BGDV vs PIZ
Comparison between BAHL & GAYNOR DIVIDEND ETF (BGDV, ETF) and INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF (PIZ, ETF).
BGDV vs PIZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BGDV
$781M
PIZ
$775M
Expense Ratio
Winner
BGDV
0.45%
PIZ
0.80%
Max Drawdown
Winner
BGDV
15.07%
PIZ
61.09%
Sharpe Ratio
Winner
BGDV
1.61
PIZ
0.84
5Y Beta
Winner
BGDV
0.76
PIZ
0.91
P/E Ratio
BGDV
26.57
PIZ
N/A
Forward P/E
BGDV
20.94
PIZ
N/A
PEG Ratio
BGDV
0.50
PIZ
N/A
5Y Dividends CAGR
BGDV
N/A
PIZ
48.47%
5Y EPS CAGR
BGDV
25.19%
PIZ
N/A
P/S Ratio
BGDV
2.57
PIZ
N/A
P/B Ratio
BGDV
5.12
PIZ
N/A
BGDV vs PIZ - Holdings Comparison
BGDV and PIZ have 1 common holdings. Overlap is -0.01%
BGDV's top 25 holdings weight is 71.19%. PIZ's top 25 holdings weight is 50.91%.
| Rank | BGDV | PIZ |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 6.07% | SK SQUARE (n/a) - 3.14% |
| #2 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.23% | FUJIKURA LTD (n/a) - 3.11% |
| #3 | WESTERN DIGITAL CORP (WDC) - 4.25% | ABB LTD (n/a) - 3.04% |
| #4 | ELI LILLY AND CO (LLY) - 4.10% | FURUKAWA ELECTRIC CO LTD (n/a) - 2.82% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.08% | CONSTELLATION SOFTWARE INC (CNSWF) - 2.81% |
| #6 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 3.10% | TOROMONT INDUSTRIES LTD (TMTNF) - 2.59% |
| #7 | MOTOROLA SOLUTIONS INC (MSI) - 2.95% | n/a (BDRBF) - 2.41% |
| #8 | TJX COMPANIES INC (TJX) - 2.89% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.41% |
| #9 | WILLIAMS COMPANIES INC (WMB) - 2.82% | DOOSAN CORP ORDINARY SHARES (n/a) - 2.22% |
| #10 | ABBVIE INC (ABBV) - 2.67% | MIZRAHI TEFAHOT BANK LTD (n/a) - 2.18% |
| #11 | TARGA RESOURCES CORP (TRGP) - 2.55% | SK HYNIX INC (n/a) - 2.15% |
| #12 | AMPHENOL CORP CLASS A (APH) - 2.50% | NEXT VISION STABILIZED SYSTEMS LTD (n/a) - 2.10% |
| #13 | UNITEDHEALTH GROUP INC (UNH) - 2.29% | FLUGHAFEN ZUERICH AG (n/a) - 2.02% |
| #14 | CINTAS CORP (CTAS) - 2.28% | ROYAL BANK OF CANADA (RY) - 1.94% |
| #15 | THE HARTFORD INSURANCE GROUP INC (HIG) - 2.28% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.89% |
| #16 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.24% | INVESTOR AB CLASS B (n/a) - 1.65% |
| #17 | MICROSOFT CORP (MSFT) - 2.19% | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 1.56% |
| #18 | META PLATFORMS INC CLASS A (META) - 2.18% | HALMA PLC (n/a) - 1.50% |
| #19 | JPMORGAN CHASE & CO (JPM) - 2.17% | n/a (n/a) - 1.47% |
| #20 | CBOE GLOBAL MARKETS INC (CBOE) - 2.15% | LION FINANCE GROUP PLC (n/a) - 1.46% |
| #21 | REINSURANCE GROUP OF AMERICA INC (RGA) - 2.11% | HANWHA SYSTEMS CO LTD ORDINARY SHARES (n/a) - 1.45% |
| #22 | NEXTERA ENERGY INC (NEE) - 2.09% | KONGSBERG GRUPPEN ASA (n/a) - 1.36% |
| #23 | WASTE MANAGEMENT INC (WM) - 2.05% | MITSUI KINZOKU CO LTD (n/a) - 1.25% |
| #24 | PARKER HANNIFIN CORP (PH) - 1.99% | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 1.21% |
| #25 | ANALOG DEVICES INC (ADI) - 1.96% | FIRST INTERNATIONAL BANK OF ISRAEL LTD (n/a) - 1.17% |
| Total Holdings | 52 | 115 |
BGDV vs PIZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BGDV
+0.24%
PIZ
-6.93%
3M
Winner
BGDV
+5.01%
PIZ
+3.88%
6M
BGDV
+10.01%
Winner
PIZ
+11.76%
1Y
Winner
BGDV
+23.67%
PIZ
+20.53%
5Y(CAGR)
BGDV
N/A
PIZ
+9.09%
10Y(CAGR)
BGDV
N/A
PIZ
+10.06%
Max(CAGR)
Winner
BGDV
+15.17%
PIZ
+6.02%
BGDV vs PIZ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | BGDV | PIZ |
|---|---|---|
| 2026 | +9.63% | +8.40% |
| 2025 | +13.71% | +38.01% |
| 2024 | -1.86% | +18.15% |
| 2023 | N/A | +18.01% |
| 2022 | N/A | -30.42% |
| 2021 | N/A | +19.82% |
| 2020 | N/A | +16.95% |
| 2019 | N/A | +28.15% |
| 2018 | N/A | -16.56% |
| 2017 | N/A | +30.52% |
| 2016 | N/A | -6.35% |
| 2015 | N/A | -0.12% |
| 2014 | N/A | -6.69% |
| 2013 | N/A | +34.14% |
| 2012 | N/A | +15.32% |
| 2011 | N/A | -19.66% |
| 2010 | N/A | +17.77% |
| 2009 | N/A | +36.14% |
| 2008 | N/A | -43.80% |
BGDV vs PIZ Drawdown Comparison
The maximum drawdown for BGDV was -14.80%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The maximum drawdown for PIZ was -60.61%, occurring on Mar 9, 2009. Recovery took 1342 trading sessions.
