BDVG vs SPY

ABDVG

BSPY

Measures won3–2BDVG wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SPY $17,493

Lowest cost0.03%VOO · $3 on $10k

Most income1.32%BDVG · $132 on $10k

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

Held in common19.2%BDVG and SPY

BDVG

SPY

iMGP Berkshire Dividend Growth ETF · $23MState Street SPDR S&P 500 ETF · $778B

+18.2%3 years · per year$16,529 · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

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

1.32%12-mo yield$132 · $101 on $10k1.01%

−6.7%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins13.7%

3–2BDVG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBDVG · SPY

4.6%AAPL7.9%

3.8%MSFT6.2%

4.1%JPM1.4%

2.4%JNJ1.0%

Held in common19.2%

End-of-day Nov 9, 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%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk	0.55%	1.32%	+1.9%	+19.8%	+22.7%	+18.2%	new	−6.7%	$23M

End-of-day Nov 9, 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%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk	0.55%	1.32%	+1.9%	+19.8%	+22.7%	+18.2%	new	−6.7%	$23M

End-of-day Nov 9, 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

$17,493

MeasureBDVGSPY

Fee0.55%0.09%

Cost on $10k a year$55$9

Yield1.32%1.01%

5 years, per year[…]+11.8%

3 years, per year+18.2%+21.9%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y11.2%13.7%

3–2measures won
BDVG first

19.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: BDVG, SPY, VOO

Today

92.7%most shared, SPY and VOO

BDVGSPYVOO

BDVG—19.2%18.4%

SPY19.2%—92.7%

VOO18.4%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPY$101 − $9 = $92

BDVG$132 − $55 = $77

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee