Bahl & Gaynor Small Cap Dividend ETF

Shareclass
Bahl & Gaynor Small Cap Dividend ETF (SCDV)
Type
Exchange-traded fund
Gender equality score
Gender equality score

38
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

F
13.1
percentile

Universe: Groups

Group: U.S. Small/Mid Cap Equity

Ranking: 962 out of 1,106 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
19/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
3/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
16/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. New York Times Co Class A
    2.33% of assets
    $2.47M invested
  • 2. AptarGroup Inc
    2.73% of assets
    $2.9M invested
  • 3. Gildan Activewear Inc
    3.79% of assets
    $4.03M invested
  • 4. Insperity Inc
    0.66% of assets
    $697,940 invested
  • 5. Tetra Tech Inc
    4.15% of assets
    $4.4M invested
  • 6. Universal Display Corp
    1.33% of assets
    $1.41M invested
  • 7. AAON Inc
    3.43% of assets
    $3.64M invested
  • 8. Balchem Corp
    1.77% of assets
    $1.88M invested
  • 9. Perrigo Co PLC
    1.94% of assets
    $2.06M invested
  • 10. Texas Roadhouse Inc
    3.03% of assets
    $3.22M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Chemed Corp
    5.36% of assets
    $5.69M invested
  • 2. Interparfums Inc
    2.71% of assets
    $2.88M invested
  • 3. UFP Industries Inc
    1.38% of assets
    $1.47M invested
  • 4. Power Integrations Inc
    0.85% of assets
    $897,527 invested
  • 5. Evercore Inc Class A
    4.06% of assets
    $4.31M invested
  • 6. Chesapeake Utilities Corp
    2.78% of assets
    $2.95M invested
  • 7. Kinsale Capital Group Inc
    3.15% of assets
    $3.34M invested
  • 8. Curtiss-Wright Corp
    6.7% of assets
    $7.11M invested
  • 9. Lancaster Colony Corp
    2.51% of assets
    $2.66M invested
  • 10. Enpro Inc
    3.59% of assets
    $3.81M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on SCDV at Morningstar.com
Gender Equality and Returns
  Less than one year of returns available
Benchmarking tool
Current fund
SCDV
Bahl & Gaynor Small Cap Dividend ETF
Family
Bahl & Gaynor Inc.
Category
Small Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
  Less than one year of returns available
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Lower overall gender equality score 
17 / 100 points lower
Lower gender balance in leadership and workforce score 
7 / 40 points lower
Lower equal compensation and work life balance score 
6 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
SCDV
Bahl & Gaynor Small Cap Dividend ETF
Family
Bahl & Gaynor Inc.
Category
Small Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
  Less than one year of returns available
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Lower overall gender equality score 
17 / 100 points lower
Lower gender balance in leadership and workforce score 
7 / 40 points lower
Lower equal compensation and work life balance score 
6 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
SCDV
Bahl & Gaynor Small Cap Dividend ETF
Family
Bahl & Gaynor Inc.
Category
Small Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
  Less than one year of returns available
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Lower overall gender equality score 
17 / 100 points lower
Lower gender balance in leadership and workforce score 
7 / 40 points lower
Lower equal compensation and work life balance score 
6 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
SCDV - Bahl & Gaynor Small Cap Dividend ETF
/
/
/
/
38  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
13%
14%
16%
13%
55  / 100 points
Fund compared to benchmark
 
  Less than one year of returns available
17  / 100 points lower
Find more financial data on SCDV at Morningstar.com
What's next?
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