BGIG vs EASY

BGIGABahl & Gaynor Income Growth ETF

EASYDLiberty One Defensive Dividend Growth 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.

EASY Dividend growth with a bouncer at the door: the manager wants a long record of rising payouts plus businesses it judges recession resistant, then holds them in a concentrated, non-diversified book.

Stated mandate

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

EASY The Fund seeks current income and capital appreciation to generate total return.

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.

• EASY Two screens, not one: a strong record of rising long-term dividends, plus businesses the adviser judges recession resistant (inelastic demand, recurring revenue, switching costs).sec.gov
• Cash arrives monthly, and the mandate keeps at least 80% of net assets in companies with a strong long-term record of increasing dividends.sec.gov
• The fee is contractually capped: 0.85% net of a waiver through December 1, 2026, against a 0.88% gross expense ratio.sec.gov

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.

• EASY At 0.85% net of a waiver through December 1, 2026 (0.88% gross), it prices above the category median; cheaper peers include VUS at 0.25% and CGDV at 0.33%, neither waived.
• Non-diversified by design, so one or two large positions can move the fund more than they would a broad dividend index.sec.gov
• It launched in 2025, so the record is short, and it trades lightly next to the category's largest funds; the adviser may also recoup waived fees within three years.sec.gov

Full BGIG profile⁠

Full EASY profile⁠