BDVG vs. REVS ETF Comparison
Comparison of IMGP Berkshire Dividend Growth ETF (BDVG) to Columbia Research Enhanced Value ETF (REVS)
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
$12.08
Average Daily Volume
5,725
Number of Holdings
*
36
* may have additional holdings in another (foreign) market
REVS
Columbia Research Enhanced Value ETF
REVS Description
The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Value Index. The fund invests at least 80% of its assets in the securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the Russell 1000® Value Index, designed to achieve stronger total return when compared to the Russell 1000® Value Index, which is a broad measure of the performance of U.S. large- and mid-cap value companies.Grade (RS Rating)
Last Trade
$26.74
Average Daily Volume
10,423
Number of Holdings
*
303
* may have additional holdings in another (foreign) market
Performance
| Period | BDVG | REVS |
|---|---|---|
| 30 Days | 2.79% | 4.40% |
| 60 Days | 4.18% | 6.20% |
| 90 Days | 5.52% | 7.64% |
| 12 Months | 22.95% | 31.68% |
13 Overlapping Holdings
| Symbol | Grade | Weight in BDVG | Weight in REVS | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 4.2% | 0.67% | 0.67% | |
| BAC | A | 3.06% | 2.92% | 2.92% | |
| BMY | B | 1.88% | 1.48% | 1.48% | |
| CSCO | B | 2.77% | 3.47% | 2.77% | |
| CVX | A | 4.14% | 1.55% | 1.55% | |
| EOG | A | 1.43% | 0.44% | 0.44% | |
| GIS | D | 1.39% | 0.43% | 0.43% | |
| JNJ | D | 1.95% | 4.64% | 1.95% | |
| JPM | A | 4.27% | 5.33% | 4.27% | |
| LMT | D | 3.81% | 0.89% | 0.89% | |
| NUE | C | 3.87% | 0.53% | 0.53% | |
| QCOM | F | 3.38% | 0.17% | 0.17% | |
| WPC | D | 1.37% | 0.16% | 0.16% |
BDVG Overweight 23 Positions Relative to REVS
BDVG Underweight 290 Positions Relative to REVS
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | -3.11% | |
| WFC | A | -2.38% | |
| PM | B | -2.36% | |
| CAT | B | -1.8% | |
| MDT | D | -1.39% | |
| C | A | -1.25% | |
| DIS | B | -1.23% | |
| CMCSA | B | -1.12% | |
| MO | A | -1.11% | |
| CI | F | -1.08% | |
| EQIX | A | -1.06% | |
| T | A | -1.05% | |
| UPS | C | -1.03% | |
| MMC | B | -0.88% | |
| TGT | F | -0.84% | |
| UNP | C | -0.82% | |
| CME | A | -0.77% | |
| CSX | B | -0.77% | |
| PCG | A | -0.75% | |
| CRM | B | -0.71% | |
| FDX | B | -0.7% | |
| TT | A | -0.67% | |
| PCAR | B | -0.65% | |
| MMM | D | -0.64% | |
| EXC | C | -0.64% | |
| TJX | A | -0.64% | |
| MSI | B | -0.63% | |
| XEL | A | -0.63% | |
| HCA | F | -0.63% | |
| DHI | D | -0.58% | |
| MCK | B | -0.57% | |
| SPG | B | -0.57% | |
| BK | A | -0.54% | |
| EIX | B | -0.53% | |
| CMI | A | -0.53% | |
| ETR | B | -0.53% | |
| KR | B | -0.48% | |
| DELL | C | -0.48% | |
| LEN | D | -0.47% | |
| GILD | C | -0.45% | |
| MET | A | -0.44% | |
| DAL | C | -0.44% | |
| OTIS | C | -0.44% | |
| HPE | B | -0.43% | |
| ROST | C | -0.42% | |
| ALL | A | -0.41% | |
| DTE | C | -0.41% | |
| HPQ | A | -0.41% | |
| AEE | A | -0.41% | |
| PRU | A | -0.41% | |
| PPG | F | -0.41% | |
| CSGP | D | -0.4% | |
| CNC | D | -0.4% | |
| CL | D | -0.4% | |
| SW | A | -0.39% | |
| WAB | B | -0.38% | |
| EBAY | D | -0.37% | |
| HLT | A | -0.36% | |
| KHC | F | -0.34% | |
