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BDVGvsSCHVETF Comparison
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 Industrials, Financials and Information Technology. In contrast, SCHV's top sector exposures are Financials, Information Technology and Industrials. BDVG is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.04% for SCHV. BDVG is up 4.51% year-to-date (YTD) with -$342K in YTD flows. SCHV performs better with 4.87% YTD performance, and +$162M 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.
BDVG vs SCHV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BDVG SCHV | -2.72%-3.63% | +5.25%+4.11% | +4.51%+4.87% | +15.23%+21.05% | n/a+57.48% | n/a+61.32% |
| Flows | BDVG SCHV | -$342K+$153M | -$342K+$211M | -$342K+$162M | -$2M+$1.02B | -+$1.12B | -+$1.85B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BDVG SCHV | +9.83%+10.96% | +14.43%+15.48% | n/a+12.85% | n/a+14.50% |
| Max drawdown | BDVG SCHV | -2.88%-3.71% | -11.87%-11.95% | n/a-15.13% | n/a-19.73% |
| Max drawdown duration | BDVG SCHV | 7d13d | 66d51d | n/a208d | n/a752d |
BDVG | SCHV | |
Last sale 3/11/2026 at 1:30 PM | $13.26 | $31.04 |
| Previous close 03/10/2026 | $13.28 | $31.09 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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BDVG | SCHV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
BDVG | SCHV | |
|---|---|---|
| Last price | $13.26 | $31.04 |
| 1D performance | -0.11% | -0.16% |
| AuM | $8.70 M | $15.07 B |
| E/R | 0.55% | 0.04% |
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 | 37 | 520 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 30, 2023 | December 11, 2009 |
| 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 SCHV ETFs performed in 2026?
As of March 9, 2026, BDVG is up 4.51% year-to-date (YTD), while SCHV has returned 4.87%. 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 -$342K in flows, compared to +$162M for SCHV.
Which ETF is more volatile: BDVG or SCHV?
Over the past year, BDVG had a volatility of 14.43%, while SCHV experienced 15.48%.
Which ETF is bigger: BDVG or SCHV?
As of March 9, 2026, BDVG holds $8.70 M in assets under management (AUM), while SCHV manages $15.07 B.
What are the top holdings of the BDVG ETF and SCHV ETF?
BDVG top holdings include JPMORGAN CHASE, ABBVIE and APPLE. SCHV holds in its top three: Berkshire Hathaway, 2.3% 15mar2027, USD, US46615SFN36 and US30227TAL44.
Which ETF is more diversified: BDVG or SCHV?
BDVG holds 37 securities with 51.51% of its assets in the top 15. SCHV has 553 securities and a top 15 weight of 24.14%.
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