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BGIGvsIVEETF Comparison
Bahl & Gaynor Income Growth ETF (BGIG) belongs to the US Multi-Factor segment. iShares S&P 500 Value ETF (IVE) is part of the US Large Cap Value segment. BGIG's top 3 sector exposures are Information Technology, Health Care and Financials. In contrast, IVE's top sector exposures are Information Technology, Financials and Health Care. BGIG is more expensive with a Total Expense Ratio (TER) of 0.45%, versus 0.18% for IVE. BGIG is up 4.75% year-to-date (YTD) with +$38M in YTD flows. IVE performs worse with 1.32% YTD performance, and +$178M in YTD flows. Run a side-by-side ETF comparison of BGIG and IVE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
BGIG vs IVE performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BGIG IVE | -1.83%-3.25% | +3.46%+0.64% | +4.75%+1.32% | +17.14%+15.97% | n/a+57.48% | n/a+68.24% |
| Flows | BGIG IVE | +$21M+$167M | +$59M+$536M | +$38M+$178M | +$230M+$6.51B | -+$12.03B | -+$14.35B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BGIG IVE | +8.51%+9.98% | +13.65%+15.54% | n/a+12.87% | n/a+14.48% |
| Max drawdown | BGIG IVE | -2.89%-3.32% | -11.00%-12.36% | n/a-17.56% | n/a-18.04% |
| Max drawdown duration | BGIG IVE | 9d10d | 52d53d | n/a263d | n/a286d |
BGIG | IVE | |
Last sale 3/11/2026 at 1:30 PM | $33.79 | $214.76 |
| Previous close 03/11/2026 | $33.88 | $215.39 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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BGIG | IVE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
BGIG | IVE | |
|---|---|---|
| Last price | $33.79 | $214.76 |
| 1D performance | -0.27% | -0.29% |
| AuM | $445.50 M | $48.77 B |
| E/R | 0.45% | 0.18% |
BGIG | IVE | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Bahl & Gaynor | iShares |
| Benchmark | - | S&P 500 Value Index |
| N° of holdings | 48 | 426 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 15, 2023 | May 22, 2000 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the BGIG and IVE ETFs performed in 2026?
As of March 11, 2026, BGIG is up 4.75% year-to-date (YTD), while IVE has returned 1.32%. That puts BGIG better performer ahead so far this year.
Which ETF is attracting more investor money: BGIG or IVE?
Year-to-date, the BGIG ETF saw +$38M in flows, compared to +$178M for IVE.
Which ETF is more volatile: BGIG or IVE?
Over the past year, BGIG had a volatility of 13.65%, while IVE experienced 15.54%.
Which ETF is bigger: BGIG or IVE?
As of March 11, 2026, BGIG holds $445.50 M in assets under management (AUM), while IVE manages $48.77 B.
What sectors do the BGIG and IVE ETFs invest in?
BGIG leans toward sectors like Information Technology, Health Care and Financials. Meanwhile, IVE focuses on Information Technology, Financials and Health Care.
What are the top holdings of the BGIG ETF and IVE ETF?
BGIG top holdings include JOHNSON&JOHNSON, BROADCOM LIMITED and LILLY. IVE holds in its top three: APPLE, AMAZON.COM INC and EXXON.
Which ETF is more diversified: BGIG or IVE?
BGIG holds 56 securities with 51.61% of its assets in the top 15. IVE has 445 securities and a top 15 weight of 27.77%.
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