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BGIG vs GOF

Comparison between BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF) and Guggenheim Strategic Opportunities Fund (GOF, ETF).

BGIG vs GOF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BGIG
$2.10B
Winner
GOF
$2.20B
Expense Ratio
BGIG
0.45%
GOF
N/A
Max Drawdown
Winner
BGIG
14.11%
GOF
62.51%
Sharpe Ratio
Winner
BGIG
1.64
GOF
-0.82
5Y Beta
BGIG
0.62
Winner
GOF
0.46
P/E Ratio
BGIG
24.65
GOF
N/A
Forward P/E
BGIG
19.62
GOF
N/A
PEG Ratio
BGIG
0.66
GOF
N/A
5Y Dividends CAGR
BGIG
N/A
GOF
1.61%
5Y EPS CAGR
BGIG
13.73%
GOF
N/A
P/S Ratio
BGIG
2.73
GOF
N/A
P/B Ratio
BGIG
4.20
GOF
N/A

BGIG vs GOF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BGIG
+1.36%
GOF
-2.10%
3M
Winner
BGIG
+3.55%
GOF
-1.81%
6M
Winner
BGIG
+9.71%
GOF
-0.05%
1Y
Winner
BGIG
+20.07%
GOF
-12.23%
5Y(CAGR)
BGIG
N/A
GOF
+0.90%
10Y(CAGR)
BGIG
N/A
GOF
+7.95%
Max(CAGR)
Winner
BGIG
+16.25%
GOF
+8.96%

BGIG vs GOF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearBGIGGOF
2026+9.16%-6.85%
2025+12.53%-2.26%
2024+16.25%+35.95%
2023+4.55%-6.08%
2022N/A-7.87%
2021N/A+5.48%
2020N/A+19.41%
2019N/A+7.01%
2018N/A-5.73%
2017N/A+21.67%
2016N/A+27.00%
2015N/A-10.87%
2014N/A+7.82%
2013N/A+7.69%
2012N/A+13.80%
2011N/A+12.74%
2010N/A+29.54%
2009N/A+79.15%
2008N/A-34.32%
2007N/A-8.49%

BGIG vs GOF Drawdown Comparison

The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.

The maximum drawdown for GOF was -54.69%, occurring on Mar 9, 2009. Recovery took 532 trading sessions.

The current BGIG drawdown is -0.65%. The current GOF drawdown is -17.74%.

RankBGIGGOF
#1-13.23%
Oct 18, 2024 - Jun 30, 2025
-54.69%
Jul 31, 2007 - Sep 9, 2009
#2-7.95%
Sep 15, 2023 - Dec 1, 2023
-38.45%
Aug 8, 2019 - Aug 12, 2020
#3-5.81%
Mar 2, 2026 - Apr 30, 2026
-32.32%
Aug 6, 2021 - Jun 28, 2024
#4-4.73%
Jul 16, 2024 - Aug 15, 2024
-23.55%
May 14, 2015 - Jul 29, 2016
#5-4.73%
Mar 28, 2024 - May 14, 2024
-23.24%
Oct 1, 2025 - Mar 27, 2026
#6-3.06%
Aug 30, 2024 - Sep 16, 2024
-21.18%
May 31, 2011 - Jan 25, 2012
#7-2.56%
May 21, 2024 - Jun 13, 2024
-19.35%
Sep 13, 2018 - Jun 13, 2019
#8-2.50%
Oct 8, 2025 - Nov 25, 2025
-14.82%
Apr 26, 2010 - Aug 4, 2010
#9-2.03%
Jul 25, 2025 - Aug 20, 2025
-13.58%
Mar 24, 2025 - Aug 27, 2025
#10-1.87%
Nov 28, 2025 - Jan 12, 2026
-12.07%
Apr 16, 2021 - Jun 10, 2021
#11-1.71%
Jun 18, 2024 - Jul 10, 2024
-11.87%
Oct 5, 2012 - Jan 10, 2013
#12-1.49%
Dec 19, 2023 - Dec 26, 2023
-11.79%
May 10, 2013 - May 22, 2014
#13-1.46%
Jan 8, 2024 - Jan 19, 2024
-11.54%
Nov 8, 2010 - Feb 7, 2011
#14-1.34%
Apr 30, 2026 - May 14, 2026
-10.00%
Jan 11, 2018 - May 14, 2018
#15-1.32%
Jan 16, 2026 - Jan 26, 2026
-8.55%
Nov 1, 2016 - Dec 6, 2016

Correlation

Correlation between BGIG and GOF is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58
-101

Dividend Comparison (2007 - 2026)

BGIG vs GOF dividend yield comparison.

YearBGIGGOF
20260.73%8.27%
20251.89%16.97%
20242.02%14.32%
20230.78%17.07%
20220.00%14.36%
20210.00%11.93%
20200.00%11.26%
20190.00%12.08%
20180.00%11.96%
20170.00%10.13%
20160.00%11.13%
20150.00%12.98%
20140.00%10.46%
20130.00%9.98%
20120.00%8.67%
20110.00%8.98%
20100.00%9.42%
20090.00%11.00%
20080.00%17.84%
20070.00%3.21%

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