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ETFs

IMGP Berkshire Dividend Growth ETF

BDVG
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jun 30 2023
Expense Ratio
0.55%
Type
US Equity Income
Fund Owner
iMGP Global Partner
Volume (1m avg. daily)
$10,383
AUM
$979,616
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

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Invest with BDVG

What is BDVG?

The Fund is an actively-managed exchange-traded fund that seeks to achieve its objective by investing at least 80% of its net assets, plus borrowings for investment purposes, in common stocks of U.S. companies that pay dividends annually, with an emphasis on stocks that have a strong track record of paying quarterly dividends or that are expected to increase their dividends over the next one to five years. The Fund seeks to invest in companies that have a current dividend yield that is at least as high as the S&P 500 Index average yield.

ETFs related toBDVG

ETFs correlated to BDVG include DGRO, DLN, DTD

BDVG
Litman Gregory Funds Trust - iMGP Berkshire Dividend Growth ETF
DGRO
BlackRock Institutional Trust Company N.A. - iShares Core Dividend Growth ETF
DLN
WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
DTD
WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
VYM
Vanguard Group, Inc. - Vanguard High Dividend Yield Indx ETF
VTV
Vanguard Group, Inc. - Vanguard Value ETF
IWX
BlackRock Institutional Trust Company N.A. - iShares Russell Top 200 Value ETF
DIVB
BlackRock Institutional Trust Company N.A. - iShares Core Dividend ETF
MGV
Vanguard Group, Inc. - Vanguard Mega Cap Value ETF
SCHV
Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
ILCV
BlackRock Institutional Trust Company N.A. - iShares Morningstar Value ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toBDVG

#OPUS-12

Opus-12

Category

Opus, Investing for the Long-Term

Risk Rating

Moderate

#CV

Controlling for Volatility

Category

Getting Defensive, Worried about Inflation?

Risk Rating

Moderate

Create your own algorithmic trading strategy with BDVG using Composer

FAQ

BDVG is a US Equity Income ETF. The Fund is an actively-managed exchange-traded fund that seeks to achieve its objective by investing at least 80% of its net assets, plus borrowings for investment purposes, in common stocks of U.S. companies that pay dividends annually, with an emphasis on stocks that have a strong track record of paying quarterly dividends or that are expected to increase their dividends over the next one to five years. The Fund seeks to invest in companies that have a current dividend yield that is at least as high as the S&P 500 Index average yield.

BDVG dividend information: Dividend - Regular Payors. Dividend payouts may vary in terms of frequency of payouts.

Yes, BDVG is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, BDVG is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on BDVG is -0.0138%. This is the percent change in the value of BDVG over the most recent 1-month period. The 3-month return on BDVG is %. This is the percent change in the value of BDVG over the most recent 3-month period.

ETFs similar to BDVG include VIG, DFAS, and DFAT.

ETFs correlated to BDVG include DGRO, DLN, and DTD.

ETFs that are inversely correlated to BDVG include SDOW, DXD, and DOG.

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.