BDVG vs. TDVG
Compare and contrast key facts about iMGP Berkshire Dividend Growth ETF (BDVG) and T. Rowe Price Dividend Growth ETF (TDVG).
BDVG and TDVG 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. TDVG is an actively managed fund by T. Rowe Price Group, Inc.. It was launched on Aug 4, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDVG or TDVG.
Correlation
The correlation between BDVG and TDVG 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. TDVG - Performance Comparison
Key characteristics
BDVG:
0.30
TDVG:
0.45
BDVG:
0.51
TDVG:
0.73
BDVG:
1.07
TDVG:
1.11
BDVG:
0.31
TDVG:
0.50
BDVG:
1.27
TDVG:
2.14
BDVG:
3.52%
TDVG:
3.25%
BDVG:
15.15%
TDVG:
15.51%
BDVG:
-14.46%
TDVG:
-19.20%
BDVG:
-7.41%
TDVG:
-6.87%
Returns By Period
In the year-to-date period, BDVG achieves a -1.75% return, which is significantly lower than TDVG's -0.90% return.
BDVG
-1.75%
-3.33%
-2.64%
5.19%
N/A
N/A
TDVG
-0.90%
-2.13%
-2.70%
6.71%
N/A
N/A
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BDVG vs. TDVG - Expense Ratio Comparison
BDVG has a 0.55% expense ratio, which is higher than TDVG's 0.50% expense ratio.
Risk-Adjusted Performance
BDVG vs. TDVG — Risk-Adjusted Performance Rank
BDVG
TDVG
BDVG vs. TDVG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iMGP Berkshire Dividend Growth ETF (BDVG) and T. Rowe Price Dividend Growth ETF (TDVG). 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. TDVG - Dividend Comparison
BDVG's dividend yield for the trailing twelve months is around 1.90%, more than TDVG's 1.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
BDVG iMGP Berkshire Dividend Growth ETF | 1.90% | 1.69% | 0.95% | 0.00% | 0.00% | 0.00% |
TDVG T. Rowe Price Dividend Growth ETF | 1.09% | 1.06% | 1.31% | 1.15% | 0.80% | 0.40% |
Drawdowns
BDVG vs. TDVG - Drawdown Comparison
The maximum BDVG drawdown since its inception was -14.46%, smaller than the maximum TDVG drawdown of -19.20%. Use the drawdown chart below to compare losses from any high point for BDVG and TDVG. For additional features, visit the drawdowns tool.
Volatility
BDVG vs. TDVG - Volatility Comparison
iMGP Berkshire Dividend Growth ETF (BDVG) and T. Rowe Price Dividend Growth ETF (TDVG) have volatilities of 11.45% and 11.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.