BGIG vs TAGG
Comparison between BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF) and T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF).
BGIG vs TAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BGIG
$2.20B
Winner
TAGG
$2.30B
Expense Ratio
BGIG
0.45%
Winner
TAGG
0.08%
Max Drawdown
Winner
BGIG
14.11%
TAGG
21.31%
Sharpe Ratio
Winner
BGIG
1.54
TAGG
0.13
5Y Beta
BGIG
0.61
Winner
TAGG
0.02
P/E Ratio
BGIG
25.44
TAGG
N/A
Forward P/E
BGIG
19.99
TAGG
N/A
PEG Ratio
BGIG
0.66
TAGG
N/A
5Y EPS CAGR
BGIG
13.14%
TAGG
N/A
P/S Ratio
BGIG
2.78
TAGG
N/A
P/B Ratio
BGIG
4.32
TAGG
N/A
BGIG vs TAGG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BGIG
+0.68%
TAGG
-0.24%
3M
Winner
BGIG
+5.12%
TAGG
-0.42%
6M
Winner
BGIG
+9.31%
TAGG
-0.08%
1Y
Winner
BGIG
+19.79%
TAGG
+4.64%
5Y(CAGR)
BGIG
N/A
TAGG
+0.25%
Max(CAGR)
Winner
BGIG
+16.30%
TAGG
+0.25%
BGIG vs TAGG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BGIG | TAGG |
|---|---|---|
| 2026 | +11.12% | +0.27% |
| 2025 | +12.53% | +7.35% |
| 2024 | +16.25% | +2.10% |
| 2023 | +4.55% | +5.30% |
| 2022 | N/A | -12.04% |
| 2021 | N/A | +0.01% |
BGIG vs TAGG Drawdown Comparison
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.
The current BGIG drawdown is -1.20%. The current TAGG drawdown is -1.92%.
| Rank | BGIG | TAGG |
|---|---|---|
| #1 | -13.23% Oct 18, 2024 - Jun 30, 2025 | -17.27% Nov 9, 2021 - Oct 16, 2025 |
| #2 | -7.95% Sep 15, 2023 - Dec 1, 2023 | -3.19% Feb 27, 2026 - May 19, 2026 |
| #3 | -5.81% Mar 2, 2026 - Apr 30, 2026 | -1.08% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -4.73% Jul 16, 2024 - Aug 15, 2024 | -1.01% Oct 1, 2021 - Nov 5, 2021 |
| #5 | -4.73% Mar 28, 2024 - May 14, 2024 | -0.88% Nov 26, 2025 - Jan 14, 2026 |
| #6 | -3.06% Aug 30, 2024 - Sep 16, 2024 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #7 | -2.56% May 21, 2024 - Jun 13, 2024 | -0.21% Nov 5, 2021 - Nov 9, 2021 |
| #8 | -2.50% Oct 8, 2025 - Nov 25, 2025 | -0.19% Oct 22, 2025 - Oct 27, 2025 |
| #9 | -2.03% Jul 25, 2025 - Aug 20, 2025 | -0.17% Feb 10, 2026 - Feb 12, 2026 |
| #10 | -1.87% Nov 28, 2025 - Jan 12, 2026 | -0.15% Feb 17, 2026 - Feb 23, 2026 |
| #11 | -1.71% Jun 18, 2024 - Jul 10, 2024 | -0.14% Feb 6, 2026 - Feb 10, 2026 |
| #12 | -1.49% Dec 19, 2023 - Dec 26, 2023 | -0.07% Feb 23, 2026 - Feb 26, 2026 |
| #13 | -1.46% Jan 8, 2024 - Jan 19, 2024 | -0.07% Oct 16, 2025 - Oct 20, 2025 |
| #14 | -1.34% Apr 30, 2026 - May 14, 2026 | N/A |
| #15 | -1.32% Jan 16, 2026 - Jan 26, 2026 | N/A |
Correlation
Correlation between BGIG and TAGG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2021 - 2026)
BGIG vs TAGG dividend yield comparison.
| Year | BGIG | TAGG |
|---|---|---|
| 2026 | 0.87% | 2.19% |
| 2025 | 1.89% | 4.36% |
| 2024 | 2.02% | 4.36% |
| 2023 | 0.78% | 3.48% |
| 2022 | 0.00% | 3.67% |
| 2021 | 0.00% | 0.33% |
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