IYG vs BGIG
Comparison between ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).
IYG vs BGIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYG
$1.90B
Winner
BGIG
$2B
Expense Ratio
Winner
IYG
0.38%
BGIG
0.45%
Max Drawdown
IYG
82.89%
Winner
BGIG
14.11%
Sharpe Ratio
IYG
0.52
Winner
BGIG
1.75
5Y Beta
IYG
0.92
Winner
BGIG
0.63
P/E Ratio
Winner
IYG
17.13
BGIG
23.24
Forward P/E
Winner
IYG
15.98
BGIG
19.50
PEG Ratio
IYG
0.73
Winner
BGIG
0.64
5Y Dividends CAGR
IYG
6.85%
BGIG
N/A
5Y EPS CAGR
IYG
11.26%
Winner
BGIG
14.02%
Debt to Equity
IYG
66.84%
BGIG
N/A
P/S Ratio
IYG
4.17
Winner
BGIG
2.79
P/B Ratio
Winner
IYG
2.23
BGIG
4.19
IYG vs BGIG - Holdings Comparison
IYG and BGIG have 5 common holdings. Overlap is 6.63%
IYG's top 25 holdings weight is 83.43%. BGIG's top 25 holdings weight is 70.06%.
| Rank | IYG | BGIG |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.96% | BROADCOM INC (AVGO) - 5.88% |
| #2 | JPMORGAN CHASE & CO (JPM) - 12.56% | JOHNSON & JOHNSON (JNJ) - 4.83% |
| #3 | VISA INC CLASS A (V) - 7.78% | MICROSOFT CORP (MSFT) - 3.99% |
| #4 | MASTERCARD INC CLASS A (MA) - 6.16% | ELI LILLY AND CO (LLY) - 3.57% |
| #5 | BANK OF AMERICA CORP (BAC) - 5.22% | THE TRAVELERS COMPANIES INC (TRV) - 3.51% |
| #6 | THE GOLDMAN SACHS GROUP INC (GS) - 4.20% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.37% |
| #7 | WELLS FARGO & CO (WFC) - 3.72% | WILLIAMS COMPANIES INC (WMB) - 3.27% |
| #8 | MORGAN STANLEY (MS) - 3.42% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.26% |
| #9 | CITIGROUP INC (C) - 3.37% | NEXTERA ENERGY INC (NEE) - 3.02% |
| #10 | AMERICAN EXPRESS CO (AXP) - 2.55% | ABBVIE INC (ABBV) - 2.99% |
| #11 | BLACKROCK INC (BLK) - 2.28% | JPMORGAN CHASE & CO (JPM) - 2.98% |
| #12 | CHARLES SCHWAB CORP (SCHW) - 2.27% | UNITEDHEALTH GROUP INC (UNH) - 2.73% |
| #13 | S&P GLOBAL INC (SPGI) - 2.00% | CHEVRON CORP (CVX) - 2.47% |
| #14 | CAPITAL ONE FINANCIAL CORP (COF) - 1.81% | GENERAL DYNAMICS CORP (GD) - 2.37% |
| #15 | CME GROUP INC CLASS A (CME) - 1.52% | GARMIN LTD (GRMN) - 2.21% |
| #16 | BANK OF NEW YORK MELLON CORP (BK) - 1.38% | CISCO SYSTEMS INC (CSCO) - 2.20% |
| #17 | BLACKSTONE INC (BX) - 1.35% | TARGA RESOURCES CORP (TRGP) - 2.16% |
| #18 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.34% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.14% |
| #19 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.33% | THE HOME DEPOT INC (HD) - 2.09% |
| #20 | U.S. BANCORP (USB) - 1.30% | EXXON MOBIL CORP (XOM) - 2.03% |
| #21 | MOODYS CORP (MCO) - 1.06% | DARDEN RESTAURANTS INC (DRI) - 2.01% |
| #22 | KKR & CO INC ORDINARY SHARES (KKR) - 1.03% | PPL CORP (PPL) - 1.79% |
| #23 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.99% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.75% |
| #24 | TRUIST FINANCIAL CORP (TFC) - 0.97% | CORNING INC (GLW) - 1.73% |
| #25 | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.86% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.71% |
| Total Holdings | 103 | 52 |
IYG vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
IYG
+0.73%
Winner
BGIG
+1.53%
3M
IYG
-5.34%
Winner
BGIG
+1.19%
6M
IYG
-1.59%
Winner
BGIG
+9.59%
1Y
IYG
+9.94%
Winner
BGIG
+21.62%
5Y(CAGR)
IYG
+8.37%
BGIG
N/A
10Y(CAGR)
IYG
+13.88%
BGIG
N/A
Max(CAGR)
IYG
+6.34%
Winner
BGIG
+15.86%
IYG vs BGIG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYG | BGIG |
|---|---|---|
| 2026 | -6.31% | +6.96% |
| 2025 | +20.13% | +12.53% |
| 2024 | +31.89% | +16.25% |
| 2023 | +15.79% | +4.55% |
| 2022 | -18.13% | N/A |
| 2021 | +31.77% | N/A |
| 2020 | -0.12% | N/A |
| 2019 | +35.87% | N/A |
| 2018 | -12.80% | N/A |
| 2017 | +23.00% | N/A |
| 2016 | +22.73% | N/A |
| 2015 | -0.58% | N/A |
| 2014 | +11.36% | N/A |
| 2013 | +38.64% | N/A |
| 2012 | +28.84% | N/A |
| 2011 | -22.19% | N/A |
| 2010 | +5.43% | N/A |
| 2009 | +14.50% | N/A |
| 2008 | -51.24% | N/A |
| 2007 | -22.14% | N/A |
| 2006 | +17.48% | N/A |
| 2005 | +4.15% | N/A |
| 2004 | +12.79% | N/A |
| 2003 | +29.90% | N/A |
| 2002 | -11.95% | N/A |
| 2001 | -2.76% | N/A |
| 2000 | +22.75% | N/A |
IYG vs BGIG Drawdown Comparison
The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The current IYG drawdown is -8.97%. The current BGIG drawdown is -1.34%.
| Rank | IYG | BGIG |
|---|---|---|
| #1 | -81.83% Feb 20, 2007 - Sep 19, 2017 | -13.23% Oct 18, 2024 - Jun 30, 2025 |
| #2 | -44.32% Feb 19, 2020 - Jan 6, 2021 | -7.95% Sep 15, 2023 - Dec 1, 2023 |
| #3 | -34.95% Jan 30, 2001 - Oct 13, 2003 | -5.81% Mar 2, 2026 - Apr 30, 2026 |
| #4 | -29.60% Jan 12, 2022 - Mar 20, 2024 | -4.73% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -24.55% Jan 26, 2018 - Jul 23, 2019 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -18.53% Feb 18, 2025 - Jun 26, 2025 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -15.90% Jan 6, 2026 - Mar 27, 2026 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -14.55% Sep 12, 2000 - Dec 28, 2000 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -11.56% Mar 5, 2004 - Nov 4, 2004 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -9.60% Jul 26, 2019 - Oct 25, 2019 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #11 | -9.25% Dec 31, 2004 - Nov 10, 2005 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #12 | -8.91% Oct 25, 2021 - Jan 12, 2022 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #13 | -8.50% Jan 12, 2021 - Feb 12, 2021 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #14 | -8.25% May 5, 2006 - Sep 15, 2006 | -1.34% Apr 30, 2026 - May 8, 2026 |
| #15 | -8.01% Jul 17, 2024 - Aug 23, 2024 | -1.32% Jan 16, 2026 - Jan 26, 2026 |
Correlation
Correlation between IYG and BGIG is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2000 - 2026)
IYG vs BGIG dividend yield comparison.
| Year | IYG | BGIG |
|---|---|---|
| 2026 | 0.31% | 0.60% |
| 2025 | 1.00% | 1.89% |
| 2024 | 1.16% | 2.02% |
| 2023 | 1.77% | 0.78% |
| 2022 | 2.07% | 0.00% |
| 2021 | 1.25% | 0.00% |
| 2020 | 1.71% | 0.00% |
| 2019 | 1.59% | 0.00% |
| 2018 | 1.81% | 0.00% |
| 2017 | 1.24% | 0.00% |
| 2016 | 1.28% | 0.00% |
| 2015 | 1.33% | 0.00% |
| 2014 | 1.14% | 0.00% |
| 2013 | 1.04% | 0.00% |
| 2012 | 1.40% | 0.00% |
| 2011 | 1.19% | 0.00% |
| 2010 | 0.46% | 0.00% |
| 2009 | 1.14% | 0.00% |
| 2008 | 5.34% | 0.00% |
| 2007 | 2.72% | 0.00% |
| 2006 | 1.88% | 0.00% |
| 2005 | 2.05% | 0.00% |
| 2004 | 1.92% | 0.00% |
| 2003 | 1.67% | 0.00% |
| 2002 | 1.87% | 0.00% |
| 2001 | 1.24% | 0.00% |
| 2000 | 1.07% | 0.00% |
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