BDVG vs VYM
iMGP Berkshire Dividend Growth ETF vs Vanguard High Dividend Yield ETF
Which is better, BDVG or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. BDVG led over 1Y, VYM over 3Y and the full window. The two have moved almost in lockstep, correlation 0.93. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 42.5%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.55% | 0.04%Best |
| AUM | - | $83.1B |
| Dividend Yield | 1.42% | 2.22% |
| Holdings | 85 | 608 |
| YTD Return | +18.27%Best | +11.86% |
| 1Y Return | +21.83%Best | +16.81% |
| 3Y Return (annualized) | +17.78% | +18.64%Best |
| 5Y Return (annualized) | - | +11.86% |
| Volatility (annualized) | 10.8%Best | 11.2% |
| Max Drawdown | -14.5%Tie | -14.5%Tie |
| $10,000 over 3.3 years | $15,611 | $16,427Best |
| Top 10 Weight | 42.5% | 26.1%Best |
| Fund Family | iMGP Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Jun 29, 2023 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 30, 2023 to Oct 13, 2026 (3.3 years).
BDVG vs VYM 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 3.3 years both funds cover.
BDVG vs VYM Performance
iMGP Berkshire Dividend Growth ETF (BDVG) is an ETF from iMGP Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BDVG returned +21.83% while VYM returned +16.81%. Year to date, BDVG is up 18.27% versus a gain of 11.86% for VYM.
Over three years, BDVG compounded at +17.78% per year against +18.64% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 11.2% 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BDVG charges 0.55% per year while VYM charges 0.04%. On a $10,000 position that is $55 vs $4 annually, a gap of $51 per year that compounds over a long holding period. On income, BDVG currently yields 1.42% against 2.22% for VYM.
Holdings Overlap
75.8% of BDVG's money is in holdings VYM also owns. 23.5% of VYM's money is in holdings BDVG also owns.
Most of BDVG is already inside VYM. Owning both mostly buys the same companies twice.
The two holdings books were reported 47 days apart, BDVG as of Sep 16, 2026 and VYM as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
31 positions in common, counted across the 41 positions we hold weights for in BDVG and 557 in VYM, against full books of 85 and 608.
What only one of them owns
Our book lists 497 positions for VYM that do not appear in our book for BDVG (73.6% of the fund), and 7 for BDVG that do not appear in VYM (18.3%).
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.
Top Shared Holdings
| Stock | Weight in BDVG | Weight in VYM | Difference |
|---|---|---|---|
| JPMJpmorgan Chase | 4.31% | 3.82% | 0.49% |
| DELLDell Technologies Inc | 6.62% | 0.50% | 6.12% |
| CSCOCisco Systems Inc. - Ordinary Shares | 4.16% | 1.86% | 2.30% |
| CVXChevron Corp | 4.44% | 1.48% | 2.96% |
| ABBVAbbvie Inc. | 4.05% | 1.80% | 2.25% |
| BACBank of America Corp.: Financials | 3.37% | 1.66% | 1.71% |
| NUENucor Corp. | 4.79% | 0.23% | 4.56% |
| JNJJohnson & Johnson - Common | 2.28% | 2.51% | 0.23% |
| QCOMQualcomm Inc. | 2.69% | 0.63% | 2.06% |
| NSCNorfolk Southern Corp | 2.87% | 0.31% | 2.56% |
75.8% of BDVG is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BDVG or VYM?
BDVG has an expense ratio of 0.55% while VYM charges 0.04%. VYM is the cheaper option, by $51 a year on a $10,000 investment.
Which performed better, BDVG or VYM?
Over the past year BDVG returned +21.83% vs +16.81% for VYM, 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 VYM?
VYM has been the more volatile fund at 11.2% annualized versus 10.8% for BDVG. Worst drawdown: BDVG -14.5% vs VYM -14.5%.
Should I hold both BDVG and VYM?
BDVG and VYM have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between BDVG and VYM?
75.8% of BDVG's money is in holdings VYM also owns. 23.5% of VYM's is in holdings BDVG also owns. They hold 31 positions in common, counted across the 41 positions we hold weights for in BDVG and 557 in VYM.
Which pays a higher dividend, BDVG or VYM?
BDVG yields 1.42% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than BDVG?
VYM has a lower expense ratio. BDVG led over 1Y, VYM over 3Y and the full window. The two have moved almost in lockstep, correlation 0.93. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 42.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.