LEGR vs SMCO
Comparison between FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF (LEGR, ETF) and HILTON SMALL-MIDCAP OPPORTUNITY ETF (SMCO, ETF).
LEGR vs SMCO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LEGR
$129M
Winner
SMCO
$129M
Expense Ratio
LEGR
0.65%
Winner
SMCO
0.55%
Max Drawdown
LEGR
36.12%
Winner
SMCO
22.88%
Sharpe Ratio
Winner
LEGR
1.48
SMCO
0.99
5Y Beta
Winner
LEGR
0.78
SMCO
0.96
P/E Ratio
Winner
LEGR
22.56
SMCO
31.66
Forward P/E
Winner
LEGR
17.76
SMCO
20.08
PEG Ratio
LEGR
0.54
Winner
SMCO
0.43
5Y Dividends CAGR
LEGR
26.41%
SMCO
N/A
5Y EPS CAGR
Winner
LEGR
15.95%
SMCO
12.84%
Debt to Equity
LEGR
N/A
SMCO
52.88%
P/S Ratio
Winner
LEGR
0.24
SMCO
2.10
P/B Ratio
Winner
LEGR
3.29
SMCO
3.76
LEGR vs SMCO - Holdings Comparison
LEGR and SMCO have 1 common holdings. Overlap is 0.00%
LEGR's top 25 holdings weight is 40.05%. SMCO's top 25 holdings weight is 53.61%.
| Rank | LEGR | SMCO |
|---|---|---|
| #1 | INTEL CORP (INTC) - 3.38% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 3.22% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 2.87% | MKS INC (MKSI) - 2.90% |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.40% | NVENT ELECTRIC PLC (NVT) - 2.76% |
| #4 | INFINEON TECHNOLOGIES AG (n/a) - 1.87% | CIENA CORP (CIEN) - 2.69% |
| #5 | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.87% | DYCOM INDUSTRIES INC (DY) - 2.51% |
| #6 | AMAZON.COM INC (AMZN) - 1.61% | CLEAN HARBORS INC (CLH) - 2.48% |
| #7 | MORGAN STANLEY (MS) - 1.58% | TELEDYNE TECHNOLOGIES INC (TDY) - 2.31% |
| #8 | CHINA CITIC BANK CORP LTD CLASS H (n/a) - 1.53% | IDACORP INC (IDA) - 2.19% |
| #9 | NVIDIA CORP (NVDA) - 1.53% | WEST PHARMACEUTICAL SERVICES INC (WST) - 2.16% |
| #10 | n/a (TSM) - 1.50% | EQT CORP (EQT) - 2.15% |
| #11 | ORACLE CORP (ORCL) - 1.49% | n/a (PRMB) - 2.15% |
| #12 | BAIDU INC ADR (BIDU) - 1.44% | CULLEN/FROST BANKERS INC (CFR) - 2.12% |
| #13 | JD.COM INC ADR (JD) - 1.43% | TD SYNNEX CORP (SNX) - 2.10% |
| #14 | n/a (n/a) - 1.42% | YETI HOLDINGS INC (YETI) - 1.93% |
| #15 | MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 1.42% | COMMUNITY FINANCIAL SYSTEM INC (CBU) - 1.92% |
| #16 | SOFTBANK CORP (n/a) - 1.31% | TETRA TECHNOLOGIES INC (TTI) - 1.91% |
| #17 | PAYPAL HOLDINGS INC (PYPL) - 1.30% | EMCOR GROUP INC (EME) - 1.89% |
| #18 | n/a (n/a) - 1.29% | AKAMAI TECHNOLOGIES INC (AKAM) - 1.88% |
| #19 | MICROSOFT CORP (MSFT) - 1.29% | HEALTHEQUITY INC (HQY) - 1.84% |
| #20 | ENGIE SA (n/a) - 1.28% | FEDERAL SIGNAL CORP (FSS) - 1.81% |
| #21 | NORDEA BANK ABP (n/a) - 1.27% | ENTEGRIS INC (ENTG) - 1.76% |
| #22 | MASTERCARD INC CLASS A (MA) - 1.27% | PRIMORIS SERVICES CORP (PRIM) - 1.75% |
| #23 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.27% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.74% |
| #24 | ICICI BANK LTD ADR (IBN) - 1.22% | STERIS PLC (STE) - 1.73% |
