Compare BDVG and CGDV

BDVG and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iMGP Berkshire Dividend Growth ETFIncome · Dividend stocks0.55%1.32%+20.1%+21.3%+20.0%[…]−6.7%10.5%$24M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BDVG 2023 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iMGP Berkshire Dividend Growth ETF · $24M[…]

BDVG

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 14.9% in common

BDVGMeasureCGDV

+20.1%Year to dateJan 1 → Nov 3+13.0%

+21.3%1 yearTotal return+16.1%

+20.0%3 years · per year$10,000 became $17,287 · $19,988+26.0%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $33 a year on $10k · lower is better0.33%

1.32%Trailing 12-mo yield$132 · $123 a year on $10k1.23%

−6.7%Worst dropSmaller is better−9.7%

10.5%VolatilityLower is calmer12.6%

BDVGCGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2BDVG wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BDVG vs CGDV: Top 5 Holdings

Today

BDVG

23.1%in top 5

CGDV

in top 524.1%

BDVGStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

5.1%NUEnot top 5

4.7%DELLnot top 5

4.6%CVXnot top 5

4.4%AAPLnot top 5

4.4%ABBVnot top 5

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

Held in common14.9%

End-of-day Nov 3, 2026 · share of each fund

BDVG vs CGDV Returns, Every Period

1Y

IMGPBDVG

+21.3%

past year

CGDVCapital Group

+16.1%

past year

BDVGCGDVFaded: behind in that period

2–1BDVG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BDVG vs CGDV

YTD

IMGPBDVG

+20.1%

CGDVCapital Group

+13.0%

+20.1%Year to date+13.0%

−6.7%Worst drop · 1Y−9.7%

10.5%Volatility · 1Y12.6%

1.3%Yield1.2%

$23.8MAssets$38.8B

4–0BDVG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BDVG, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

BDVG0.55%$55

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BDVG, CGDV

1Y

1.32%highest, BDVG

FundTrailing yieldYield$10k

BDVG1.32%$132

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$90most kept, CGDV

CGDV$123 − $33 = $90

BDVG$132 − $55 = $77

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BDVG, CGDV

Today

14.9%most shared, BDVG and CGDV

BDVGCGDV

BDVG—14.9%

CGDV14.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+21.3%BDVG, at 10.5% volatility

BDVGWorst drop−6.7%10.5% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BDVGCGDV

+20.1%Year to date+13.0%

1.3%Yield1.2%

+21.3%Past year+16.1%

0.55%Fee0.33%

3–1BDVG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026