Correlation
The correlation between BDVG and SCHD is 0.63, 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. SCHD
Compare and contrast key facts about iMGP Berkshire Dividend Growth ETF (BDVG) and Schwab US Dividend Equity ETF (SCHD).
BDVG and SCHD 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. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDVG or SCHD.
Performance
BDVG vs. SCHD - Performance Comparison
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Key characteristics
BDVG:
0.63
SCHD:
0.42
BDVG:
0.79
SCHD:
0.49
BDVG:
1.11
SCHD:
1.07
BDVG:
0.53
SCHD:
0.28
BDVG:
2.04
SCHD:
0.84
BDVG:
3.74%
SCHD:
5.32%
BDVG:
15.40%
SCHD:
16.46%
BDVG:
-14.46%
SCHD:
-33.37%
BDVG:
-3.65%
SCHD:
-9.68%
Returns By Period
In the year-to-date period, BDVG achieves a 2.24% return, which is significantly higher than SCHD's -3.27% return.
BDVG
2.24%
2.96%
-3.53%
9.62%
N/A
N/A
N/A
SCHD
-3.27%
1.16%
-9.40%
6.77%
3.50%
12.24%
10.57%
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BDVG vs. SCHD - Expense Ratio Comparison
BDVG has a 0.55% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
BDVG vs. SCHD — Risk-Adjusted Performance Rank
BDVG
SCHD
BDVG vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iMGP Berkshire Dividend Growth ETF (BDVG) and Schwab US Dividend Equity ETF (SCHD). 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.
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Dividends
BDVG vs. SCHD - Dividend Comparison
BDVG's dividend yield for the trailing twelve months is around 1.83%, less than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
BDVG vs. SCHD - Drawdown Comparison
The maximum BDVG drawdown since its inception was -14.46%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BDVG and SCHD.
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Volatility
BDVG vs. SCHD - Volatility Comparison
The current volatility for iMGP Berkshire Dividend Growth ETF (BDVG) is 3.81%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.91%. This indicates that BDVG experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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