BGIG ETF Analysis: Bahl & Gaynor Income Growth | NYSE

Large Value | NYSE, USA | Market Cap: 2.164m USD | 12M Return: 19.4% | Charts, Fundamentals & Technical Analysis

Dividend-Paying Equities, Large-Cap Stocks, US Securities, Income Growth
Total Rating 61
Safety 55
Buy Signal 0.21
Large Value
Category Rotation: +0.5
TER: 0.45%
AUM: 2.16B
Avg Turnover: 3.46M
Risk 3d forecast
Volatility8.74%
VaR 5th Pctl1.62%
VaR vs Median3.23%
Reward TTM
Sharpe Ratio1.50
Rel. Str. IBD56.8
Rel. Str. Peer Group33
Character TTM
Beta0.528
Beta Downside0.505
Hurst Exponent0.466
Drawdowns 3y
Max DD13.23%
CAGR/Max DD1.28
CAGR/Mean DD10.37

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 2.8 years of data

Jan +0.3% 0
Feb +1.1% 30
Mar -4.9% 37
Apr -0.3% 0
May -0.2% 0
Jun -0.0% 0
Jul -0.5% -
Aug +1.0% -
Sep -0.1% 0
Oct -3.0% 42
Nov +0.9% 32
Dec -4.3% 37

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: BGIG Bahl & Gaynor Income Growth

Bahl & Gaynor Income Growth ETF (BGIG) is an actively managed exchange-traded fund that invests primarily in dividend-paying equity securities of large-capitalization U.S. companies, generally targeting issuers with market capitalizations above $7 billion. The fund employs a bottom-up, fundamental stock selection approach focused on companies with established dividend track records and the financial capacity to sustain or grow distributions over time. As an actively managed ETF, BGIG differs from passive index-tracking dividend funds in that portfolio construction and security weighting are driven by manager research rather than index replication, which typically results in higher expense ratios and the potential for differentiated sector or factor exposures relative to dividend benchmark indices.

Headlines to Watch Out For
  • Fed rate cuts boost appeal of dividend-paying large-caps
  • Large-cap value rotation lifts BGIG inflows and AUM
  • Constituent dividend growth drives fund NAV higher
  • Rising Treasury yields pressure relative income appeal
What is the price of BGIG shares?

As of July 28, 2026, the stock is trading at USD 36.38 with a total of 120,927 shares traded. Over the past week, the price has changed by +1.42%, over one month by +1.38%, over three months by +6.60% and over the past year by +19.40%.

Current recommended Stop Loss: 36.00 (which is 1% or 1.4 ATR below the current price).

Is BGIG a buy, sell or hold?

Bahl & Gaynor Income Growth has no consensus analysts rating.