BDVG vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricBDVGQQQWinner
Expense Ratio0.55%0.18%
AUM-$455.8B
Dividend Yield1.49%0.41%
Holdings41108
YTD Return+19.65%+19.68%
1Y Return+24.13%+26.75%
3Y Return (annualized)+16.27%+26.25%
5Y Return (annualized)-+15.39%
Volatility (annualized)10.9%30.6%
Max Drawdown-14.5%-83.0%
Fund FamilyiMGP FundsInvesco (US)
CategoryEquityEquity
InceptionJun 29, 2023Mar 10, 1999

BDVG vs QQQ Performance

iMGP Berkshire Dividend Growth ETF (BDVG) is a ETF from iMGP Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BDVG returned +24.13% while QQQ returned +26.75%. Year to date, BDVG is up 19.65% versus a gain of 19.68% for QQQ.

Over three years, BDVG compounded at +16.27% per year against +26.25% for QQQ. Across the full 3-year window we track, BDVG has the edge at +15.71% annualized vs +13.15%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 10.9% for BDVG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -14.5% for BDVG and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BDVG charges 0.55% per year while QQQ charges 0.18%. On a $10,000 position that is $55 vs $18 annually, a gap of $37 per year that compounds over a long holding period. On income, BDVG currently yields 1.49% against 0.41% for QQQ.

Holdings Overlap

14.2%overlap

BDVG and QQQ share 9 holdings out of 135 unique holdings combined, representing a 14.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BDVGWeight in QQQDifference
AAPL4.53%7.46%2.93%
MSFT2.82%4.65%1.83%
CSCO4.40%2.08%2.32%
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Frequently Asked Questions

Which is cheaper, BDVG or QQQ?

BDVG has an expense ratio of 0.55% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, BDVG or QQQ?

Over the past year BDVG returned +24.13% vs +26.75% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), BDVG annualized +15.71% vs +13.15% for QQQ. Past performance does not guarantee future results.

Which is riskier, BDVG or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 10.9% for BDVG. Worst drawdown: BDVG -14.5% vs QQQ -83.0%.

Should I hold both BDVG and QQQ?

BDVG and QQQ have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BDVG and QQQ?

BDVG and QQQ share 9 common holdings with a 14.2% weight overlap. Combined, they hold 135 unique securities.

Which pays a higher dividend, BDVG or QQQ?

BDVG yields 1.49% while QQQ yields 0.41%, so BDVG currently pays the higher dividend yield.

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