BDVG vs GSGO
iMGP Berkshire Dividend Growth ETF vs Goldman Sachs Growth Opportunities ETF
Which is better, BDVG or GSGO?
BDVG has been ahead.
GSGO has a lower expense ratio. BDVG led over 1Y. BDVG is less concentrated, with 43.4% of the fund in its ten largest positions against 53.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BDVG | GSGO |
|---|---|---|
| Expense Ratio | 0.55% | 0.45%Best |
| AUM | - | $192M |
| Dividend Yield | 1.38% | 0.00% |
| Holdings | 85 | 54 |
| YTD Return | +17.47%Best | +11.08% |
| 1Y Return | +20.24%Best | +12.54% |
| 3Y Return (annualized) | +17.49% | - |
| Top 10 Weight | 43.4%Best | 53.5% |
| Fund Family | iMGP Funds | Goldman Sachs Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 29, 2023 | May 24, 1999 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
BDVG vs GSGO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BDVG vs GSGO Performance
iMGP Berkshire Dividend Growth ETF (BDVG) is an ETF from iMGP Funds and Goldman Sachs Growth Opportunities ETF (GSGO) is an ETF from Goldman Sachs Asset Management. Over the past year BDVG returned +20.24% while GSGO returned +12.54%. Year to date, BDVG is up 17.47% versus a gain of 11.08% for GSGO.
Past performance does not guarantee future results.
Fees and Cost Over Time
BDVG charges 0.55% per year while GSGO charges 0.45%. On a $10,000 position that is $55 vs $45 annually, a gap of $10 per year that compounds over a long holding period. On income, BDVG currently yields 1.38% against 0.00% for GSGO.
Holdings Overlap
15.5% of BDVG's money is in holdings GSGO also owns. 10.9% of GSGO's money is in holdings BDVG also owns.
BDVG and GSGO share little of their money.
4 positions in common, counted across the 41 positions we hold weights for in BDVG and 53 in GSGO, against full books of 85 and 54.
What only one of them owns
Our book lists 46 positions for GSGO that do not appear in our book for BDVG (85.1% of the fund), and 34 for BDVG that do not appear in GSGO (78.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of BDVG and GSGO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BDVG or GSGO?
BDVG has an expense ratio of 0.55% while GSGO charges 0.45%. GSGO is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, BDVG or GSGO?
Over the past year BDVG returned +20.24% vs +12.54% for GSGO, so BDVG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between BDVG and GSGO?
15.5% of BDVG's money is in holdings GSGO also owns. 10.9% of GSGO's is in holdings BDVG also owns. They hold 4 positions in common, counted across the 41 positions we hold weights for in BDVG and 53 in GSGO.
Which pays a higher dividend, BDVG or GSGO?
BDVG yields 1.38% while GSGO yields 0.00%, so BDVG currently pays the higher dividend yield.
Is GSGO better than BDVG?
GSGO has a lower expense ratio. BDVG led over 1Y. BDVG is less concentrated, with 43.4% of the fund in its ten largest positions against 53.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.