Compare · 2 funds side by side · dividends reinvested

SMIG and MDST

SMIGBahl & Gaynor×MDSTWestwood×

Versus in desk

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 MDST, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Westwood Salient Enhanced Midstream Income ETFIncome · Dividend stocks0.80%9.68%+15.1%+21.3%[…][…]−7.3%14.1%$298M1.3

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%$1.5B1.5

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 · MDST 2024

Head to Head

Swap sides Versus in desk

Head to Head

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

SMIG

MDST

Westwood Salient Enhanced Midstream Income ETF · $298M[…]

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

SMIGMeasureMDST

+14.7%Year to dateJan 1 → Nov 4+15.1%

+17.0%1 yearTotal return+21.3%

+16.4%3 years · per year$10,000 became $15,778 · […][…]

+7.6%5 years · per year$10,000 became $14,428 · […][…]

0.60%Expense ratio$60 · $80 a year on $10k · lower is better0.80%

1.66%Trailing 12-mo yield$166 · $968 a year on $10k9.68%

−8.5%Worst dropSmaller is better−7.3%

11.4%VolatilityLower is calmer14.1%

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

2–4MDST 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 MDST: Top 5 Holdings

Today

SMIG

22.4%in top 5

MDST

in top 538.5%

SMIGStockMDST

not top 5ET9.3%

not top 5WMB8.3%

not top 5ENB8.1%

not top 5EPD6.9%

not top 5LNG5.9%

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 common10.5%

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

SMIG vs MDST Returns, Every Period

Bahl & GaynorSMIG

+17.0%

past year

MDSTWestwood

+21.3%

past year

SMIGMDSTFaded: behind in that period

0–2MDST wins

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

SMIG vs MDST

YTD

Bahl & GaynorSMIG

+14.7%

MDSTWestwood

+15.1%

+14.7%Year to date+15.1%

−8.5%Worst drop · 1Y−7.3%

11.4%Volatility · 1Y14.1%

1.7%Yield9.7%

$1.5BAssets$298M

3–1MDST wins

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

Cost, Income and Risk

Fees: SMIG, MDST

Today

0.60%lowest, SMIG

FundExpense ratioFee$10k

SMIG0.60%$60

MDST0.80%$80

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

Yields: SMIG, MDST

9.68%highest, MDST

FundTrailing yieldYield$10k

MDST9.68%$968

SMIG1.66%$166

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

Income After Fees on $10,000

$888most kept, MDST

MDST$968 − $80 = $888

SMIG$166 − $60 = $106

KeptFee

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

Overlap: SMIG, MDST

Today

10.5%most shared, SMIG and MDST

SMIGMDST

SMIG—10.5%

MDST10.5%—

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

Return vs Bumpiness: 2 ETFs

+21.3%MDST, at 14.1% volatility

SMIGWorst drop−8.5%11.4% vol

MDSTWorst drop−7.3%14.1% vol

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

Paid More vs Made More

YTD

MDSTSMIG

+15.1%Year to date+14.7%

9.7%Yield1.7%

+21.3%Past year+17.0%

0.80%Fee0.60%

3–1MDST 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026