BGIG vs IHDG
Comparison between BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF) and WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF).
BGIG vs IHDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BGIG
$2.10B
Winner
IHDG
$2.20B
Expense Ratio
Winner
BGIG
0.45%
IHDG
0.58%
Max Drawdown
Winner
BGIG
14.11%
IHDG
29.24%
Sharpe Ratio
Winner
BGIG
1.64
IHDG
0.79
5Y Beta
Winner
BGIG
0.62
IHDG
0.78
P/E Ratio
BGIG
24.65
IHDG
N/A
Forward P/E
BGIG
19.62
IHDG
N/A
PEG Ratio
BGIG
0.66
IHDG
N/A
5Y Dividends CAGR
BGIG
N/A
IHDG
-0.07%
5Y EPS CAGR
BGIG
13.73%
IHDG
N/A
P/S Ratio
BGIG
2.73
IHDG
N/A
P/B Ratio
BGIG
4.20
IHDG
N/A
BGIG vs IHDG - Holdings Comparison
BGIG and IHDG have 1 common holdings. Overlap is -0.05%
BGIG's top 25 holdings weight is 70.66%. IHDG's top 25 holdings weight is 49.32%.
| Rank | BGIG | IHDG |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 5.54% | TOYOTA MOTOR CORP (n/a) - 4.77% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 4.24% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.36% |
| #3 | ELI LILLY AND CO (LLY) - 4.01% | BP PLC (n/a) - 3.31% |
| #4 | MICROSOFT CORP (MSFT) - 3.84% | n/a (n/a) - 3.27% |
| #5 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.77% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.05% |
| #6 | JOHNSON & JOHNSON (JNJ) - 3.72% | ASTRAZENECA PLC (AZN:XLON) - 2.68% |
| #7 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.56% | DEUTSCHE TELEKOM AG (n/a) - 2.61% |
| #8 | WILLIAMS COMPANIES INC (WMB) - 3.42% | ING GROEP NV (n/a) - 2.58% |
| #9 | APOLLO GLOBAL MANAGEMENT INC (APO) - 3.06% | ASML HOLDING NV (n/a) - 2.47% |
| #10 | ABBVIE INC (ABBV) - 3.03% | NOVO NORDISK AS CLASS B (n/a) - 2.42% |
| #11 | CISCO SYSTEMS INC (CSCO) - 2.87% | L'OREAL SA (n/a) - 2.19% |
| #12 | JPMORGAN CHASE & CO (JPM) - 2.83% | GSK PLC (n/a) - 2.00% |
| #13 | NEXTERA ENERGY INC (NEE) - 2.79% | VOLVO AB CLASS B (n/a) - 1.92% |
| #14 | THE TRAVELERS COMPANIES INC (TRV) - 2.45% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.81% |
| #15 | CHEVRON CORP (CVX) - 2.42% | DEUTSCHE POST AG (n/a) - 1.69% |
| #16 | GENERAL DYNAMICS CORP (GD) - 2.39% | LLOYDS BANKING GROUP PLC (n/a) - 1.69% |
| #17 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.25% | TOKYO ELECTRON LTD (n/a) - 1.59% |
| #18 | DARDEN RESTAURANTS INC (DRI) - 1.98% | ABB LTD (n/a) - 1.52% |
| #19 | CUMMINS INC (CMI) - 1.95% | SCHNEIDER ELECTRIC SE (n/a) - 1.43% |
| #20 | GARMIN LTD (GRMN) - 1.92% | SAP SE (n/a) - 1.15% |
| #21 | THE HOME DEPOT INC (HD) - 1.80% | BAWAG GROUP AG ORDINARY SHARES (n/a) - 0.38% |
| #22 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.78% | KEYENCE CORP (n/a) - 0.37% |
| #23 | TARGA RESOURCES CORP (TRGP) - 1.74% | TECHTRONIC INDUSTRIES CO LTD (n/a) - 0.36% |
| #24 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.69% | FERROVIAL NV (n/a) - 0.35% |
| #25 | PPL CORP (PPL) - 1.61% | LEGRAND SA (n/a) - 0.35% |
| Total Holdings | 53 | 230 |
BGIG vs IHDG - Historical Returns
Returns include dividend reinvestment.
