SMIG vs UYLD
Comparison between BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF (SMIG, ETF) and ANGEL OAK ULTRASHORT INCOME ETF (UYLD, ETF).
SMIG vs UYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMIG
$1.50B
Winner
UYLD
$1.60B
Expense Ratio
SMIG
0.60%
Winner
UYLD
0.35%
Max Drawdown
SMIG
20.75%
Winner
UYLD
0.99%
Sharpe Ratio
SMIG
0.78
Winner
UYLD
1.39
5Y Beta
SMIG
0.67
Winner
UYLD
0.01
P/E Ratio
SMIG
22.19
UYLD
N/A
Forward P/E
SMIG
19.05
UYLD
N/A
PEG Ratio
SMIG
0.09
UYLD
N/A
5Y EPS CAGR
SMIG
13.53%
UYLD
N/A
P/S Ratio
SMIG
1.57
UYLD
N/A
P/B Ratio
SMIG
3.11
UYLD
N/A
SMIG vs UYLD - Historical Returns
Returns include dividend reinvestment.
1M
SMIG
-0.84%
Winner
UYLD
+0.43%
3M
Winner
SMIG
+4.94%
UYLD
+1.43%
6M
Winner
SMIG
+4.99%
UYLD
+2.23%
1Y
Winner
SMIG
+13.24%
UYLD
+4.81%
5Y(CAGR)
SMIG
+7.71%
UYLD
N/A
Max(CAGR)
Winner
SMIG
+7.71%
UYLD
+5.86%
SMIG vs UYLD - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SMIG | UYLD |
|---|---|---|
| 2026 | +14.45% | +2.91% |
| 2025 | +1.30% | +5.39% |
| 2024 | +17.85% | +6.02% |
| 2023 | +12.87% | +6.76% |
| 2022 | -11.59% | +1.12% |
| 2021 | +5.52% | N/A |
SMIG vs UYLD Drawdown Comparison
The maximum drawdown for SMIG was -19.66%, occurring on Sep 30, 2022. Recovery took 513 trading sessions.
The maximum drawdown for UYLD was -0.54%, occurring on Jan 2, 2025. Recovery took 25 trading sessions.
The current SMIG drawdown is -2.11%.
| Rank | SMIG | UYLD |
|---|---|---|
| #1 | -19.66% Jan 4, 2022 - Jan 22, 2024 | -0.54% Dec 30, 2024 - Feb 6, 2025 |
| #2 | -19.23% Nov 26, 2024 - Feb 9, 2026 | -0.41% Nov 10, 2022 - Dec 5, 2022 |
| #3 | -8.52% Feb 20, 2026 - May 6, 2026 | -0.35% Apr 6, 2023 - May 3, 2023 |
| #4 | -6.41% Nov 16, 2021 - Dec 27, 2021 | -0.27% May 4, 2023 - May 31, 2023 |
| #5 | -5.77% Sep 2, 2021 - Oct 22, 2021 | -0.27% Jan 27, 2023 - Feb 22, 2023 |
| #6 | -5.55% Mar 28, 2024 - May 14, 2024 | -0.24% Mar 27, 2023 - Apr 4, 2023 |
| #7 | -4.80% Jul 31, 2024 - Aug 21, 2024 | -0.19% Apr 3, 2025 - Apr 22, 2025 |
| #8 | -3.90% May 21, 2024 - Jul 11, 2024 | -0.18% Dec 21, 2022 - Jan 3, 2023 |
| #9 | -3.40% Nov 11, 2024 - Nov 22, 2024 | -0.17% Mar 15, 2023 - Mar 24, 2023 |
| #10 | -2.98% Aug 30, 2024 - Sep 16, 2024 | -0.15% Dec 14, 2022 - Dec 21, 2022 |
| #11 | -2.71% Jan 30, 2024 - Feb 22, 2024 | -0.14% Oct 30, 2023 - Nov 3, 2023 |
| #12 | -2.58% May 26, 2026 - Jun 12, 2026 | -0.14% Jan 3, 2023 - Jan 6, 2023 |
| #13 | -2.56% Oct 25, 2021 - Nov 5, 2021 | -0.14% Jun 14, 2024 - Jun 21, 2024 |
| #14 | -2.38% Aug 14, 2026 - Aug 20, 2026 | -0.14% Aug 2, 2024 - Aug 12, 2024 |
| #15 | -2.23% Oct 17, 2024 - Nov 6, 2024 | -0.14% Mar 9, 2026 - Mar 31, 2026 |
Correlation
Correlation between SMIG and UYLD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2021 - 2026)
SMIG vs UYLD dividend yield comparison.
| Year | SMIG | UYLD |
|---|---|---|
| 2026 | 0.98% | 2.87% |
| 2025 | 1.82% | 5.07% |
| 2024 | 1.75% | 4.97% |
| 2023 | 1.91% | 5.92% |
| 2022 | 2.00% | 0.75% |
| 2021 | 0.50% | 0.00% |
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