BGIG vs VOO
Bahl & Gaynor Income Growth ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | BGIG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $2.2B | $997.4B | |
| Dividend Yield | 1.83% | 1.08% | |
| Holdings | 55 | 509 | |
| YTD Return | +13.74% | +12.13% | |
| 1Y Return | +18.78% | +20.36% | |
| 3Y Return (annualized) | +16.44% | +20.90% | |
| 5Y Return (annualized) | - | +12.59% | |
| Volatility (annualized) | 8.9% | 14.1% | |
| Max Drawdown | -13.2% | -34.3% | |
| Fund Family | Bahl & Gaynor | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 14, 2023 | Sep 7, 2010 |
BGIG vs VOO Performance
Bahl & Gaynor Income Growth ETF (BGIG) is a ETF from Bahl & Gaynor and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BGIG returned +18.78% while VOO returned +20.36%. Year to date, BGIG is up 13.74% versus a gain of 12.13% for VOO.
Over three years, BGIG compounded at +16.44% per year against +20.90% for VOO. Across the full 3-year window we track, BGIG has the edge at +16.44% annualized vs +13.41%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 8.9% 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 -34.3% for VOO. 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 VOO 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 1.08% for VOO.
Holdings Overlap
BGIG and VOO share 48 holdings out of 508 unique holdings combined, representing a 20.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BGIG or VOO?
BGIG has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, BGIG or VOO?
Over the past year BGIG returned +18.78% vs +20.36% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), BGIG annualized +16.44% vs +13.41% for VOO. Past performance does not guarantee future results.
Which is riskier, BGIG or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 8.9% for BGIG. Worst drawdown: BGIG -13.2% vs VOO -34.3%.
Should I hold both BGIG and VOO?
BGIG and VOO 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 VOO?
BGIG and VOO share 48 common holdings with a 20.5% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, BGIG or VOO?
BGIG yields 1.83% while VOO yields 1.08%, so BGIG currently pays the higher dividend yield.
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