1M
BGIG
+1.36%
Winner
IHDG
+2.36%
3M
Winner
BGIG
+3.55%
IHDG
+3.07%
6M
Winner
BGIG
+9.71%
IHDG
+6.21%
1Y
Winner
BGIG
+20.07%
IHDG
+14.52%
5Y(CAGR)
BGIG
N/A
IHDG
+7.51%
10Y(CAGR)
BGIG
N/A
IHDG
+9.93%
Max(CAGR)
Winner
BGIG
+16.25%
IHDG
+9.27%
BGIG vs IHDG - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | BGIG | IHDG |
|---|---|---|
| 2026 | +9.16% | +3.30% |
| 2025 | +12.53% | +13.42% |
| 2024 | +16.25% | +6.52% |
| 2023 | +4.55% | +17.52% |
| 2022 | N/A | -12.20% |
| 2021 | N/A | +18.41% |
| 2020 | N/A | +9.48% |
| 2019 | N/A | +33.13% |
| 2018 | N/A | -11.93% |
| 2017 | N/A | +21.15% |
| 2016 | N/A | +3.19% |
| 2015 | N/A | +11.69% |
| 2014 | N/A | +0.91% |
BGIG vs IHDG Drawdown Comparison
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The maximum drawdown for IHDG was -29.24%, occurring on Mar 16, 2020. Recovery took 166 trading sessions.
The current BGIG drawdown is -0.65%. The current IHDG drawdown is -2.09%.
| Rank | BGIG | IHDG |
|---|---|---|
| #1 | -13.23% Oct 18, 2024 - Jun 30, 2025 | -29.24% Feb 12, 2020 - Oct 8, 2020 |
| #2 | -7.95% Sep 15, 2023 - Dec 1, 2023 | -19.56% Jan 3, 2022 - Apr 27, 2023 |
| #3 | -5.81% Mar 2, 2026 - Apr 30, 2026 | -18.88% Feb 18, 2025 - Oct 2, 2025 |
| #4 | -4.73% Jul 16, 2024 - Aug 15, 2024 | -18.50% Aug 27, 2018 - Apr 18, 2019 |
| #5 | -4.73% Mar 28, 2024 - May 14, 2024 | -14.86% Apr 27, 2015 - Feb 9, 2017 |
| #6 | -3.06% Aug 30, 2024 - Sep 16, 2024 | -10.49% Feb 25, 2026 - Mar 20, 2026 |
| #7 | -2.56% May 21, 2024 - Jun 13, 2024 | -9.98% Jun 9, 2014 - Nov 21, 2014 |
| #8 | -2.50% Oct 8, 2025 - Nov 25, 2025 | -9.32% Jul 12, 2024 - Feb 6, 2025 |
| #9 | -2.03% Jul 25, 2025 - Aug 20, 2025 | -9.07% Jan 23, 2018 - Jun 14, 2018 |
| #10 | -1.87% Nov 28, 2025 - Jan 12, 2026 | -7.90% Jul 31, 2023 - Nov 24, 2023 |
| #11 | -1.71% Jun 18, 2024 - Jul 10, 2024 | -7.33% Sep 7, 2021 - Dec 27, 2021 |
| #12 | -1.49% Dec 19, 2023 - Dec 26, 2023 | -7.12% Oct 12, 2020 - Nov 9, 2020 |
| #13 | -1.46% Jan 8, 2024 - Jan 19, 2024 | -6.54% Dec 5, 2014 - Jan 22, 2015 |
| #14 | -1.34% Apr 30, 2026 - May 14, 2026 | -5.68% Jul 29, 2019 - Sep 6, 2019 |
| #15 | -1.32% Jan 16, 2026 - Jan 26, 2026 | -5.27% Apr 29, 2019 - Jul 1, 2019 |
Correlation
Correlation between BGIG and IHDG is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2014 - 2026)
BGIG vs IHDG dividend yield comparison.
| Year | BGIG | IHDG |
|---|---|---|
| 2026 | 0.73% | 0.08% |
| 2025 | 1.89% | 1.84% |
| 2024 | 2.02% | 2.42% |
| 2023 | 0.78% | 1.70% |
| 2022 | 0.00% | 13.79% |
| 2021 | 0.00% | 2.77% |
| 2020 | 0.00% | 1.94% |
| 2019 | 0.00% | 1.99% |
| 2018 | 0.00% | 0.22% |
| 2017 | 0.00% | 1.28% |
| 2016 | 0.00% | 1.91% |
| 2015 | 0.00% | 3.04% |
| 2014 | 0.00% | 3.86% |
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