The current BGDV drawdown is -1.41%. The current PIZ drawdown is -9.71%.
| Rank | BGDV | PIZ |
|---|---|---|
| #1 | -14.80% Jan 24, 2025 - Jul 1, 2025 | -60.61% May 19, 2008 - Sep 17, 2013 |
| #2 | -8.40% Feb 25, 2026 - Apr 17, 2026 | -40.94% Sep 2, 2021 - Feb 12, 2025 |
| #3 | -4.50% Dec 16, 2024 - Jan 21, 2025 | -36.44% Feb 12, 2020 - Aug 6, 2020 |
| #4 | -3.14% Oct 8, 2025 - Nov 25, 2025 | -24.78% Jan 26, 2018 - Dec 27, 2019 |
| #5 | -2.86% Jul 25, 2025 - Aug 13, 2025 | -22.95% Mar 6, 2014 - Jul 17, 2017 |
| #6 | -2.73% Dec 11, 2025 - Jan 6, 2026 | -14.68% Feb 18, 2025 - Apr 22, 2025 |
| #7 | -1.68% Jan 16, 2026 - Jan 22, 2026 | -14.36% Feb 26, 2026 - Apr 14, 2026 |
| #8 | -1.64% Sep 11, 2025 - Oct 1, 2025 | -12.24% Jan 10, 2008 - Feb 27, 2008 |
| #9 | -1.62% May 14, 2026 - May 26, 2026 | -10.75% Feb 27, 2008 - Apr 3, 2008 |
| #10 | -1.55% Jul 3, 2025 - Jul 17, 2025 | -9.71% May 8, 2026 - Jun 5, 2026 |
| #11 | -1.42% May 6, 2026 - May 14, 2026 | -9.01% Feb 16, 2021 - Apr 8, 2021 |
| #12 | -1.41% Jun 4, 2026 - Jun 5, 2026 | -8.27% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -1.14% Nov 28, 2025 - Dec 10, 2025 | -6.93% Jan 15, 2014 - Feb 18, 2014 |
| #14 | -0.81% Jan 6, 2026 - Jan 9, 2026 | -5.91% Nov 3, 2025 - Dec 11, 2025 |
| #15 | -0.76% Aug 22, 2025 - Sep 4, 2025 | -5.42% Sep 18, 2013 - Oct 18, 2013 |
Correlation
Correlation between BGDV and PIZ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2008 - 2026)
BGDV vs PIZ dividend yield comparison.
| Year | BGDV | PIZ |
|---|---|---|
| 2026 | 0.36% | 0.28% |
| 2025 | 1.13% | 1.55% |
| 2024 | 0.09% | 1.68% |
| 2023 | 0.00% | 1.86% |
| 2022 | 0.00% | 2.04% |
| 2021 | 0.00% | 1.01% |
| 2020 | 0.00% | 0.37% |
| 2019 | 0.00% | 1.58% |
| 2018 | 0.00% | 1.06% |
| 2017 | 0.00% | 1.30% |
| 2016 | 0.00% | 2.21% |
| 2015 | 0.00% | 1.09% |
| 2014 | 0.00% | 1.61% |
| 2013 | 0.00% | 2.81% |
| 2012 | 0.00% | 1.96% |
| 2011 | 0.00% | 2.90% |
| 2010 | 0.00% | 0.43% |
| 2009 | 0.00% | 2.10% |
| 2008 | 0.00% | 2.15% |
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