BGDV vs KDVD

BGDVBBahl & Gaynor Dividend ETF

KDVDFKeeley Dividend ETF

In short

BGDV —No data

KDVD Most dividend funds fish the same large-cap pond. Keeley's active take heads down the cap ladder, hunting dividend payers among small and mid-sized companies, with at least 80% of assets in stocks that pay (or are expected to pay) one.

Stated mandate

BGDV —No data

KDVD Actively managed ETF seeking capital appreciation by investing at least 80% of net assets in equity securities of companies that pay (or are expected to pay) dividends; the Fund expects to invest primarily in small- and mid-cap companies but may invest in any market capitalization.

Why people hold it

BGDV —No data

• KDVD The mandate is genuinely different: at least 80% of net assets in dividend payers, aimed primarily at small- and mid-cap names rather than the usual mega-cap dividend roster.
• Active, not index-bound. Managers can hold companies expected to start paying dividends, and can move to any market cap as opportunities shift.
• What is inside the portfolio is the strongest part of the package relative to dividend-income peers, and the fund distributes on a quarterly schedule.

Worth knowing

BGDV —No data

• KDVD At 0.90% a year, it charges well above the dividend-income median of 0.55%, and above highly graded peers such as CGDV (0.33%) and TDVG (0.50%).
• It launched in December 2025 with a small asset base, so there is no long record and shares change hands far less often than the category's household names.
• Small- and mid-cap dividend payers typically swing harder than large-cap dividend stalwarts. Same income idea, bumpier ride.

Full BGDV profile⁠

Full KDVD profile⁠