EQAL vs BGDV
Comparison between INVESCO RUSSELL 1000 EQUAL WEIGHT ETF (EQAL, ETF) and BAHL & GAYNOR DIVIDEND ETF (BGDV, ETF).
EQAL vs BGDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EQAL
$808M
BGDV
$805M
Expense Ratio
Winner
EQAL
0.20%
BGDV
0.45%
Max Drawdown
EQAL
40.90%
Winner
BGDV
15.07%
Sharpe Ratio
EQAL
1.22
Winner
BGDV
1.55
5Y Beta
EQAL
0.81
Winner
BGDV
0.75
P/E Ratio
EQAL
29.51
Winner
BGDV
27.29
Forward P/E
Winner
EQAL
16.24
BGDV
20.96
PEG Ratio
EQAL
N/A
BGDV
0.49
5Y Dividends CAGR
EQAL
7.82%
BGDV
N/A
5Y EPS CAGR
EQAL
11.27%
Winner
BGDV
22.75%
Debt to Equity
EQAL
49.77%
BGDV
N/A
P/S Ratio
Winner
EQAL
1.58
BGDV
2.64
P/B Ratio
Winner
EQAL
2.66
BGDV
5.33
EQAL vs BGDV - Holdings Comparison
EQAL and BGDV have 47 common holdings. Overlap is 4.82%
EQAL's top 25 holdings weight is 11.36%. BGDV's top 25 holdings weight is 71.48%.
| Rank | EQAL | BGDV |
|---|---|---|
| #1 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.89% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.21% |
| #2 | CISCO SYSTEMS INC (CSCO) - 0.73% | BROADCOM INC (AVGO) - 4.97% |
| #3 | LUMENTUM HOLDINGS INC (LITE) - 0.67% | WESTERN DIGITAL CORP (WDC) - 4.43% |
| #4 | CIENA CORP (CIEN) - 0.62% | ELI LILLY AND CO (LLY) - 4.33% |
| #5 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.60% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 3.36% |
| #6 | ROKU INC CLASS A (ROKU) - 0.59% | ALPHABET INC CLASS A (GOOGL) - 3.21% |
| #7 | ARISTA NETWORKS INC (ANET) - 0.54% | ABBVIE INC (ABBV) - 2.99% |
| #8 | n/a (ASTS) - 0.48% | MOTOROLA SOLUTIONS INC (MSI) - 2.92% |
| #9 | n/a (LBTYA) - 0.46% | AMPHENOL CORP CLASS A (APH) - 2.77% |
| #10 | DEVON ENERGY CORP (DVN) - 0.46% | WILLIAMS COMPANIES INC (WMB) - 2.74% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 0.45% | TJX COMPANIES INC (TJX) - 2.67% |
| #12 | MOTOROLA SOLUTIONS INC (MSI) - 0.43% | TARGA RESOURCES CORP (TRGP) - 2.61% |
| #13 | T-MOBILE US INC (TMUS) - 0.42% | UNITEDHEALTH GROUP INC (UNH) - 2.52% |
| #14 | AT&T INC (T) - 0.41% | WASTE MANAGEMENT INC (WM) - 2.45% |
| #15 | COMCAST CORP CLASS A (CMCSA) - 0.38% | CINTAS CORP (CTAS) - 2.40% |
| #16 | UBIQUITI INC (UI) - 0.36% | SNAP-ON INC (SNA) - 2.38% |
| #17 | STEEL DYNAMICS INC (STLD) - 0.35% | JPMORGAN CHASE & CO (JPM) - 2.37% |
| #18 | NUCOR CORP (NUE) - 0.34% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.35% |
| #19 | CARPENTER TECHNOLOGY CORP (CRS) - 0.32% | REINSURANCE GROUP OF AMERICA INC (RGA) - 2.27% |
| #20 | CLEVELAND-CLIFFS INC (CLF) - 0.32% | THE HARTFORD INSURANCE GROUP INC (HIG) - 2.27% |
| #21 | NEWMARKET CORP (NEU) - 0.32% | PARKER HANNIFIN CORP (PH) - 2.16% |
| #22 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 0.31% | NEXTERA ENERGY INC (NEE) - 2.08% |
| #23 | n/a (LBRDK) - 0.31% | THE TRAVELERS COMPANIES INC (TRV) - 2.02% |
| #24 | ELEMENT SOLUTIONS INC (ESI) - 0.30% | META PLATFORMS INC CLASS A (META) - 2.01% |
