BGIG vs DVND

BGIGABahl & Gaynor Income Growth ETF

DVNDBTouchstone Dividend Select 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.

DVND Active dividend picking with a moat filter: Fort Washington looks for large-cap companies whose competitive advantages can keep funding a rising dividend, bought at what it judges a reasonable price. A few dozen names, paid quarterly.

Stated mandate

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

DVND The Fund seeks current income and capital appreciation. It normally invests at least 80% of assets in equity securities of U.S. large-cap companies with a history of paying dividends, emphasizing consistent dividend growth.

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.

• DVND Quality screen, not a yield screen: the prospectus targets consistent, growing dividend payers with barriers to entry strong enough to keep funding those payments.sec.gov
• 0.50% net of a fee waiver through April 29, 2027, which lands near the typical fee in its US dividend-income category.
• The portfolio sticks closely to its stated job (US large-cap dividend payers), and the fund sits in the upper half of its dividend-income peer group.
• Low-churn by design: valuation-driven entries and historically light portfolio turnover, so less trading drag and fewer taxable events to pass along.sec.govsec.gov 2

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.

• DVND That 0.50% is contractual, not permanent: the gross expense ratio is 1.15%, and the waiver runs through April 29, 2027.
• Thinly traded with a modest asset base, which tends to mean wider bid-ask spreads than the category's household names.
• Cheaper options exist among the category's strongest funds, with no waiver attached: VUS at 0.25%, CGDV at 0.33%, HIDV at 0.35%.

Full BGIG profile⁠

Full DVND profile⁠