Compare · 2 funds side by side · dividends reinvested

SMIG and IGV

SMIGBahl & Gaynor×IGViShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,428SMIG · best of the two

02 / 04

SMIG and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bahl & Gaynor Small/Mid Cap Income Growth ETFIncome · Dividend stocks0.60%1.66%+14.7%+17.0%+16.4%+7.6%−8.5%11.4%$1.5B1.1

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−2.0%−10.5%+15.8%+3.8%−35.5%32.7%$13.0B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SMIG 2021 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

Bahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B$14,428

SMIG

IGV

iShares Expanded Tech-Software Sector ETF · $13.0B$12,032

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SMIGMeasureIGV

+14.7%Year to dateJan 1 → Nov 4−2.0%

+17.0%1 yearTotal return−10.5%

+16.4%3 years · per year$10,000 became $15,778 · $15,526+15.8%

+7.6%5 years · per year$10,000 became $14,428 · $12,032+3.8%

0.60%Expense ratio$60 · $38 a year on $10k · lower is better0.38%

1.66%Trailing 12-mo yield$166 · $2 a year on $10k0.02%

−8.5%Worst dropSmaller is better−35.5%

11.4%VolatilityLower is calmer32.7%

SMIGIGV Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1SMIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMIG vs IGV: Top 5 Holdings

Today

SMIG

22.4%in top 5

IGV

in top 541.6%

SMIGStockIGV

not top 5MSFT8.9%

not top 5PANW8.8%

not top 5PLTR8.7%

not top 5CRWD8.5%

not top 5ORCL6.6%

4.8%SIMOnot top 5

4.7%TRGPnot top 5

4.6%VCTRnot top 5

4.3%SNAnot top 5

4.0%RGAnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SMIG vs IGV Returns, Every Period

Bahl & GaynorSMIG

+7.6%

5 years, per year

IGViShares

+3.8%

5 years, per year

SMIGIGVFaded: behind in that period

4–0SMIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Thematic: SMIG vs IGV

YTD

Bahl & GaynorSMIG

+14.7%

IGViShares

−2.0%

+14.7%Year to date−2.0%

−8.5%Worst drop · 1Y−35.5%

11.4%Volatility · 1Y32.7%

1.7%Yield0.0%

$1.5BAssets$13.0B

4–0SMIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMIG, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

SMIG0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMIG, IGV

1.66%highest, SMIG

FundTrailing yieldYield$10k

SMIG1.66%$166

IGV0.02%$2

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SMIG

SMIG$166 − $60 = $106

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMIG, IGV

Today

0.0%most shared, SMIG and IGV

SMIGIGV

SMIG—0.0%

IGV0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.0%SMIG, at 11.4% volatility

SMIGWorst drop−8.5%11.4% vol

IGVWorst drop−35.5%32.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SMIGIGV

+14.7%Year to date−2.0%

1.7%Yield0.0%

+17.0%Past year−10.5%

0.60%Fee0.38%

3–1SMIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026