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 102 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 Morningstar Value ETF | 0.04% | 1.30B | Jun 2004 | BDVG vs ILCV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.82B | Sep 2000 | BDVG vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | BDVG vs VTV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.78B | Dec 2009 | BDVG vs SCHV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 27.02B | Jul 2000 | BDVG vs IUSV |
Best Risk-Adjusted Alternatives to BDVG
BDVG has a PortfoliosLab risk / return rank of 86. There are 48 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 9.78B | Apr 2013 | BDVG vs VLUE | |
| Invesco Dynamic Large Cap Value ETF | 96 | 1.62B | Mar 2005 | BDVG vs PWV | |
| Avantis U.S. Large Cap Value ETF | 94 | 16.76B | Sep 2021 | BDVG vs AVLV | |
| SEI Enhanced US Large Cap Value Factor ETF | 94 | 956.28M | May 2022 | BDVG vs SEIV | |
| Schwab Fundamental U.S. Large Company Index ETF | 94 | 26.25B | Aug 2013 | BDVG vs FNDX |
Top Performing BDVG Alternatives (YTD)
BDVG is at 14.90% YTD. There are 59 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 39.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 39.99% | 9.78B | Apr 2013 | BDVG vs VLUE | |
| Clough Select Equity ETF | 23.97% | 56.12M | Nov 2020 | BDVG vs CBSE | |
| iShares Core Dividend ETF | 22.13% | 1.59B | Nov 2017 | BDVG vs DIVB | |
| VictoryShares Free Cash Flow ETF | 22.09% | 8.17B | Jun 2023 | BDVG vs VFLO | |
| Avantis U.S. Large Cap Value ETF | 22.07% | 16.76B | Sep 2021 | BDVG vs AVLV |
Lowest Volatility Alternatives to BDVG
BDVG has 9.92% 1-year volatility. There are 18 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.14% | 60.27M | Oct 2025 | BDVG vs KWIN | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.90% | 6.21B | Jun 2006 | BDVG vs DLN | |
| Bahl & Gaynor Income Growth ETF | 8.97% | 342.03M | Sep 2023 | BDVG vs BGIG | |
| Absolute Select Value ETF | 9.08% | 142.20M | Jan 2020 | BDVG vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 9.17% | 32.39M | Apr 2023 | BDVG vs MDLV |
Lowest Drawdown Alternatives to BDVG
BDVG has a 1-year max drawdown of -6.70%. There are 53 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.62B | Mar 2005 | BDVG vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.48B | Mar 2006 | BDVG vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | BDVG vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.88M | Dec 2023 | BDVG vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | BDVG vs ELCV |
Often Compared With BDVG
Investors most often compare BDVG with SCHD, TDVG, EMDV. These 19 comparison targets span 15 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