(BGIG) Bahl & Gaynor Income Growth - NYSE

ETF Category: Large Value | Exchange: NYSE (USA) | Market Cap: 2.124m USD | Total Return: 19.7% in 12m

Large Cap Equities, Dividend Stocks, Exchange Traded Funds
Total Rating 55
Safety 48
Buy Signal -0.63
Large Value
Category Rotation: +1.4
TER: 0.45%
AUM: 2.12B
Avg Turnover: 4.90M
Risk 3d forecast
Volatility9.81%
VaR 5th Pctl1.82%
VaR vs Median2.85%
Reward TTM
Sharpe Ratio1.53
Rel. Str. IBD52.2
Rel. Str. Peer Group22.9
Character TTM
Beta0.566
Beta Downside0.555
Hurst Exponent0.504
Drawdowns 3y
Max DD13.23%
CAGR/Max DD1.23
CAGR/Mean DD9.59

Warnings

Fakeout

Tailwinds

No distinct edge detected

Description: BGIG Bahl & Gaynor Income Growth

The Bahl & Gaynor Income Growth ETF (BGIG) is an actively managed fund targeting dividend-paying, U.S.-listed equities. The strategy focuses on large-capitalization companies, typically maintaining a threshold of at least $7 billion in market capitalization for its core holdings.

The fund operates within the Large Value category, a sector characterized by mature companies that prioritize returning capital to shareholders through consistent dividend distributions rather than high-growth reinvestment. This business model often results in lower price volatility compared to growth-oriented sectors during market downturns.

Investors can further analyze these valuation metrics and historical dividend trends on ValueRay.

Headlines to Watch Out For
  • Dividend yield spreads narrow relative to rising risk-free Treasury rates
  • Large-cap value equity valuations expand amid defensive sector rotation
  • Consistent dividend growth history signals underlying portfolio company margin stability
  • Active management fees face pressure from low-cost passive index competition
What is the price of BGIG shares?

As of June 09, 2026, the stock is trading at USD 35.12 with a total of 97,825 shares traded.
Over the past week, the price has changed by +0.25%, over one month by +1.83%, over three months by +3.70% and over the past year by +19.66%.

Is BGIG a buy, sell or hold?

Bahl & Gaynor Income Growth has no consensus analysts rating.