BDVG vs. SCHX
Compare and contrast key facts about iMGP Berkshire Dividend Growth ETF (BDVG) and Schwab U.S. Large-Cap ETF (SCHX).
BDVG and SCHX 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. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDVG or SCHX.
Correlation
The correlation between BDVG and SCHX is 0.70, 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.
Performance
BDVG vs. SCHX - Performance Comparison
Key characteristics
BDVG:
1.25
SCHX:
1.94
BDVG:
1.83
SCHX:
2.59
BDVG:
1.22
SCHX:
1.36
BDVG:
1.76
SCHX:
2.94
BDVG:
4.97
SCHX:
12.17
BDVG:
2.45%
SCHX:
2.06%
BDVG:
9.79%
SCHX:
12.96%
BDVG:
-11.47%
SCHX:
-34.33%
BDVG:
-5.85%
SCHX:
-4.03%
Returns By Period
In the year-to-date period, BDVG achieves a -0.09% return, which is significantly higher than SCHX's -0.35% return.
BDVG
-0.09%
-2.42%
1.39%
12.00%
N/A
N/A
SCHX
-0.35%
-3.35%
4.37%
24.99%
15.58%
15.73%
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BDVG vs. SCHX - Expense Ratio Comparison
BDVG has a 0.55% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
BDVG vs. SCHX — Risk-Adjusted Performance Rank
BDVG
SCHX
BDVG vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iMGP Berkshire Dividend Growth ETF (BDVG) and Schwab U.S. Large-Cap ETF (SCHX). 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.
Dividends
BDVG vs. SCHX - Dividend Comparison
BDVG's dividend yield for the trailing twelve months is around 1.68%, less than SCHX's 2.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDVG iMGP Berkshire Dividend Growth ETF | 1.68% | 1.68% | 0.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 2.38% | 2.37% | 3.54% | 4.91% | 2.44% | 4.92% | 1.82% | 3.20% | 3.48% | 4.17% | 4.21% | 3.49% |
Drawdowns
BDVG vs. SCHX - Drawdown Comparison
The maximum BDVG drawdown since its inception was -11.47%, smaller than the maximum SCHX drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for BDVG and SCHX. For additional features, visit the drawdowns tool.
Volatility
BDVG vs. SCHX - Volatility Comparison
The current volatility for iMGP Berkshire Dividend Growth ETF (BDVG) is 3.52%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 4.74%. This indicates that BDVG experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.