IWL vs BGIG
Comparison between ISHARES RUSSELL TOP 200 ETF (IWL, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).
IWL vs BGIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWL
$2.20B
BGIG
$2.20B
Expense Ratio
Winner
IWL
0.15%
BGIG
0.45%
Max Drawdown
IWL
32.71%
Winner
BGIG
14.11%
Sharpe Ratio
IWL
1.14
Winner
BGIG
1.59
5Y Beta
IWL
0.99
Winner
BGIG
0.59
P/E Ratio
IWL
26.79
Winner
BGIG
24.97
Forward P/E
IWL
21.45
Winner
BGIG
20.02
PEG Ratio
Winner
IWL
0.30
BGIG
0.68
5Y Dividends CAGR
IWL
5.56%
BGIG
N/A
5Y EPS CAGR
Winner
IWL
28.18%
BGIG
13.95%
Debt to Equity
IWL
5.22%
BGIG
N/A
P/S Ratio
IWL
4.50
Winner
BGIG
2.72
P/B Ratio
IWL
6.32
Winner
BGIG
4.33
IWL vs BGIG - Holdings Comparison
IWL and BGIG have 35 common holdings. Overlap is 21.53%
IWL's top 25 holdings weight is 59.39%. BGIG's top 25 holdings weight is 72.09%.
| Rank | IWL | BGIG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.69% | BROADCOM INC (AVGO) - 4.87% |
| #2 | APPLE INC (AAPL) - 8.52% | UNITEDHEALTH GROUP INC (UNH) - 4.84% |
| #3 | MICROSOFT CORP (MSFT) - 5.31% | ELI LILLY AND CO (LLY) - 4.44% |
| #4 | AMAZON.COM INC (AMZN) - 4.32% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 4.11% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.64% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.05% |
| #6 | BROADCOM INC (AVGO) - 3.23% | JOHNSON & JOHNSON (JNJ) - 4.03% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.96% | ABBVIE INC (ABBV) - 3.51% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.54% | MICROSOFT CORP (MSFT) - 3.39% |
| #9 | TESLA INC (TSLA) - 1.99% | WILLIAMS COMPANIES INC (WMB) - 3.26% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.97% | APOLLO GLOBAL MANAGEMENT INC (APO) - 3.19% |
| #11 | ELI LILLY AND CO (LLY) - 1.69% | JPMORGAN CHASE & CO (JPM) - 2.96% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.66% | CISCO SYSTEMS INC (CSCO) - 2.80% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.64% | THE TRAVELERS COMPANIES INC (TRV) - 2.60% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.59% | GENERAL DYNAMICS CORP (GD) - 2.41% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.13% | NEXTERA ENERGY INC (NEE) - 2.24% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.09% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.15% |
| #17 | VISA INC CLASS A (V) - 1.06% | CHEVRON CORP (CVX) - 2.13% |
| #18 | WALMART INC (WMT) - 0.87% | GARMIN LTD (GRMN) - 2.09% |
| #19 | INTEL CORP (INTC) - 0.83% | CUMMINS INC (CMI) - 2.05% |
| #20 | ABBVIE INC (ABBV) - 0.81% | THE HOME DEPOT INC (HD) - 2.00% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.80% | DARDEN RESTAURANTS INC (DRI) - 1.96% |
| #22 | APPLIED MATERIALS INC (AMAT) - 0.80% | WEC ENERGY GROUP INC (WEC) - 1.86% |
| #23 | MASTERCARD INC CLASS A (MA) - 0.78% | CORNING INC (GLW) - 1.80% |
| #24 | COSTCO WHOLESALE CORP (COST) - 0.74% | TARGA RESOURCES CORP (TRGP) - 1.70% |
| #25 | CATERPILLAR INC (CAT) - 0.73% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.65% |
| Total Holdings | 204 | 52 |
