SMIZ vs NANC
Comparison between ZACKS SMALL/MID CAP ETF (SMIZ, ETF) and UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF (NANC, ETF).
SMIZ vs NANC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SMIZ
$284M
NANC
$282M
Expense Ratio
Winner
SMIZ
0.55%
NANC
0.72%
Max Drawdown
SMIZ
26.16%
Winner
NANC
20.94%
Sharpe Ratio
Winner
SMIZ
1.18
NANC
0.99
5Y Beta
SMIZ
1.05
Winner
NANC
1.05
P/E Ratio
SMIZ
40.02
Winner
NANC
28.80
Forward P/E
Winner
SMIZ
17.26
NANC
21.57
PEG Ratio
SMIZ
N/A
NANC
0.35
5Y EPS CAGR
SMIZ
17.64%
Winner
NANC
29.06%
Debt to Equity
SMIZ
44.21%
Winner
NANC
14.74%
P/S Ratio
Winner
SMIZ
1.38
NANC
3.59
P/B Ratio
Winner
SMIZ
3.07
NANC
5.94
SMIZ vs NANC - Holdings Comparison
SMIZ and NANC have 11 common holdings. Overlap is 2.52%
SMIZ's top 25 holdings weight is 27.23%. NANC's top 25 holdings weight is 73.64%.
| Rank | SMIZ | NANC |
|---|---|---|
| #1 | EMCOR GROUP INC (EME) - 1.52% | NVIDIA CORP (NVDA) - 10.45% |
| #2 | COMFORT SYSTEMS USA INC (FIX) - 1.47% | MICROSOFT CORP (MSFT) - 7.49% |
| #3 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 1.33% | ALPHABET INC CLASS C (GOOG) - 5.65% |
| #4 | COMMVAULT SYSTEMS INC (CVLT) - 1.29% | AMAZON.COM INC (AMZN) - 5.32% |
| #5 | NORTHERN TRUST CORP (NTRS) - 1.29% | APPLE INC (AAPL) - 4.16% |
| #6 | VESTIS CORP (VSTS) - 1.27% | ARTIVION INC (AORT) - 3.38% |
| #7 | WESTERN DIGITAL CORP (WDC) - 1.22% | AMERICAN EXPRESS CO (AXP) - 3.27% |
| #8 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.22% | SALESFORCE INC (CRM) - 2.99% |
| #9 | CASH & CASH EQUIVALENTS (n/a) - 1.17% | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.79% |
| #10 | MASTEC INC (MTZ) - 1.17% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.75% |
| #11 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.17% | NETFLIX INC (NFLX) - 2.59% |
| #12 | ALLIENT INC (ALNT) - 1.10% | COSTCO WHOLESALE CORP (COST) - 2.42% |
| #13 | CORNING INC (GLW) - 1.08% | ELI LILLY AND CO (LLY) - 2.40% |
| #14 | AFFILIATED MANAGERS GROUP INC (AMG) - 1.02% | META PLATFORMS INC CLASS A (META) - 2.31% |
| #15 | ARISTA NETWORKS INC (ANET) - 0.99% | APPLIED MATERIALS INC (AMAT) - 2.24% |
| #16 | CARPENTER TECHNOLOGY CORP (CRS) - 0.97% | VULCAN MATERIALS CO (VMC) - 2.17% |
| #17 | STERLING INFRASTRUCTURE INC (STRL) - 0.95% | SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 1.75% |
| #18 | HOWMET AEROSPACE INC (HWM) - 0.92% | D.R. HORTON INC (DHI) - 1.63% |
| #19 | NWPX INFRASTRUCTURE INC (NWPX) - 0.92% | THE WALT DISNEY CO (DIS) - 1.37% |
| #20 | AMPHENOL CORP CLASS A (APH) - 0.91% | JOHNSON & JOHNSON (JNJ) - 1.17% |
| #21 | MCKESSON CORP (MCK) - 0.90% | BROADCOM INC (AVGO) - 1.17% |
| #22 | n/a (EXPD) - 0.88% | API GROUP CORP (APG) - 1.11% |
| #23 | BLOOM ENERGY CORP CLASS A (BE) - 0.83% | ABBOTT LABORATORIES (ABT) - 1.05% |
| #24 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 0.82% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.04% |
| #25 | ARROW ELECTRONICS INC (ARW) - 0.82% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.97% |
| Total Holdings | 202 | 131 |
SMIZ vs NANC - Historical Returns
Returns include dividend reinvestment.
