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 18.09% year-to-date (YTD) with +$13M in YTD flows. VYM performs worse with 12.79% YTD performance, and +$4.43B 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 10/14/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BDVG VYM | -0.37%-1.11% | +3.68%-0.14% | +18.09%+12.79% | +20.48%+15.97% | +62.48%+66.66% | n/a+72.34% |
| Flows | BDVG VYM | -+$175M | +$6M+$1.17B | +$13M+$4.43B | +$13M+$6.16B | +$19M+$7.46B | -+$17.55B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BDVG VYM | +10.52%+8.37% | +10.23%+10.06% | +11.73%+12.37% | n/a+13.75% |
| Max drawdown | BDVG VYM | -4.38%-6.58% | -6.71%-6.75% | -14.18%-14.42% | n/a-15.89% |
| Max drawdown duration | BDVG VYM | 63d62d | 74d70d | 211d128d | n/a223d |
Trading data
BDVG | VYM | |
Last sale 10/15/2026 at 1:30 PM | $14.99 | $159.97 |
| Previous close 10/14/2026 | $14.95 | $159.06 |
| Consolidated volume 10/14/2026 | ||
| 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 | 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 10/15/2026 at 1:30 PM
Live
Closed
BDVG | VYM | |
|---|---|---|
| Last price | $14.99 | $159.97 |
| 1D performance | +0.24% | +0.57% |
| AuM | $23.22 M | $80.84 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 | 599 |
| 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
89.13%
Other
10.87%
VYM
USA
94.85%
Other
5.15%
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%
VYM
Finance
21.46%
Technology
16.36%
Healthcare
13.08%
Industrials
10.27%
Energy
9.95%
Consumer Non-Cycl.
8.78%
Other
20.1%
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Diversification
BDVG
Total weight of top 15 holdings out of 15
54.6%
VYM
Total weight of top 15 holdings out of 15
32.35%
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%
VYM
Broadcom Inc.
6.92%
JPMorgan Chase & Co.
3.83%
ExxonMobil Holdings Corp.
2.69%
Johnson & Johnson
2.57%
AbbVie, Inc.
1.82%
Cisco Systems, Inc.
1.75%
Bank of America Corp.
1.65%
Chevron Corp.
1.54%
Merck & Co., Inc.
1.47%
Caterpillar, Inc.
1.46%
UnitedHealth Group, Inc.
1.41%
The Coca-Cola Co.
1.38%
Procter & Gamble Co.
1.36%
The Home Depot, Inc.
1.31%
Philip Morris International, Inc.
1.17%
Frequently asked questions about BDVG and VYM
How have the BDVG and VYM ETFs performed in 2026?
As of October 14, 2026, BDVG is up 18.09% year-to-date (YTD), while VYM has returned 12.79%. 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 +$4.43B for VYM.
Which ETF is more volatile: BDVG or VYM?
Over the past year, BDVG had a volatility of 10.23%, while VYM experienced 10.06%.
Which ETF is bigger: BDVG or VYM?
As of October 14, 2026, BDVG holds $23.22 M in assets under management (AUM), while VYM manages $80.84 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 JPMorgan Chase & Co.. VYM holds in its top three: Broadcom Inc., JPMorgan Chase & Co. and ExxonMobil Holdings Corp..
Which ETF is more diversified: BDVG or VYM?
BDVG holds 39 securities with 54.6% of its assets in the top 15. VYM has 602 securities and a top 15 weight of 32.35%.
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