Bahl & Gaynor Income Growth ETF (BGIG)
BGIG is an actively managed ETF by Bahl & Gaynor. BGIG launched on Sep 14, 2023 and has a 0.45% expense ratio.
ETF Info
Sep 14, 2023
1x
No Index (Active)
Large-Cap
Blend
Expense Ratio
BGIG has an expense ratio of 0.45%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Bahl & Gaynor Income Growth ETF (BGIG) returned 1.86% year-to-date (YTD) and 10.35% over the past 12 months.
BGIG
1.86%
2.69%
-1.63%
10.35%
N/A
N/A
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of BGIG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.59% | 2.06% | -2.10% | -1.99% | 2.38% | 1.86% | |||||||
| 2024 | 1.51% | 3.34% | 3.77% | -2.35% | 2.69% | 0.77% | 2.37% | 4.30% | 1.16% | -1.03% | 3.16% | -3.69% | 16.84% |
| 2023 | -4.07% | -2.42% | 6.28% | 5.08% | 4.55% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BGIG is 58, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Bahl & Gaynor Income Growth ETF (BGIG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Bahl & Gaynor Income Growth ETF provided a 2.01% dividend yield over the last twelve months, with an annual payout of $0.60 per share.
| Period | TTM | 2024 | 2023 |
|---|---|---|---|
| Dividend | $0.60 | $0.59 | $0.20 |
Dividend yield | 2.01% | 2.02% | 0.78% |
Monthly Dividends
The table displays the monthly dividend distributions for Bahl & Gaynor Income Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.05 | $0.05 | $0.05 | $0.05 | $0.00 | $0.20 | |||||||
| 2024 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.06 | $0.59 |
| 2023 | $0.01 | $0.05 | $0.05 | $0.09 | $0.20 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Bahl & Gaynor Income Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Bahl & Gaynor Income Growth ETF was 13.23%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current Bahl & Gaynor Income Growth ETF drawdown is 2.54%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.23% | Oct 21, 2024 | 116 | Apr 8, 2025 | — | — | — |
| -7.95% | Sep 18, 2023 | 30 | Oct 27, 2023 | 24 | Dec 1, 2023 | 54 |
| -4.73% | Jul 17, 2024 | 14 | Aug 5, 2024 | 8 | Aug 15, 2024 | 22 |
| -4.73% | Apr 1, 2024 | 14 | Apr 18, 2024 | 18 | May 14, 2024 | 32 |
| -3.06% | Sep 3, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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