BGIG vs BBMC
Comparison between BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF) and JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF (BBMC, ETF).
BGIG vs BBMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BGIG
$2.10B
BBMC
$2.10B
Expense Ratio
BGIG
0.45%
Winner
BBMC
0.07%
Max Drawdown
Winner
BGIG
14.11%
BBMC
30.54%
Sharpe Ratio
Winner
BGIG
1.71
BBMC
1.54
5Y Beta
Winner
BGIG
0.62
BBMC
1.04
P/E Ratio
Winner
BGIG
24.90
BBMC
34.04
Forward P/E
BGIG
19.89
Winner
BBMC
17.60
PEG Ratio
BGIG
0.66
BBMC
N/A
5Y Dividends CAGR
BGIG
N/A
BBMC
20.05%
5Y EPS CAGR
Winner
BGIG
13.82%
BBMC
10.92%
Debt to Equity
BGIG
N/A
BBMC
30.99%
P/S Ratio
BGIG
2.76
Winner
BBMC
1.75
P/B Ratio
BGIG
4.29
Winner
BBMC
2.83
BGIG vs BBMC - Holdings Comparison
BGIG and BBMC have 2 common holdings. Overlap is 0.16%
BGIG's top 25 holdings weight is 71.08%. BBMC's top 25 holdings weight is 19.51%.
| Rank | BGIG | BBMC |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 6.31% | SANDISK CORP ORDINARY SHARES (SNDK) - 4.56% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 4.24% | CIENA CORP (CIEN) - 1.69% |
| #3 | MICROSOFT CORP (MSFT) - 4.06% | COHERENT CORP (COHR) - 1.43% |
| #4 | ELI LILLY AND CO (LLY) - 4.00% | LUMENTUM HOLDINGS INC (LITE) - 1.39% |
| #5 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.85% | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 1.02% |
| #6 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.76% | JABIL INC (JBL) - 0.71% |
| #7 | JOHNSON & JOHNSON (JNJ) - 3.59% | QNITY ELECTRONICS INC (Q) - 0.62% |
| #8 | WILLIAMS COMPANIES INC (WMB) - 3.18% | TAPESTRY INC (TPR) - 0.55% |
| #9 | CISCO SYSTEMS INC (CSCO) - 3.10% | NATERA INC (NTRA) - 0.55% |
| #10 | ABBVIE INC (ABBV) - 3.06% | n/a (ASTS) - 0.54% |
| #11 | APOLLO GLOBAL MANAGEMENT INC (APO) - 3.02% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.54% |
| #12 | JPMORGAN CHASE & CO (JPM) - 2.77% | NVENT ELECTRIC PLC (NVT) - 0.53% |
| #13 | CHEVRON CORP (CVX) - 2.45% | CASEY'S GENERAL STORES INC (CASY) - 0.52% |
| #14 | THE TRAVELERS COMPANIES INC (TRV) - 2.34% | STERLING INFRASTRUCTURE INC (STRL) - 0.51% |
| #15 | GENERAL DYNAMICS CORP (GD) - 2.34% | CURTISS-WRIGHT CORP (CW) - 0.51% |
| #16 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.31% | TECHNIPFMC PLC (n/a) - 0.50% |
| #17 | NEXTERA ENERGY INC (NEE) - 2.22% | XPO INC (XPO) - 0.49% |
| #18 | CUMMINS INC (CMI) - 1.96% | FABRINET (FN) - 0.49% |
| #19 | GARMIN LTD (GRMN) - 1.94% | IONQ INC CLASS A (IONQ) - 0.48% |
| #20 | DARDEN RESTAURANTS INC (DRI) - 1.92% | WILLIAMS-SONOMA INC (WSM) - 0.46% |
| #21 | THE HOME DEPOT INC (HD) - 1.80% | BORGWARNER INC (BWA) - 0.29% |
| #22 | WEC ENERGY GROUP INC (WEC) - 1.78% | IDEX CORP (IEX) - 0.29% |
| #23 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.77% | NORDSON CORP (NDSN) - 0.28% |
| #24 | TARGA RESOURCES CORP (TRGP) - 1.69% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.28% |
| #25 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.62% | MUELLER INDUSTRIES INC (MLI) - 0.28% |
| Total Holdings | 53 | 518 |
BGIG vs BBMC - Historical Returns
Returns include dividend reinvestment.
