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Bahl & Gaynor Small Cap Dividend ETF (SCDV)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

CUSIP
268961604
Inception Date
Dec 11, 2024
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Small-Cap
Asset Class Style
Blend
Assets Under Management
$143M

Share Price Chart


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Performance

SCDV Performance Chart

Bahl & Gaynor Small Cap Dividend ETF (SCDV) is up 9.2% since the beginning of the year. SCDV is currently trading at $26 per share.


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S&P 500 Index

Returns By Period

Bahl & Gaynor Small Cap Dividend ETF (SCDV) has returned 9.24% so far this year and 28.15% over the past 12 months.


Bahl & Gaynor Small Cap Dividend ETF

1D
-0.46%
1M
2.30%
YTD
9.24%
6M
5.21%
1Y
28.15%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.26%
1M
4.84%
YTD
2.86%
6M
6.22%
1Y
33.47%
3Y*
19.26%
5Y*
10.96%
10Y*
12.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCDV Monthly Returns History

Based on dividend-adjusted daily data since Dec 12, 2024, SCDV's average daily return is +0.02%, while the average monthly return is +0.41%. At this rate, an investment would double in approximately 14.1 years.

Historically, 53% of months were positive and 47% were negative. The best month was May 2025 with a return of +8.3%, while the worst month was Mar 2026 at -7.5%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, SCDV closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +8.1%, while the worst single day was Jan 27, 2025 at -5.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.68%5.72%-7.54%4.75%9.24%
20251.30%-4.98%-5.23%-0.05%8.32%2.23%1.38%3.69%0.06%-1.39%-0.39%-1.18%3.09%
2024-6.38%-6.38%

Benchmark Metrics

Bahl & Gaynor Small Cap Dividend ETF has an annualized alpha of -5.39%, beta of 0.88, and R² of 0.65 versus S&P 500 Index. Calculated based on daily prices since December 13, 2024.

  • This ETF participated in 116.90% of S&P 500 Index downside but only 76.99% of its upside — more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -5.39% versus S&P 500 Index — delivering less than market exposure alone would predict.
  • With beta of 0.88 and R² of 0.65, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha
-5.39%
Beta
0.88
0.65
Upside Capture
76.99%
Downside Capture
116.90%

Expense Ratio

SCDV has an expense ratio of 0.70%, placing it in the medium range.


Return for Risk

Risk / Return Rank

SCDV ranks 38 for risk / return — below 38% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


SCDV Risk / Return Rank: 3838
Overall Rank
SCDV Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
SCDV Sortino Ratio Rank: 4242
Sortino Ratio Rank
SCDV Omega Ratio Rank: 3737
Omega Ratio Rank
SCDV Calmar Ratio Rank: 3636
Calmar Ratio Rank
SCDV Martin Ratio Rank: 3535
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Bahl & Gaynor Small Cap Dividend ETF (SCDV) and compare them to a chosen benchmark (S&P 500 Index).


SCDVBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.80

2.59

-0.79

Sortino ratio

Return per unit of downside risk

2.64

3.60

-0.96

Omega ratio

Gain probability vs. loss probability

1.31

1.48

-0.17

Calmar ratio

Return relative to maximum drawdown

2.33

3.33

-1.00

Martin ratio

Return relative to average drawdown

7.58

15.04

-7.46

Explore SCDV risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Bahl & Gaynor Small Cap Dividend ETF provided a 0.52% dividend yield over the last twelve months, with an annual payout of $0.14 per share.


0.10%0.20%0.30%0.40%0.50%0.60%$0.00$0.05$0.10$0.1520242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$0.14$0.15$0.01

Dividend yield

0.52%0.61%0.05%

Monthly Dividends

The table displays the monthly dividend distributions for Bahl & Gaynor Small Cap Dividend ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.01$0.01$0.01$0.00$0.02
2025$0.01$0.01$0.02$0.01$0.01$0.03$0.01$0.01$0.02$0.01$0.01$0.03$0.15
2024$0.01$0.01

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 Small Cap Dividend 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 Small Cap Dividend ETF was 22.84%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.

The current Bahl & Gaynor Small Cap Dividend ETF drawdown is 4.97%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-22.84%Dec 13, 202478Apr 8, 202587Aug 13, 2025165
-11.38%Feb 23, 202626Mar 30, 2026
-7.68%Oct 28, 202518Nov 20, 202534Jan 12, 202652
-3.17%Aug 25, 202523Sep 25, 202517Oct 20, 202540
-2.36%Aug 14, 20256Aug 21, 20251Aug 22, 20257

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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