BDVG vs IVV

ABDVG

BIVV

Measures won3–2BDVG wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · VTI $16,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.31%BDVG · $131 on $10k

Smallest drop−6.7%BDVG · worst fall in 1Y

Held in common19.0%BDVG and IVV

iMGP Berkshire Dividend Growth ETF · $24MiShares Core S&P 500 ETF · $883B

+18.4%3 years · per year$16,587 · $18,019+21.7%

[…]5 years · per year[…] · $17,398+11.7%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

1.31%12-mo yield$131 · $110 on $10k

Cards for this view

BDVG

iMGP Berkshire Dividend Growth

[…]

IVV

iShares Core S&P 500

$17,398

MeasureBDVGIVV

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield1.31%1.10%

5 years, per year[…]+11.7%

3 years, per year+18.4%+21.7%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y11.2%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk	0.55%	1.31%	−0.2%	+20.3%	+21.7%	+18.4%	new	−6.7%	$24M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk	0.55%	1.31%	−0.2%	+20.3%	+21.7%	+18.4%	new	−6.7%	$24M

Loading…