1M
SMIZ
-2.53%
Winner
NANC
+0.36%
3M
SMIZ
+4.83%
Winner
NANC
+7.98%
6M
Winner
SMIZ
+9.65%
NANC
+9.05%
1Y
Winner
SMIZ
+26.42%
NANC
+18.61%
Max(CAGR)
Winner
SMIZ
+23.20%
NANC
+21.99%
SMIZ vs NANC - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SMIZ | NANC |
|---|---|---|
| 2026 | +14.95% | +9.38% |
| 2025 | +12.07% | +18.72% |
| 2024 | +19.02% | +28.13% |
| 2023 | +16.39% | +20.79% |
SMIZ vs NANC Drawdown Comparison
The maximum drawdown for SMIZ was -25.02%, occurring on Apr 8, 2025. Recovery took 178 trading sessions.
The maximum drawdown for NANC was -20.94%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current SMIZ drawdown is -3.47%. The current NANC drawdown is -1.54%.
| Rank | SMIZ | NANC |
|---|---|---|
| #1 | -25.02% Dec 4, 2024 - Aug 22, 2025 | -20.94% Feb 19, 2025 - Jun 24, 2025 |
| #2 | -10.51% Feb 9, 2026 - Apr 13, 2026 | -12.21% Jan 12, 2026 - Apr 22, 2026 |
| #3 | -9.41% Jul 16, 2024 - Sep 19, 2024 | -11.06% Jul 10, 2024 - Sep 26, 2024 |
| #4 | -7.65% Mar 28, 2024 - Jul 15, 2024 | -10.17% Jul 19, 2023 - Nov 20, 2023 |
| #5 | -7.56% Oct 27, 2025 - Dec 11, 2025 | -8.21% Feb 7, 2023 - May 17, 2023 |
| #6 | -7.28% Oct 11, 2023 - Nov 14, 2023 | -6.93% Mar 22, 2024 - May 15, 2024 |
| #7 | -4.98% Jun 30, 2026 - Jul 20, 2026 | -5.95% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -4.17% May 6, 2026 - May 26, 2026 | -5.85% Nov 3, 2025 - Jan 6, 2026 |
| #9 | -4.10% Sep 22, 2025 - Oct 24, 2025 | -5.18% Jun 1, 2026 - Jul 6, 2026 |
| #10 | -3.87% Jun 4, 2026 - Jun 12, 2026 | -3.07% Dec 18, 2023 - Jan 12, 2024 |
| #11 | -3.85% Dec 28, 2023 - Jan 29, 2024 | -2.75% Oct 22, 2024 - Nov 6, 2024 |
| #12 | -3.73% Nov 11, 2024 - Nov 22, 2024 | -2.70% Jun 15, 2023 - Jun 30, 2023 |
| #13 | -3.59% Dec 11, 2025 - Jan 6, 2026 | -2.67% Oct 8, 2025 - Oct 21, 2025 |
| #14 | -2.73% Jan 22, 2026 - Feb 6, 2026 | -2.54% Nov 11, 2024 - Nov 26, 2024 |
| #15 | -2.59% Oct 18, 2024 - Nov 6, 2024 | -2.37% Jul 25, 2025 - Aug 8, 2025 |
Correlation
Correlation between SMIZ and NANC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2025)
SMIZ vs NANC dividend yield comparison.
| Year | SMIZ | NANC |
|---|---|---|
| 2025 | 0.62% | 0.21% |
| 2024 | 1.57% | 0.20% |
| 2023 | 0.07% | 0.94% |
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