BGDV vs EQAL
Comparison between BAHL & GAYNOR DIVIDEND ETF (BGDV, ETF) and INVESCO RUSSELL 1000 EQUAL WEIGHT ETF (EQAL, ETF).
BGDV vs EQAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BGDV
$805M
Winner
EQAL
$808M
Expense Ratio
BGDV
0.45%
Winner
EQAL
0.20%
Max Drawdown
Winner
BGDV
15.07%
EQAL
40.90%
Sharpe Ratio
Winner
BGDV
1.55
EQAL
1.22
5Y Beta
Winner
BGDV
0.75
EQAL
0.81
P/E Ratio
Winner
BGDV
27.29
EQAL
29.51
Forward P/E
BGDV
20.96
Winner
EQAL
16.24
PEG Ratio
BGDV
0.49
EQAL
N/A
5Y Dividends CAGR
BGDV
N/A
EQAL
7.82%
5Y EPS CAGR
Winner
BGDV
22.75%
EQAL
11.27%
Debt to Equity
BGDV
N/A
EQAL
49.77%
P/S Ratio
BGDV
2.64
Winner
EQAL
1.58
P/B Ratio
BGDV
5.33
Winner
EQAL
2.66
BGDV vs EQAL - Holdings Comparison
BGDV and EQAL have 47 common holdings. Overlap is 4.82%
BGDV's top 25 holdings weight is 71.48%. EQAL's top 25 holdings weight is 11.36%.
| Rank | BGDV | EQAL |
|---|---|---|
| #1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.21% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.89% |
| #2 | BROADCOM INC (AVGO) - 4.97% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #3 | WESTERN DIGITAL CORP (WDC) - 4.43% | LUMENTUM HOLDINGS INC (LITE) - 0.67% |
| #4 | ELI LILLY AND CO (LLY) - 4.33% | CIENA CORP (CIEN) - 0.62% |
| #5 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 3.36% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.60% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.21% | ROKU INC CLASS A (ROKU) - 0.59% |
| #7 | ABBVIE INC (ABBV) - 2.99% | ARISTA NETWORKS INC (ANET) - 0.54% |
| #8 | MOTOROLA SOLUTIONS INC (MSI) - 2.92% | n/a (ASTS) - 0.48% |
| #9 | AMPHENOL CORP CLASS A (APH) - 2.77% | n/a (LBTYA) - 0.46% |
| #10 | WILLIAMS COMPANIES INC (WMB) - 2.74% | DEVON ENERGY CORP (DVN) - 0.46% |
| #11 | TJX COMPANIES INC (TJX) - 2.67% | VERIZON COMMUNICATIONS INC (VZ) - 0.45% |
| #12 | TARGA RESOURCES CORP (TRGP) - 2.61% | MOTOROLA SOLUTIONS INC (MSI) - 0.43% |
| #13 | UNITEDHEALTH GROUP INC (UNH) - 2.52% | T-MOBILE US INC (TMUS) - 0.42% |
| #14 | WASTE MANAGEMENT INC (WM) - 2.45% | AT&T INC (T) - 0.41% |
| #15 | CINTAS CORP (CTAS) - 2.40% | COMCAST CORP CLASS A (CMCSA) - 0.38% |
| #16 | SNAP-ON INC (SNA) - 2.38% | UBIQUITI INC (UI) - 0.36% |
| #17 | JPMORGAN CHASE & CO (JPM) - 2.37% | STEEL DYNAMICS INC (STLD) - 0.35% |
| #18 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.35% | NUCOR CORP (NUE) - 0.34% |
| #19 | REINSURANCE GROUP OF AMERICA INC (RGA) - 2.27% | CARPENTER TECHNOLOGY CORP (CRS) - 0.32% |
| #20 | THE HARTFORD INSURANCE GROUP INC (HIG) - 2.27% | CLEVELAND-CLIFFS INC (CLF) - 0.32% |
| #21 | PARKER HANNIFIN CORP (PH) - 2.16% | NEWMARKET CORP (NEU) - 0.32% |
| #22 | NEXTERA ENERGY INC (NEE) - 2.08% | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 0.31% |
| #23 | THE TRAVELERS COMPANIES INC (TRV) - 2.02% | n/a (LBRDK) - 0.31% |
| #24 | META PLATFORMS INC CLASS A (META) - 2.01% | ELEMENT SOLUTIONS INC (ESI) - 0.30% |
| #25 | MICROSOFT CORP (MSFT) - 1.99% | RELIANCE INC (RS) - 0.30% |
| Total Holdings | 51 | 993 |
BGDV vs EQAL - Historical Returns
Returns include dividend reinvestment.
