BDVG vs VOO

ABDVG

BVOO

Measures won3–2BDVG wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.34%BDVG · $134 on $10k

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

Held in common18.3%BDVG and VOO

BDVG

VOO

iMGP Berkshire Dividend Growth ETF · $24MVanguard S&P 500 ETF · $1.00T

+18.5%3 years · per year$16,637 · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

1.34%12-mo yield$134 · $110 on $10k1.10%

−6.7%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins13.5%

3–2BDVG wins

$10,000 · 5 yearsOne scale

Shared top holdingsBDVG · VOO

4.5%AAPL7.4%

3.9%MSFT5.8%

4.2%JPM1.3%

2.3%JNJ1.0%

Held in common18.3%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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 VOO

BDVG

iMGP Berkshire Dividend Growth

[…]

VOO

Vanguard S&P 500

$17,156

MeasureBDVGVOO

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield1.34%1.10%

5 years, per year[…]+11.4%

3 years, per year+18.5%+22.1%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y11.1%13.5%

3–2measures won
BDVG first

18.3%

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: BDVG, VOO

Today

18.3%most shared, BDVG and VOO

BDVGVOO

BDVG—18.3%

VOO18.3%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

BDVG$134 − $55 = $79

KeptFee

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