BDVG vs SCHD

ABDVG

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SCHD $16,375

Lowest cost0.03%VOO · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common20.8%BDVG and SCHD

BDVG

SCHD

iMGP Berkshire Dividend Growth ETF · $24MSchwab U.S. Dividend Equity ETF · $120B

+18.5%3 years · per year$16,637 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

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

1.34%12-mo yield$134 · $298 on $10k2.98%

−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

4.3%CVX3.9%

3.8%ACN3.8%

2.8%LMT2.8%

2.4%QCOM3.9%

Held in common20.8%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk	0.55%	1.34%	−3.3%	+17.8%	+20.1%	+18.5%	new	−6.7%	$24M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk	0.55%	1.34%	−3.3%	+17.8%	+20.1%	+18.5%	new	−6.7%	$24M

End-of-day Nov 5, 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

$16,375

MeasureBDVGSCHD

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield1.34%2.98%

5 years, per year[…]+10.4%

3 years, per year+18.5%+20.3%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y11.1%11.7%

3–2measures won
SCHD first

20.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: BDVG, SCHD, VOO

Today

20.8%most shared, BDVG and SCHD

BDVGSCHDVOO

BDVG—20.8%18.3%

SCHD20.8%—7.6%

VOO18.3%7.6%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VOO$110 − $3 = $107

BDVG$134 − $55 = $79

KeptFee

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