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iMGP Berkshire Dividend Growth ETF (BDVG) belongs to the US Multi-Factor segment. iShares Core Dividend Growth ETF (DGRO) is part of the US High Dividend segment. BDVG's top 3 sector exposures are Industrials, Financials and Information Technology. In contrast, DGRO's top sector exposures are Financials, Information Technology and Health Care. BDVG is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.08% for DGRO. BDVG is up 3.73% year-to-date (YTD) with -$342K in YTD flows. DGRO performs worse with 2.71% YTD performance, and +$896M in YTD flows. Run a side-by-side ETF comparison of BDVG and DGRO below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BDVG DGRO | -3.53%-3.68% | +3.31%+1.67% | +3.73%+2.71% | +14.37%+18.33% | n/a+59.02% | n/a+69.47% |
| Flows | BDVG DGRO | -$342K+$478M | -$342K+$1.23B | -$342K+$896M | -$2M+$2.71B | -+$4.08B | -+$9.90B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BDVG DGRO | +9.74%+9.34% | +14.43%+14.50% | n/a+11.95% | n/a+13.87% |
| Max drawdown | BDVG DGRO | -3.61%-3.68% | -11.87%-11.18% | n/a-13.94% | n/a-19.37% |
| Max drawdown duration | BDVG DGRO | 8d28d | 66d51d | n/a208d | n/a708d |
BDVG | DGRO | |
Last sale 3/11/2026 at 7:24 PM | $13.26 | $70.86 |
| Previous close 03/11/2026 | $13.28 | $71.29 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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BDVG | DGRO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
BDVG | DGRO | |
|---|---|---|
| Last price | $13.26 | $70.86 |
| 1D performance | -0.11% | -0.60% |
| AuM | $8.64 M | $37.77 B |
| E/R | 0.55% | 0.08% |
BDVG | DGRO | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | iM Global Partner | iShares |
| Benchmark | - | Morningstar US Dividend Growth Index |
| N° of holdings | 37 | 385 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 30, 2023 | June 10, 2014 |
| ESG | No | No |
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
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