Income582 funds · $1.01T
Top YTD · 20 of 582YTD
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SMIGSCHDVOO
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SMIG is #150 of 582 this yearShow all 582

SCHD vs SMIG

YTD
SCHDSchwabSMIGBahl & Gaynor
Year to date
SCHD wins+20.6 pts
Past year
SCHD wins+24.7 pts
Fee
SCHD winslower fee
Yield
SCHD wins+1.3 pts
AUM
SCHD82.8× more
4–0SCHD wins
SCHD and SMIG · year-to-date · as of Nov 5, 2026 · AUM not scored
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SMIG vs S&P 500

MAX$32.55 · +0.6% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+50%+43.6%S&P 500 +84.9%Aug 26, 2021Nov 4, 2026
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return+0.6%+3.3%−2.1%+14.7%+17.0%+57.8%+44.3%+43.6%
Peer average+1.3%+1.1%−0.2%+11.0%+13.9%+63.0%+52.8%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Bahl & Gaynor SMIG and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
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SMIG’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%2.9%+1.9%+35.3%+41.6%$123B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.4%+2.1%+16.4%+18.9%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.2%+1.2%+17.2%+21.2%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.8%+2.2%+20.6%+24.5%$46.1B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.2%+1.4%+14.6%+17.5%$39.0B
6SMIGBahl & Gaynor Small/Mid Cap Income Growth ETFThis fund0.60%1.7%+0.6%+14.7%+17.0%$1.5B
#122 of 324 this year · #223 cheapest of 402 · sorted by assetsOpen the Income table →
SMIG and its peer group · total return · as of Nov 5, 2026
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Cards for This View

SMIG’s Top 10 Holdings

Today
39.9%of SMIG sits in these 10
1SIMOSilicon Motion Technology4.78%
2TRGPTarga Resources4.72%
3VCTRVictory Capital4.59%
4SNASnap-on4.26%
5RGAReinsurance Group of America4.01%
6PKGPackaging of America3.77%
7USPHUS Physical Therapy3.65%
8DTMDT Midstream3.51%
9HUBBHubbell3.45%
10AHRAmerican Healthcare REIT3.15%
Bahl & Gaynor SMIG · weight in the fund · as of Nov 4, 2026
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SMIG’s Holdings

Today
Bahl & Gaynor SMIG · 39 holdings · tile size = share of the fund · as of Nov 4, 2026
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SCHD vs SMIG

YTD
SCHDSchwabSMIGBahl & Gaynor
Year to date
SCHD wins+20.6 pts
Past year
SCHD wins+24.7 pts
Fee
SCHD winslower fee
Yield
SCHD wins+1.3 pts
AUM
SCHD82.8× more
4–0SCHD wins
SCHD and SMIG · year-to-date · as of Nov 5, 2026 · AUM not scored
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SMIG vs Peer Average

YTD
SMIGAvsBPeer average
1D+0.6%+1.3%
1M+3.3%+1.1%
3M−2.1%−0.2%
YTD+14.7%+11.0%
1Y+17.0%+13.9%
3Y+57.8%+63.0%
5Y+44.3%+52.8%
3–4Peer average wins
401 Dividend stocks peers · each row scaled to its leader
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