1M
BGDV
+0.49%
Winner
EQAL
+1.42%
3M
Winner
BGDV
+6.10%
EQAL
+2.01%
6M
Winner
BGDV
+10.98%
EQAL
+8.18%
1Y
Winner
BGDV
+23.38%
EQAL
+20.05%
5Y(CAGR)
BGDV
N/A
EQAL
+7.45%
10Y(CAGR)
BGDV
N/A
EQAL
+10.43%
Max(CAGR)
Winner
BGDV
+16.28%
EQAL
+9.41%
BGDV vs EQAL - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | BGDV | EQAL |
|---|---|---|
| 2026 | +13.32% | +12.30% |
| 2025 | +13.71% | +10.92% |
| 2024 | -1.86% | +11.35% |
| 2023 | N/A | +12.68% |
| 2022 | N/A | -13.79% |
| 2021 | N/A | +25.06% |
| 2020 | N/A | +16.63% |
| 2019 | N/A | +24.49% |
| 2018 | N/A | -9.84% |
| 2017 | N/A | +16.44% |
| 2016 | N/A | +17.29% |
| 2015 | N/A | -3.68% |
| 2014 | N/A | -0.55% |
BGDV vs EQAL Drawdown Comparison
The maximum drawdown for BGDV was -14.80%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The maximum drawdown for EQAL was -40.42%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
The current BGDV drawdown is -0.17%. The current EQAL drawdown is -0.64%.
| Rank | BGDV | EQAL |
|---|---|---|
| #1 | -14.80% Jan 24, 2025 - Jul 1, 2025 | -40.42% Jan 16, 2020 - Oct 12, 2020 |
| #2 | -8.40% Feb 25, 2026 - Apr 17, 2026 | -21.80% Nov 15, 2021 - Mar 27, 2024 |
| #3 | -4.50% Dec 16, 2024 - Jan 21, 2025 | -21.01% Sep 21, 2018 - Jul 24, 2019 |
| #4 | -3.14% Oct 8, 2025 - Nov 25, 2025 | -20.41% May 21, 2015 - Jul 12, 2016 |
| #5 | -2.86% Jul 25, 2025 - Aug 13, 2025 | -19.63% Nov 29, 2024 - Aug 22, 2025 |
| #6 | -2.73% Dec 11, 2025 - Jan 6, 2026 | -10.08% Jan 26, 2018 - Jul 9, 2018 |
| #7 | -1.68% Jan 16, 2026 - Jan 22, 2026 | -7.42% Jul 24, 2019 - Nov 15, 2019 |
| #8 | -1.64% Sep 11, 2025 - Oct 1, 2025 | -6.67% Mar 2, 2026 - Apr 16, 2026 |
| #9 | -1.62% May 14, 2026 - May 26, 2026 | -6.35% Oct 12, 2020 - Nov 5, 2020 |
| #10 | -1.61% Jun 4, 2026 - Jun 15, 2026 | -6.19% Mar 28, 2024 - Jul 16, 2024 |
| #11 | -1.55% Jul 3, 2025 - Jul 17, 2025 | -6.04% Aug 23, 2016 - Nov 21, 2016 |
| #12 | -1.42% May 6, 2026 - May 14, 2026 | -5.79% Oct 27, 2025 - Dec 10, 2025 |
| #13 | -1.36% Jun 18, 2026 - Jul 6, 2026 | -5.66% Jul 31, 2024 - Aug 23, 2024 |
| #14 | -1.14% Nov 28, 2025 - Dec 10, 2025 | -5.51% Jun 11, 2021 - Aug 27, 2021 |
| #15 | -1.06% Jul 10, 2026 - Jul 20, 2026 | -5.04% Dec 29, 2014 - Feb 12, 2015 |
Correlation
Correlation between BGDV and EQAL is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2015 - 2026)
BGDV vs EQAL dividend yield comparison.
| Year | BGDV | EQAL |
|---|---|---|
| 2026 | 0.43% | 0.84% |
| 2025 | 1.13% | 1.79% |
| 2024 | 0.09% | 1.62% |
| 2023 | 0.00% | 1.88% |
| 2022 | 0.00% | 1.95% |
| 2021 | 0.00% | 1.32% |
| 2020 | 0.00% | 1.63% |
| 2019 | 0.00% | 1.61% |
| 2018 | 0.00% | 1.63% |
| 2017 | 0.00% | 1.18% |
| 2016 | 0.00% | 1.57% |
| 2015 | 0.00% | 1.64% |
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