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SHRYvsBDVGETF Comparison
First Trust Bloomberg Shareholder Yield ETF (SHRY) belongs to the US High Dividend segment. iMGP Berkshire Dividend Growth ETF (BDVG) is part of the US Multi-Factor segment. SHRY's top 3 sector exposures are Information Technology, Financials and Energy. In contrast, BDVG's top sector exposures are Industrials, Financials and Information Technology. SHRY is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.55% for BDVG. SHRY is up 4.76% year-to-date (YTD) with +$28K in YTD flows. BDVG performs worse with 4.51% YTD performance, and -$342K in YTD flows. Run a side-by-side ETF comparison of SHRY and BDVG below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SHRY vs BDVG performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHRY BDVG | -1.35%-2.72% | +4.32%+5.25% | +4.76%+4.51% | +9.49%+15.23% | +55.12%n/a | +61.09%n/a |
| Flows | SHRY BDVG | --$342K | +$28K-$342K | +$28K-$342K | -$2M-$2M | -$6M- | -$14M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHRY BDVG | +10.88%+9.83% | +15.79%+14.43% | +13.28%n/a | +15.94%n/a |
| Max drawdown | SHRY BDVG | -3.28%-2.88% | -11.75%-11.87% | -15.23%n/a | -23.88%n/a |
| Max drawdown duration | SHRY BDVG | 8d7d | 37d66d | 208dn/a | 717dn/a |
SHRY | BDVG | |
Last sale 3/11/2026 at 1:30 PM | $43.79 | $13.26 |
| Previous close 03/10/2026 | $43.85 | $13.28 |
| 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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SHRY | BDVG | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SHRY | BDVG | |
|---|---|---|
| Last price | $43.79 | $13.26 |
| 1D performance | -0.13% | -0.11% |
| AuM | $17.55 M | $8.70 M |
| E/R | 0.6% | 0.55% |
SHRY | BDVG | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | First Trust | iM Global Partner |
| Benchmark | Bloomberg Shareholder Yield Index | - |
| N° of holdings | 50 | 37 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 20, 2017 | June 30, 2023 |
| 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 SHRY and BDVG ETFs performed in 2026?
As of March 10, 2026, SHRY is up 4.76% year-to-date (YTD), while BDVG has returned 4.51%. That puts SHRY better performer ahead so far this year.
Which ETF is attracting more investor money: SHRY or BDVG?
Year-to-date, the SHRY ETF saw +$28K in flows, compared to -$342K for BDVG.
Which ETF is more volatile: SHRY or BDVG?
Over the past year, SHRY had a volatility of 15.79%, while BDVG experienced 14.43%.
Which ETF is bigger: SHRY or BDVG?
As of March 10, 2026, SHRY holds $17.55 M in assets under management (AUM), while BDVG manages $8.70 M.
What sectors do the SHRY and BDVG ETFs invest in?
SHRY leans toward sectors like Financials, Information Technology and Energy. Meanwhile, BDVG focuses on Industrials, Financials and Information Technology.
What are the top holdings of the SHRY ETF and BDVG ETF?
SHRY top holdings include COMCAST, CHARTER COMMUNICATIONS INC(NEW) and SYNCHRONY FINANCIAL. BDVG holds in its top three: JPMORGAN CHASE, ABBVIE and APPLE.
Which ETF is more diversified: SHRY or BDVG?
SHRY holds 50 securities with 51.26% of its assets in the top 15. BDVG has 37 securities and a top 15 weight of 51.51%.
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