Compare · 3 funds side by side · dividends reinvested

BDVG, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

BDVG, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.6

iMGP Berkshire Dividend Growth ETFIncome · Dividend stocks0.55%1.32%+20.1%+21.3%+20.0%[…]−6.7%10.5%$24M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.3

Rank among the three1st → 3rdFee, 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 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

BDVG

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 21.1% in common

BDVGMeasureSCHD

+20.1%Year to dateJan 1 → Nov 3+32.8%

+21.3%1 yearTotal return+37.6%

+20.0%3 years · per year$10,000 became $17,287 · $17,784+21.2%

[…]5 years · per year$10,000 became […] · $16,352+10.3%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

1.32%Trailing 12-mo yield$132 · $297 a year on $10k2.97%

−6.7%Worst dropSmaller is better−6.9%

10.5%VolatilityLower is calmer11.4%

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

2–5SCHD 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 SCHD: Top 5 Holdings

Today

BDVG

23.1%in top 5

SCHD

in top 521.4%

BDVGStockSCHD

5.1%NUEnot top 5

4.7%DELLnot top 5

not top 5TXN4.6%

4.6%CVX4.2%

4.4%AAPLnot top 5

4.4%ABBVnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5HD4.2%

Held in common21.1%

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

BDVG vs SCHD Returns, Every Period

IMGPBDVG

+21.3%

past year

SCHDSchwab

+37.6%

past year

BDVGSCHDFaded: behind in that period

0–3SCHD wins

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

BDVG vs SCHD

YTD

IMGPBDVG

+20.1%

SCHDSchwab

+32.8%

+20.1%Year to date+32.8%

−6.7%Worst drop · 1Y−6.9%

10.5%Volatility · 1Y11.4%

1.3%Yield3.0%

$23.8MAssets$121B

2–2level

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

Cost, Income and Risk

Fees: BDVG, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

BDVG0.55%$55

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

Yields: BDVG, SCHD, VOO

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

BDVG1.32%$132

VOO1.07%$107

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VOO$107 − $3 = $104

BDVG$132 − $55 = $77

KeptFee

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

Overlap: BDVG, SCHD, VOO

Today

21.1%most shared, BDVG and SCHD

BDVGSCHDVOO

BDVG—21.1%17.9%

SCHD21.1%—7.6%

VOO17.9%7.6%—

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

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

BDVGWorst drop−6.7%10.5% vol

SCHDWorst drop−6.9%11.4% vol

VOOWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

SCHDBDVG

+32.8%Year to date+20.1%

3.0%Yield1.3%

+37.6%Past year+21.3%

0.06%Fee0.55%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026