BDVG vs SPYM

ABDVG

BSPYM

Measures won3–2BDVG wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · VOO $17,393

Lowest cost0.02%SPYM · $2 on $10k

Most income1.31%BDVG · $131 on $10k

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

Held in common19.0%BDVG and SPYM

iMGP Berkshire Dividend Growth ETF · $24MState Street SPDR Portfolio S&P 500 ETF · $183B

+18.4%3 years · per year$16,587 · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

0.55%Expense ratio$55 · $2 on $10k · lower wins0.02%

1.31%12-mo yield$131 · $102 on $10k

Cards for this view

BDVG

iMGP Berkshire Dividend Growth

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureBDVGSPYM

Fee0.55%0.02%

Cost on $10k a year$55$2

Yield1.31%1.02%

5 years, per year[…]+11.7%

3 years, per year+18.4%+21.7%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y11.2%

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
3	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk	0.55%	1.31%	−0.2%	+20.3%	+21.7%	+18.4%	new	−6.7%	$24M

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
3	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk	0.55%	1.31%	−0.2%	+20.3%	+21.7%	+18.4%	new	−6.7%	$24M

Loading…