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