BGIG vs PSC
Comparison between BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF) and Principal U.S. Small-Cap ETF (PSC, ETF).
BGIG vs PSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BGIG
$2.10B
PSC
$2.10B
Expense Ratio
BGIG
0.45%
Winner
PSC
0.38%
Max Drawdown
Winner
BGIG
14.11%
PSC
47.89%
Sharpe Ratio
Winner
BGIG
1.71
PSC
1.23
5Y Beta
Winner
BGIG
0.62
PSC
1.05
P/E Ratio
Winner
BGIG
24.90
PSC
26.59
Forward P/E
BGIG
19.89
Winner
PSC
14.94
PEG Ratio
BGIG
0.66
PSC
N/A
5Y Dividends CAGR
BGIG
N/A
PSC
-2.75%
5Y EPS CAGR
BGIG
13.82%
Winner
PSC
15.66%
Debt to Equity
BGIG
N/A
PSC
50.02%
P/S Ratio
BGIG
2.76
Winner
PSC
1.28
P/B Ratio
BGIG
4.29
Winner
PSC
2.18
BGIG vs PSC - Holdings Comparison
BGIG and PSC have 1 common holdings. Overlap is -0.01%
BGIG's top 25 holdings weight is 71.08%. PSC's top 25 holdings weight is 17.10%.
| Rank | BGIG | PSC |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 6.31% | COEUR MINING INC (CDE) - 1.05% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 4.24% | TTM TECHNOLOGIES INC (TTMI) - 1.04% |
| #3 | MICROSOFT CORP (MSFT) - 4.06% | NEXTPOWER INC CLASS A (NXT) - 1.01% |
| #4 | ELI LILLY AND CO (LLY) - 4.00% | FABRINET (FN) - 1.00% |
| #5 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.85% | ARGAN INC (AGX) - 0.91% |
| #6 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.76% | STERLING INFRASTRUCTURE INC (STRL) - 0.84% |
| #7 | JOHNSON & JOHNSON (JNJ) - 3.59% | DYCOM INDUSTRIES INC (DY) - 0.83% |
| #8 | WILLIAMS COMPANIES INC (WMB) - 3.18% | GUARDANT HEALTH INC (GH) - 0.75% |
| #9 | CISCO SYSTEMS INC (CSCO) - 3.10% | BRIDGEBIO PHARMA INC (BBIO) - 0.72% |
| #10 | ABBVIE INC (ABBV) - 3.06% | n/a (AHR) - 0.71% |
| #11 | APOLLO GLOBAL MANAGEMENT INC (APO) - 3.02% | PRIMORIS SERVICES CORP (PRIM) - 0.70% |
| #12 | JPMORGAN CHASE & CO (JPM) - 2.77% | CHART INDUSTRIES INC (GTLS) - 0.68% |
| #13 | CHEVRON CORP (CVX) - 2.45% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.68% |
| #14 | THE TRAVELERS COMPANIES INC (TRV) - 2.34% | PAGSEGURO DIGITAL LTD CLASS A (PAGS) - 0.68% |
| #15 | GENERAL DYNAMICS CORP (GD) - 2.34% | RAMBUS INC (RMBS) - 0.65% |
| #16 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.31% | HANCOCK WHITNEY CORP (HWC) - 0.64% |
| #17 | NEXTERA ENERGY INC (NEE) - 2.22% | BRINKER INTERNATIONAL INC (EAT) - 0.62% |
| #18 | CUMMINS INC (CMI) - 1.96% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.60% |
| #19 | GARMIN LTD (GRMN) - 1.94% | COMPASS INC CLASS A (COMP) - 0.59% |
| #20 | DARDEN RESTAURANTS INC (DRI) - 1.92% | CARETRUST REIT INC (CTRE) - 0.58% |
| #21 | THE HOME DEPOT INC (HD) - 1.80% | FIRST BANCORP (FBP) - 0.39% |
| #22 | WEC ENERGY GROUP INC (WEC) - 1.78% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.36% |
| #23 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.77% | FEDERAL SIGNAL CORP (FSS) - 0.36% |
| #24 | TARGA RESOURCES CORP (TRGP) - 1.69% | AMICUS THERAPEUTICS INC (FOLD) - 0.36% |
| #25 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.62% | ENSIGN GROUP INC (ENSG) - 0.35% |
| Total Holdings | 53 | 585 |
BGIG vs PSC - Historical Returns
Returns include dividend reinvestment.
