BDVG vs VYM
iMGP Berkshire Dividend Growth ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. BDVG delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | BDVG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.04% | |
| AUM | - | $81.6B | |
| Dividend Yield | 1.44% | 2.24% | |
| Holdings | 42 | 616 | |
| YTD Return | +17.64% | +14.84% | |
| 1Y Return | +21.08% | +20.88% | |
| 3Y Return (annualized) | +16.07% | +18.34% | |
| 5Y Return (annualized) | - | +12.04% | |
| Volatility (annualized) | 10.9% | 14.6% | |
| Max Drawdown | -14.5% | -58.8% | |
| Fund Family | iMGP Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 29, 2023 | Nov 10, 2006 |
BDVG vs VYM Performance
iMGP Berkshire Dividend Growth ETF (BDVG) is a ETF from iMGP Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BDVG returned +21.08% while VYM returned +20.88%. Year to date, BDVG is up 17.64% versus a gain of 14.84% for VYM.
Over three years, BDVG compounded at +16.07% per year against +18.34% for VYM. Across the full 3-year window we track, BDVG has the edge at +14.87% annualized vs +7.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.94. 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 1.44% against 2.24% for VYM.
Holdings Overlap
BDVG and VYM share 31 holdings out of 613 unique holdings combined, representing a 22.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $51 per year of difference.
Which performed better, BDVG or VYM?
Over the past year BDVG returned +21.08% vs +20.88% for VYM, so BDVG leads on 1-year performance. Over the longest common window we track (3 years), BDVG annualized +14.87% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, BDVG or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 10.9% for BDVG. Worst drawdown: BDVG -14.5% vs VYM -58.8%.
Should I hold both BDVG and VYM?
BDVG and VYM have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BDVG and VYM?
BDVG and VYM share 31 common holdings with a 22.5% weight overlap. Combined, they hold 613 unique securities.
Which pays a higher dividend, BDVG or VYM?
BDVG yields 1.44% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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