BDVG vs VIG

ABDVG

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common30.5%BDVG and VIG

BDVG

VIG

iMGP Berkshire Dividend Growth ETF · $24MVanguard Dividend Appreciation ETF · $109B

+20.0%3 years · per year$17,271 · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.55%Expense ratio$55 · $4 on $10k · lower wins0.04%

1.30%12-mo yield$130 · $144 on $10k1.44%

−6.7%Worst dropSmaller wins−7.9%

10.5%VolatilityLower wins10.2%

1–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsBDVG · VIG

4.3%AAPL4.9%

4.1%JPM3.9%

3.7%MSFT4.9%

2.2%JNJ2.8%

Held in common30.5%

End-of-day Nov 4, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk		0.55%	1.30%	+1.2%	+21.8%	+23.9%	+20.0%	new	−6.7%	$24M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk		0.55%	1.30%	+1.2%	+21.8%	+23.9%	+20.0%	new	−6.7%	$24M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BDVG vs VIG

BDVG

iMGP Berkshire Dividend Growth

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureBDVGVIG

Fee0.55%0.04%

Cost on $10k a year$55$4

Yield1.30%1.44%

5 years, per year[…]+11.2%

3 years, per year+20.0%+20.6%

Worst drop · 1Y−6.7%−7.9%

Volatility · 1Y10.5%10.2%

4–1measures won
VIG first

30.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: BDVG, VIG

Today

30.5%most shared, BDVG and VIG

BDVGVIG

BDVG—30.5%

VIG30.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

BDVG$130 − $55 = $75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee