Compare · 2 funds side by side · dividends reinvested

BDVG and SPYM

BDVGIMGP×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

BDVG and SPYM, 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 Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.6

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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

BDVG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 19.1% in common

BDVGMeasureSPYM

+17.8%Year to dateJan 1 → Nov 5+8.4%

+20.1%1 yearTotal return+9.8%

+18.5%3 years · per year$10,000 became $16,637 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.55%Expense ratio$55 · $2 a year on $10k · lower is better0.02%

1.34%Trailing 12-mo yield$134 · $106 a year on $10k1.06%

−6.7%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer13.6%

BDVGSPYM 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 SPYM: Top 5 Holdings

Today

BDVG

22.5%in top 5

SPYM

in top 527.7%

BDVGStockSPYM

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 common19.1%

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

BDVG vs SPYM Returns, Every Period

IMGPBDVG

+20.1%

past year

SPYMSPDR

+9.8%

past year

BDVGSPYMFaded: 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 SPYM

YTD

IMGPBDVG

+17.8%

SPYMSPDR

+8.4%

+17.8%Year to date+8.4%

−6.7%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y13.6%

1.3%Yield1.1%

$23.7MAssets$182B

4–0BDVG wins

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

Cost, Income and Risk

Fees: BDVG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

BDVG0.55%$55

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

Yields: BDVG, SPYM

1.34%highest, BDVG

FundTrailing yieldYield$10k

BDVG1.34%$134

SPYM1.06%$106

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

BDVG$134 − $55 = $79

KeptFee

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

Overlap: BDVG, SPYM

Today

19.1%most shared, BDVG and SPYM

BDVGSPYM

BDVG—19.1%

SPYM19.1%—

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

Return vs Bumpiness: 2 ETFs

+20.1%BDVG, at 11.1% volatility

BDVGWorst drop−6.7%11.1% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

BDVGSPYM

+17.8%Year to date+8.4%

1.3%Yield1.1%

+20.1%Past year+9.8%

0.55%Fee0.02%

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