| MTD | D | -0.33% | |
| PAYX | C | -0.33% | |
| ZM | B | -0.33% | |
| MPC | D | -0.32% | |
| KMB | D | -0.32% | |
| UAL | A | -0.32% | |
| PHM | D | -0.32% | |
| LYB | F | -0.31% | |
| NVR | D | -0.31% | |
| FITB | A | -0.3% | |
| ADM | D | -0.3% | |
| REGN | F | -0.3% | |
| STLD | B | -0.3% | |
| SBAC | D | -0.3% | |
| PKG | A | -0.3% | |
| PSX | C | -0.3% | |
| FTV | C | -0.29% | |
| CCL | B | -0.29% | |
| LDOS | C | -0.29% | |
| WY | D | -0.29% | |
| WTW | B | -0.29% | |
| RJF | A | -0.28% | |
| EA | A | -0.28% | |
| NI | A | -0.27% | |
| STT | A | -0.27% | |
| GPN | B | -0.27% | |
| INVH | D | -0.27% | |
| VLO | C | -0.26% | |
| K | A | -0.26% | |
| RS | B | -0.26% | |
| ARE | D | -0.25% | |
| VRTX | F | -0.25% | |
| TROW | B | -0.24% | |
| GEN | B | -0.24% | |
| FCNCA | A | -0.24% | |
| SYF | B | -0.24% | |
| EVRG | A | -0.23% | |
| BAX | D | -0.22% | |
| BLDR | D | -0.22% | |
| CF | B | -0.22% | |
| HOLX | D | -0.22% | |
| SWKS | F | -0.21% | |
| FFIV | B | -0.21% | |
| VRSN | F | -0.21% | |
| CSL | C | -0.2% | |
| OXY | D | -0.2% | |
| THC | D | -0.2% | |
| CVNA | B | -0.2% | |
| SNA | A | -0.2% | |
| NTAP | C | -0.2% | |
| JNPR | F | -0.19% | |
| TWLO | A | -0.19% | |
| TOL | B | -0.19% | |
| RPM | A | -0.19% | |
| VTRS | A | -0.19% | |
| AMAT | F | -0.19% | |
| CBOE | B | -0.19% | |
| MAS | D | -0.19% | |
| FANG | D | -0.19% | |
| OC | A | -0.18% | |
| NTNX | A | -0.18% | |
| EPAM | C | -0.18% | |
| AVTR | F | -0.18% | |
| GLPI | C | -0.17% | |
| AES | F | -0.17% | |
| SSNC | B | -0.17% | |
| CAG | D | -0.16% | |
| EME | C | -0.16% | |
| CW | B | -0.16% | |
| ACM | B | -0.16% | |
| HST | C | -0.16% | |
| AMH | D | -0.16% | |
| FTNT | C | -0.16% | |
| AMGN | D | -0.15% | |
| CIEN | B | -0.15% | |
| SWK | D | -0.15% | |
| CAH | B | -0.15% | |
| EXPD | D | -0.15% | |
| L | A | -0.14% | |
| TPR | B | -0.14% | |
| SNX | C | -0.14% | |
| RGA | A | -0.14% | |
| BG | F | -0.14% | |
| MOS | F | -0.13% | |
| BKNG | A | -0.13% | |
| TAP | C | -0.13% | |
| SOLV | C | -0.13% | |
| BLD | D | -0.13% | |
| RPRX | D | -0.13% | |
| CACI | D | -0.13% | |
| EWBC | A | -0.13% | |
| JLL | D | -0.12% | |
| INGR | B | -0.12% | |
| ARMK | B | -0.12% | |
| UNM | A | -0.12% | |
| DKS | C | -0.12% | |
| EG | C | -0.12% | |
| CTRA | B | -0.11% | |
| SF | B | -0.11% | |
| BRX | A | -0.11% | |
| BRBR | A | -0.11% | |
| ALSN | B | -0.11% | |
| AYI | B | -0.11% | |
| QRVO | F | -0.1% | |
| BIIB | F | -0.1% | |
| WYNN | D | -0.1% | |
| BILL | A | -0.1% | |
| AOS | F | -0.1% | |
| ADP | B | -0.1% | |
| JAZZ | B | -0.1% | |
| ACI | C | -0.1% | |
| WCC | B | -0.1% | |
| MGM | D | -0.1% | |
| DCI | B | -0.1% | |
| FHN | A | -0.1% | |
| NNN | D | -0.1% | |
| OKTA | C | -0.1% | |
| AIZ | A | -0.1% | |
| RL | B | -0.1% | |
| SKX | D | -0.09% | |
| FLS | B | -0.09% | |
| G | B | -0.09% | |
| STAG | F | -0.09% | |
| MHK | D | -0.09% | |
| GL | B | -0.09% | |
| CE | F | -0.09% | |
| MRO | B | -0.09% | |
| LECO | B | -0.09% | |
| SEIC | B | -0.08% | |
| R | B | -0.08% | |
| WTFC | A | -0.08% | |
| WSM | B | -0.08% | |
| WH | B | -0.08% | |
| MIDD | C | -0.08% | |
| ZION | B | -0.08% | |
| HRB | D | -0.08% | |
| ESAB | B | -0.08% | |
