BDVGvsVYMETF Comparison
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iMGP Berkshire Dividend Growth ETF (BDVG) belongs to the US Multi-Factor segment. Vanguard High Dividend Yield ETF (VYM) is part of the US High Dividend segment. BDVG's top 3 sector exposures are Technology, Finance and Industrials. In contrast, VYM'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 VYM. BDVG is up 17.67% year-to-date (YTD) with +$13M in YTD flows. VYM performs worse with 15.84% YTD performance, and +$4.25B in YTD flows. Run a side-by-side ETF comparison of BDVG and VYM 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 VYM 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 VYM | -0.13%+0.29% | +6.60%+4.36% | +17.67%+15.84% | +20.51%+20.92% | +56.93%+67.00% | n/a+76.48% |
| Flows | BDVG VYM | +$5M+$701M | +$12M+$1.95B | +$13M+$4.25B | +$13M+$6.79B | +$19M+$7.37B | -+$17.74B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BDVG VYM | +10.20%+8.80% | +9.93%+10.17% | +11.72%+12.42% | n/a+13.83% |
| Max drawdown | BDVG VYM | -2.48%-2.48% | -6.71%-6.75% | -14.18%-14.42% | n/a-15.89% |
| Max drawdown duration | BDVG VYM | 32d30d | 74d70d | 211d128d | n/a223d |
Trading data
BDVG | VYM | |
Last sale 8/31/2026 at 1:30 PM | $15.00 | $163.84 |
| Previous close 08/28/2026 | $15.02 | $164.25 |
| 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 | VYM | |
|---|---|---|
| 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 | VYM | |
|---|---|---|
| Last price | $15.00 | $163.84 |
| 1D performance | -0.13% | -0.25% |
| AuM | $23.20 M | $83.30 B |
| E/R | 0.55% | 0.04% |
Characteristics
BDVG | VYM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | iM Global Partner | Vanguard |
| Benchmark | - | FTSE High Dividend Yield Index |
| N° of holdings | 39 | 596 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 30, 2023 | November 10, 2006 |
| ESG | No | No |
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Exposure
Countries
BDVG
USA
87.05%
Other
12.95%
VYM
USA
91.24%
Other
8.76%
Sectors
BDVG
Technology
23.77%
Finance
18.51%
Industrials
11.73%
Healthcare
9.22%
Consumer Non-Cycl.
8.95%
Energy
8.82%
Other
19%
VYM
Finance
21.56%
Technology
16.54%
Healthcare
12.59%
Industrials
10.05%
Consumer Non-Cycl.
8.86%
Other
30.4%
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Diversification
BDVG
Total weight of top 15 holdings out of 15
54.04%
VYM
Total weight of top 15 holdings out of 15
32.68%
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%
VYM
Broadcom Inc.
7.34%
JPMorgan Chase & Co.
3.81%
US30233Q1085
2.62%
Johnson & Johnson
2.50%
Cisco Systems, Inc.
1.86%
AbbVie, Inc.
1.80%
Bank of America Corp.
1.66%
UnitedHealth Group, Inc.
1.52%
Caterpillar, Inc.
1.50%
Chevron Corp.
1.48%
The Coca-Cola Co.
1.38%
Procter & Gamble Co.
1.37%
The Home Depot, Inc.
1.34%
Merck & Co., Inc.
1.30%
Philip Morris International, Inc.
1.21%
Frequently asked questions about BDVG and VYM
How have the BDVG and VYM ETFs performed in 2026?
As of August 28, 2026, BDVG is up 17.67% year-to-date (YTD), while VYM has returned 15.84%. That puts BDVG better performer ahead so far this year.
Which ETF is attracting more investor money: BDVG or VYM?
Year-to-date, the BDVG ETF saw +$13M in flows, compared to +$4.25B for VYM.
Which ETF is more volatile: BDVG or VYM?
Over the past year, BDVG had a volatility of 9.93%, while VYM experienced 10.17%.
Which ETF is bigger: BDVG or VYM?
As of August 28, 2026, BDVG holds $23.20 M in assets under management (AUM), while VYM manages $83.30 B.
What sectors do the BDVG and VYM ETFs invest in?
BDVG leans toward sectors like Technology, Finance and Industrials. Meanwhile, VYM focuses on Finance, Technology and Healthcare.
What are the top holdings of the BDVG ETF and VYM ETF?
BDVG top holdings include Dell Technologies, Inc., Nucor Corp. and Cisco Systems, Inc.. VYM holds in its top three: Broadcom Inc., JPMorgan Chase & Co. and US30233Q1085.
Which ETF is more diversified: BDVG or VYM?
BDVG holds 40 securities with 54.04% of its assets in the top 15. VYM has 604 securities and a top 15 weight of 32.68%.
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