BDVG vs SPY

ABDVG

BSPY

Measures won3–2BDVG wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.34%BDVG · $134 on $10k

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

Held in common19.0%BDVG and SPY

BDVG

SPY

iMGP Berkshire Dividend Growth ETF · $24MState Street SPDR S&P 500 ETF · $805B

+18.5%3 years · per year$16,637 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.55%Expense ratio$55 · $9 on $10k · lower wins0.09%

1.34%12-mo yield$134 · $103 on $10k1.03%

−6.7%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins13.6%

3–2BDVG wins

$10,000 · 5 yearsOne scale

Shared top holdingsBDVG · SPY

4.5%AAPL7.7%

3.9%MSFT6.2%

4.2%JPM1.4%

2.3%JNJ1.0%

Held in common19.0%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	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 SPY

BDVG

iMGP Berkshire Dividend Growth

[…]

SPY

SPDR S&P 500

$17,099

MeasureBDVGSPY

Fee0.55%0.09%

Cost on $10k a year$55$9

Yield1.34%1.03%

5 years, per year[…]+11.3%

3 years, per year+18.5%+22.0%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y11.1%13.6%

3–2measures won
BDVG first

19.0%

holdings shared

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

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

Overlap: BDVG, SPY

Today

19.0%most shared, BDVG and SPY

BDVGSPY

BDVG—19.0%

SPY19.0%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

BDVG$134 − $55 = $79

KeptFee

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