BDVGvsEVUSETF Comparison
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iMGP Berkshire Dividend Growth ETF (BDVG) belongs to the US Multi-Factor segment. iShares ESG Aware MSCI USA Value ETF (EVUS) is part of the US Large Cap Value segment. BDVG's top 3 sector exposures are Technology, Finance and Industrials. In contrast, EVUS's top sector exposures are Technology, Finance and Healthcare. BDVG is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.18% for EVUS. BDVG is up 17.04% year-to-date (YTD) with +$13M in YTD flows. EVUS performs worse with 16.86% YTD performance, and +$88M in YTD flows. Run a side-by-side ETF comparison of BDVG and EVUS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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BDVG vs EVUS performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/01/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BDVG EVUS | +0.07%+2.02% | +4.18%+5.57% | +17.04%+16.86% | +20.33%+22.23% | +54.55%+60.37% | n/an/a |
| Flows | BDVG EVUS | +$5M+$9M | +$12M+$47M | +$13M+$88M | +$13M+$312M | +$19M+$325M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BDVG EVUS | +9.60%+9.64% | +9.94%+10.53% | +11.73%+12.51% | n/an/a |
| Max drawdown | BDVG EVUS | -2.48%-2.25% | -6.71%-7.61% | -14.18%-15.29% | n/an/a |
| Max drawdown duration | BDVG EVUS | 32d8d | 74d66d | 211d253d | n/an/a |
Trading data
BDVG | EVUS | |
Last sale 9/2/2026 at 7:48 PM | $15.12 | $37.52 |
| Previous close 09/02/2026 | $14.88 | $37.15 |
| Consolidated volume 09/02/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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BDVG
is actively managed and doesn’t replicate an indexBDVG | EVUS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/2/2026 at 7:48 PM
Live
Closed
BDVG | EVUS | |
|---|---|---|
| Last price | $15.12 | $37.52 |
| 1D performance | +1.63% | +0.99% |
| AuM | $23.08 M | $384.82 M |
| E/R | 0.55% | 0.18% |
Characteristics
BDVG | EVUS | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | iM Global Partner | iShares |
| Benchmark | - | MSCI USA Value Extended ESG Focus Index |
| N° of holdings | 39 | 218 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 30, 2023 | January 31, 2023 |
| ESG | No | Yes |
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Exposure
Countries
BDVG
USA
87.05%
Other
12.95%
EVUS
USA
93.95%
Other
6.05%
Sectors
BDVG
Technology
23.77%
Finance
18.51%
Industrials
11.73%
Healthcare
9.22%
Consumer Non-Cycl.
8.95%
Energy
8.82%
Other
19%
EVUS
Technology
26.68%
Finance
22.45%
Healthcare
13.16%
Industrials
8.12%
Consumer Non-Cycl.
7.61%
Other
21.97%
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Diversification
BDVG
Total weight of top 15 holdings out of 15
54.04%
EVUS
Total weight of top 15 holdings out of 15
31.94%
Top 15 holdings
Data as of July 31, 2026
BDVG
Dell Technologies, Inc.
5.04%
Nucor Corp.
4.86%
Cisco Systems, Inc.
4.48%
JPMorgan Chase & Co.
4.40%
Apple, Inc.
4.17%
Chevron Corp.
4.09%
AbbVie, Inc.
3.95%
Bank of America Corp.
3.58%
Microsoft Corp.
3.37%
Norfolk Southern Corp.
3.07%
Lockheed Martin Corp.
2.85%
M&T Bank Corp.
2.68%
EOG Resources, Inc.
2.54%
Accenture Plc
2.51%
Waste Management, Inc.
2.46%
EVUS
Microsoft Corp.
8.57%
Meta Platforms, Inc.
3.25%
Micron Technology, Inc.
2.82%
JPMorgan Chase & Co.
2.71%
US30233Q1085
1.56%
Cisco Systems, Inc.
1.53%
AbbVie, Inc.
1.53%
Johnson & Johnson
1.47%
Intel Corp.
1.30%
Berkshire Hathaway, Inc.
1.24%
The Hartford Insurance Group, Inc.
1.24%
The Coca-Cola Co.
1.21%
The Home Depot, Inc.
1.18%
The Goldman Sachs Group, Inc.
1.17%
Procter & Gamble Co.
1.13%
Frequently asked questions about BDVG and EVUS
How have the BDVG and EVUS ETFs performed in 2026?
As of September 1, 2026, BDVG is up 17.04% year-to-date (YTD), while EVUS has returned 16.86%. That puts BDVG better performer ahead so far this year.
Which ETF is attracting more investor money: BDVG or EVUS?
Year-to-date, the BDVG ETF saw +$13M in flows, compared to +$88M for EVUS.
Which ETF is more volatile: BDVG or EVUS?
Over the past year, BDVG had a volatility of 9.94%, while EVUS experienced 10.53%.
Which ETF is bigger: BDVG or EVUS?
As of September 1, 2026, BDVG holds $23.08 M in assets under management (AUM), while EVUS manages $384.82 M.
What sectors do the BDVG and EVUS ETFs invest in?
BDVG leans toward sectors like Technology, Finance and Industrials. Meanwhile, EVUS focuses on Technology, Finance and Healthcare.
What are the top holdings of the BDVG ETF and EVUS ETF?
BDVG top holdings include Dell Technologies, Inc., Nucor Corp. and Cisco Systems, Inc.. EVUS holds in its top three: Microsoft Corp., Meta Platforms, Inc. and Micron Technology, Inc..
Which ETF is more diversified: BDVG or EVUS?
BDVG holds 40 securities with 54.04% of its assets in the top 15. EVUS has 222 securities and a top 15 weight of 31.94%.
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Latest news about BDVG & EVUS
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