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BGIG - ETF AI Analysis

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BGIG

Bahl & Gaynor Income Growth ETF (BGIG)

Rating:73Outperform
Price Target:
BGIG’s rating reflects a portfolio anchored by high-quality leaders like Microsoft and TSMC, whose strong financial performance and growth in areas such as cloud, AI, and advanced semiconductors support the fund’s overall strength. Solid contributors like Johnson & Johnson and Travelers add stability through resilient earnings and sound balance sheets, while some holdings with higher leverage or premium valuations, such as Eli Lilly, NextEra Energy, and Broadcom, introduce risk if growth or cash flow disappoints. The main risk factor is exposure to several stocks that appear richly valued or carry notable debt, which could weigh on returns if market conditions turn less favorable.
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year to date, indicating positive recent momentum.
Diversified Across Many Sectors
Holdings are spread across technology, health care, financials, energy, industrials, and several other sectors, which helps reduce the impact of weakness in any single area.
Healthy Fund Size
With hundreds of millions in assets under management, the ETF is large enough to offer stability and efficient trading for most individual investors.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.
Mixed Performance Among Top Holdings
Several of the largest positions, including major technology, financial, and health care names, have shown weak or negative performance year to date, which can drag on overall returns.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, meaning investors pay a noticeable ongoing fee compared with some cheaper ETFs.

BGIG vs. SPDR S&P 500 ETF (SPY)

BGIG Summary

The Bahl & Gaynor Income Growth ETF (BGIG) is an actively managed fund that invests mainly in large U.S. companies and focuses on both dividend income and long-term growth. It does not track a specific index, but follows an income-and-growth theme across many sectors like technology, health care, and financials. Well-known holdings include Microsoft and Johnson & Johnson. Someone might invest in BGIG to get a diversified mix of strong, established companies that pay dividends while still offering growth potential. A key risk is that the value of the ETF can go up and down with the overall stock market.
How much will it cost me?The Bahl & Gaynor Income Growth ETF (BGIG) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, which typically involves more research and decision-making compared to passively managed funds. However, this cost reflects the expertise in selecting a curated portfolio of large-cap companies focused on income and growth.
What would affect this ETF?The BGIG ETF, with its focus on large-cap U.S. companies and sectors like technology, healthcare, and financials, could benefit from continued innovation in tech and stable demand for healthcare products. However, rising interest rates or economic slowdowns might negatively impact financial and consumer sectors, while regulatory changes in healthcare or technology could pose risks. Its emphasis on dividend-paying companies provides stability but may underperform during high-growth market cycles.

BGIG Top 10 Holdings

BGIG leans heavily on U.S. large caps, with a clear tilt toward tech, health care, and energy to power both income and growth. Chevron and Williams are doing the heavy lifting lately, as energy strength helps offset weakness elsewhere. On the tech side, Broadcom and Microsoft have been losing a bit of altitude, keeping returns more muted despite their long-term appeal. Health care is a mixed bag: Johnson & Johnson looks steady, but Eli Lilly and AbbVie have been lagging, showing that even defensive dividend names can hit speed bumps.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Johnson & Johnson5.86%$135.78M$574.36B57.16%
78
Outperform
Broadcom5.22%$121.01M$1.76T104.22%
76
Outperform
Eli Lilly & Co3.73%$86.59M$887.63B28.27%
72
Outperform
Microsoft3.61%$83.62M$2.75T-4.52%
79
Outperform
Travelers Companies3.56%$82.66M$65.57B21.27%
78
Outperform
Williams Co3.41%$78.99M$88.95B28.99%
76
Outperform
TSMC3.30%$76.45M$1.63T135.93%
81
Outperform
AbbVie3.14%$72.81M$367.80B18.79%
66
Neutral
NextEra Energy3.13%$72.67M$196.02B42.96%
71
Outperform
JPMorgan Chase2.93%$68.02M$835.73B31.19%
72
Outperform

BGIG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
33.77
Positive
100DMA
33.07
Positive
200DMA
32.09
Positive
Market Momentum
MACD
0.05
Negative
RSI
60.58
Neutral
STOCH
92.56
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BGIG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.33, equal to the 50-day MA of 33.77, and equal to the 200-day MA of 32.09, indicating a bullish trend. The MACD of 0.05 indicates Negative momentum. The RSI at 60.58 is Neutral, neither overbought nor oversold. The STOCH value of 92.56 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BGIG.

BGIG Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.13B0.45%
73
Outperform
$9.91B0.68%
75
Outperform
$8.55B0.68%
74
Outperform
$6.81B0.56%
70
Neutral
$6.48B0.31%
71
Outperform
$6.36B0.18%
74
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BGIG
Bahl & Gaynor Income Growth ETF
34.08
6.43
23.25%
QQQI
NEOS Nasdaq 100 High Income ETF
SPYI
NEOS S&P 500 High Income ETF
DIVO
Amplify CWP Enhanced Dividend Income ETF
TCAF
T. Rowe Price Capital Appreciation Equity ETF
FELC
Fidelity Enhanced Large Cap Core ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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