BGIG vs. DEW
Compare and contrast key facts about Bahl & Gaynor Income Growth ETF (BGIG) and WisdomTree Global High Dividend Fund (DEW).
BGIG and DEW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BGIG is an actively managed fund by Bahl & Gaynor. It was launched on Sep 14, 2023. DEW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Global High Dividend Index. It was launched on Jun 16, 2006.
Performance
BGIG vs. DEW - Performance Comparison
Loading graphics...
BGIG vs. DEW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BGIG Bahl & Gaynor Income Growth ETF | 3.27% | 12.49% | 16.84% | 4.55% |
DEW WisdomTree Global High Dividend Fund | 8.67% | 22.39% | 11.58% | 5.65% |
Returns By Period
In the year-to-date period, BGIG achieves a 3.27% return, which is significantly lower than DEW's 8.67% return.
BGIG
- 1D
- 0.03%
- 1M
- -3.35%
- YTD
- 3.27%
- 6M
- 3.42%
- 1Y
- 18.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DEW
- 1D
- 0.18%
- 1M
- -1.57%
- YTD
- 8.67%
- 6M
- 12.02%
- 1Y
- 26.36%
- 3Y*
- 16.89%
- 5Y*
- 11.62%
- 10Y*
- 9.35%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BGIG vs. DEW - Expense Ratio Comparison
BGIG has a 0.45% expense ratio, which is lower than DEW's 0.58% expense ratio.
Return for Risk
BGIG vs. DEW — Risk / Return Rank
BGIG
DEW
BGIG vs. DEW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bahl & Gaynor Income Growth ETF (BGIG) and WisdomTree Global High Dividend Fund (DEW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BGIG | DEW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.72 | -0.67 |
Sortino ratioReturn per unit of downside risk | 1.49 | 2.33 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.36 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.99 | -0.58 |
Martin ratioReturn relative to average drawdown | 6.82 | 10.51 | -3.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BGIG | DEW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.72 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.90 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.23 | 0.28 | +0.95 |
Correlation
The correlation between BGIG and DEW is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BGIG vs. DEW - Dividend Comparison
BGIG's dividend yield for the trailing twelve months is around 1.85%, less than DEW's 3.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGIG Bahl & Gaynor Income Growth ETF | 1.85% | 1.89% | 2.02% | 0.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DEW WisdomTree Global High Dividend Fund | 3.31% | 3.71% | 4.02% | 4.55% | 3.82% | 3.55% | 4.10% | 3.74% | 4.17% | 3.18% | 3.42% | 4.32% |
Drawdowns
BGIG vs. DEW - Drawdown Comparison
The maximum BGIG drawdown since its inception was -13.24%, smaller than the maximum DEW drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for BGIG and DEW.
Loading graphics...
Drawdown Indicators
| BGIG | DEW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.24% | -65.55% | +52.31% |
Max Drawdown (1Y)Largest decline over 1 year | -5.81% | -6.34% | +0.53% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.86% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.77% | — |
Current DrawdownCurrent decline from peak | -4.25% | -3.15% | -1.10% |
Average DrawdownAverage peak-to-trough decline | -1.75% | -12.53% | +10.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 2.23% | -0.03% |
Volatility
BGIG vs. DEW - Volatility Comparison
The current volatility for Bahl & Gaynor Income Growth ETF (BGIG) is 3.49%, while WisdomTree Global High Dividend Fund (DEW) has a volatility of 3.72%. This indicates that BGIG experiences smaller price fluctuations and is considered to be less risky than DEW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BGIG | DEW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.49% | 3.72% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 6.82% | 7.21% | -0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.77% | 13.41% | +0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.08% | 13.02% | -0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.08% | 15.55% | -3.47% |