BGIG vs FDV

BGIGABahl & Gaynor Income Growth ETF

FDVBFederated Hermes U.S. Strategic Dividend 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.

FDV A dividend playbook Federated Hermes has run in mutual fund form since 2005, now wrapped in an ETF: about 50 high-dividend U.S. stocks screened for dividend growth, paying monthly. 0.50% net of a waiver through January 1, 2027.

Stated mandate

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

FDV The fund seeks income and long-term capital appreciation through primarily investing in high dividend-paying common stocks of U.S. issuers with potential for 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.

• FDV The mandate is specific: U.S. common stocks yielding more than the S&P 500 average, screened for dividend growth potential. Income with a quality filter, not a pure yield grab.federatedhermes.com
• Cash lands monthly rather than the quarterly rhythm common in dividend funds, and the book stays concentrated at about 50 names, so individual holdings carry real weight.federatedhermes.com
• In a crowded field of roughly 40 active U.S. dividend-income ETFs, it stands among the stronger implementations in the group.

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.

• FDV At 0.50% net of a waiver through January 1, 2027 (0.61% gross) it sits near the category median, but cheaper active rivals exist: VUS at 0.25%, CGDV at 0.33%, HIDV at 0.35%.
• High-yield screens tilt the book toward income-heavy value sectors, away from the growth names leading the S&P 500 (its own benchmark), so results can diverge from the index.federatedhermes.com
• The ETF launched in 2022, so its own live record is short even if the underlying approach is older, and it trades at moderate volume, which makes limit orders the sensible habit.

Full BGIG profile⁠

Full FDV profile⁠