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 Industrials. BDVG is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.04% for SCHV. BDVG is up 17.67% year-to-date (YTD) with +$13M in YTD flows. SCHV performs better with 18.02% YTD performance, and -$878M 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 08/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BDVG SCHV | -0.13%+0.96% | +6.60%+3.68% | +17.67%+18.02% | +20.51%+22.79% | +56.93%+65.51% | n/a+64.63% |
| Flows | BDVG SCHV | +$5M-$255M | +$12M-$329M | +$13M-$878M | +$13M-$276M | +$19M+$295M | -+$694M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BDVG SCHV | +10.20%+12.22% | +9.93%+11.46% | +11.72%+12.95% | n/a+14.61% |
| Max drawdown | BDVG SCHV | -2.48%-3.44% | -6.71%-6.83% | -14.18%-15.13% | n/a-19.73% |
| Max drawdown duration | BDVG SCHV | 32d39d | 74d49d | 211d208d | n/a752d |
Trading data
BDVG | SCHV | |
Last sale 8/31/2026 at 1:30 PM | $15.00 | $34.51 |
| Previous close 08/28/2026 | $15.02 | $34.61 |
| Consolidated volume 08/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of July 31, 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 8/31/2026 at 1:30 PM
Live
Closed
BDVG | SCHV | |
|---|---|---|
| Last price | $15.00 | $34.51 |
| 1D performance | -0.13% | -0.29% |
| AuM | $23.20 M | $15.71 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 | 548 |
| 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
87.05%
Other
12.95%
SCHV
USA
93.85%
Other
6.15%
Sectors
BDVG
Technology
23.77%
Finance
18.51%
Industrials
11.73%
Healthcare
9.22%
Consumer Non-Cycl.
8.95%
Energy
8.82%
Other
19%
SCHV
Finance
24.31%
Technology
18.43%
Industrials
11.84%
Healthcare
11.25%
Consumer Non-Cycl.
9.91%
Other
24.26%
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Diversification
BDVG
Total weight of top 15 holdings out of 15
54.04%
SCHV
Total weight of top 15 holdings out of 15
26.74%
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%
SCHV
Micron Technology, Inc.
3.29%
JPMorgan Chase & Co.
3.09%
Berkshire Hathaway, Inc.
2.95%
US30233Q1085
2.08%
Johnson & Johnson
2.07%
Walmart, Inc.
1.59%
Cisco Systems, Inc.
1.47%
AbbVie, Inc.
1.46%
Intel Corp.
1.41%
Applied Materials, Inc.
1.33%
Bank of America Corp.
1.31%
Caterpillar, Inc.
1.26%
Lam Research Corp.
1.17%
Chevron Corp.
1.15%
Procter & Gamble Co.
1.12%
Frequently asked questions about BDVG and SCHV
How have the BDVG and SCHV ETFs performed in 2026?
As of August 28, 2026, BDVG is up 17.67% year-to-date (YTD), while SCHV has returned 18.02%. That puts SCHV 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 -$878M for SCHV.
Which ETF is more volatile: BDVG or SCHV?
Over the past year, BDVG had a volatility of 9.93%, while SCHV experienced 11.46%.
Which ETF is bigger: BDVG or SCHV?
As of August 28, 2026, BDVG holds $23.20 M in assets under management (AUM), while SCHV manages $15.71 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 Industrials.
What are the top holdings of the BDVG ETF and SCHV ETF?
BDVG top holdings include Dell Technologies, Inc., Nucor Corp. and Cisco Systems, Inc.. 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 40 securities with 54.04% of its assets in the top 15. SCHV has 555 securities and a top 15 weight of 26.74%.
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