Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Bahl & Gaynor Income Growth ETF(BGIG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BGIG
11/13/2026: BGIG (3-star) is a STRONG-BUY. BUY for 17 days. Simulated Profits (1.14%). Updated daily EoD!
BGIG is an actively managed ETF that provides exposure to a portfolio of high-quality, dividend-paying US companies with consistent histories of payout growth. Its primary strengths include professional bottom-up stock selection that emphasizes balance sheet health, serving as a defensive, income-oriented core holding for long-term portfolios. The primary risks involve equity market sensitivity, interest rate shifts, and competition from low-cost passive alternatives that may offer lower expense ratios. This ETF is best suited for income-focused and long-term investors seeking stability and dividend growth, though investors should monitor dividend payout sustainability across the portfolio's core sectors.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While the fund focuses on dividend growth, it may lack the aggressive capital appreciation potential of pure growth-oriented funds. |
| Momentum investor | Weak fit | The fund's focus on long-term dividend sustainability is generally misaligned with short-term momentum trading strategies. |
| Value investor | Strong fit | The emphasis on quality balance sheets and consistent dividends inherently aligns well with value investing principles. |
| Dividend/Income investor | Strong fit | The core objective of targeting growing dividend streams makes this an excellent fit for income-focused investors. |
| Low-risk investor | Strong fit | The focus on high-quality companies typically results in lower volatility compared to the broader market, fitting a risk-averse profile. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual seeking long-term capital preservation, consistent dividend income, and potential for payout growth.
Suitability
Best for long-term investors who prefer active management oversight and are comfortable with a moderate expense ratio in exchange for potential quality-focused outperformance.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund's focus on quality large-cap stocks generally dampens volatility compared to the total market. |
| Market risk | Medium / high | As an equity fund, it is subject to broad market declines and systemic economic factors. |
| Concentration | Medium | The actively managed nature allows for sector tilts, which may increase concentration risk relative to highly diversified benchmarks. |
| Tracking/expense | Medium | The higher expense ratio compared to passive peers requires the active manager to outperform to justify the cost. |
| Liquidity | Low | The large-cap nature of holdings ensures generally good liquidity for typical retail investor transactions. |
| Business/sector quality | Low | Strict quality screens reduce the risk of investing in low-quality companies or distressed business models. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
BGIG exhibits lower volatility than the broader equity market due to its focus on established, high-quality companies.
Market Risk
The fund remains exposed to equity market downturns, though quality-factor filtering aims to mitigate deep drawdowns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Financials | 22 | Financial sector exposure provides stability and income potential through dividends from major banks and financial service firms. |
| Sector | Information Technology | 19 | This provides access to cash-rich technology companies that have matured enough to pay and grow their dividends. |
| Sector | Healthcare | 17 | Healthcare exposure adds a defensive layer to the portfolio, often characterized by stable demand and consistent payout growth. |
| Sector | Industrials | 15 | Industrial holdings contribute to the fund's growth potential through exposure to essential economic infrastructure and manufacturing. |
| Sector | Consumer Staples | 14 | Consumer staples offer lower volatility and reliable income regardless of broader economic conditions. |
| Cash/collateral | Cash and Cash Equivalents | 13 | A modest cash position is maintained for liquidity and to capitalize on opportunistic investment entries. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 27.38% | Avg. Invested days 66 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.