BGIG vs DES
Comparison between BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).
BGIG vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BGIG
$2.20B
DES
$2.20B
Expense Ratio
BGIG
0.45%
Winner
DES
0.38%
Max Drawdown
Winner
BGIG
14.11%
DES
68.10%
Sharpe Ratio
Winner
BGIG
1.61
DES
1.25
5Y Beta
Winner
BGIG
0.61
DES
0.81
P/E Ratio
BGIG
25.44
Winner
DES
20.64
Forward P/E
BGIG
20.03
Winner
DES
13.79
PEG Ratio
BGIG
0.66
DES
N/A
5Y Dividends CAGR
BGIG
N/A
DES
10.11%
5Y EPS CAGR
Winner
BGIG
13.14%
DES
7.88%
Debt to Equity
BGIG
N/A
DES
81.79%
P/S Ratio
BGIG
2.78
Winner
DES
1.03
P/B Ratio
BGIG
4.32
Winner
DES
1.80
BGIG vs DES - Holdings Comparison
BGIG and DES have 0 common holdings. Overlap is 0.00%
BGIG's top 25 holdings weight is 72.09%. DES's top 25 holdings weight is 18.58%.
| Rank | BGIG | DES |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 4.87% | TFS FINANCIAL CORP (TFSL) - 1.21% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 4.84% | KODIAK GAS SERVICES INC (KGS) - 1.09% |
| #3 | ELI LILLY AND CO (LLY) - 4.44% | EPR PROPERTIES (EPR) - 1.09% |
| #4 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 4.11% | SONOCO PRODUCTS CO (SON) - 1.01% |
| #5 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.05% | CAL-MAINE FOODS INC (CALM) - 0.95% |
| #6 | JOHNSON & JOHNSON (JNJ) - 4.03% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.90% |
| #7 | ABBVIE INC (ABBV) - 3.51% | OUTFRONT MEDIA INC (OUT) - 0.88% |
| #8 | MICROSOFT CORP (MSFT) - 3.39% | ARCHROCK INC (AROC) - 0.84% |
| #9 | WILLIAMS COMPANIES INC (WMB) - 3.26% | TRAVEL&LEISURE CO (TNL) - 0.84% |
| #10 | APOLLO GLOBAL MANAGEMENT INC (APO) - 3.19% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.82% |
| #11 | JPMORGAN CHASE & CO (JPM) - 2.96% | FIRST BANCORP (FBP) - 0.77% |
| #12 | CISCO SYSTEMS INC (CSCO) - 2.80% | AMERICOLD REALTY TRUST INC (COLD) - 0.73% |
| #13 | THE TRAVELERS COMPANIES INC (TRV) - 2.60% | AVNET INC (AVT) - 0.72% |
| #14 | GENERAL DYNAMICS CORP (GD) - 2.41% | n/a (HASI) - 0.70% |
| #15 | NEXTERA ENERGY INC (NEE) - 2.24% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.69% |
| #16 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.15% | PBF ENERGY INC CLASS A (PBF) - 0.69% |
| #17 | CHEVRON CORP (CVX) - 2.13% | PATTERSON-UTI ENERGY INC (PTEN) - 0.68% |
| #18 | GARMIN LTD (GRMN) - 2.09% | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.66% |
| #19 | CUMMINS INC (CMI) - 2.05% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.65% |
| #20 | THE HOME DEPOT INC (HD) - 2.00% | BATH & BODY WORKS INC (BBWI) - 0.65% |
| #21 | DARDEN RESTAURANTS INC (DRI) - 1.96% | HIGHWOODS PROPERTIES INC (HIW) - 0.41% |
| #22 | WEC ENERGY GROUP INC (WEC) - 1.86% | THE CHEESECAKE FACTORY INC (CAKE) - 0.40% |
| #23 | CORNING INC (GLW) - 1.80% | SENSIENT TECHNOLOGIES CORP (SXT) - 0.40% |
| #24 | TARGA RESOURCES CORP (TRGP) - 1.70% | SILGAN HOLDINGS INC (SLGN) - 0.40% |
| #25 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.65% | SL GREEN REALTY CORP (SLG) - 0.40% |
| Total Holdings | 52 | 478 |
BGIG vs DES - Historical Returns
Returns include dividend reinvestment.
