Bahl & Gaynor Income Growth ETF (BGIG) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with BGIG. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGIG
BGIG charges 0.45% annually. There are 81 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | BGIG vs VTV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | BGIG vs SPYV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | BGIG vs SCHV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | BGIG vs ILCV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | BGIG vs IUSV |
Best Risk-Adjusted Alternatives to BGIG
BGIG has a PortfoliosLab risk / return rank of 76. There are 48 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | BGIG vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | BGIG vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | BGIG vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | BGIG vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | BGIG vs LSVD |
Top Performing BGIG Alternatives (YTD)
BGIG is at 10.12% YTD. There are 79 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | BGIG vs VLUE | |
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | BGIG vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | BGIG vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | BGIG vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | BGIG vs ROE |
Lowest Volatility Alternatives to BGIG
BGIG has 9.05% 1-year volatility. There are 3 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | BGIG vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | BGIG vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | BGIG vs DLN | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | BGIG vs DTD | |
| Opal Dividend Income ETF | 9.48% | 268.43M | Jan 2021 | BGIG vs DIVZ |
Lowest Drawdown Alternatives to BGIG
BGIG has a 1-year max drawdown of -5.81%. There are 14 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | BGIG vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | BGIG vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | BGIG vs FDL | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | BGIG vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | BGIG vs ELCV |
Other ETFs from Bahl & Gaynor
The 3 most viewed Bahl & Gaynor ETFs shown here include SMIG, BGDV, SCDV and span 3 categories. AUM among these funds goes as high as $1B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | Small Cap Value Equities | 36 | 12.95% | 1.13B | Aug 2021 | BGIG vs SMIG | |
| Bahl & Gaynor Dividend ETF | Large Cap Blend Equities | 75 | 12.25% | 755.97M | Dec 2024 | BGIG vs BGDV | |
| Bahl & Gaynor Small Cap Dividend ETF | Small Cap Blend Equities | 34 | 14.25% | 142.79M | Dec 2024 | BGIG vs SCDV |
Often Compared With BGIG
Investors most often compare BGIG with SPY, MFVL, DHLX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare BGIG with Any Fund or Stock
Compare BGIG with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGIG with funds that move differently
Bahl & Gaynor Income Growth ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGIG.
Explore BGIG Diversifiers