— Know what they know.
Not Investment Advice

BDVG

iMGP Berkshire Dividend Growth ETF
1W: -0.9% 1M: -2.5% 3M: +2.1% YTD: +14.6% 1Y: +15.4% 3Y: +58.0%
$14.74
+0.10 (+0.68%)
 
Weekly Expected Move ±1.4%
$14 $15 $15 $15 $15
ETF AMEX · AUM $10.3M

Similar ETFs

20 peers by holdings overlap (42 holdings)
ZWH.TO
BMO US High Dividend Covered Call ETF
39.4%
Shared12 holdings
Total—
AUM$1.1B
Price$26.83
BZWHF
BMO US High Dividend Covered Call ETF
39.4%
Shared12 holdings
Total40
AUM—
Price$25.38
ZWH-U.TO
ETF
39.4%
Shared12 holdings
Total—
AUM—
Price—
ZWH-T.TO
ETF
39.4%
Shared12 holdings
Total—
AUM—
Price—
ZDY.TO
BMO US Dividend ETF
37.8%
Shared20 holdings
Total—
AUM$906M
Price$59.27
ZDY-U.TO
ETF
37.8%
Shared20 holdings
Total—
AUM—
Price—
ZBDU-F.TO
ETF
35.5%
Shared15 holdings
Total—
AUM—
Price—
ZBDU.TO
ETF
35.5%
Shared15 holdings
Total—
AUM—
Price—
TGLR
Wedbush Laffer Tengler New Era Value ETF
33.8%
Shared11 holdings
Total30
AUM$21M
Price$39.25
CDDYX
Columbia Dividend Income Fund
33.3%
Shared17 holdings
Total76
AUM$47.1B
Price$40.45
CDDRX
Columbia Dividend Income Fund
33.3%
Shared17 holdings
Total76
AUM$47.1B
Price$40.37
CCOR
Core Alternative ETF
32.8%
Shared13 holdings
Total36
AUM$26M
Price$25.01
VDADX
Vanguard Dividend Appreciation Index Fund Admiral Shares
32.0%
Shared26 holdings
Total333
AUM$127.2B
Price$63.77
VIG
Vanguard Dividend Appreciation ETF
32.0%
Shared26 holdings
Total333
AUM$127.3B
Price$235.05
VGG.TO
Vanguard U.S. Dividend Appreciation Index ETF
32.0%
Shared26 holdings
Total—
AUM$2.6B
Price$114.09
VGH.TO
Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged)
32.0%
Shared26 holdings
Total—
AUM$993M
Price$73.85
FITZ
Fitz-Gerald Must Have Portfolio ETF
31.3%
Shared10 holdings
Total29
AUM$25M
Price$25.94
LCEYX
Invesco Diversified Dividend Fund Class Y
31.0%
Shared18 holdings
Total76
AUM$22.3B
Price$19.42
LCEFX
Invesco Diversified Dividend Fund Cl R6
31.0%
Shared18 holdings
Total76
AUM$22.3B
Price$19.39
VALQVALQVALQ
ETF
30.8%
Shared16 holdings
Total50
AUM—
Price—

Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
BDVG $10M 40 42.6% 27.9 7.7 5.1 29.5% 18.3% 2.09% +8.8% +28.9% 63.5 7.1
ZWH.TO $1.1B — —% 31.9 9.9 6.2 33.6% 19.4% 2.16% +13.5% +35.9% 64.0 6.9
BZWHF — 40 41.6% 31.9 10.0 6.2 33.6% 19.3% 2.16% +13.5% +35.6% 63.9 6.9
ZWH-U.TO — — —% 31.9 9.9 6.2 33.6% 19.4% 2.16% +13.5% +35.9% 64.0 6.9
ZWH-T.TO — — —% 31.9 9.9 6.2 33.6% 19.4% 2.16% +13.5% +35.9% 64.0 6.9
ZDY.TO $906M — —% 32.5 10.7 6.9 35.8% 21.2% 2.52% +15.8% +41.7% 62.7 6.9
ZDY-U.TO — — —% 32.5 10.7 6.9 35.8% 21.2% 2.52% +15.8% +41.7% 62.7 6.9
ZBDU-F.TO — — —% 25.5 6.5 5.3 27.2% 20.8% 2.46% +8.1% +12.2% 56.1 6.7
ZBDU.TO — — —% 25.5 6.5 5.3 27.2% 20.8% 2.46% +8.1% +12.2% 56.1 6.7
TGLR $21M 30 44.2% 27.4 9.1 6.8 38.4% 24.9% 1.39% +20.4% +41.2% 64.5 7.1
CDDYX $47.1B 76 30.3% 25.8 7.3 6.0 30.8% 23.1% 2.07% +15.6% +30.8% 62.4 6.9

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms