BGIG vs IVV
Bahl & Gaynor Income Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BGIG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $2.3B | $907.0B | |
| Dividend Yield | 1.83% | 1.10% | |
| Holdings | 55 | 508 | |
| YTD Return | +14.49% | +12.28% | |
| 1Y Return | +19.98% | +20.94% | |
| 3Y Return (annualized) | +16.89% | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 9.0% | 15.1% | |
| Max Drawdown | -13.2% | -56.5% | |
| Fund Family | Bahl & Gaynor | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 14, 2023 | May 15, 2000 |
BGIG vs IVV Performance
Bahl & Gaynor Income Growth ETF (BGIG) is a ETF from Bahl & Gaynor and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BGIG returned +19.98% while IVV returned +20.94%. Year to date, BGIG is up 14.49% versus a gain of 12.28% for IVV.
Over three years, BGIG compounded at +16.89% per year against +21.81% for IVV. Across the full 3-year window we track, BGIG has the edge at +16.89% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 9.0% for BGIG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -13.2% for BGIG and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BGIG charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, BGIG currently yields 1.83% against 1.10% for IVV.
Holdings Overlap
BGIG and IVV share 46 holdings out of 509 unique holdings combined, representing a 19.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BGIG or IVV?
BGIG has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, BGIG or IVV?
Over the past year BGIG returned +19.98% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), BGIG annualized +16.89% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, BGIG or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 9.0% for BGIG. Worst drawdown: BGIG -13.2% vs IVV -56.5%.
Should I hold both BGIG and IVV?
BGIG and IVV have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BGIG and IVV?
BGIG and IVV share 46 common holdings with a 19.7% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, BGIG or IVV?
BGIG yields 1.83% while IVV yields 1.10%, so BGIG currently pays the higher dividend yield.
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