1M
BGIG
+1.49%
Winner
BBMC
+7.03%
3M
BGIG
+5.90%
Winner
BBMC
+16.38%
6M
BGIG
+10.24%
Winner
BBMC
+17.97%
1Y
BGIG
+20.57%
Winner
BBMC
+34.40%
5Y(CAGR)
BGIG
N/A
BBMC
+8.57%
Max(CAGR)
BGIG
+16.54%
Winner
BBMC
+18.02%
BGIG vs BBMC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BGIG | BBMC |
|---|---|---|
| 2026 | +10.37% | +17.16% |
| 2025 | +12.53% | +12.44% |
| 2024 | +16.25% | +15.88% |
| 2023 | +4.55% | +19.07% |
| 2022 | N/A | -20.05% |
| 2021 | N/A | +19.73% |
| 2020 | N/A | +61.97% |
BGIG vs BBMC Drawdown Comparison
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.
| Rank | BGIG | BBMC |
|---|---|---|
| #1 | -13.23% Oct 18, 2024 - Jun 30, 2025 | -30.12% Nov 8, 2021 - Sep 19, 2024 |
| #2 | -7.95% Sep 15, 2023 - Dec 1, 2023 | -24.18% Nov 25, 2024 - Aug 28, 2025 |
| #3 | -5.81% Mar 2, 2026 - Apr 30, 2026 | -9.94% Jun 8, 2020 - Aug 5, 2020 |
| #4 | -4.73% Jul 16, 2024 - Aug 15, 2024 | -9.75% Feb 26, 2026 - Apr 16, 2026 |
| #5 | -4.73% Mar 28, 2024 - May 14, 2024 | -7.55% Sep 2, 2020 - Oct 5, 2020 |
| #6 | -3.06% Aug 30, 2024 - Sep 16, 2024 | -7.21% Apr 29, 2020 - May 20, 2020 |
| #7 | -2.56% May 21, 2024 - Jun 13, 2024 | -7.05% Apr 27, 2021 - Jun 25, 2021 |
| #8 | -2.50% Oct 8, 2025 - Nov 25, 2025 | -6.71% Mar 15, 2021 - Apr 16, 2021 |
| #9 | -2.03% Jul 25, 2025 - Aug 20, 2025 | -6.62% Jun 25, 2021 - Aug 27, 2021 |
| #10 | -1.87% Nov 28, 2025 - Jan 12, 2026 | -6.45% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -1.71% Jun 18, 2024 - Jul 10, 2024 | -6.27% Feb 12, 2021 - Mar 12, 2021 |
| #12 | -1.49% Dec 19, 2023 - Dec 26, 2023 | -6.13% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -1.46% Jan 8, 2024 - Jan 19, 2024 | -5.49% Jan 20, 2021 - Feb 5, 2021 |
| #14 | -1.34% Apr 30, 2026 - May 14, 2026 | -4.82% Sep 2, 2021 - Oct 19, 2021 |
| #15 | -1.32% Jan 16, 2026 - Jan 26, 2026 | -4.22% May 6, 2026 - May 26, 2026 |
Correlation
Correlation between BGIG and BBMC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2020 - 2026)
BGIG vs BBMC dividend yield comparison.
| Year | BGIG | BBMC |
|---|---|---|
| 2026 | 0.72% | 0.18% |
| 2025 | 1.89% | 1.25% |
| 2024 | 2.02% | 1.31% |
| 2023 | 0.78% | 1.36% |
| 2022 | 0.00% | 1.48% |
| 2021 | 0.00% | 0.87% |
| 2020 | 0.00% | 0.69% |
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