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$18,115VOO · 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%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

iMGP Berkshire Dividend Growth ETFIncome · Dividend stocks0.55%1.30%+21.8%+23.9%+20.0%[…]−6.7%10.5%$24M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$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 4, 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

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 18.0% in common

BDVGMeasureVOO

+21.8%Year to dateJan 1 → Nov 4+13.4%

+23.9%1 yearTotal return+13.5%

+20.0%3 years · per year$10,000 became $17,271 · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

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

1.30%Trailing 12-mo yield$130 · $105 a year on $10k1.05%

−6.7%Worst dropSmaller is better−8.9%

10.5%VolatilityLower is calmer12.8%

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

5–2BDVG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BDVG vs VOO: Top 5 Holdings

Today

BDVG

23.2%in top 5

VOO

in top 528.3%

BDVGStockVOO

not top 5NVDA8.4%

4.3%AAPL7.4%

not top 5MSFT5.8%

5.0%NUEnot top 5

4.9%DELLnot top 5

4.5%CVXnot top 5

4.4%ABBVnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common18.0%

End-of-day Nov 4, 2026 · share of each fund

BDVG vs VOO Returns, Every Period

IMGPBDVG

+23.9%

past year

VOOVanguard

+13.5%

past year

BDVGVOOFaded: behind in that period

2–1BDVG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BDVG vs SCHD

YTD

IMGPBDVG

+21.8%

SCHDSchwab

+35.3%

+21.8%Year to date+35.3%

−6.7%Worst drop · 1Y−6.9%

10.5%Volatility · 1Y11.5%

1.3%Yield2.9%

$23.7MAssets$123B

2–2level

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: BDVG, SCHD, VOO

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

BDVG1.30%$130

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VOO$105 − $3 = $102

BDVG$130 − $55 = $75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BDVG, SCHD, VOO

Today

21.0%most shared, BDVG and SCHD

BDVGSCHDVOO

BDVG—21.0%18.0%

SCHD21.0%—7.6%

VOO18.0%7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

BDVGWorst drop−6.7%10.5% vol

SCHDWorst drop−6.9%11.5% vol

VOOWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDBDVG

+35.3%Year to date+21.8%

2.9%Yield1.3%

+41.6%Past year+23.9%

0.06%Fee0.55%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026