iMGP Berkshire Dividend Growth ETF (BDVG) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with BDVG. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BDVG
BDVG charges 0.55% annually. There are 95 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Core S&P U.S. Value ETF | 0.04% | 26.12B | Jul 2000 | BDVG vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.27B | Jun 2004 | BDVG vs ILCV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.22B | Sep 2000 | BDVG vs SPYV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.54B | Dec 2009 | BDVG vs SCHV | |
| Vanguard Value ETF | 0.04% | 238.00B | Jan 2004 | BDVG vs VTV |
Best Risk-Adjusted Alternatives to BDVG
BDVG has a PortfoliosLab risk / return rank of 74. There are 47 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 97 | 15.87B | Apr 2013 | BDVG vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | BDVG vs SEIV | |
| LSV Disciplined Value ETF | 92 | 617.15M | Dec 2024 | BDVG vs LSVD | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | BDVG vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 90 | 25.47B | Aug 2013 | BDVG vs FNDX |
Top Performing BDVG Alternatives (YTD)
BDVG is at 12.71% YTD. There are 36 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 49.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 49.00% | 15.87B | Apr 2013 | BDVG vs VLUE | |
| Clough Select Equity ETF | 32.18% | 52.30M | Nov 2020 | BDVG vs CBSE | |
| Eventide High Dividend ETF | 21.38% | 150.61M | Sep 2024 | BDVG vs ELCV | |
| Astoria US Equal Weight Quality Kings ETF | 20.98% | 164.26M | Jul 2023 | BDVG vs ROE | |
| Avantis U.S. Large Cap Value ETF | 20.64% | 12.01B | Sep 2021 | BDVG vs AVLV |
Lowest Volatility Alternatives to BDVG
BDVG has 9.96% 1-year volatility. There are 24 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Dempsey Large Cap Value ETF | 8.76% | 32.39M | Apr 2023 | BDVG vs MDLV | |
| CornerCap Fundametrics Large-Cap ETF FUNL | 8.82% | 212.00M | Aug 2020 | BDVG vs FUNL | |
| Absolute Select Value ETF | 8.91% | 140.50M | Jan 2020 | BDVG vs ABEQ | |
| Bahl & Gaynor Income Growth ETF | 9.00% | 342.03M | Sep 2023 | BDVG vs BGIG | |
| Opal Dividend Income ETF | 9.28% | 247.48M | Jan 2021 | BDVG vs DIVZ |
Lowest Drawdown Alternatives to BDVG
BDVG has a 1-year max drawdown of -6.70%. There are 52 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -3.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CornerCap Fundametrics Large-Cap ETF FUNL | -3.83% | 212.00M | Aug 2020 | BDVG vs FUNL | |
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.50B | Mar 2005 | BDVG vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.39B | Mar 2006 | BDVG vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | BDVG vs MDLV | |
| Pacer Global Cash Cows Dividend ETF | -4.77% | 3.35B | Feb 2016 | BDVG vs GCOW |
Often Compared With BDVG
Investors most often compare BDVG with SCHD, TDVG, EMDV. These 19 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare BDVG with Any Fund or Stock
Compare BDVG with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BDVG with funds that move differently
iMGP Berkshire Dividend Growth ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BDVG.
Explore BDVG Diversifiers