BGIG vs DIVZ

BGIGABahl & Gaynor Income Growth ETF

DIVZCPolen Dividend Income ETF

In short

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.

DIVZ About 30 stocks, picked one at a time, with a value lens and a monthly payout. DIVZ is the stock-picker's answer to the dividend index screen, aiming for a higher yield and lower volatility than the S&P 500.

Stated mandate

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

DIVZ The actively managed fund seeks capital appreciation with lower volatility and a higher dividend yield than the S&P 500 Index.

Why people hold it

• 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.

• DIVZ Actively managed, not rules-screened: the mandate targets capital appreciation with lower volatility and a higher dividend yield than the S&P 500.
• Pays monthly, so the income arrives on the same rhythm as most bills instead of in quarterly lumps.
• A value discipline sits underneath the yield, aiming at cheaper cash generators rather than whatever pays the most today.
• Roughly 30 names, all US-listed. Every position is a real decision, not index filler.

Worth knowing

• 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.

• DIVZ At 0.65% a year it sits above the typical fee in its dividend-income group, and active peers like CGDV (0.33%) and TDVG (0.50%) charge less.
• Concentration cuts both ways: with about 30 holdings, a single stumble moves the fund far more than it would in a broad index.
• Volume is thin next to the giant dividend ETFs, so spreads and limit orders matter more here.

Full BGIG profile⁠

Full DIVZ profile⁠