TSCV vs. SMIG
TSCV (Thrivent Small Cap Value ETF) and SMIG (Bahl & Gaynor Small/Mid Cap Income Growth ETF) are both Small Cap Value Equities funds. Both are actively managed. Their correlation of 0.82 suggests significant overlap in exposure. Both charge a 0.60% expense ratio.
Performance
TSCV vs. SMIG - Performance Comparison
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Returns By Period
In the year-to-date period, TSCV achieves a 15.89% return, which is significantly higher than SMIG's 10.18% return.
TSCV
- 1D
- -0.29%
- 1M
- 1.16%
- YTD
- 15.89%
- 6M
- 14.99%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SMIG
- 1D
- -0.28%
- 1M
- 1.31%
- YTD
- 10.18%
- 6M
- 11.46%
- 1Y
- 11.81%
- 3Y*
- 13.09%
- 5Y*
- —
- 10Y*
- —
TSCV vs. SMIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TSCV Thrivent Small Cap Value ETF | 15.89% | 6.24% |
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF | 10.18% | 3.65% |
Correlation
The correlation between TSCV and SMIG is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | 0.82 |
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Return for Risk
TSCV vs. SMIG — Risk / Return Rank
TSCV
SMIG
TSCV vs. SMIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Small Cap Value ETF (TSCV) and Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| TSCV | SMIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.99 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.84 | 0.43 | +2.40 |
Drawdowns
TSCV vs. SMIG - Drawdown Comparison
The maximum TSCV drawdown since its inception was -10.17%, smaller than the maximum SMIG drawdown of -19.65%. Use the drawdown chart below to compare losses from any high point for TSCV and SMIG.
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Drawdown Indicators
| TSCV | SMIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.17% | -19.65% | +9.48% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.52% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.23% | — |
Current DrawdownCurrent decline from peak | -0.70% | -1.79% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -2.11% | -6.55% | +4.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.27% | — |
Volatility
TSCV vs. SMIG - Volatility Comparison
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Volatility by Period
| TSCV | SMIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.65% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.43% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.80% | 11.98% | +4.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.80% | 16.20% | +0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 16.20% | +0.60% |
TSCV vs. SMIG - Expense Ratio Comparison
Both TSCV and SMIG have an expense ratio of 0.60%.
Dividends
TSCV vs. SMIG - Dividend Comparison
TSCV's dividend yield for the trailing twelve months is around 0.24%, less than SMIG's 1.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF | 1.75% | 1.82% | 1.75% | 1.91% | 2.00% | 0.50% |
TSCV Thrivent Small Cap Value ETF | 0.24% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TSCV and SMIG have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.60% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
TSCV and SMIG have the same expense ratio: 0.60% per year.
SMIG has the higher dividend yield at 1.75%, compared with 0.24% for TSCV.
They also come from different issuers: Thrivent and Bahl & Gaynor.
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