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iMGP Berkshire Dividend Growth ETF
BDVG performance and flow charts
Performance
Flows
Historic performance and flows
Data as of July 17, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +1.80% | +8.09% | +14.45% | +21.30% | +50.29% | |
| Flows | +$7M | +$7M | +$7M | +$7M | +$14M | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | iM Global Partner |
| N° of holdings | 0 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | June 30, 2023 |
| ESG | No |
More data and info about BDVG on Trackinsight
Exposure
Data as of January 1, 1970Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +9.82% | +9.71% | +11.66% | |
Max drawdown | -2.48% | -6.71% | -14.18% | |
Max drawdown duration | 32d | 74d | 211d | N/A |
Time to recover | 27d | 57d | 84d | N/A |
What type of ETF is BDVG?
BDVG is a Active ETF that provides exposure to Equity assets. It is managed by iM Global Partner.
What does BDVG invest in?
This ETF provides exposure to Other Large Cap US Equities. It is part of the segment: US Multi-Factor.
What is the expense ratio of BDVG?
The total expense ratio (TER) of BDVG is 0.55%, representing the annual fee charged by the fund manager.
When was BDVG launched?
BDVG was launched on June 30, 2023, marking its entry into the ETF market.
Who is the issuer of BDVG?
BDVG is issued by iM Global Partner.
What is the AUM of BDVG?
As of July 17, 2026, BDVG manages $17.47 M, reflecting the total assets held in the fund.
How has BDVG performed recently?
As of July 17, 2026, BDVG delivered a return of 1.8% over the past month (1M performance), 8.09% over the past three months (3M), and 14.45% year-to-date (YTD).
What are the recent fund flows for BDVG?
As of July 17, 2026, BDVG has seen net flows of +$7M in the past month (1M flow) and +$7M year-to-date (YTD).
Does BDVG pay dividends?
As of July 17, 2026, BDVG has a trailing 12-month distribution yield of 1.46%.
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