BDVG vs SCHD

ABDVG

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common20.9%BDVG and SCHD

BDVG

SCHD

iMGP Berkshire Dividend Growth ETF · $23MSchwab U.S. Dividend Equity ETF · $120B

+18.4%3 years · per year$16,615 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

1.34%12-mo yield$134 · $300 on $10k3.00%

−6.7%Worst dropSmaller wins−6.9%

11.1%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBDVG · SCHD

4.4%CVX4.0%

4.0%ACN3.9%

2.8%LMT2.8%

2.3%QCOM3.6%

Held in common20.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk	0.55%	1.34%	+0.2%	+18.1%	+20.3%	+18.4%	new	−6.7%	$23M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk	0.55%	1.34%	+0.2%	+18.1%	+20.3%	+18.4%	new	−6.7%	$23M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BDVG vs SCHD

BDVG

iMGP Berkshire Dividend Growth

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureBDVGSCHD

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield1.34%3.00%

5 years, per year[…]+10.2%

3 years, per year+18.4%+20.0%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y11.1%11.7%

3–2measures won
SCHD first

20.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

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

Overlap: BDVG, SCHD, VIG

Today

31.1%most shared, BDVG and VIG

BDVGSCHDVIG

BDVG—20.9%31.1%

SCHD20.9%—14.5%

VIG31.1%14.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

BDVG$134 − $55 = $79

KeptFee

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