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 99 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% | 26.18B | Jul 2000 | BDVG vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | BDVG vs ILCV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | BDVG vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | BDVG vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | BDVG vs VTV |
Best Risk-Adjusted Alternatives to BDVG
BDVG has a PortfoliosLab risk / return rank of 76. There are 47 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 | 14.76B | Apr 2013 | BDVG vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | BDVG vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | BDVG vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | BDVG vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | BDVG vs LSVD |
Top Performing BDVG Alternatives (YTD)
BDVG is at 12.77% YTD. There are 46 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | BDVG vs VLUE | |
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | BDVG vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | BDVG vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | BDVG vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | BDVG vs ROE |
Lowest Volatility Alternatives to BDVG
BDVG has 10.08% 1-year volatility. There are 21 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | BDVG vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | BDVG vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | BDVG vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | BDVG vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | BDVG vs DTD |
Lowest Drawdown Alternatives to BDVG
BDVG has a 1-year max drawdown of -6.70%. There are 51 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% | 1.53B | Mar 2005 | BDVG vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | BDVG vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | BDVG vs FDL | |
| Hartford US Value ETF | -4.93% | 48.54M | 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