71%, more than WASMX's 0.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF | 1.71% | 1.75% | 1.91% | 2.01% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WASMX Boston Trust Walden SMID Cap Fund | 0.42% | 0.43% | 0.45% | 0.44% | 0.49% | 0.54% | 0.53% | 0.58% | 0.52% | 0.94% | 0.18% | 0.04% |
Drawdowns
SMIG vs. WASMX - Drawdown Comparison
The maximum SMIG drawdown since its inception was -19.65%, smaller than the maximum WASMX drawdown of -38.51%. Use the drawdown chart below to compare losses from any high point for SMIG and WASMX. For additional features, visit the drawdowns tool.
Volatility
SMIG vs. WASMX - Volatility Comparison
Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) and Boston Trust Walden SMID Cap Fund (WASMX) have volatilities of 3.43% and 3.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.