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SMCO
+1.52 · +5.69%
$28.28 · NASDAQ

Hilton Small-MidCap Opportunity ETF (SMCO) ETF Analysis | Mid-Cap Blend

Hilton Capital Management, LLC · USA
AUM:$156.1M
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.55% — moderate cost. Consider how fees compound over long holding periods.

What is SMCO?

The Sub-Adviser uses its proprietary Small & Mid Cap Opportunities investment process ("SMCO Process") to seek risk-adjusted returns by investing in U. equity securities within the small- and mid-cap asset classes.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SMCO delivered 15.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.55%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 24.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$156.1M
Expense Ratio0.55%
Dividend Yield0.95%
Holdings50
Inception DateNov 2023
Domicile–
Distribution–
Index–
ProviderHilton Capital Management, LLC
Beta–
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.7%
1Y
+9.2%
3Y
+46.3%
5Y
+46.3%
OpenBook InsightIf you had invested £10,000 in SMCO 5 years ago, it would have grown to £14,628 — a gain of £4,628.

Annual Returns

Calendar year performance

SMCO delivered positive returns in 4 of the last 4 calendar years.
YearSMCO
2026 YTD+6.7%
2025+6.3%
2024+18.7%
2023+7.8%
CAGR 3yr+10.8%
4/4 positive yearsAvg return: +9.9%Worst year: +6.3% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
12.8%
Low
Momentum
-2.4%
30-day change
Support Level
29.00
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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