Income586 funds · $1.01T
Top YTD · 20 of 586YTD
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SMIG is #132 of 586 this yearShow all 586

SCHD vs SMIG

YTD
SCHDSchwabSMIGBahl & Gaynor
Year to date
SCHD wins+18.8 pts
Past year
SCHD wins+21.9 pts
Fee
SCHD winslower fee
Yield
SCHD wins+1.3 pts
AUM
SCHD83.6× more
4–0SCHD wins
SCHD and SMIG · year-to-date · as of Nov 10, 2026 · AUM not scored
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SMIG vs S&P 500

1D$32.48 · +2.3% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+1%+2%+2.3%S&P 500 +2.3%Nov 6, 2026Nov 9, 2026
Return1D ▼1M3MYTD1Y3Y5YMAX
Total return+2.3%+3.4%−1.5%+14.4%+17.2%+51.9%+41.0%+43.3%
Peer average+1.6%+0.5%−1.5%+10.1%+13.5%+56.3%+50.2%—
S&P 500 · VOO+2.3%−3.3%−2.1%+11.3%+13.6%+81.6%+75.4%+814.2%
Bahl & Gaynor SMIG and Vanguard VOO · total return, dividends in · as of Nov 10, 2026
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SMIG’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%3.0%+1.4%+33.2%+39.1%$122B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.5%+2.4%+14.8%+17.6%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.3%+2.3%+15.4%+19.5%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.8%+1.9%+18.8%+22.9%$45.5B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.2%+2.3%+12.1%+16.1%$37.8B
6SMIGBahl & Gaynor Small/Mid Cap Income Growth ETFThis fund0.60%1.7%+2.3%+14.4%+17.2%$1.5B
#109 of 324 this year · #224 cheapest of 404 · sorted by assetsOpen the Income table →
SMIG and its peer group · total return · as of Nov 10, 2026
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Cards for This View

SMIG’s Top 10 Holdings

Today
40.5%of SMIG sits in these 10
1VCTRVictory Capital4.82%
2SNASnap-on4.41%
3USPHUS Physical Therapy4.36%
4RGAReinsurance Group of America4.35%
5PKGPackaging of America4.25%
6MSMMSC Industrial Direct3.93%
7TRGPTarga Resources3.88%
8AHRAmerican Healthcare REIT3.78%
9HUBBHubbell3.37%
10SIMOSilicon Motion Technology3.33%
Bahl & Gaynor SMIG · weight in the fund · as of Nov 9, 2026
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SCHD vs SMIG

YTD
SCHDSchwabSMIGBahl & Gaynor
Year to date
SCHD wins+18.8 pts
Past year
SCHD wins+21.9 pts
Fee
SCHD winslower fee
Yield
SCHD wins+1.3 pts
AUM
SCHD83.6× more
4–0SCHD wins
SCHD and SMIG · year-to-date · as of Nov 10, 2026 · AUM not scored
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SMIG vs Peer Average

YTD
SMIGAvsBPeer average
1D+2.3%+1.6%
1M+3.4%+0.5%
3M−1.5%−1.5%
YTD+14.4%+10.1%
1Y+17.2%+13.5%
3Y+51.9%+56.3%
5Y+41.0%+50.2%
4–3SMIG wins
403 Dividend stocks peers · each row scaled to its leader
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