BDVG vs. IWIN ETF Comparison

Comparison of IMGP Berkshire Dividend Growth ETF (BDVG) to Amplify Inflation Fighter ETF (IWIN)
BDVG

IMGP Berkshire Dividend Growth ETF

BDVG Description

The fund is an actively-managed exchange-traded fund ("ETF") 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.

Grade (RS Rating)

Last Trade

$11.03

Average Daily Volume

7,818

Number of Holdings *

10

* may have additional holdings in another (foreign) market
IWIN

Amplify Inflation Fighter ETF

IWIN Description Amplify Inflation Fighter ETF sponsored by Amplify Investments, has over $4.4 billion in assets across its suite of ETFs (as of 12/31/2021). Amplify believes the ETF structure empowers investors through efficiency, transparency and flexibility. Amplify ETFs deliver expanded investment opportunities for investors seeking growth, income, and risk-managed strategies. The Fund’s investment objective and strategy differs substantially from the market indices, which are included for comparison purposes only.

Grade (RS Rating)

Last Trade

$26.71

Average Daily Volume

421

Number of Holdings *

41

* may have additional holdings in another (foreign) market
Performance
Period BDVG IWIN
30 Days -0.13% -4.19%
60 Days 0.69% -4.53%
90 Days 0.05% -5.55%
12 Months 9.64% 15.40%
2 Overlapping Holdings
Symbol Grade Weight in BDVG Weight in IWIN Overlap
NUE F 5.32% 2.6% 2.6%
QCOM B 3.52% 1.69% 1.69%
BDVG Overweight 8 Positions Relative to IWIN
Symbol Grade Weight
MSFT A 5.42%
CVX D 4.63%
BAC B 4.6%
JPM B 4.24%
ABBV C 4.04%
NSC D 3.29%
WM B 3.28%
AAPL A 3.26%
BDVG Underweight 39 Positions Relative to IWIN
Symbol Grade Weight
UEC D -2.63%
FPI C -2.61%
WY F -2.56%
TPL B -2.52%
FOR F -2.2%
RYN D -1.98%
AR D -1.87%
JOE D -1.86%
GRBK C -1.86%
RIO C -1.77%
MHO D -1.74%
CCS D -1.68%
RGLD B -1.46%
AA B -1.38%
PHM D -1.36%
PCH F -1.32%
DNN C -1.31%
LAND B -1.28%
DHI D -1.26%
FRPH F -1.23%
TRC C -1.18%
PKX D -1.08%
ALCO D -1.05%
LEN D -0.93%
PSX D -0.93%
ENTG B -0.87%
LGIH F -0.82%
ABNB B -0.81%
PBR D -0.77%
VALE D -0.72%
TPH D -0.69%
STRS B -0.67%
OVV D -0.62%
LEU F -0.6%
Z C -0.6%
FPH D -0.59%
TREE C -0.59%
KW C -0.53%
RDFN F -0.2%
Compare ETFs