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Generally speaking, when an ETF is seeing significant inflows that may be out of the norm, it may warrant a closer look. To be frank, calling the recent inflows that the Bahl & Gaynor Income Growth ETF (BGIG) has seen out of the norm would likely be a bit of an understatement.
BGIG is an actively managed large-cap value ETF offering investors dividend growth, capital appreciation, and downside protection for a 0.45% annual fee. Launched in September 2023, I relied on the Bahl & Gaynor Income Growth Mutual Fund to assess long-term performance. Comparisons were made with DGRW, VIG, DGRO, and LEAD. Fundamentally, BGIG seems to deliver on its objectives. However, the DGI space is crowded, and low-cost alternatives look just as solid. Moreover, BGIG's estimated 2.15% yield might not attract investors.
The Bahl & Gaynor Income Growth ETF (NYSE Arca: BGIG) began trading on the New York Stock Exchange today. The actively managed ETF invests primarily in dividend-paying U.S.-listed equity securities of large-cap companies.
SEC filings for BGIG aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.