BGIG vs TCHP
Comparison between BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF) and T. ROWE PRICE BLUE CHIP GROWTH ETF (TCHP, ETF).
BGIG vs TCHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BGIG
$2.10B
TCHP
$2.10B
Expense Ratio
Winner
BGIG
0.45%
TCHP
0.57%
Max Drawdown
Winner
BGIG
14.11%
TCHP
42.35%
Sharpe Ratio
Winner
BGIG
1.83
TCHP
1.38
5Y Beta
Winner
BGIG
0.63
TCHP
1.22
P/E Ratio
Winner
BGIG
23.75
TCHP
33.93
Forward P/E
Winner
BGIG
19.25
TCHP
27.65
PEG Ratio
BGIG
0.68
Winner
TCHP
0.55
5Y EPS CAGR
BGIG
13.71%
Winner
TCHP
38.15%
P/S Ratio
Winner
BGIG
2.69
TCHP
6.78
P/B Ratio
Winner
BGIG
4.16
TCHP
10.40
BGIG vs TCHP - Holdings Comparison
BGIG and TCHP have 10 common holdings. Overlap is 14.78%
BGIG's top 25 holdings weight is 70.50%. TCHP's top 25 holdings weight is 87.16%.
| Rank | BGIG | TCHP |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 6.07% | NVIDIA CORP (NVDA) - 15.17% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 4.24% | MICROSOFT CORP (MSFT) - 10.26% |
| #3 | MICROSOFT CORP (MSFT) - 3.89% | APPLE INC (AAPL) - 9.51% |
| #4 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.79% | AMAZON.COM INC (AMZN) - 6.62% |
| #5 | ELI LILLY AND CO (LLY) - 3.71% | ALPHABET INC CLASS C (GOOG) - 5.83% |
| #6 | JOHNSON & JOHNSON (JNJ) - 3.68% | META PLATFORMS INC CLASS A (META) - 4.94% |
| #7 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.53% | BROADCOM INC (AVGO) - 4.91% |
| #8 | WILLIAMS COMPANIES INC (WMB) - 3.43% | CARVANA CO CLASS A (CVNA) - 3.50% |
| #9 | NEXTERA ENERGY INC (NEE) - 3.09% | ELI LILLY AND CO (LLY) - 2.98% |
| #10 | ABBVIE INC (ABBV) - 3.03% | VISA INC CLASS A (V) - 2.81% |
| #11 | JPMORGAN CHASE & CO (JPM) - 2.88% | TESLA INC (TSLA) - 2.75% |
| #12 | CHEVRON CORP (CVX) - 2.57% | NETFLIX INC (NFLX) - 2.28% |
| #13 | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.51% | MASTERCARD INC CLASS A (MA) - 2.21% |
| #14 | GENERAL DYNAMICS CORP (GD) - 2.47% | GE AEROSPACE (GE) - 1.86% |
| #15 | THE TRAVELERS COMPANIES INC (TRV) - 2.47% | ALPHABET INC CLASS A (GOOGL) - 1.58% |
| #16 | CISCO SYSTEMS INC (CSCO) - 2.30% | INTUITIVE SURGICAL INC (ISRG) - 1.32% |
| #17 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.26% | ASML HOLDING NV ADR (ASML) - 1.16% |
| #18 | GARMIN LTD (GRMN) - 1.96% | SERVICENOW INC (NOW) - 1.12% |
| #19 | CUMMINS INC (CMI) - 1.95% | CHUBB LTD (CB) - 1.06% |
| #20 | DARDEN RESTAURANTS INC (DRI) - 1.90% | T-MOBILE US INC (TMUS) - 1.01% |
| #21 | THE HOME DEPOT INC (HD) - 1.84% | GE VERNOVA INC (GEV) - 0.99% |
| #22 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.82% | ORACLE CORP (ORCL) - 0.89% |
| #23 | PPL CORP (PPL) - 1.72% | BOOKING HOLDINGS INC (BKNG) - 0.86% |
| #24 | TARGA RESOURCES CORP (TRGP) - 1.70% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 0.79% |
| #25 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.69% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 0.75% |
| Total Holdings | 52 | 58 |
BGIG vs TCHP - Historical Returns
Returns include dividend reinvestment.
