Compare · 2 funds side by side · dividends reinvested

BDVG and IVV

BDVGIMGP×IVViShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,398IVV · best of the two

Story of the two · IncomeMost incomeBDVG · 1.31% · $131 a year on $10k

Story of the two · RiskSmallest drop

BDVG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iMGP Berkshire Dividend Growth ETFIncome · Dividend stocks0.55%1.31%+20.3%+21.7%+18.4%[…]−6.7%11.2%$24M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$879B1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: BDVG 2023 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

BDVG

IVV

iShares Core S&P 500 ETF · $879B$17,398

$10,000 five years ago, dividends reinvested · they hold 19.0% in common

BDVGMeasureIVV

+20.3%

More Ways to See the Pairs

BDVG vs IVV: Top 5 Holdings

Today

BDVG

22.6%in top 5

IVV

in top 526.8%

BDVGStockIVV

4.6%AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

4.8%NUEnot top 5

4.5%DELL

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 12, 2026 · fee on $10,000 a year

Yields: BDVG, IVV

1Y

1.31%highest, BDVG

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 12

+12.0%

+21.7%1 yearTotal return+12.2%

+18.4%3 years · per year$10,000 became $16,587 · $18,019+21.7%

[…]5 years · per year$10,000 became […] · $17,398+11.7%

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

1.31%Trailing 12-mo yield$131 · $110 a year on $10k1.10%

−6.7%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.7%

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

5–2BDVG wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.5%ABBVnot top 5

4.3%CVXnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common19.0%

End-of-day Nov 12, 2026 · share of each fund

BDVG vs IVV Returns, Every Period

1Y

IMGPBDVG

+21.7%

past year

IVViShares

+12.2%

past year

BDVGIVVFaded: behind in that period

2–1BDVG wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Core: BDVG vs IVV

YTD

IMGPBDVG

+20.3%

IVViShares

+12.0%

+20.3%Year to date+12.0%

−6.7%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y13.7%

1.3%Yield1.1%

$23.7MAssets$879B

4–0BDVG wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

BDVG1.31%$131

IVV1.10%$110

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

BDVG$131 − $55 = $76

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: BDVG, IVV

Today

19.0%most shared, BDVG and IVV

BDVGIVV

BDVG—19.0%

IVV19.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+21.7%BDVG, at 11.2% volatility

BDVGWorst drop−6.7%11.2% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

BDVGIVV

+20.3%Year to date+12.0%

1.3%Yield1.1%

+21.7%Past year+12.2%

0.55%Fee0.03%

3–1BDVG wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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BDVG and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two