| #25 | RELIANCE INC (RS) - 0.30% | MICROSOFT CORP (MSFT) - 1.99% |
| Total Holdings | 993 | 51 |
EQAL vs BGDV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQAL
+1.42%
BGDV
+0.49%
3M
EQAL
+2.01%
Winner
BGDV
+6.10%
6M
EQAL
+8.18%
Winner
BGDV
+10.98%
1Y
EQAL
+20.05%
Winner
BGDV
+23.38%
5Y(CAGR)
EQAL
+7.45%
BGDV
N/A
10Y(CAGR)
EQAL
+10.43%
BGDV
N/A
Max(CAGR)
EQAL
+9.41%
Winner
BGDV
+16.28%
EQAL vs BGDV - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | EQAL | BGDV |
|---|---|---|
| 2026 | +12.30% | +13.32% |
| 2025 | +10.92% | +13.71% |
| 2024 | +11.35% | -1.86% |
| 2023 | +12.68% | N/A |
| 2022 | -13.79% | N/A |
| 2021 | +25.06% | N/A |
| 2020 | +16.63% | N/A |
| 2019 | +24.49% | N/A |
| 2018 | -9.84% | N/A |
| 2017 | +16.44% | N/A |
| 2016 | +17.29% | N/A |
| 2015 | -3.68% | N/A |
| 2014 | -0.55% | N/A |
EQAL vs BGDV Drawdown Comparison
The maximum drawdown for EQAL was -40.42%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
The maximum drawdown for BGDV was -14.80%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The current EQAL drawdown is -0.64%. The current BGDV drawdown is -0.17%.
| Rank | EQAL | BGDV |
|---|---|---|
| #1 | -40.42% Jan 16, 2020 - Oct 12, 2020 | -14.80% Jan 24, 2025 - Jul 1, 2025 |
| #2 | -21.80% Nov 15, 2021 - Mar 27, 2024 | -8.40% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -21.01% Sep 21, 2018 - Jul 24, 2019 | -4.50% Dec 16, 2024 - Jan 21, 2025 |
| #4 | -20.41% May 21, 2015 - Jul 12, 2016 | -3.14% Oct 8, 2025 - Nov 25, 2025 |
| #5 | -19.63% Nov 29, 2024 - Aug 22, 2025 | -2.86% Jul 25, 2025 - Aug 13, 2025 |
| #6 | -10.08% Jan 26, 2018 - Jul 9, 2018 | -2.73% Dec 11, 2025 - Jan 6, 2026 |
| #7 | -7.42% Jul 24, 2019 - Nov 15, 2019 | -1.68% Jan 16, 2026 - Jan 22, 2026 |
| #8 | -6.67% Mar 2, 2026 - Apr 16, 2026 | -1.64% Sep 11, 2025 - Oct 1, 2025 |
| #9 | -6.35% Oct 12, 2020 - Nov 5, 2020 | -1.62% May 14, 2026 - May 26, 2026 |
| #10 | -6.19% Mar 28, 2024 - Jul 16, 2024 | -1.61% Jun 4, 2026 - Jun 15, 2026 |
| #11 | -6.04% Aug 23, 2016 - Nov 21, 2016 | -1.55% Jul 3, 2025 - Jul 17, 2025 |
| #12 | -5.79% Oct 27, 2025 - Dec 10, 2025 | -1.42% May 6, 2026 - May 14, 2026 |
| #13 | -5.66% Jul 31, 2024 - Aug 23, 2024 | -1.36% Jun 18, 2026 - Jul 6, 2026 |
| #14 | -5.51% Jun 11, 2021 - Aug 27, 2021 | -1.14% Nov 28, 2025 - Dec 10, 2025 |
| #15 | -5.04% Dec 29, 2014 - Feb 12, 2015 | -1.06% Jul 10, 2026 - Jul 20, 2026 |
Correlation
Correlation between EQAL and BGDV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2015 - 2026)
EQAL vs BGDV dividend yield comparison.
| Year | EQAL | BGDV |
|---|---|---|
| 2026 | 0.84% | 0.43% |
| 2025 | 1.79% | 1.13% |
| 2024 | 1.62% | 0.09% |
| 2023 | 1.88% | 0.00% |
| 2022 | 1.95% | 0.00% |
| 2021 | 1.32% | 0.00% |
| 2020 | 1.63% | 0.00% |
| 2019 | 1.61% | 0.00% |
| 2018 | 1.63% | 0.00% |
| 2017 | 1.18% | 0.00% |
| 2016 | 1.57% | 0.00% |
| 2015 | 1.64% | 0.00% |
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