Compare · 3 funds side by side · dividends reinvested

BDVG, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

BDVG, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iMGP Berkshire Dividend Growth ETFIncome · Dividend stocks0.55%1.34%+18.1%+20.3%+18.4%[…]−6.7%11.1%$23M1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BDVG 2023 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iMGP Berkshire Dividend Growth ETF · $23M[…]

BDVG

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 18.4% in common

BDVGMeasureVOO

+18.1%Year to dateJan 1 → Nov 6+8.7%

+20.3%1 yearTotal return+9.8%

+18.4%3 years · per year$10,000 became $16,615 · $18,079+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

1.34%Trailing 12-mo yield$134 · $110 a year on $10k1.10%

−6.7%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer13.5%

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

5–2BDVG wins

End-of-day Nov 6, 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

22.2%in top 5

VOO

in top 528.3%

BDVGStockVOO

not top 5NVDA8.4%

4.6%AAPL7.4%

not top 5MSFT5.8%

4.6%NUEnot top 5

4.5%ABBVnot top 5

4.4%CVXnot top 5

4.2%JPMnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common18.4%

End-of-day Nov 6, 2026 · share of each fund

BDVG vs VOO Returns, Every Period

IMGPBDVG

+20.3%

past year

VOOVanguard

+9.8%

past year

BDVGVOOFaded: behind in that period

2–1BDVG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: BDVG vs IVV

YTD

IMGPBDVG

+18.1%

IVViShares

+8.7%

+18.1%Year to date+8.7%

−6.7%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y13.6%

1.3%Yield1.1%

$23.2MAssets$853B

4–0BDVG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BDVG, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

BDVG0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BDVG, VOO, IVV

1.34%highest, BDVG

FundTrailing yieldYield$10k

BDVG1.34%$134

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

BDVG$134 − $55 = $79

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BDVG, VOO, IVV

Today

92.2%most shared, VOO and IVV

BDVGVOOIVV

BDVG—18.4%19.3%

VOO18.4%—92.2%

IVV19.3%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.3%BDVG, at 11.1% volatility

BDVGWorst drop−6.7%11.1% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BDVGIVV

+18.1%Year to date+8.7%

1.3%Yield1.1%

+20.3%Past year+9.8%

0.55%Fee0.03%

3–1BDVG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026