BDVG vs. SCHV
Compare and contrast key facts about iMGP Berkshire Dividend Growth ETF (BDVG) and Schwab U.S. Large-Cap Value ETF (SCHV).
BDVG and SCHV 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. SCHV is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
BDVG vs. SCHV - Performance Comparison
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BDVG vs. SCHV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BDVG iMGP Berkshire Dividend Growth ETF | 2.25% | 13.81% | 11.75% | 3.25% |
SCHV Schwab U.S. Large-Cap Value ETF | 3.48% | 16.02% | 14.13% | 5.90% |
Returns By Period
In the year-to-date period, BDVG achieves a 2.25% return, which is significantly lower than SCHV's 3.48% return.
BDVG
- 1D
- 1.08%
- 1M
- -4.72%
- YTD
- 2.25%
- 6M
- 3.26%
- 1Y
- 13.27%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SCHV
- 1D
- 2.01%
- 1M
- -4.93%
- YTD
- 3.48%
- 6M
- 5.85%
- 1Y
- 17.14%
- 3Y*
- 14.31%
- 5Y*
- 9.28%
- 10Y*
- 10.58%
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BDVG vs. SCHV - Expense Ratio Comparison
BDVG has a 0.55% expense ratio, which is higher than SCHV's 0.04% expense ratio.
Return for Risk
BDVG vs. SCHV — Risk / Return Rank
BDVG
SCHV
BDVG vs. SCHV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iMGP Berkshire Dividend Growth ETF (BDVG) and Schwab U.S. Large-Cap Value ETF (SCHV). 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.
| BDVG | SCHV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.12 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.60 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.24 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.53 | -0.30 |
Martin ratioReturn relative to average drawdown | 5.84 | 7.23 | -1.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BDVG | SCHV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.12 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.64 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 0.68 | +0.27 |
Correlation
The correlation between BDVG and SCHV is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BDVG vs. SCHV - Dividend Comparison
BDVG's dividend yield for the trailing twelve months is around 1.67%, less than SCHV's 1.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDVG iMGP Berkshire Dividend Growth ETF | 1.67% | 1.75% | 1.69% | 0.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHV Schwab U.S. Large-Cap Value ETF | 1.97% | 2.02% | 2.25% | 2.42% | 2.37% | 1.93% | 3.03% | 3.02% | 3.05% | 2.37% | 2.65% | 2.69% |
Drawdowns
BDVG vs. SCHV - Drawdown Comparison
The maximum BDVG drawdown since its inception was -14.46%, smaller than the maximum SCHV drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for BDVG and SCHV.
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Drawdown Indicators
| BDVG | SCHV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.46% | -37.08% | +22.62% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -11.93% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.78% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.08% | — |
Current DrawdownCurrent decline from peak | -4.92% | -4.96% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -2.41% | -3.86% | +1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 2.53% | -0.05% |
Volatility
BDVG vs. SCHV - Volatility Comparison
The current volatility for iMGP Berkshire Dividend Growth ETF (BDVG) is 3.48%, while Schwab U.S. Large-Cap Value ETF (SCHV) has a volatility of 4.24%. This indicates that BDVG experiences smaller price fluctuations and is considered to be less risky than SCHV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDVG | SCHV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 4.24% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 7.27% | 8.08% | -0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 15.44% | -0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.99% | 14.48% | -2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.99% | 16.91% | -4.92% |