BDVG vs VXUS
iMGP Berkshire Dividend Growth ETF vs Vanguard Total International Stock ETF
Which is better, BDVG or VXUS?
Large Cap Growth against Large Cap Blend.
VXUS has a lower expense ratio. BDVG led over 1Y, VXUS over 3Y and the full window.
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 | VXUS |
|---|---|---|
| Expense Ratio | 0.55% | 0.05%Best |
| AUM | - | $158.1B |
| Dividend Yield | 1.42% | 2.51% |
| Holdings | 42 | 8,747 |
| YTD Return | +17.31%Best | +12.82% |
| 1Y Return | +19.98%Best | +19.86% |
| 3Y Return (annualized) | +16.37% | +19.33%Best |
| 5Y Return (annualized) | - | +9.46% |
| Volatility (annualized) | 10.8%Best | 12.3% |
| Max Drawdown | -14.5% | -13.6%Best |
| $10,000 over 3.2 years | $15,419 | $16,736Best |
| Fund Family | iMGP Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Jun 29, 2023 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jun 30, 2023 to Sep 18, 2026 (3.2 years).
BDVG vs VXUS 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 covers the 3.2 years both funds cover.
BDVG vs VXUS Performance
iMGP Berkshire Dividend Growth ETF (BDVG) is an ETF from iMGP Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BDVG returned +19.98% while VXUS returned +19.86%. Year to date, BDVG is up 17.31% versus a gain of 12.82% for VXUS.
Over three years, BDVG compounded at +16.37% per year against +19.33% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 10.8% 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 -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BDVG charges 0.55% per year while VXUS charges 0.05%. On a $10,000 position that is $55 vs $5 annually, a gap of $50 per year that compounds over a long holding period. On income, BDVG currently yields 1.42% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 41 holdings in BDVG and 8,082 in VXUS, totalling 97.7% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 41 positions we hold weights for in BDVG and 8,082 in VXUS, against full books of 42 and 8,747.
You are not choosing between two funds in isolation.
Whichever of BDVG and VXUS 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 VXUS?
BDVG has an expense ratio of 0.55% while VXUS charges 0.05%. VXUS is the cheaper option, by $50 a year on a $10,000 investment.
Which performed better, BDVG or VXUS?
Over the past year BDVG returned +19.98% vs +19.86% for VXUS, so BDVG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BDVG or VXUS?
VXUS has been the more volatile fund at 12.3% annualized versus 10.8% for BDVG. Worst drawdown: BDVG -14.5% vs VXUS -13.6%.
Should I hold both BDVG and VXUS?
BDVG and VXUS have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BDVG or VXUS?
BDVG yields 1.42% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than BDVG?
VXUS has a lower expense ratio. BDVG led over 1Y, VXUS over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.