Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
BDVGvsMFSVETF Comparison
iMGP Berkshire Dividend Growth ETF (BDVG) belongs to the US Multi-Factor segment. MFS Active Value ETF (MFSV) is part of the US Large Cap Value segment. BDVG's top 3 sector exposures are Industrials, Financials and Information Technology. In contrast, MFSV's top sector exposures are Financials, Industrials and Health Care. BDVG is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.44% for MFSV. BDVG is up 3.73% year-to-date (YTD) with -$342K in YTD flows. MFSV performs worse with 2.04% YTD performance, and +$142M in YTD flows. Run a side-by-side ETF comparison of BDVG and MFSV 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 MFSV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BDVG MFSV | -3.53%-3.53% | +3.31%+2.83% | +3.73%+2.04% | +14.37%+11.46% | n/an/a | n/an/a |
| Flows | BDVG MFSV | -$342K+$110M | -$342K+$176M | -$342K+$142M | -$2M+$299M | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BDVG MFSV | +9.74%+11.06% | +14.43%+14.65% | n/an/a | n/an/a |
| Max drawdown | BDVG MFSV | -3.61%-3.87% | -11.87%-10.90% | n/an/a | n/an/a |
| Max drawdown duration | BDVG MFSV | 8d8d | 66d42d | n/an/a | n/an/a |
BDVG | MFSV | |
Last sale 3/11/2026 at 7:24 PM | $13.26 | $26.77 |
| Previous close 03/11/2026 | $13.28 | $26.93 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
BDVG | MFSV | |
|---|---|---|
| Last price | $13.26 | $26.77 |
| 1D performance | -0.11% | -0.61% |
| AuM | $8.64 M | $356.91 M |
| E/R | 0.55% | 0.44% |
BDVG | MFSV | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | iM Global Partner | MFS |
| Benchmark | - | - |
| N° of holdings | 37 | 57 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 30, 2023 | December 4, 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 MFSV ETFs performed in 2026?
As of March 10, 2026, BDVG is up 3.73% year-to-date (YTD), while MFSV has returned 2.04%. That puts BDVG better performer ahead so far this year.
Which ETF is attracting more investor money: BDVG or MFSV?
Year-to-date, the BDVG ETF saw -$342K in flows, compared to +$142M for MFSV.
Which ETF is more volatile: BDVG or MFSV?
Over the past year, BDVG had a volatility of 14.43%, while MFSV experienced 14.65%.
Which ETF is bigger: BDVG or MFSV?
As of March 10, 2026, BDVG holds $8.64 M in assets under management (AUM), while MFSV manages $356.91 M.
What sectors do the BDVG and MFSV ETFs invest in?
BDVG leans toward sectors like Industrials, Financials and Information Technology. Meanwhile, MFSV focuses on Financials, Industrials and Health Care.
What are the top holdings of the BDVG ETF and MFSV ETF?
BDVG top holdings include JPMORGAN CHASE, ABBVIE and APPLE. MFSV holds in its top three: JPMORGAN CHASE, MCKESSON and PROGRESSIVE.
Which ETF is more diversified: BDVG or MFSV?
BDVG holds 37 securities with 51.51% of its assets in the top 15. MFSV has 57 securities and a top 15 weight of 40.51%.
Calamos Investments Powers the Next Phase of the Autocallable Revolution
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
Accepted for 1 CE Credit
