BDVG vs SPYM5YBDVGBDVGAvsBSPYMSPYMiMGP Berkshire Dividend Growth ETF · $24MState Street SPDR Portfolio S&P 500 ETF · $186BReturns · dividends in+18.2%3 years · per year$16,529 · $17,930+21.5%[…]5 years · per year[…] · $17,277+11.6%Cost and income0.55%Expense ratio$55 · $2 on $10k · lower wins0.02%1.32%12-mo yield$132 · $103 on $10k
Overlap: BDVG, SPYM, SPYToday99.9%most shared, SPYM and SPYBDVGSPYMSPYBDVG—19.0%19.0%SPYM19.0%—99.9%SPY19.0%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
BDVG vs SPYM5YABDVGiMGP Berkshire Dividend Growth[…]vsSPYMBSPDR Portfolio S&P 500$17,277MeasureBDVGSPYMFee0.55%0.02%Cost on $10k a year$55$2Yield1.32%1.03%5 years, per year[…]+11.6%3 years, per year+18.2%+21.5%Worst drop · 1Y−6.7%−8.9%Volatility · 1Y11.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$185.8B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B3ABDVGiMGP Berkshire Dividend Growth ETFReadDesk0.55%1.32%−0.5%+19.8%+20.2%+18.2%new−6.7%$24MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$185.8B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B3ABDVGiMGP Berkshire Dividend Growth ETFReadDesk0.55%1.32%−0.5%+19.8%+20.2%+18.2%new−6.7%$24MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: BDVG, SPYM, SPYToday99.9%most shared, SPYM and SPYBDVGSPYMSPYBDVG—19.0%19.0%SPYM19.0%—99.9%SPY19.0%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$101most kept, SPYMSPYM$103 − $2 = $101SPY$101 − $9 = $92BDVG$132 − $55 = $77KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee