VIOV vs. SMIG
Compare and contrast key facts about Vanguard S&P Small-Cap 600 Value ETF (VIOV) and Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG).
VIOV and SMIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SMIG is an actively managed fund by Bahl & Gaynor. It was launched on Aug 25, 2021.
Performance
VIOV vs. SMIG - Performance Comparison
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VIOV vs. SMIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VIOV Vanguard S&P Small-Cap 600 Value ETF | 4.51% | 6.63% | 7.44% | 15.36% | -11.37% | 5.05% |
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF | 2.39% | 0.78% | 17.63% | 13.62% | -11.83% | 5.51% |
Returns By Period
In the year-to-date period, VIOV achieves a 4.51% return, which is significantly higher than SMIG's 2.39% return.
VIOV
- 1D
- 2.29%
- 1M
- -3.16%
- YTD
- 4.51%
- 6M
- 7.88%
- 1Y
- 23.53%
- 3Y*
- 10.24%
- 5Y*
- 4.95%
- 10Y*
- 9.51%
SMIG
- 1D
- 1.38%
- 1M
- -6.05%
- YTD
- 2.39%
- 6M
- 0.02%
- 1Y
- 4.80%
- 3Y*
- 10.18%
- 5Y*
- —
- 10Y*
- —
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VIOV vs. SMIG - Expense Ratio Comparison
VIOV has a 0.10% expense ratio, which is lower than SMIG's 0.60% expense ratio.
Return for Risk
VIOV vs. SMIG — Risk / Return Rank
VIOV
SMIG
VIOV vs. SMIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Small-Cap 600 Value ETF (VIOV) 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.
| VIOV | SMIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.30 | +0.70 |
Sortino ratioReturn per unit of downside risk | 1.52 | 0.54 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.07 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 0.44 | +1.11 |
Martin ratioReturn relative to average drawdown | 5.79 | 1.44 | +4.35 |
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
| VIOV | SMIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.30 | +0.70 |
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 | 0.50 | 0.34 | +0.16 |
Correlation
The correlation between VIOV and SMIG 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
VIOV vs. SMIG - Dividend Comparison
VIOV's dividend yield for the trailing twelve months is around 1.76%, less than SMIG's 1.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
VIOV vs. SMIG - Drawdown Comparison
The maximum VIOV drawdown since its inception was -47.36%, which is greater than SMIG's maximum drawdown of -19.65%. Use the drawdown chart below to compare losses from any high point for VIOV and SMIG.
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Drawdown Indicators
| VIOV | SMIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.36% | -19.65% | -27.71% |
Max Drawdown (1Y)Largest decline over 1 year | -15.50% | -11.92% | -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 | -6.21% | -7.01% | +0.80% |
Average DrawdownAverage peak-to-trough decline | -7.45% | -6.72% | -0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.14% | 3.67% | +0.47% |
Volatility
VIOV vs. SMIG - Volatility Comparison
Vanguard S&P Small-Cap 600 Value ETF (VIOV) has a higher volatility of 5.42% compared to Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) at 4.02%. This indicates that VIOV's price experiences larger fluctuations and is considered to be riskier than SMIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIOV | SMIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.42% | 4.02% | +1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 8.36% | +5.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.66% | 15.98% | +7.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.11% | 16.33% | +5.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.90% | 16.33% | +7.57% |