BDVG vs VTI
iMGP Berkshire Dividend Growth ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. BDVG delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | BDVG | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.03% | |
| AUM | - | $663.5B | |
| Dividend Yield | 1.49% | 1.07% | |
| Holdings | 41 | 3,543 | |
| YTD Return | +18.84% | +13.87% | |
| 1Y Return | +25.26% | +23.31% | |
| 3Y Return (annualized) | +16.04% | +21.17% | |
| 5Y Return (annualized) | - | +12.23% | |
| Volatility (annualized) | 10.9% | 15.3% | |
| Max Drawdown | -14.5% | -56.6% | |
| Fund Family | iMGP Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 29, 2023 | May 24, 2001 |
BDVG vs VTI Performance
iMGP Berkshire Dividend Growth ETF (BDVG) is a ETF from iMGP Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BDVG returned +25.26% while VTI returned +23.31%. Year to date, BDVG is up 18.84% versus a gain of 13.87% for VTI.
Over three years, BDVG compounded at +16.04% per year against +21.17% for VTI. Across the full 3-year window we track, BDVG has the edge at +15.49% annualized vs +8.13%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BDVG charges 0.55% per year while VTI charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, BDVG currently yields 1.49% against 1.07% for VTI.
Holdings Overlap
BDVG and VTI share 38 holdings out of 2786 unique holdings combined, representing a 16.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BDVG or VTI?
BDVG has an expense ratio of 0.55% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, BDVG or VTI?
Over the past year BDVG returned +25.26% vs +23.31% for VTI, so BDVG leads on 1-year performance. Over the longest common window we track (3 years), BDVG annualized +15.49% vs +8.13% for VTI. Past performance does not guarantee future results.
Which is riskier, BDVG or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 10.9% for BDVG. Worst drawdown: BDVG -14.5% vs VTI -56.6%.
Should I hold both BDVG and VTI?
BDVG and VTI have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BDVG and VTI?
BDVG and VTI share 38 common holdings with a 16.2% weight overlap. Combined, they hold 2786 unique securities.
Which pays a higher dividend, BDVG or VTI?
BDVG yields 1.49% while VTI yields 1.07%, so BDVG currently pays the higher dividend yield.
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