Compare · 2 funds side by side · dividends reinvested

SMIG and VYM

SMIGBahl & Gaynor×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,305VYM · best of the two

02 / 04

SMIG and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.8%+19.0%+21.5%+11.6%−6.7%10.0%$78.9B1.0

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%$1.5B2.0

Rank among the two1st → 2ndFee, 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 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SMIG

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,305

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

SMIGMeasureVYM

+14.0%Year to dateJan 1 → Nov 3+15.8%

+16.2%1 yearTotal return+19.0%

+16.7%3 years · per year$10,000 became $15,886 · $17,952+21.5%

+7.0%5 years · per year$10,000 became $14,057 · $17,305+11.6%

0.60%Expense ratio$60 · $4 a year on $10k · lower is better0.04%

1.67%Trailing 12-mo yield$167 · $225 a year on $10k2.25%

−8.5%Worst dropSmaller is better−6.7%

11.4%VolatilityLower is calmer10.0%

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

0–8VYM 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 VYM: Top 5 Holdings

Today

SMIG

22.2%in top 5

VYM

in top 518.2%

SMIGStockVYM

not top 5AVGO6.9%

4.7%TRGPnot top 5

4.7%SIMOnot top 5

4.5%VCTRnot top 5

4.2%SNAnot top 5

4.0%RGAnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common1.9%

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

SMIG vs VYM Returns, Every Period

Bahl & GaynorSMIG

+7.0%

5 years, per year

VYMVanguard

+11.6%

5 years, per year

SMIGVYMFaded: behind in that period

0–4VYM wins

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

SMIG vs VYM

YTD

Bahl & GaynorSMIG

+14.0%

VYMVanguard

+15.8%

+14.0%Year to date+15.8%

−8.5%Worst drop · 1Y−6.7%

11.4%Volatility · 1Y10.0%

1.7%Yield2.3%

$1.5BAssets$78.9B

4–0VYM wins

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

Cost, Income and Risk

Fees: SMIG, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SMIG0.60%$60

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

Yields: SMIG, VYM

2.25%highest, VYM

FundTrailing yieldYield$10k

VYM2.25%$225

SMIG1.67%$167

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

Income After Fees on $10,000

$221most kept, VYM

VYM$225 − $4 = $221

SMIG$167 − $60 = $107

KeptFee

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

Overlap: SMIG, VYM

Today

1.9%most shared, SMIG and VYM

SMIGVYM

SMIG—1.9%

VYM1.9%—

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

Return vs Bumpiness: 2 ETFs

+19.0%VYM, at 10.0% volatility

VYMWorst drop−6.7%10.0% vol

SMIGWorst drop−8.5%11.4% vol

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

Paid More vs Made More

YTD

VYMSMIG

+15.8%Year to date+14.0%

2.3%Yield1.7%

+19.0%Past year+16.2%

0.04%Fee0.60%

4–0VYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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