SMIG ETF Analysis: ETF Series Solutions - AAM | NYSE

Mid-Cap Value | NYSE, USA | Market Cap: 1.407m USD | 12M Return: 14% | Charts, Fundamentals & Technical Analysis

Small-Cap Stocks, Mid-Cap Stocks, Depositary Receipts, REITs
Total Rating 57
Safety 66
Buy Signal 0.13
Mid-Cap Value
Category Rotation: -2.0
TER: 0.60%
AUM: 1.41B
Avg Turnover: 6.31M
Risk 3d forecast
Volatility12.0%
VaR 5th Pctl2.08%
VaR vs Median-3.41%
Reward TTM
Sharpe Ratio0.81
Rel. Str. IBD52.2
Rel. Str. Peer Group63.3
Character TTM
Beta0.579
Beta Downside0.593
Hurst Exponent0.522
Drawdowns 3y
Max DD19.23%
CAGR/Max DD0.71
CAGR/Mean DD3.05

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 4.8 years of data

Jan +1.9% 15
Feb +1.5% 15
Mar -2.9% 15
Apr -1.6% 0
May -0.1% 0
Jun +1.3% 0
Jul +2.8% 27
Aug -0.9% 14
Sep -3.0% 39
Oct -2.2% 17
Nov +5.0% 41
Dec -1.0% 13

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SMIG ETF Series Solutions - AAM

SMIG is an actively managed ETF that invests primarily in U.S.-listed equity securities of small- and mid-capitalization companies, allocating at least 80% of its net assets to this segment. The funds holdings may include U.S. common stocks, American Depositary Receipts (ADRs), and real estate investment trusts (REITs), giving it flexibility across both domestic and foreign-listed securities as well as real estate exposure.

Because it targets small- and mid-cap income-oriented equities, the fund blends growth potential with income generation, often drawing from more mature smaller companies that pay dividends. The inclusion of REITs adds a real-asset income component, as REITs are generally required to distribute a significant portion of their taxable income to shareholders.

Headlines to Watch Out For
  • Small/mid-cap rotation lifts dividend growth ETF inflows
  • Fed rate cut expectations boost income-oriented equity funds
  • Active management competition intensifies in small-cap income category
What is the price of SMIG shares?

As of July 02, 2026, the stock is trading at USD 32.76 with a total of 105,552 shares traded. Over the past week, the price has changed by +0.73%, over one month by +5.03%, over three months by +11.81% and over the past year by +14.00%.

Current recommended Stop Loss: 32.00 (which is 2.3% or 2 ATR below the current price).

Is SMIG a buy, sell or hold?

ETF Series Solutions - AAM has no consensus analysts rating.