BDVGvsSCHVETF Comparison
VS
iMGP Berkshire Dividend Growth ETF (BDVG) belongs to the US Multi-Factor segment. Schwab U.S. Large-Cap Value ETF (SCHV) is part of the US Large Cap Value segment. BDVG's top 3 sector exposures are Technology, Finance and Industrials. In contrast, SCHV's top sector exposures are Finance, Technology and Healthcare. BDVG is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.04% for SCHV. BDVG is up 18.65% year-to-date (YTD) with +$13M in YTD flows. SCHV performs worse with 17.01% YTD performance, and -$909M in YTD flows. Run a side-by-side ETF comparison of BDVG and SCHV 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 SCHV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BDVG SCHV | +0.69%+1.49% | +3.60%+0.95% | +18.65%+17.01% | +21.73%+20.76% | +63.24%+69.75% | n/a+64.16% |
| Flows | BDVG SCHV | +$376K-$21M | +$6M-$204M | +$13M-$909M | +$13M-$644M | +$19M+$272M | -+$602M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BDVG SCHV | +10.40%+9.42% | +10.20%+11.37% | +11.72%+12.87% | n/a+14.54% |
| Max drawdown | BDVG SCHV | -4.38%-5.46% | -6.71%-6.83% | -14.18%-15.13% | n/a-19.73% |
| Max drawdown duration | BDVG SCHV | 65d61d | 74d49d | 211d208d | n/a752d |
Trading data
BDVG | SCHV | |
Last sale 10/16/2026 at 1:30 PM | $15.04 | $34.15 |
| Previous close 10/15/2026 | $14.99 | $34.16 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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BDVG
is actively managed and doesn’t replicate an indexBDVG | SCHV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
BDVG | SCHV | |
|---|---|---|
| Last price | $15.04 | $34.15 |
| 1D performance | +0.31% | -0.03% |
| AuM | $23.70 M | $15.48 B |
| E/R | 0.55% | 0.04% |
Characteristics
BDVG | SCHV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | iM Global Partner | Schwab ETFs |
| Benchmark | - | Dow Jones U.S. Large-Cap Value Total Stock Market Index |
| N° of holdings | 39 | 552 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 30, 2023 | December 11, 2009 |
| ESG | No | No |
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Exposure
Countries
BDVG
USA
89.13%
Other
10.87%
SCHV
USA
96.12%
Other
3.88%
Sectors
BDVG
Technology
25.03%
Finance
18.07%
Industrials
13.67%
Healthcare
9.38%
Energy
8.88%
Consumer Non-Cycl.
7.06%
Other
17.91%
SCHV
Finance
23.95%
Technology
18.56%
Healthcare
11.97%
Industrials
11.88%
Consumer Non-Cycl.
9.66%
Other
23.98%
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Diversification
BDVG
Total weight of top 15 holdings out of 15
54.6%
SCHV
Total weight of top 15 holdings out of 15
26.61%
Top 15 holdings
Data as of August 31, 2026
BDVG
Dell Technologies, Inc.
5.61%
Nucor Corp.
4.67%
JPMorgan Chase & Co.
4.40%
Chevron Corp.
4.24%
Apple, Inc.
4.23%
Cisco Systems, Inc.
4.22%
AbbVie, Inc.
3.99%
Microsoft Corp.
3.65%
Bank of America Corp.
3.54%
Norfolk Southern Corp.
3.11%
Accenture Plc
2.84%
Lockheed Martin Corp.
2.70%
M&T Bank Corp.
2.50%
QUALCOMM, Inc.
2.47%
Emerson Electric Co.
2.45%
SCHV
Micron Technology, Inc.
3.34%
JPMorgan Chase & Co.
3.04%
Berkshire Hathaway, Inc.
2.93%
ExxonMobil Holdings Corp.
2.12%
Johnson & Johnson
2.09%
AbbVie, Inc.
1.48%
Walmart, Inc.
1.47%
Cisco Systems, Inc.
1.40%
Intel Corp.
1.38%
Bank of America Corp.
1.30%
Lam Research Corp.
1.24%
Merck & Co., Inc.
1.23%
Applied Materials, Inc.
1.21%
Caterpillar, Inc.
1.19%
Chevron Corp.
1.19%
Frequently asked questions about BDVG and SCHV
How have the BDVG and SCHV ETFs performed in 2026?
As of October 16, 2026, BDVG is up 18.65% year-to-date (YTD), while SCHV has returned 17.01%. That puts BDVG better performer ahead so far this year.
Which ETF is attracting more investor money: BDVG or SCHV?
Year-to-date, the BDVG ETF saw +$13M in flows, compared to -$909M for SCHV.
Which ETF is more volatile: BDVG or SCHV?
Over the past year, BDVG had a volatility of 10.2%, while SCHV experienced 11.37%.
Which ETF is bigger: BDVG or SCHV?
As of October 16, 2026, BDVG holds $23.70 M in assets under management (AUM), while SCHV manages $15.48 B.
What sectors do the BDVG and SCHV ETFs invest in?
BDVG leans toward sectors like Technology, Finance and Industrials. Meanwhile, SCHV focuses on Finance, Technology and Healthcare.
What are the top holdings of the BDVG ETF and SCHV ETF?
BDVG top holdings include Dell Technologies, Inc., Nucor Corp. and JPMorgan Chase & Co.. SCHV holds in its top three: Micron Technology, Inc., JPMorgan Chase & Co. and Berkshire Hathaway, Inc..
Which ETF is more diversified: BDVG or SCHV?
BDVG holds 39 securities with 54.6% of its assets in the top 15. SCHV has 552 securities and a top 15 weight of 26.61%.
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