| KEX | C | -0.08% | |
| CRUS | D | -0.08% | |
| COKE | C | -0.08% | |
| SAIC | F | -0.08% | |
| UGI | A | -0.08% | |
| UTHR | C | -0.07% | |
| PVH | C | -0.07% | |
| DBX | B | -0.07% | |
| MSA | D | -0.07% | |
| THO | B | -0.07% | |
| FOXA | B | -0.07% | |
| FTI | A | -0.07% | |
| SON | D | -0.07% | |
| OLN | D | -0.07% | |
| CRBG | B | -0.07% | |
| NWSA | B | -0.07% | |
| BEN | C | -0.06% | |
| LNC | B | -0.06% | |
| RYN | D | -0.06% | |
| NYT | C | -0.06% | |
| MTG | C | -0.06% | |
| AZO | C | -0.06% | |
| OLED | D | -0.06% | |
| XP | F | -0.06% | |
| CROX | D | -0.06% | |
| AXS | A | -0.06% | |
| COLB | A | -0.06% | |
| WLK | D | -0.06% | |
| KRC | C | -0.06% | |
| GNRC | B | -0.06% | |
| LEA | D | -0.06% | |
| HIW | D | -0.05% | |
| INCY | C | -0.05% | |
| SIRI | C | -0.05% | |
| AMKR | D | -0.05% | |
| GTES | A | -0.05% | |
| SLM | A | -0.05% | |
| OZK | B | -0.05% | |
| BMRN | D | -0.05% | |
| M | D | -0.05% | |
| OGN | D | -0.05% | |
| NEU | C | -0.05% | |
| MRNA | F | -0.05% | |
| AMG | B | -0.05% | |
| MTCH | D | -0.05% | |
| JHG | A | -0.05% | |
| GAP | B | -0.05% | |
| CLF | F | -0.05% | |
| ROKU | D | -0.05% | |
| ASH | D | -0.05% | |
| EXP | A | -0.04% | |
| FOX | A | -0.04% | |
| ALGM | D | -0.04% | |
| CWEN | C | -0.04% | |
| DINO | D | -0.04% | |
| PK | B | -0.04% | |
| EEFT | B | -0.04% | |
| TNL | A | -0.04% | |
| SMG | D | -0.04% | |
| CTAS | B | -0.04% | |
| EPR | D | -0.04% | |
| XRAY | F | -0.04% | |
| PRGO | B | -0.04% | |
| SAM | C | -0.03% | |
| WU | D | -0.03% | |
| VIRT | B | -0.03% | |
| PINC | B | -0.03% | |
| CNM | D | -0.03% | |
| AZTA | D | -0.03% | |
| LPX | B | -0.03% | |
| PSTG | D | -0.03% | |
| COLM | B | -0.03% | |
| CWEN | C | -0.02% | |
| REYN | D | -0.02% | |
| ROIV | C | -0.02% | |
| EXAS | D | -0.02% | |
| LEN | D | -0.02% | |
| CIVI | D | -0.02% | |
| CRI | D | -0.02% | |
| TER | D | -0.02% | |
| INFA | D | -0.02% | |
| PPC | C | -0.02% | |
| NWS | A | -0.02% | |
| ADTN | A | -0.02% | |
| BR | A | -0.02% | |
| EXEL | B | -0.01% | |
| SEB | F | -0.01% | |
| CNA | B | -0.01% | |
| PATH | C | -0.01% | |
| LSCC | D | -0.01% | |
| DDS | B | -0.01% | |
| ALNY | D | -0.01% | |
| IONS | F | -0.0% | |
| PLTK | B | -0.0% |
BDVG: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Banks - Global
Banks - Regional - US
Confectioners
Diversified Industrials
Aerospace & Defense
Beverages - Soft Drinks
Capital Markets
Communication Equipment
Consumer Electronics
Discount Stores
Farm & Construction Equipment
Home Improvement Stores
Household & Personal Products
Insurance - Property & Casualty
Medical Devices
Oil & Gas E&P
Oil & Gas Integrated
Oil & Gas Midstream
Packaged Foods
REVS: Top Represented Industries & Keywords
Industries:
Biotechnology
Diversified Industrials
Asset Management
Business Services
Banks - Regional - US
Packaged Foods
Semiconductors
Software - Infrastructure
Specialty Chemicals
Utilities - Regulated Electric
Building Materials
Communication Equipment
Drug Manufacturers - Major
Oil & Gas E&P
Banks - Global
Insurance - Life
Residential Construction
Software - Application
Specialty Retail
Apparel Manufacturing
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