BDVG vs. XME ETF Comparison
Comparison of IMGP Berkshire Dividend Growth ETF (BDVG) to SPDR S&P Metals & Mining ETF (XME)
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
$11.65
Average Daily Volume
2,700
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
XME
SPDR S&P Metals & Mining ETF
XME Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the metals and mining segment of a U.S. total market composite index. In seeking to track the performance of the S&P Metals & Mining Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the metals and mining industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$63.84
Average Daily Volume
2,393,332
Number of Holdings
*
36
* may have additional holdings in another (foreign) market
Performance
| Period | BDVG | XME |
|---|---|---|
| 30 Days | 0.54% | 6.87% |
| 60 Days | 4.69% | 10.49% |
| 90 Days | 5.89% | 3.63% |
| 12 Months | 22.17% | 25.84% |
1 Overlapping Holdings
| Symbol | Grade | Weight in BDVG | Weight in XME | Overlap | |
|---|---|---|---|---|---|
| NUE | D | 4.31% | 4.37% | 4.31% |
BDVG Underweight 35 Positions Relative to XME
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRS | B | -6.91% | |
| NEM | C | -5.94% | |
| ATI | B | -5.49% | |
| HL | C | -5.4% | |
| RGLD | C | -5.23% | |
| X | F | -4.73% | |
| RS | D | -4.68% | |
| STLD | C | -4.51% | |
| CMC | C | -4.29% | |
| FCX | B | -4.25% | |
| AA | C | -4.18% | |
| CLF | D | -3.66% | |
| HCC | D | -3.47% | |
| CDE | C | -3.43% | |
| CEIX | B | -3.42% | |
| BTU | B | -3.27% | |
| AMR | F | -3.27% | |
| ARCH | D | -3.25% | |
| UEC | C | -3.16% | |
| MP | C | -2.81% | |
| CENX | C | -1.14% | |
| MTRN | F | -1.12% | |
| KALU | D | -0.96% | |
| HAYN | B | -0.94% | |
| LEU | A | -0.81% | |
| RYI | F | -0.7% | |
| WS | D | -0.64% | |
| MUX | C | -0.54% | |
| SXC | F | -0.54% | |
| METC | D | -0.53% | |
| CMP | D | -0.53% | |
| GATO | C | -0.5% | |
| RDUS | D | -0.47% | |
| MTUS | F | -0.36% | |
| ZEUS | F | -0.36% |
BDVG: Top Represented Industries & Keywords
XME: Top Represented Industries & Keywords
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