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BDVG vs. EMDV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BDVG and EMDV is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

BDVG vs. EMDV

Last updated May 31, 2025

Compare and contrast key facts about iMGP Berkshire Dividend Growth ETF (BDVG) and ProShares MSCI Emerging Markets Dividend Growers ETF (EMDV).

BDVG and EMDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BDVG is an actively managed fund by iMGP. It was launched on Jun 29, 2023. EMDV is a passively managed fund by ProShares that tracks the performance of the MSCI Emerging Markets Dividend Masters Index. It was launched on Jan 25, 2016.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDVG or EMDV.

Performance

BDVG vs. EMDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iMGP Berkshire Dividend Growth ETF (BDVG) and ProShares MSCI Emerging Markets Dividend Growers ETF (EMDV). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BDVG:

0.62

EMDV:

0.22

Sortino Ratio

BDVG:

0.88

EMDV:

0.35

Omega Ratio

BDVG:

1.13

EMDV:

1.05

Calmar Ratio

BDVG:

0.59

EMDV:

0.09

Martin Ratio

BDVG:

2.29

EMDV:

0.24

Ulcer Index

BDVG:

3.74%

EMDV:

11.35%

Daily Std Dev

BDVG:

15.35%

EMDV:

17.71%

Max Drawdown

BDVG:

-14.46%

EMDV:

-39.19%

Current Drawdown

BDVG:

-3.41%

EMDV:

-21.27%

Returns By Period

In the year-to-date period, BDVG achieves a 2.49% return, which is significantly lower than EMDV's 4.61% return.

BDVG

YTD

2.49%

1M

2.58%

6M

-3.41%

1Y

9.46%

3Y*

N/A

5Y*

N/A

10Y*

N/A

EMDV

YTD

4.61%

1M

1.88%

6M

2.51%

1Y

3.90%

3Y*

-1.06%

5Y*

2.24%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iMGP Berkshire Dividend Growth ETF

ProShares MSCI Emerging Markets Dividend Growers ETF

BDVG vs. EMDV - Expense Ratio Comparison

BDVG has a 0.55% expense ratio, which is lower than EMDV's 0.60% expense ratio.

EMDV
ProShares MSCI Emerging Markets Dividend Growers ETF
BDVG
iMGP Berkshire Dividend Growth ETF
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

BDVG vs. EMDV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BDVG
The Risk-Adjusted Performance Rank of BDVG is 5555
Overall Rank
The Sharpe Ratio Rank of BDVG is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of BDVG is 5050
Sortino Ratio Rank
The Omega Ratio Rank of BDVG is 5353
Omega Ratio Rank
The Calmar Ratio Rank of BDVG is 5959
Calmar Ratio Rank
The Martin Ratio Rank of BDVG is 5959
Martin Ratio Rank
EMDV
The Risk-Adjusted Performance Rank of EMDV is 2121
Overall Rank
The Sharpe Ratio Rank of EMDV is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of EMDV is 2222
Sortino Ratio Rank
The Omega Ratio Rank of EMDV is 2222
Omega Ratio Rank
The Calmar Ratio Rank of EMDV is 2121
Calmar Ratio Rank
The Martin Ratio Rank of EMDV is 1919
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BDVG vs. EMDV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iMGP Berkshire Dividend Growth ETF (BDVG) and ProShares MSCI Emerging Markets Dividend Growers ETF (EMDV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BDVG Sharpe Ratio is 0.62, which is higher than the EMDV Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of BDVG and EMDV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BDVG vs. EMDV - Dividend Comparison

BDVG's dividend yield for the trailing twelve months is around 1.83%, less than EMDV's 2.74% yield.

TTM202420232022202120202019201820172016
BDVG
iMGP Berkshire Dividend Growth ETF		1.83%1.68%0.95%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EMDV
ProShares MSCI Emerging Markets Dividend Growers ETF		2.74%2.79%1.88%3.68%2.12%3.12%2.38%1.27%2.09%2.79%

Drawdowns

BDVG vs. EMDV - Drawdown Comparison

The maximum BDVG drawdown since its inception was -14.46%, smaller than the maximum EMDV drawdown of -39.19%. Use the drawdown chart below to compare losses from any high point for BDVG and EMDV.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BDVG vs. EMDV - Volatility Comparison

iMGP Berkshire Dividend Growth ETF (BDVG) has a higher volatility of 3.78% compared to ProShares MSCI Emerging Markets Dividend Growers ETF (EMDV) at 3.12%. This indicates that BDVG's price experiences larger fluctuations and is considered to be riskier than EMDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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