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BGDV

GradeBNew York Stock Exchange Arca

ETF Series Solutions - Bahl & Gaynor Dividend ETF

Active Equity · Bahl & Gaynor · Inception 2024-12-11

$30.58−0.07 (−0.23%)

As of Sep 23, 2026, 2:08 PM EDT

History starts Dec 12, 2024.
Intraday session: down, 14 prints from 30.65 to 30.58. Range 30.54 to 30.62. Use the arrow keys to read each point.$30.54$30.56$30.60$30.6210 AM12 PM2 PM4 PM
Expense ratio
0.45%
Fund size
$797M
1Y return
+15.0%
Yield · Last 12 months
0.98%
Holdings
47
Volume · 30D
0M sh
NAV per share
$30.63
52W range
low $26.31high $31.97

The ETF.net BGDV Grade

B

65/ 100

Rank 8 of 40 in US Active Dividend Income

Confidence Medium

Six-pillar profile for BGDV. Scores out of 100: Cost 74, Risk 43, Mission not scored, Tradability 69, Holdings 65, Durability 71. Strongest: Cost (74). Weakest: Risk (43). Based on 5 of 6 pillars.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 65 of 100 sits in the B band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    AScore 74
    Category rank10/40 · top 25%
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    Not scored
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    CScore 43
    Category rank22/37 · mid-pack
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    BScore 69
    Category rank9/40 · top 23%
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    BScore 65
    Category rank17/40 · top 43%
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    AScore 71
    Category rank10/40 · top 25%

Graded as of Sep 22, 2026 · Based on 5 of 6 pillars

BGDV Holdings

As of Sep 20, 2026, 9:23 AM
Asset class
Stocks
Holdings
47
Top-10 weight
36%
Largest holding
TSM5.5%

Sectors

  • Technology26.4%
  • Financials19.1%
  • Industrials14.5%
  • Health Care13.0%
  • Energy7.1%
  • Communication5.0%
  • Consumer Discr.5.0%
  • Utilities4.3%
  • Cons. Staples2.4%
  • Materials2.1%
  • Real Estate1.1%

Geography

  • United States90.95%
  • Taiwan5.26%
  • Italy1.91%
  • United Kingdom1.08%
  • Ireland0.80%
The fund’s holdings, weight-ordered — page 1 of 4.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001TSMTaiwan Semiconductor Manufacturing Co Ltd5.45%99,572$43M268
002AVGOBroadcom Inc4.38%96,845$34M732
003VCTRVictory Capital Holdings Inc3.70%277,841$29M161
004LLYEli Lilly & Co3.67%25,186$29M569
005MSIMotorola Solutions Inc3.33%56,839$26M352
006ABBVAbbVie Inc3.31%98,647$26M511
007EHCENCOMPASS HEALTH CORP3.10%199,512$24M169
008GOOGLAlphabet Inc2.99%67,239$23M704
009UNHUnitedHealth Group Inc2.85%60,021$22M474
010APHAmphenol Corp2.84%282,468$22M441
011TRGPTarga Resources Corp2.80%74,734$22M340
012WMBWilliams Cos Inc/The2.69%290,511$21M361
013CTASCintas Corp2.64%105,006$21M346
014MSFTMicrosoft Corp2.61%41,573$21M792
015WDCWestern Digital Corp2.49%44,734$20M478

Showing 1–15 of 47 holdings

BGDV Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

BGDV$11,502
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. BGDV $11,502. SPY $11,723. Use the arrow keys to read each point.$9,336$10,750$12,165Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for BGDV. Periods over one year show the average yearly return.
PeriodBGDV
Year to date+12.5%
1 month−1.6%
3 months−0.9%
1 year+15.0%
3 yearsFund is under 3 years oldper year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for BGDV
YearReturn barBGDV
2026 YTD+12.5%
2025+13.7%
2024−1.8%

History from Dec 12, 2024

BGDV in the news

ETF.net Research hasn’t filed on BGDV yet — coverage lands here as it’s written.

BGDV Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
0.98%Last 12 months
Payout per share
$0.30Last 12 months
Last payment
$0.02 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Monthly

Distribution history

2024–2026

One bar per payment. 21 payments from 2024 to 2026 YTD. Dec 31, 2024 $0.02; Jan 30, 2025 $0.01; Feb 27, 2025 $0.01; Mar 28, 2025 $0.05; Apr 29, 2025 $0.02; May 29, 2025 $0.02; Jun 27, 2025 $0.04; Jul 30, 2025 $0.02; Aug 28, 2025 $0.02; Sep 29, 2025 $0.04; Oct 30, 2025 $0.02; Nov 26, 2025 $0.02; Dec 31, 2025 $0.04; Jan 29, 2026 $0.0066; Feb 26, 2026 $0.02; Mar 26, 2026 $0.05; Apr 29, 2026 $0.01; May 28, 2026 $0.02; Jun 29, 2026 $0.02; Jul 30, 2026 $0.02; Aug 28, 2026 $0.02. Use the arrow keys to read each point.202420252026YTD
Ex-datePay dateAmount per share
Aug 28, 2026Sep 1, 2026$0.02
Jul 30, 2026Aug 3, 2026$0.02
Jun 29, 2026Jul 1, 2026$0.02
May 28, 2026Jun 1, 2026$0.02
Apr 29, 2026May 1, 2026$0.01
Mar 26, 2026Mar 30, 2026$0.05
Feb 26, 2026Mar 2, 2026$0.02
Jan 29, 2026Feb 2, 2026$0.0066
Dec 31, 2025Jan 5, 2026$0.04
Nov 26, 2025Dec 1, 2025$0.02
Oct 30, 2025Nov 3, 2025$0.02
Sep 29, 2025Oct 1, 2025$0.04

BGDV Risk

How much the fund’s monthly returns vary, scaled to a year.
11.4%
Annualised · 20 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
1.06
vs 3-month T-bills · 20 months to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−14.8%
21 months · trough Apr 2025
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.67
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

BGDV Cost

Expense ratio0.45%
  • The middle half of US Active Dividend Income funds
  • Median 0.51%

8 of the 40 US Active Dividend Income funds charge less.

BGDV costs $45.00 a year on $10,000. The median US Active Dividend Income fund costs $51.00.