BDVG vs SCHD
iMGP Berkshire Dividend Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | BDVG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.06% | |
| AUM | - | $103.7B | |
| Dividend Yield | 1.49% | 3.31% | |
| Holdings | 41 | 104 | |
| YTD Return | +18.83% | +24.26% | |
| 1Y Return | +25.89% | +31.38% | |
| 3Y Return (annualized) | +16.03% | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 10.9% | 13.6% | |
| Max Drawdown | -14.5% | -33.4% | |
| Fund Family | iMGP Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 29, 2023 | Oct 20, 2011 |
BDVG vs SCHD Performance
iMGP Berkshire Dividend Growth ETF (BDVG) is a ETF from iMGP Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BDVG returned +25.89% while SCHD returned +31.38%. Year to date, BDVG is up 18.83% versus a gain of 24.26% for SCHD.
Over three years, BDVG compounded at +16.03% per year against +15.08% for SCHD. Across the full 3-year window we track, BDVG has the edge at +15.54% annualized vs +11.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% 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 -33.4% for SCHD. 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BDVG charges 0.55% per year while SCHD charges 0.06%. On a $10,000 position that is $55 vs $6 annually, a gap of $49 per year that compounds over a long holding period. On income, BDVG currently yields 1.49% against 3.31% for SCHD.
Holdings Overlap
BDVG and SCHD share 10 holdings out of 131 unique holdings combined, representing a 19.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BDVG or SCHD?
BDVG has an expense ratio of 0.55% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $49 per year of difference.
Which performed better, BDVG or SCHD?
Over the past year BDVG returned +25.89% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), BDVG annualized +15.54% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BDVG or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 10.9% for BDVG. Worst drawdown: BDVG -14.5% vs SCHD -33.4%.
Should I hold both BDVG and SCHD?
BDVG and SCHD have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BDVG and SCHD?
BDVG and SCHD share 10 common holdings with a 19.1% weight overlap. Combined, they hold 131 unique securities.
Which pays a higher dividend, BDVG or SCHD?
BDVG yields 1.49% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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