Compare · 2 funds side by side · dividends reinvested

BDVG and IVV

BDVGIMGP×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

BDVG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iMGP Berkshire Dividend Growth ETFIncome · Dividend stocks0.55%1.34%+18.1%+20.3%+18.4%[…]−6.7%11.1%$23M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: BDVG 2023 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iMGP Berkshire Dividend Growth ETF · $23M[…]

BDVG

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 19.3% in common

BDVGMeasureIVV

+18.1%Year to dateJan 1 → Nov 6+8.7%

+20.3%1 yearTotal return+9.8%

+18.4%3 years · per year$10,000 became $16,615 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

1.34%Trailing 12-mo yield$134 · $114 a year on $10k1.14%

−6.7%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer13.6%

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

5–2BDVG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BDVG vs IVV: Top 5 Holdings

Today

BDVG

22.2%in top 5

IVV

in top 527.8%

BDVGStockIVV

4.6%AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.6%NUEnot top 5

4.5%ABBVnot top 5

4.4%CVXnot top 5

4.2%JPMnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common19.3%

End-of-day Nov 6, 2026 · share of each fund

BDVG vs IVV Returns, Every Period

IMGPBDVG

+20.3%

past year

IVViShares

+9.8%

past year

BDVGIVVFaded: behind in that period

2–1BDVG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: BDVG vs IVV

YTD

IMGPBDVG

+18.1%

IVViShares

+8.7%

+18.1%Year to date+8.7%

−6.7%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y13.6%

1.3%Yield1.1%

$23.2MAssets$853B

4–0BDVG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BDVG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BDVG0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BDVG, IVV

1.34%highest, BDVG

FundTrailing yieldYield$10k

BDVG1.34%$134

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

BDVG$134 − $55 = $79

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BDVG, IVV

Today

19.3%most shared, BDVG and IVV

BDVGIVV

BDVG—19.3%

IVV19.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.3%BDVG, at 11.1% volatility

BDVGWorst drop−6.7%11.1% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BDVGIVV

+18.1%Year to date+8.7%

1.3%Yield1.1%

+20.3%Past year+9.8%

0.55%Fee0.03%

3–1BDVG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026