PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Bahl & Gaynor Dividend ETF (BGDV) Sharpe Ratio: 2.08

ETF · Currency in USD · Last updated Jul 14, 2026

The Bahl & Gaynor Dividend ETF is an actively managed equity ETF that invests primarily in dividend-paying U.S.-listed large-cap companies, seeking current income, long-term dividend income growth, downside protection, and total return.

BGDV's Sharpe Ratio of 2.08 indicates that for each unit of volatility, it generates 2.08 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jul 14, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

BGDV Sharpe Ratio Rank

BGDV Sharpe Ratio Rank: 82.482
Exceptional

BGDV ranks above 82.4% of all investments in our database based on Sharpe Ratio over the past 12 months, demonstrating exceptional risk-adjusted returns. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Suitable as a core holding given strong risk-adjusted returns
  • Monitor rank changes to detect deteriorating return-to-volatility profile
  • Exceptional Sharpe ratio supports larger position sizes
  • Compare with category peers to assess whether strength is investment-specific or category-wide

BGDV Sharpe Ratio Market Positioning

The chart shows BGDV's Sharpe Ratio relative to all ETFs on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 0.73 or lower
  • Yellow zone (middle 50%): 0.73 to 1.90
  • Green zone (top 25%): 1.90 or higher
  • Top 1%: 6.50+
  • Median: 1.39 — half of all investments score higher

How it compares to other similar ETFs

The table compares Bahl & Gaynor Dividend ETF's Sharpe Ratio with other ETFs in the Large Cap Blend Equities category across multiple time periods, showing how BGDV's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 14, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
AFOSARS Focused Opportunities Strategy ETF3.16
IUSInvesco RAFI Strategic US ETF2.89
RSSYReturn Stacked US Stocks & Futures Yield ETF2.75
AVIEAvantis Inflation Focused Equity ETF2.55
RAFEPIMCO RAFI ESG U.S. ETF2.49
ESNEssential 40 Stock ETF2.38
EBILongview Advantage ETF2.27
BLCRBlackrock Large Cap Core ETF2.21
SIXA6 Meridian Mega Cap Equity ETF2.19
QLCFlexShares US Quality Large Cap Index Fund2.15
BGDVBahl & Gaynor Dividend ETF2.08

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows BGDV's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when BGDV consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

Loading charts...

Sharpe Ratio Calculator

How does BGDV fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

Analyze Your Portfolio