SMIG vs WCMI
Comparison between BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF (SMIG, ETF) and FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF).
SMIG vs WCMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMIG
$1.50B
Winner
WCMI
$1.60B
Expense Ratio
Winner
SMIG
0.60%
WCMI
0.85%
Max Drawdown
SMIG
20.75%
Winner
WCMI
20.16%
Sharpe Ratio
Winner
SMIG
0.87
WCMI
0.79
5Y Beta
Winner
SMIG
0.68
WCMI
0.81
P/E Ratio
SMIG
23.08
WCMI
N/A
Forward P/E
SMIG
19.25
WCMI
N/A
PEG Ratio
SMIG
0.75
WCMI
N/A
5Y EPS CAGR
SMIG
17.31%
WCMI
N/A
P/S Ratio
SMIG
1.82
WCMI
N/A
P/B Ratio
SMIG
3.19
WCMI
N/A
SMIG vs WCMI - Holdings Comparison
SMIG and WCMI have 1 common holdings. Overlap is 0.00%
SMIG's top 25 holdings weight is 82.53%. WCMI's top 25 holdings weight is 76.48%.
| Rank | SMIG | WCMI |
|---|---|---|
| #1 | SILICON MOTION TECHNOLOGY CORP ADR (SIMO) - 5.81% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 7.20% |
| #2 | TARGA RESOURCES CORP (TRGP) - 5.04% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 6.48% |
| #3 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 4.78% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 6.46% |
| #4 | SNAP-ON INC (SNA) - 4.68% | CASH (n/a) - 5.26% |
| #5 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 4.11% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 4.66% |
| #6 | GILDAN ACTIVEWEAR INC (n/a) - 3.81% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 3.35% |
| #7 | HUBBELL INC (HUBB) - 3.63% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.28% |
| #8 | EVERCORE INC CLASS A (EVR) - 3.25% | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 3.09% |
| #9 | NISOURCE INC (NI) - 3.14% | LOTTOMATICA GROUP SPA (n/a) - 2.96% |
| #10 | PACKAGING CORP OF AMERICA (PKG) - 3.13% | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 2.80% |
| #11 | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 3.06% | CONSTELLATION SOFTWARE INC (CNSWF) - 2.67% |
| #12 | FIRST FINANCIAL BANCORP (FFBC) - 3.05% | SOCIETE GENERALE SA (n/a) - 2.66% |
| #13 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 3.05% | SONY GROUP CORP ADR (SONY) - 2.54% |
| #14 | REINSURANCE GROUP OF AMERICA INC (RGA) - 3.04% | JAPAN EXCHANGE GROUP INC (n/a) - 2.15% |
| #15 | ALLIANT ENERGY CORP (LNT) - 2.96% | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.10% |
| #16 | AGREE REALTY CORP (ADC) - 2.90% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.02% |
| #17 | RYDER SYSTEM INC (R) - 2.87% | MIZUHO FINANCIAL GROUP INC (n/a) - 2.02% |
| #18 | US PHYSICAL THERAPY INC (USPH) - 2.83% | UBS GROUP AG REGISTERED SHARES (n/a) - 2.00% |
| #19 | TEXAS ROADHOUSE INC (TXRH) - 2.72% | KB FINANCIAL GROUP INC (n/a) - 2.00% |
| #20 | THE HARTFORD INSURANCE GROUP INC (HIG) - 2.69% | BAYER AG (n/a) - 1.87% |
| #21 | NETAPP INC (NTAP) - 2.53% | NOVO NORDISK AS ADR (NVO) - 1.84% |
| #22 | RB GLOBAL INC (RBA) - 2.44% | SLB LTD (SLB) - 1.83% |
| #23 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.40% | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 1.77% |
| #24 | INTERPARFUMS INC (IPAR) - 2.35% | RENTOKIL INITIAL PLC (n/a) - 1.75% |
| #25 | WATSCO INC ORDINARY SHARES (WSO) - 2.26% | TESCO PLC (n/a) - 1.72% |
| Total Holdings | 37 | 46 |
SMIG vs WCMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMIG
+2.97%
WCMI
-1.74%
3M
Winner
SMIG
+9.39%
WCMI
+3.09%
6M
Winner
SMIG
+12.65%
WCMI
+4.17%
1Y
SMIG
+14.66%
Winner
WCMI
+20.17%
5Y(CAGR)
SMIG
+8.17%
WCMI
N/A
Max(CAGR)
SMIG
+8.17%
Winner
WCMI
+19.38%
SMIG vs WCMI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SMIG | WCMI |
|---|---|---|
| 2026 | +16.18% | +8.98% |
| 2025 | +1.30% | +30.97% |
| 2024 | +17.85% | -5.05% |
| 2023 | +12.87% | N/A |
| 2022 | -11.59% | N/A |
| 2021 | +5.52% | N/A |
SMIG vs WCMI Drawdown Comparison
The maximum drawdown for SMIG was -19.66%, occurring on Sep 30, 2022. Recovery took 513 trading sessions.
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The current SMIG drawdown is -0.36%. The current WCMI drawdown is -5.14%.
| Rank | SMIG | WCMI |
|---|---|---|
| #1 | -19.66% Jan 4, 2022 - Jan 22, 2024 | -12.79% Mar 17, 2025 - Apr 29, 2025 |
| #2 | -19.23% Nov 26, 2024 - Feb 9, 2026 | -12.49% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -8.52% Feb 20, 2026 - May 6, 2026 | -8.03% Oct 6, 2025 - Dec 26, 2025 |
| #4 | -6.41% Nov 16, 2021 - Dec 27, 2021 | -7.18% Oct 18, 2024 - Jan 28, 2025 |
| #5 | -5.77% Sep 2, 2021 - Oct 22, 2021 | -5.50% Jun 22, 2026 - Jul 20, 2026 |
| #6 | -5.55% Mar 28, 2024 - May 14, 2024 | -5.05% Jun 4, 2026 - Jun 15, 2026 |
| #7 | -4.80% Jul 31, 2024 - Aug 21, 2024 | -4.56% May 6, 2026 - Jun 1, 2026 |
| #8 | -3.90% May 21, 2024 - Jul 11, 2024 | -3.85% Apr 17, 2026 - May 5, 2026 |
| #9 | -3.40% Nov 11, 2024 - Nov 22, 2024 | -3.29% Jun 12, 2025 - Jun 26, 2025 |
| #10 | -2.98% Aug 30, 2024 - Sep 16, 2024 | -3.22% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -2.71% Jan 30, 2024 - Feb 22, 2024 | -3.08% Jun 30, 2025 - Sep 8, 2025 |
| #12 | -2.58% May 26, 2026 - Jun 12, 2026 | -2.49% Feb 18, 2025 - Mar 5, 2025 |
| #13 | -2.56% Oct 25, 2021 - Nov 5, 2021 | -1.99% Jan 12, 2026 - Jan 23, 2026 |
| #14 | -2.23% Oct 17, 2024 - Nov 6, 2024 | -1.83% Jan 30, 2025 - Feb 12, 2025 |
| #15 | -2.15% May 6, 2026 - May 22, 2026 | -1.33% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between SMIG and WCMI is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2021 - 2026)
SMIG vs WCMI dividend yield comparison.
| Year | SMIG | WCMI |
|---|---|---|
| 2026 | 0.84% | 0.25% |
| 2025 | 1.82% | 0.78% |
| 2024 | 1.75% | 15.26% |
| 2023 | 1.91% | 0.00% |
| 2022 | 2.00% | 0.00% |
| 2021 | 0.50% | 0.00% |
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