1M
BGIG
+1.05%
Winner
DES
+1.90%
3M
BGIG
+5.37%
Winner
DES
+7.29%
6M
BGIG
+9.87%
Winner
DES
+15.24%
1Y
BGIG
+19.16%
Winner
DES
+25.08%
5Y(CAGR)
BGIG
N/A
DES
+8.21%
10Y(CAGR)
BGIG
N/A
DES
+8.00%
Max(CAGR)
Winner
BGIG
+16.47%
DES
+7.89%
BGIG vs DES - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BGIG | DES |
|---|---|---|
| 2026 | +11.53% | +20.93% |
| 2025 | +12.53% | +0.96% |
| 2024 | +16.25% | +9.71% |
| 2023 | +4.55% | +16.28% |
| 2022 | N/A | -11.65% |
| 2021 | N/A | +27.88% |
| 2020 | N/A | -3.69% |
| 2019 | N/A | +19.33% |
| 2018 | N/A | -13.42% |
| 2017 | N/A | +8.08% |
| 2016 | N/A | +33.60% |
| 2015 | N/A | -5.29% |
| 2014 | N/A | +8.94% |
| 2013 | N/A | +32.90% |
| 2012 | N/A | +16.16% |
| 2011 | N/A | -3.63% |
| 2010 | N/A | +24.59% |
| 2009 | N/A | +20.08% |
| 2008 | N/A | -27.07% |
| 2007 | N/A | -12.85% |
| 2006 | N/A | +16.40% |
BGIG vs DES Drawdown Comparison
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The current BGIG drawdown is -0.84%. The current DES drawdown is -1.30%.
| Rank | BGIG | DES |
|---|---|---|
| #1 | -13.23% Oct 18, 2024 - Jun 30, 2025 | -65.45% Jun 4, 2007 - Feb 3, 2012 |
| #2 | -7.95% Sep 15, 2023 - Dec 1, 2023 | -45.63% Aug 21, 2018 - Jan 14, 2021 |
| #3 | -5.81% Mar 2, 2026 - Apr 30, 2026 | -25.16% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -4.73% Jul 16, 2024 - Aug 15, 2024 | -21.70% Jan 4, 2022 - Dec 14, 2023 |
| #5 | -4.73% Mar 28, 2024 - May 14, 2024 | -19.34% Jun 23, 2015 - Apr 26, 2016 |
| #6 | -3.06% Aug 30, 2024 - Sep 16, 2024 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #7 | -2.56% May 21, 2024 - Jun 13, 2024 | -9.47% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -2.50% Oct 8, 2025 - Nov 25, 2025 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #9 | -2.03% Jul 25, 2025 - Aug 20, 2025 | -9.15% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -1.87% Nov 28, 2025 - Jan 12, 2026 | -9.09% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -1.71% Jun 18, 2024 - Jul 10, 2024 | -8.96% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -1.49% Dec 19, 2023 - Dec 26, 2023 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -1.46% Jan 8, 2024 - Jan 19, 2024 | -7.64% Feb 20, 2026 - Apr 9, 2026 |
| #14 | -1.34% Apr 30, 2026 - May 14, 2026 | -7.50% Dec 27, 2023 - Mar 28, 2024 |
| #15 | -1.32% Jan 16, 2026 - Jan 26, 2026 | -7.44% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between BGIG and DES is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2006 - 2026)
BGIG vs DES dividend yield comparison.
| Year | BGIG | DES |
|---|---|---|
| 2026 | 0.86% | 0.89% |
| 2025 | 1.89% | 2.85% |
| 2024 | 2.02% | 2.81% |
| 2023 | 0.78% | 2.65% |
| 2022 | 0.00% | 2.89% |
| 2021 | 0.00% | 2.31% |
| 2020 | 0.00% | 2.75% |
| 2019 | 0.00% | 2.68% |
| 2018 | 0.00% | 3.65% |
| 2017 | 0.00% | 2.89% |
| 2016 | 0.00% | 2.70% |
| 2015 | 0.00% | 3.09% |
| 2014 | 0.00% | 2.68% |
| 2013 | 0.00% | 2.45% |
| 2012 | 0.00% | 4.04% |
| 2011 | 0.00% | 3.38% |
| 2010 | 0.00% | 3.57% |
| 2009 | 0.00% | 3.60% |
| 2008 | 0.00% | 6.09% |
| 2007 | 0.00% | 3.78% |
| 2006 | 0.00% | 1.82% |
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