1M
BGIG
+2.04%
Winner
PSC
+4.97%
3M
BGIG
+6.72%
Winner
PSC
+18.41%
6M
BGIG
+10.48%
Winner
PSC
+14.11%
1Y
BGIG
+19.82%
Winner
PSC
+28.99%
5Y(CAGR)
BGIG
N/A
PSC
+8.36%
10Y(CAGR)
BGIG
N/A
PSC
+11.88%
Max(CAGR)
Winner
BGIG
+16.58%
PSC
+11.88%
BGIG vs PSC - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | BGIG | PSC |
|---|---|---|
| 2026 | +10.34% | +16.04% |
| 2025 | +12.53% | +13.28% |
| 2024 | +16.25% | +13.10% |
| 2023 | +4.55% | +19.25% |
| 2022 | N/A | -16.77% |
| 2021 | N/A | +33.74% |
| 2020 | N/A | +13.43% |
| 2019 | N/A | +20.08% |
| 2018 | N/A | -10.11% |
| 2017 | N/A | +16.07% |
| 2016 | N/A | +9.38% |
BGIG vs PSC Drawdown Comparison
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.
| Rank | BGIG | PSC |
|---|---|---|
| #1 | -13.23% Oct 18, 2024 - Jun 30, 2025 | -46.69% Aug 29, 2018 - Nov 24, 2020 |
| #2 | -7.95% Sep 15, 2023 - Dec 1, 2023 | -25.87% Nov 8, 2021 - Mar 1, 2024 |
| #3 | -5.81% Mar 2, 2026 - Apr 30, 2026 | -23.49% Nov 25, 2024 - Sep 8, 2025 |
| #4 | -4.73% Jul 16, 2024 - Aug 15, 2024 | -9.95% Jan 22, 2026 - Apr 17, 2026 |
| #5 | -4.73% Mar 28, 2024 - May 14, 2024 | -9.37% Jul 16, 2024 - Oct 14, 2024 |
| #6 | -3.06% Aug 30, 2024 - Sep 16, 2024 | -9.19% Jan 23, 2018 - May 17, 2018 |
| #7 | -2.56% May 21, 2024 - Jun 13, 2024 | -9.03% Jun 8, 2021 - Oct 25, 2021 |
| #8 | -2.50% Oct 8, 2025 - Nov 25, 2025 | -8.59% Mar 15, 2021 - May 7, 2021 |
| #9 | -2.03% Jul 25, 2025 - Aug 20, 2025 | -7.12% Mar 28, 2024 - Jul 11, 2024 |
| #10 | -1.87% Nov 28, 2025 - Jan 12, 2026 | -7.12% Oct 8, 2025 - Nov 28, 2025 |
| #11 | -1.71% Jun 18, 2024 - Jul 10, 2024 | -6.67% Sep 22, 2016 - Nov 14, 2016 |
| #12 | -1.49% Dec 19, 2023 - Dec 26, 2023 | -5.90% Jul 27, 2017 - Sep 28, 2017 |
| #13 | -1.46% Jan 8, 2024 - Jan 19, 2024 | -5.57% Nov 11, 2024 - Nov 25, 2024 |
| #14 | -1.34% Apr 30, 2026 - May 14, 2026 | -5.37% May 7, 2021 - May 27, 2021 |
| #15 | -1.32% Jan 16, 2026 - Jan 26, 2026 | -4.61% Apr 27, 2017 - Jun 9, 2017 |
Correlation
Correlation between BGIG and PSC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2016 - 2026)
BGIG vs PSC dividend yield comparison.
| Year | BGIG | PSC |
|---|---|---|
| 2026 | 0.73% | 0.16% |
| 2025 | 1.89% | 0.67% |
| 2024 | 2.02% | 0.75% |
| 2023 | 0.78% | 0.73% |
| 2022 | 0.00% | 1.92% |
| 2021 | 0.00% | 1.45% |
| 2020 | 0.00% | 1.25% |
| 2019 | 0.00% | 1.47% |
| 2018 | 0.00% | 1.30% |
| 2017 | 0.00% | 0.95% |
| 2016 | 0.00% | 0.35% |
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