| #25 | SWISSCOM AG (n/a) - 1.21% | BURLINGTON STORES INC (BURL) - 1.71% |
| Total Holdings | 112 | 64 |
LEGR vs SMCO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LEGR
+2.44%
SMCO
-1.79%
3M
Winner
LEGR
+9.24%
SMCO
+4.83%
6M
Winner
LEGR
+10.96%
SMCO
+8.23%
1Y
Winner
LEGR
+25.86%
SMCO
+20.20%
5Y(CAGR)
LEGR
+11.05%
SMCO
N/A
10Y(CAGR)
LEGR
+11.74%
SMCO
N/A
Max(CAGR)
LEGR
+11.74%
Winner
SMCO
+16.97%
LEGR vs SMCO - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | LEGR | SMCO |
|---|---|---|
| 2026 | +7.22% | +8.16% |
| 2025 | +31.26% | +6.32% |
| 2024 | +17.51% | +18.74% |
| 2023 | +20.55% | +7.84% |
| 2022 | -20.19% | N/A |
| 2021 | +18.02% | N/A |
| 2020 | +16.98% | N/A |
| 2019 | +27.74% | N/A |
| 2018 | -14.10% | N/A |
LEGR vs SMCO Drawdown Comparison
The maximum drawdown for LEGR was -36.12%, occurring on Mar 16, 2020. Recovery took 188 trading sessions.
The maximum drawdown for SMCO was -22.71%, occurring on Apr 8, 2025. Recovery took 178 trading sessions.
The current LEGR drawdown is -4.75%. The current SMCO drawdown is -2.68%.
| Rank | LEGR | SMCO |
|---|---|---|
| #1 | -36.12% Feb 12, 2020 - Nov 9, 2020 | -22.71% Jan 21, 2025 - Oct 6, 2025 |
| #2 | -31.46% Jan 12, 2022 - Mar 7, 2024 | -9.56% Feb 6, 2026 - Apr 17, 2026 |
| #3 | -19.98% Sep 25, 2018 - Apr 17, 2019 | -8.77% Jul 16, 2024 - Oct 11, 2024 |
| #4 | -14.25% Feb 18, 2025 - May 8, 2025 | -8.07% Mar 28, 2024 - Jul 11, 2024 |
| #5 | -11.20% Jan 29, 2018 - Aug 29, 2018 | -7.90% Oct 27, 2025 - Dec 10, 2025 |
| #6 | -10.39% Jan 29, 2026 - Apr 17, 2026 | -6.66% Dec 4, 2024 - Jan 21, 2025 |
| #7 | -8.58% Jul 24, 2019 - Nov 5, 2019 | -4.09% Dec 28, 2023 - Jan 29, 2024 |
| #8 | -7.78% Apr 29, 2019 - Jul 3, 2019 | -3.86% Oct 6, 2025 - Oct 15, 2025 |
| #9 | -7.24% Jul 12, 2024 - Aug 23, 2024 | -3.85% Dec 11, 2025 - Jan 6, 2026 |
| #10 | -6.42% Nov 8, 2021 - Jan 11, 2022 | -3.58% May 5, 2026 - May 26, 2026 |
| #11 | -6.39% Oct 28, 2025 - Dec 19, 2025 | -3.49% Nov 11, 2024 - Nov 22, 2024 |
| #12 | -5.09% Sep 3, 2021 - Oct 15, 2021 | -2.76% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -4.86% Apr 3, 2024 - May 6, 2024 | -2.68% Jun 2, 2026 - Jun 5, 2026 |
| #14 | -4.78% Jan 21, 2021 - Feb 5, 2021 | -2.25% Feb 12, 2024 - Feb 15, 2024 |
| #15 | -4.75% Jun 2, 2026 - Jun 5, 2026 | -2.25% Apr 24, 2026 - Apr 30, 2026 |
Correlation
Correlation between LEGR and SMCO is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2018 - 2026)
LEGR vs SMCO dividend yield comparison.
| Year | LEGR | SMCO |
|---|---|---|
| 2026 | 0.22% | 0.00% |
| 2025 | 1.84% | 1.01% |
| 2024 | 2.40% | 0.47% |
| 2023 | 2.56% | 0.05% |
| 2022 | 2.64% | 0.00% |
| 2021 | 1.80% | 0.00% |
| 2020 | 0.95% | 0.00% |
| 2019 | 2.04% | 0.00% |
| 2018 | 1.30% | 0.00% |
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