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BDVGvsBKDVETF Comparison
iMGP Berkshire Dividend Growth ETF (BDVG) belongs to the US Multi-Factor segment. BNY Mellon Dynamic Value ETF (BKDV) is part of the Uncategorized Equities segment. BDVG's top 3 sector exposures are Industrials, Financials and Information Technology. In contrast, BKDV's top sector exposures are Financials, Health Care and Industrials. BDVG is less expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.6% for BKDV. BDVG is up 3.73% year-to-date (YTD) with -$342K in YTD flows. BKDV performs worse with 3% YTD performance, and +$241M in YTD flows. Run a side-by-side ETF comparison of BDVG and BKDV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
BDVG vs BKDV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BDVG BKDV | -3.53%-3.74% | +3.31%+3.00% | +3.73%+3.00% | +14.37%+20.44% | n/an/a | n/an/a |
| Flows | BDVG BKDV | -$342K+$111M | -$342K+$306M | -$342K+$241M | -$2M+$715M | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BDVG BKDV | +9.74%+12.28% | +14.43%+16.77% | n/an/a | n/an/a |
| Max drawdown | BDVG BKDV | -3.61%-3.96% | -11.87%-12.85% | n/an/a | n/an/a |
| Max drawdown duration | BDVG BKDV | 8d30d | 66d51d | n/an/a | n/an/a |
BDVG | BKDV | |
Last sale 3/11/2026 at 7:24 PM | $13.26 | $29.43 |
| Previous close 03/11/2026 | $13.28 | $29.84 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
BDVG | BKDV | |
|---|---|---|
| Last price | $13.26 | $29.43 |
| 1D performance | -0.11% | -1.38% |
| AuM | $8.64 M | $992.27 M |
| E/R | 0.55% | 0.6% |
BDVG | BKDV | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | iM Global Partner | BNY Mellon |
| Benchmark | - | - |
| N° of holdings | 37 | 76 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 30, 2023 | November 1, 2024 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the BDVG and BKDV ETFs performed in 2026?
As of March 10, 2026, BDVG is up 3.73% year-to-date (YTD), while BKDV has returned 3%. That puts BDVG better performer ahead so far this year.
Which ETF is attracting more investor money: BDVG or BKDV?
Year-to-date, the BDVG ETF saw -$342K in flows, compared to +$241M for BKDV.
Which ETF is more volatile: BDVG or BKDV?
Over the past year, BDVG had a volatility of 14.43%, while BKDV experienced 16.77%.
Which ETF is bigger: BDVG or BKDV?
As of March 10, 2026, BDVG holds $8.64 M in assets under management (AUM), while BKDV manages $992.27 M.
What sectors do the BDVG and BKDV ETFs invest in?
BDVG leans toward sectors like Industrials, Financials and Information Technology. Meanwhile, BKDV focuses on Financials, Health Care and Industrials.
What are the top holdings of the BDVG ETF and BKDV ETF?
BDVG top holdings include JPMORGAN CHASE, ABBVIE and APPLE. BKDV holds in its top three: JOHNSON&JOHNSON, JPMORGAN CHASE and EXXON.
Which ETF is more diversified: BDVG or BKDV?
BDVG holds 37 securities with 51.51% of its assets in the top 15. BKDV has 79 securities and a top 15 weight of 36.04%.
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