SCHD vs. BDVG ETF Comparison
Comparison of Schwab US Dividend Equity ETF (SCHD) to IMGP Berkshire Dividend Growth ETF (BDVG)
SCHD
Schwab US Dividend Equity ETF
SCHD Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The 100-component index is a subset of the Dow Jones U.S. Broad Market Index, excluding REITs, master limited partnerships, preferred stocks and convertibles. It is non-diversified.
Grade (RS Rating)
Last Trade
$29.35
Average Daily Volume
10,548,654
99
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
5,726
36
Performance
| Period | SCHD | BDVG |
|---|---|---|
| 30 Days | 3.78% | 2.79% |
| 60 Days | 4.60% | 4.18% |
| 90 Days | 6.37% | 5.52% |
| 12 Months | 27.79% | 22.95% |
10 Overlapping Holdings
SCHD Overweight 89 Positions Relative to BDVG
| Symbol | Grade | Weight | |
|---|---|---|---|
| BLK | C | 4.53% | |
| HD | A | 4.27% | |
| TXN | C | 3.87% | |
| VZ | C | 3.78% | |
| UPS | C | 3.69% | |
| MO | A | 3.63% | |
| AMGN | D | 3.43% | |
| KO | D | 3.31% | |
| USB | A | 2.99% | |
| OKE | A | 2.4% | |
| FAST | B | 1.79% | |
| PAYX | C | 1.78% | |
| VLO | C | 1.75% | |
| KMB | D | 1.69% | |
| F | C | 1.65% | |
| FITB | A | 1.23% | |
| TROW | B | 1.02% | |
| HBAN | A | 0.97% | |
| RF | A | 0.92% | |
| CINF | A | 0.89% | |
| LYB | F | 0.81% | |
| PKG | A | 0.8% | |
| DRI | B | 0.77% | |
| SNA | A | 0.72% | |
| CTRA | B | 0.72% | |
| KEY | B | 0.69% | |
| BBY | D | 0.67% | |
| WSO | A | 0.64% | |
| CF | B | 0.6% | |
| FNF | B | 0.6% | |
| AMCR | D | 0.56% | |
| EWBC | A | 0.55% | |
| TPR | B | 0.51% | |
| SWKS | F | 0.51% | |
| CHRW | C | 0.5% | |
| UNM | A | 0.49% | |
| DKS | C | 0.44% | |
| IPG | D | 0.42% | |
| CMA | A | 0.35% | |
| ZION | B | 0.34% | |
| APA | D | 0.31% | |
| SNV | B | 0.31% | |
| HRB | D | 0.31% | |
| RHI | B | 0.3% | |
| MTN | C | 0.26% | |
| COLB | A | 0.25% | |
| WHR | B | 0.24% | |
| DINO | D | 0.24% | |
| JHG | A | 0.22% | |
| RDN | C | 0.2% | |
| NXST | C | 0.2% | |
| OZK | B | 0.19% | |
| IBOC | A | 0.15% | |
| MSM | C | 0.15% | |
| WU | D | 0.14% | |
| CATY | B | 0.14% | |
| APAM | B | 0.13% | |
| BOH | B | 0.12% | |
| WEN | D | 0.12% | |
| HUN | F | 0.12% | |
| CVBF | A | 0.11% | |
| BANR | B | 0.1% | |
| HTLF | B | 0.1% | |
| CNS | B | 0.1% | |
| NSP | D | 0.1% | |
| OFG | B | 0.08% | |
| NWBI | B | 0.07% | |
| LKFN | B | 0.07% | |
| FCF | A | 0.07% | |
| CHCO | B | 0.07% | |
| CRI | D | 0.07% | |
| BKE | B | 0.06% | |
| LEG | F | 0.06% | |
| VRTS | B | 0.06% | |
| STBA | B | 0.06% | |
| GABC | B | 0.05% | |
| FBMS | B | 0.04% | |
| PFC | A | 0.04% | |
| KFRC | D | 0.04% | |
| CBRL | C | 0.04% | |
| SRCE | B | 0.04% | |
| AMSF | B | 0.04% | |
| OXM | D | 0.04% | |
| PFBC | B | 0.04% | |
| ETD | C | 0.03% | |
| CPF | A | 0.03% | |
| CWEN | C | 0.03% | |
| HFWA | B | 0.03% | |
| GES | F | 0.02% |
SCHD Underweight 26 Positions Relative to BDVG
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -4.27% | |
| AAPL | C | -4.24% | |
| MSFT | F | -4.17% | |
| NUE | C | -3.87% | |
| WMT | A | -3.57% | |
| QCOM | F | -3.38% | |
| NSC | B | -3.07% | |
| BAC | A | -3.06% | |
| WM | A | -3.06% | |
| PPL | B | -2.98% | |
| MCD | D | -2.82% | |
| LOW | D | -2.79% | |
| CB | C | -2.47% | |
| EMR | A | -2.44% | |
| MRK | F | -2.41% | |
| MDLZ | F | -2.4% | |
| PNC | B | -2.28% | |
| KMI | A | -2.06% | |
| HON | B | -1.99% | |
| PG | A | -1.96% | |
| JNJ | D | -1.95% | |
| ABT | B | -1.88% | |
| DE | A | -1.86% | |
| SCHW | B | -1.74% | |
| GIS | D | -1.39% | |
| WPC | D | -1.37% |
SCHD: Top Represented Industries & Keywords
BDVG: Top Represented Industries & Keywords
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