IWL vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWL
+3.95%
BGIG
+1.33%
3M
IWL
+1.86%
Winner
BGIG
+4.94%
6M
Winner
IWL
+11.06%
BGIG
+7.06%
1Y
IWL
+20.10%
Winner
BGIG
+20.15%
5Y(CAGR)
IWL
+13.32%
BGIG
N/A
10Y(CAGR)
IWL
+16.13%
BGIG
N/A
Max(CAGR)
IWL
+14.74%
Winner
BGIG
+16.84%
IWL vs BGIG - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWL | BGIG |
|---|---|---|
| 2026 | +11.56% | +14.58% |
| 2025 | +19.23% | +12.53% |
| 2024 | +27.94% | +16.25% |
| 2023 | +30.35% | +4.55% |
| 2022 | -20.56% | N/A |
| 2021 | +29.44% | N/A |
| 2020 | +20.82% | N/A |
| 2019 | +31.47% | N/A |
| 2018 | -3.75% | N/A |
| 2017 | +22.10% | N/A |
| 2016 | +12.98% | N/A |
| 2015 | +2.73% | N/A |
| 2014 | +15.28% | N/A |
| 2013 | +28.75% | N/A |
| 2012 | +15.54% | N/A |
| 2011 | +1.51% | N/A |
| 2010 | +10.16% | N/A |
| 2009 | +6.19% | N/A |
IWL vs BGIG Drawdown Comparison
The maximum drawdown for IWL was -32.71%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The current IWL drawdown is -1.50%. The current BGIG drawdown is -1.94%.
| Rank | IWL | BGIG |
|---|---|---|
| #1 | -32.71% Feb 19, 2020 - Aug 3, 2020 | -13.23% Oct 18, 2024 - Jun 30, 2025 |
| #2 | -25.64% Jan 3, 2022 - Dec 11, 2023 | -7.95% Sep 15, 2023 - Dec 1, 2023 |
| #3 | -19.31% Oct 2, 2018 - Apr 22, 2019 | -5.81% Mar 2, 2026 - Apr 30, 2026 |
| #4 | -19.15% Feb 19, 2025 - Jun 26, 2025 | -4.73% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -17.77% May 2, 2011 - Feb 3, 2012 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -15.37% Apr 15, 2010 - Nov 5, 2010 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -12.41% Jul 20, 2015 - Apr 20, 2016 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -10.06% Jan 26, 2018 - Jul 25, 2018 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -10.01% Sep 2, 2020 - Nov 16, 2020 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -9.83% Jan 12, 2026 - Apr 15, 2026 | -2.02% Aug 13, 2026 - Aug 20, 2026 |
| #11 | -9.42% Apr 2, 2012 - Aug 15, 2012 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #12 | -9.04% Jul 10, 2024 - Sep 19, 2024 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #13 | -7.73% Jan 19, 2010 - Mar 17, 2010 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #14 | -7.69% Oct 4, 2012 - Jan 4, 2013 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #15 | -7.39% Sep 19, 2014 - Oct 31, 2014 | -1.34% Apr 30, 2026 - May 14, 2026 |
Correlation
Correlation between IWL and BGIG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2009 - 2026)
IWL vs BGIG dividend yield comparison.
| Year | IWL | BGIG |
|---|---|---|
| 2026 | 0.39% | 0.98% |
| 2025 | 0.90% | 1.89% |
| 2024 | 1.04% | 2.02% |
| 2023 | 1.30% | 0.78% |
| 2022 | 1.54% | 0.00% |
| 2021 | 1.12% | 0.00% |
| 2020 | 1.30% | 0.00% |
| 2019 | 1.96% | 0.00% |
| 2018 | 1.93% | 0.00% |
| 2017 | 1.69% | 0.00% |
| 2016 | 1.96% | 0.00% |
| 2015 | 2.14% | 0.00% |
| 2014 | 1.68% | 0.00% |
| 2013 | 1.82% | 0.00% |
| 2012 | 3.65% | 0.00% |
| 2011 | 1.91% | 0.00% |
| 2010 | 1.64% | 0.00% |
| 2009 | 0.59% | 0.00% |
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