BDVG vs BGIG

BDVGCiMGP Berkshire Dividend Growth ETF

BGIGABahl & Gaynor Income Growth ETF

In short

BDVG Dividend investing by conviction, not by screen: about 30 large-cap US dividend payers, hand-picked and actively managed, priced right at the middle of the active dividend-income pack.

BGIG An active dividend fund that writes the cushion into its own mandate: rising income, downside protection versus the broad market, and growth. Distributions land monthly, and it charges less than the typical active dividend-income fund.

Stated mandate

BDVG The Fund seeks dividend income and long-term capital appreciation.

BGIG The Fund seeks growing dividend income, downside protection relative to the broader equity market, and long-term capital appreciation.

Why people hold it

• BDVG A tight book of roughly 30 names, all large-cap US companies worth at least $10 billion when first bought. Every position has to earn its slot.
• The 0.55% expense ratio lands exactly at the median for active dividend-income ETFs, so you are not paying a premium for the stock picking.
• Two jobs, stated plainly in the prospectus: dividend income and long-term capital appreciation. Distributions go out quarterly.

• BGIG The stated objective names three jobs at once: growing dividend income, downside protection relative to the broader equity market, and long-term capital appreciation.
• Income arrives monthly, not on the quarterly schedule most equity funds keep.
• At 0.45% a year, it sits below the median fee for active US dividend-income funds.
• One of the strongest implementations in its peer group of active US dividend-income funds, with a portfolio that matches the mandate on the label.

Worth knowing

• BDVG Thinly traded with a small asset base. Spreads can widen, so limit orders do real work here.
• Concentration cuts both ways. With about 30 holdings, one company's dividend decision moves the whole portfolio more than it would in a 400-stock index fund.
• Index-tracking rivals go cheaper: CGDV at 0.33% and HIDV at 0.35% undercut this fund's 0.55%. Also a young fund, launched in 2023, so the record is short.

• BGIG Cheaper active dividend options exist: CGDV runs 0.33% and HIDV 0.35%.
• Hunting rising dividends means skipping most of the non-payers inside the S&P 500 it measures itself against, so results can look very different from the index.
• Launched in 2023, so there is no live record spanning a full market cycle yet.

Full BDVG profile⁠

Full BGIG profile⁠