ESLV vs. BGIG
ESLV (Eventide Large Cap Value ETF) and BGIG (Bahl & Gaynor Income Growth ETF) are both Large Cap Value Equities funds. Both are actively managed. Their correlation of 0.80 suggests significant overlap in exposure. ESLV charges 0.39%/yr vs 0.45%/yr for BGIG.
Performance
ESLV vs. BGIG - Performance Comparison
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Returns By Period
In the year-to-date period, ESLV achieves a 11.17% return, which is significantly higher than BGIG's 10.33% return.
ESLV
- 1D
- 0.72%
- 1M
- 3.48%
- YTD
- 11.17%
- 6M
- 11.83%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BGIG
- 1D
- 0.45%
- 1M
- 2.02%
- YTD
- 10.33%
- 6M
- 10.33%
- 1Y
- 20.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ESLV vs. BGIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ESLV Eventide Large Cap Value ETF | 11.17% | 1.44% |
BGIG Bahl & Gaynor Income Growth ETF | 10.33% | 0.93% |
Correlation
The correlation between ESLV and BGIG is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 1, 2025 | 0.80 |
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Return for Risk
ESLV vs. BGIG — Risk / Return Rank
ESLV
BGIG
ESLV vs. BGIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Large Cap Value ETF (ESLV) and Bahl & Gaynor Income Growth ETF (BGIG). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| ESLV | BGIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.28 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.00 | 1.40 | +0.60 |
Drawdowns
ESLV vs. BGIG - Drawdown Comparison
The maximum ESLV drawdown since its inception was -5.65%, smaller than the maximum BGIG drawdown of -13.24%. Use the drawdown chart below to compare losses from any high point for ESLV and BGIG.
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Drawdown Indicators
| ESLV | BGIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.65% | -13.24% | +7.59% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.81% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -1.33% | -1.70% | +0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.51% | — |
Volatility
ESLV vs. BGIG - Volatility Comparison
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Volatility by Period
| ESLV | BGIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.59% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.72% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 9.79% | 8.99% | +0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.79% | 11.94% | -2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.79% | 11.94% | -2.15% |
ESLV vs. BGIG - Expense Ratio Comparison
ESLV has a 0.39% expense ratio, which is lower than BGIG's 0.45% expense ratio.
Dividends
ESLV vs. BGIG - Dividend Comparison
ESLV's dividend yield for the trailing twelve months is around 0.51%, less than BGIG's 1.74% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BGIG Bahl & Gaynor Income Growth ETF | 1.74% | 1.89% | 2.02% | 0.78% |
ESLV Eventide Large Cap Value ETF | 0.51% | 0.32% | 0.00% | 0.00% |
Frequently Asked Questions
ESLV and BGIG have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ESLV is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ESLV is cheaper with a 0.39% expense ratio, compared with 0.45% for BGIG.
BGIG has the higher dividend yield at 1.74%, compared with 0.51% for ESLV.
They also come from different issuers: Eventide and Bahl & Gaynor. Their fees differ too: 0.39% for ESLV and 0.45% for BGIG.
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