Compare · 3 funds side by side · dividends reinvested

SMIG, NBET and MDST

SMIGBahl & Gaynor×NBETNeuberger Berman×MDSTWestwood×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,057SMIG · best of the three

02 / 04

SMIG, NBET and MDST, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Westwood Salient Enhanced Midstream Income ETFIncome · Dividend stocks0.80%9.35%+19.2%+25.2%[…][…]−7.3%13.6%$298M1.7

Neuberger Berman Energy Transition & Infrastructure ETFThematic · Infrastructure2.10%2.39%+31.2%+35.5%+29.3%[…]−8.0%16.1%$56M1.9

Bahl & Gaynor Small/Mid Cap Income Growth ETFIncome · Dividend stocks0.60%1.67%+14.0%+16.2%+16.7%+7.0%−8.5%11.4%$1.5B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SMIG 2021 · NBET 2022 · MDST 2024

Head to Head

Swap sides Versus in desk

Head to Head

Bahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B$14,057

SMIG

NBET

Neuberger Berman Energy Transition & Infrastructure ETF · $56M[…]

$10,000 five years ago, dividends reinvested · they hold 12.2% in common

SMIGMeasureNBET

+14.0%Year to dateJan 1 → Nov 3+31.2%

+16.2%1 yearTotal return+35.5%

+16.7%3 years · per year$10,000 became $15,886 · $21,621+29.3%

+7.0%5 years · per year$10,000 became $14,057 · […][…]

0.60%Expense ratio$60 · $210 a year on $10k · lower is better2.10%

1.67%Trailing 12-mo yield$167 · $239 a year on $10k2.39%

−8.5%Worst dropSmaller is better−8.0%

11.4%VolatilityLower is calmer16.1%

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

2–5NBET wins

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

More Ways to See the Pairs

SMIG vs NBET: Top 5 Holdings

Today

SMIG

22.2%in top 5

NBET

in top 536.5%

SMIGStockNBET

4.7%TRGP9.3%

not top 5ET7.5%

not top 5EPD7.3%

not top 5LNG6.7%

not top 5DTM5.7%

4.7%SIMOnot top 5

4.5%VCTRnot top 5

4.2%SNAnot top 5

4.0%RGAnot top 5

Held in common12.2%

End-of-day Nov 3, 2026 · share of each fund

SMIG vs NBET Returns, Every Period

Bahl & GaynorSMIG

+16.2%

past year

NBETNeuberger Berman

+35.5%

past year

SMIGNBETFaded: behind in that period

0–3NBET wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SMIG vs MDST

YTD

Bahl & GaynorSMIG

+14.0%

MDSTWestwood

+19.2%

+14.0%Year to date+19.2%

−8.5%Worst drop · 1Y−7.3%

11.4%Volatility · 1Y13.6%

1.7%Yield9.3%

$1.5BAssets$298M

3–1MDST wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMIG, NBET, MDST

Today

0.60%lowest, SMIG

FundExpense ratioFee$10k

SMIG0.60%$60

MDST0.80%$80

NBET2.10%$210

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SMIG, NBET, MDST

9.35%highest, MDST

FundTrailing yieldYield$10k

MDST9.35%$935

NBET2.39%$239

SMIG1.67%$167

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$855most kept, MDST

MDST$935 − $80 = $855

SMIG$167 − $60 = $107

NBET$239 − $210 = $29

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SMIG, NBET, MDST

Today

48.0%most shared, NBET and MDST

SMIGNBETMDST

SMIG—12.2%10.5%

NBET12.2%—48.0%

MDST10.5%48.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+35.5%NBET, at 16.1% volatility

SMIGWorst drop−8.5%11.4% vol

MDSTWorst drop−7.3%13.6% vol

NBETWorst drop−8.0%16.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MDSTNBET

+19.2%Year to date+31.2%

9.3%Yield2.4%

+25.2%Past year+35.5%

0.80%Fee2.10%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026