BDVG vs. IYM ETF Comparison
Comparison of IMGP Berkshire Dividend Growth ETF (BDVG) to iShares U.S. Basic Materials ETF (IYM)
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
$11.64
Average Daily Volume
2,751
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
IYM
iShares U.S. Basic Materials ETF
IYM Description
The investment seeks to track the investment results of an index composed of U.S. equities in the basic materials sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Basic Materials Index (the "underlying index"), which measures the performance of the basic materials sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$149.66
Average Daily Volume
14,828
Number of Holdings
*
35
* may have additional holdings in another (foreign) market
Performance
| Period | BDVG | IYM |
|---|---|---|
| 30 Days | 0.43% | 2.67% |
| 60 Days | 4.58% | 6.99% |
| 90 Days | 5.78% | 7.27% |
| 12 Months | 23.02% | 22.65% |
1 Overlapping Holdings
| Symbol | Grade | Weight in BDVG | Weight in IYM | Overlap | |
|---|---|---|---|---|---|
| NUE | D | 4.31% | 3.49% | 3.49% |
BDVG Underweight 34 Positions Relative to IYM
| Symbol | Grade | Weight | |
|---|---|---|---|
| LIN | B | -21.44% | |
| FCX | B | -8.35% | |
| APD | C | -7.58% | |
| ECL | B | -7.22% | |
| NEM | C | -4.42% | |
| FAST | B | -3.56% | |
| IFF | C | -3.01% | |
| LYB | D | -2.96% | |
| STLD | B | -2.93% | |
| AVY | C | -2.67% | |
| IP | C | -2.66% | |
| RS | D | -2.59% | |
| CF | A | -2.44% | |
| CE | D | -2.38% | |
| EMN | C | -2.05% | |
| ALB | D | -1.76% | |
| AA | B | -1.54% | |
| RGLD | C | -1.46% | |
| MOS | D | -1.35% | |
| RBC | C | -1.33% | |
| FMC | B | -1.29% | |
| X | F | -1.24% | |
| ESI | B | -0.94% | |
| CLF | D | -0.92% | |
| OLN | D | -0.9% | |
| TKR | D | -0.86% | |
| HXL | F | -0.79% | |
| WLK | C | -0.79% | |
| ASH | F | -0.68% | |
| HUN | B | -0.63% | |
| NEU | F | -0.58% | |
| SMG | A | -0.57% | |
| CC | D | -0.48% | |
| MP | B | -0.38% |
BDVG: Top Represented Industries & Keywords
IYM: Top Represented Industries & Keywords
Compare ETFs