1M
BGIG
+2.24%
Winner
TCHP
+10.32%
3M
BGIG
+1.36%
Winner
TCHP
+8.26%
6M
Winner
BGIG
+8.74%
TCHP
+2.90%
1Y
BGIG
+20.54%
Winner
TCHP
+23.92%
5Y(CAGR)
BGIG
N/A
TCHP
+12.13%
Max(CAGR)
Winner
BGIG
+16.12%
TCHP
+13.16%
BGIG vs TCHP - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BGIG | TCHP |
|---|---|---|
| 2026 | +7.73% | +3.67% |
| 2025 | +12.53% | +18.69% |
| 2024 | +16.25% | +38.25% |
| 2023 | +4.55% | +51.12% |
| 2022 | N/A | -38.19% |
| 2021 | N/A | +20.12% |
| 2020 | N/A | +11.37% |
BGIG vs TCHP Drawdown Comparison
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The maximum drawdown for TCHP was -42.34%, occurring on Nov 9, 2022. Recovery took 571 trading sessions.
The current BGIG drawdown is -0.63%. The current TCHP drawdown is -0.19%.
| Rank | BGIG | TCHP |
|---|---|---|
| #1 | -13.23% Oct 18, 2024 - Jun 30, 2025 | -42.34% Nov 19, 2021 - Mar 1, 2024 |
| #2 | -7.95% Sep 15, 2023 - Dec 1, 2023 | -22.92% Jan 23, 2025 - Jun 25, 2025 |
| #3 | -5.81% Mar 2, 2026 - Apr 30, 2026 | -17.50% Oct 29, 2025 - May 8, 2026 |
| #4 | -4.73% Jul 16, 2024 - Aug 15, 2024 | -13.08% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -4.73% Mar 28, 2024 - May 14, 2024 | -11.98% Sep 2, 2020 - Dec 17, 2020 |
| #6 | -3.06% Aug 30, 2024 - Sep 16, 2024 | -8.83% Feb 12, 2021 - Apr 9, 2021 |
| #7 | -2.56% May 21, 2024 - Jun 13, 2024 | -8.04% Sep 7, 2021 - Nov 4, 2021 |
| #8 | -2.50% Oct 8, 2025 - Nov 25, 2025 | -7.48% Apr 29, 2021 - Jun 14, 2021 |
| #9 | -2.03% Jul 25, 2025 - Aug 20, 2025 | -6.54% Mar 22, 2024 - May 14, 2024 |
| #10 | -1.87% Nov 28, 2025 - Jan 12, 2026 | -5.48% Dec 11, 2024 - Jan 22, 2025 |
| #11 | -1.71% Jun 18, 2024 - Jul 10, 2024 | -4.34% Jan 21, 2021 - Feb 3, 2021 |
| #12 | -1.49% Dec 19, 2023 - Dec 26, 2023 | -3.53% Oct 9, 2025 - Oct 24, 2025 |
| #13 | -1.46% Jan 8, 2024 - Jan 19, 2024 | -3.30% Aug 6, 2020 - Aug 18, 2020 |
| #14 | -1.34% Apr 30, 2026 - May 8, 2026 | -3.24% Jul 23, 2021 - Aug 27, 2021 |
| #15 | -1.32% Jan 16, 2026 - Jan 26, 2026 | -2.98% Nov 12, 2024 - Dec 2, 2024 |
Correlation
Correlation between BGIG and TCHP 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 TCHP dividend yield comparison.
| Year | BGIG | TCHP |
|---|---|---|
| 2026 | 0.59% | 0.00% |
| 2025 | 1.89% | 0.00% |
| 2024 | 2.02% | 0.00% |
| 2023 | 0.78% | 0.00% |
| 2021 | 0.00% | 0.02% |
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