Compare BDVG and SPY | ETF Tracker

BDVG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iMGP Berkshire Dividend Growth ETFIncome · Dividend stocks0.55%1.34%+17.8%+20.1%+18.5%[…]−6.7%11.1%$24M1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: BDVG 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

BDVG

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

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

BDVGMeasureSPY

+17.8%Year to dateJan 1 → Nov 5+8.3%

+20.1%1 yearTotal return+9.7%

+18.5%3 years · per year$10,000 became $16,637 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.55%Expense ratio$55 · $9 a year on $10k · lower is better0.09%

1.34%Trailing 12-mo yield$134 · $103 a year on $10k1.03%

−6.7%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer13.6%

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

5–2BDVG wins

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

More Ways to See the Pairs

BDVG vs SPY: Top 5 Holdings

Today

BDVG

22.5%in top 5

SPY

in top 527.7%

BDVGStockSPY

4.5%AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.8%NUEnot top 5

4.4%ABBVnot top 5

4.4%DELLnot top 5

4.3%CVXnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common19.0%

End-of-day Nov 5, 2026 · share of each fund

BDVG vs SPY Returns, Every Period

1Y

IMGPBDVG

+20.1%

past year

SPYSPDR

+9.7%

past year

BDVGSPYFaded: behind in that period

2–1BDVG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: BDVG vs SPY

YTD

IMGPBDVG

+17.8%

SPYSPDR

+8.3%

+17.8%Year to date+8.3%

−6.7%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y13.6%

1.3%Yield1.0%

$23.7MAssets$805B

4–0BDVG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BDVG, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BDVG0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BDVG, SPY

1Y

1.34%highest, BDVG

FundTrailing yieldYield$10k

BDVG1.34%$134

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$94most kept, SPY

SPY$103 − $9 = $94

BDVG$134 − $55 = $79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BDVG, SPY

Today

19.0%most shared, BDVG and SPY

BDVGSPY

BDVG—19.0%

SPY19.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.1%BDVG, at 11.1% volatility

BDVGWorst drop−6.7%11.1% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BDVGSPY

+17.8%Year to date+8.3%

1.3%Yield1.0%

+20.1%Past year+9.7%

0.55%Fee0.09%

3–1BDVG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026