Correlation
The correlation between BDVG and VGG.TO is 0.71, 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.
BDVG vs. VGG.TO
Compare and contrast key facts about iMGP Berkshire Dividend Growth ETF (BDVG) and Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO).
BDVG and VGG.TO 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. VGG.TO is a passively managed fund by Vanguard Investments Canada Inc that tracks the performance of the S&P U.S. Dividend Growers Index. It was launched on Aug 2, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDVG or VGG.TO.
Performance
BDVG vs. VGG.TO - Performance Comparison
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Key characteristics
BDVG:
0.62
VGG.TO:
0.81
BDVG:
0.88
VGG.TO:
1.20
BDVG:
1.13
VGG.TO:
1.18
BDVG:
0.59
VGG.TO:
0.81
BDVG:
2.29
VGG.TO:
2.85
BDVG:
3.74%
VGG.TO:
4.44%
BDVG:
15.35%
VGG.TO:
15.79%
BDVG:
-14.46%
VGG.TO:
-24.58%
BDVG:
-3.41%
VGG.TO:
-7.18%
Returns By Period
In the year-to-date period, BDVG achieves a 2.49% return, which is significantly higher than VGG.TO's -3.03% return.
BDVG
2.49%
2.58%
-3.41%
9.46%
N/A
N/A
N/A
VGG.TO
-3.03%
3.23%
-4.56%
12.82%
13.44%
12.43%
12.02%
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BDVG vs. VGG.TO - Expense Ratio Comparison
BDVG has a 0.55% expense ratio, which is higher than VGG.TO's 0.30% expense ratio.
Risk-Adjusted Performance
BDVG vs. VGG.TO — Risk-Adjusted Performance Rank
BDVG
VGG.TO
BDVG vs. VGG.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iMGP Berkshire Dividend Growth ETF (BDVG) and Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO). 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. VGG.TO - Dividend Comparison
BDVG's dividend yield for the trailing twelve months is around 1.83%, more than VGG.TO's 1.31% 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% |
VGG.TO Vanguard U.S. Dividend Appreciation Index ETF | 1.31% | 1.23% | 1.37% | 1.35% | 1.21% | 1.25% | 1.24% | 1.50% | 1.46% | 1.63% | 1.70% | 1.47% |
Drawdowns
BDVG vs. VGG.TO - Drawdown Comparison
The maximum BDVG drawdown since its inception was -14.46%, smaller than the maximum VGG.TO drawdown of -24.58%. Use the drawdown chart below to compare losses from any high point for BDVG and VGG.TO.
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Volatility
BDVG vs. VGG.TO - Volatility Comparison
The current volatility for iMGP Berkshire Dividend Growth ETF (BDVG) is 3.78%, while Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO) has a volatility of 4.92%. This indicates that BDVG experiences smaller price fluctuations and is considered to be less risky than VGG.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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