Compare · 2 funds side by side · dividends reinvested

BDVG and SCHD

BDVGIMGP×SCHDSchwab×

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$16,429SCHD · best of the two

Story of the two · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the two · RiskSmallest drop

BDVG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.3

iMGP Berkshire Dividend Growth ETFIncome · Dividend stocks0.55%1.31%+20.3%+21.7%+18.4%[…]−6.7%11.2%$24M1.7

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

End-of-day Nov 12, 2026 · returns include dividends · since: BDVG 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

BDVG

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 20.8% in common

BDVGMeasureSCHD

+20.3%

More Ways to See the Pairs

BDVG vs SCHD: Top 5 Holdings

Today

BDVG

22.6%in top 5

SCHD

in top 521.7%

BDVGStockSCHD

4.8%NUEnot top 5

not top 5TXN4.7%

4.6%AAPLnot top 5

4.5%DELLnot top 5

4.5%ABBVnot top 5

Cost, Income and Risk

Fees: BDVG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BDVG0.55%$55

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: BDVG, SCHD

1Y

2.93%highest, SCHD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+34.2%

+21.7%1 yearTotal return+36.8%

+18.4%3 years · per year$10,000 became $16,587 · $17,257+19.9%

[…]5 years · per year$10,000 became […] · $16,429+10.4%

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

1.31%Trailing 12-mo yield$131 · $293 a year on $10k2.93%

−6.7%Worst dropSmaller is better−6.9%

11.2%VolatilityLower is calmer11.7%

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

2–5SCHD wins

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

not top 5PG4.4%

4.3%CVXnot top 5

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common20.8%

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

BDVG vs SCHD Returns, Every Period

1Y

IMGPBDVG

+21.7%

past year

SCHDSchwab

+36.8%

past year

BDVGSCHDFaded: behind in that period

0–3SCHD wins

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

BDVG vs SCHD

YTD

IMGPBDVG

+20.3%

SCHDSchwab

+34.2%

+20.3%Year to date+34.2%

−6.7%Worst drop · 1Y−6.9%

11.2%Volatility · 1Y11.7%

1.3%Yield2.9%

$23.5MAssets$123B

2–2level

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

Yield

$10k

SCHD2.93%$293

BDVG1.31%$131

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

BDVG$131 − $55 = $76

KeptFee

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

Overlap: BDVG, SCHD

Today

20.8%most shared, BDVG and SCHD

BDVGSCHD

BDVG—20.8%

SCHD20.8%—

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

Return vs Bumpiness: 2 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

BDVGWorst drop−6.7%11.2% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

SCHDBDVG

+34.2%Year to date+20.3%

2.9%Yield1.3%

+36.8%Past year+21.7%

0.06%Fee0.55%

4–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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BDVG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two