SMIG vs. EQTY ETF Comparison
Comparison of AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) to Kovitz Core Equity ETF (EQTY)
SMIG
AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG Description
ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF is an exchange traded fund launched by ETF Series Solutions. The fund is co-managed by Advisors Asset Management, Inc. and Bahl & Gaynor, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization, within the market capitalization range of the Russell 2500 Index. The fund invests in dividend paying stocks of companies. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$31.29
Average Daily Volume
104,347
44
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$24.05
Average Daily Volume
36,471
38
Performance
Period | SMIG | EQTY |
---|---|---|
30 Days | 5.72% | 1.82% |
60 Days | 8.06% | 5.20% |
90 Days | 9.31% | 6.52% |
12 Months | 35.70% | 28.67% |
0 Overlapping Holdings
Symbol | Grade | Weight in SMIG | Weight in EQTY | Overlap |
---|
SMIG Overweight 44 Positions Relative to EQTY
Symbol | Grade | Weight | |
---|---|---|---|
VCTR | B | 5.14% | |
TRGP | A | 4.92% | |
BAH | F | 4.65% | |
HUBB | B | 4.29% | |
SNA | A | 4.23% | |
BR | A | 4.22% | |
PKG | A | 4.12% | |
WSO | A | 3.93% | |
HIG | B | 3.85% | |
EVR | B | 3.76% | |
NI | A | 3.35% | |
DGX | A | 3.14% | |
ADC | A | 2.71% | |
DOX | D | 2.66% | |
PRGO | C | 2.54% | |
IPAR | B | 2.54% | |
AFG | A | 2.46% | |
AVY | F | 2.43% | |
TXRH | B | 2.36% | |
ATO | A | 1.99% | |
RPM | A | 1.97% | |
LANC | C | 1.89% | |
AVT | C | 1.88% | |
LNT | A | 1.86% | |
HOMB | A | 1.85% | |
NTAP | C | 1.76% | |
TRNO | F | 1.72% | |
AVNT | C | 1.54% | |
CBOE | C | 1.43% | |
CMS | C | 1.19% | |
CAG | F | 1.18% | |
USPH | B | 1.17% | |
NXST | C | 1.14% | |
ELS | C | 1.1% | |
PAGP | A | 1.05% | |
PAG | B | 1.01% | |
FFBC | B | 0.94% | |
MTH | D | 0.88% | |
DTM | A | 0.8% | |
SON | F | 0.67% | |
NSP | F | 0.63% | |
TSCO | D | 0.48% | |
CSGS | B | 0.36% | |
WKC | C | 0.33% |
SMIG Underweight 38 Positions Relative to EQTY
Symbol | Grade | Weight | |
---|---|---|---|
META | D | -4.81% | |
AMZN | C | -4.81% | |
SCHW | B | -4.68% | |
GOOG | C | -4.14% | |
BDX | F | -3.98% | |
KEYS | A | -3.93% | |
V | A | -3.77% | |
CRM | B | -3.76% | |
PM | B | -3.75% | |
J | D | -3.58% | |
ICE | C | -3.4% | |
KMX | B | -3.36% | |
FI | A | -3.18% | |
LOW | C | -3.16% | |
BRK.A | B | -3.16% | |
PCAR | B | -3.13% | |
AXP | A | -3.02% | |
ORCL | A | -2.96% | |
AON | A | -2.92% | |
JPM | A | -2.57% | |
PPG | F | -2.36% | |
MSI | B | -2.08% | |
AAPL | C | -1.89% | |
DLTR | F | -1.86% | |
ANET | C | -1.84% | |
ADI | D | -1.73% | |
DEO | F | -1.72% | |
AMAT | F | -1.67% | |
HAS | D | -1.07% | |
AMD | F | -0.94% | |
HAYW | B | -0.65% | |
GOOGL | C | -0.49% | |
MSFT | D | -0.24% | |
SYK | B | -0.13% | |
GGG | B | -0.1% | |
VRSK | A | -0.08% | |
ABT | B | -0.06% | |
EFX | F | -0.06% |
SMIG: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords