BDVG
Price
$12.15
Change
-$0.11 (-0.90%)
Updated
Jul 7, 02:32 PM (EDT)
Net Assets
8.88M
SCHD
Price
$27.04
Change
-$0.32 (-1.17%)
Updated
Jul 7, 01:19 PM (EDT)
Net Assets
71.27B
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BDVG vs SCHD

Header iconBDVG vs SCHD Comparison
Open Charts BDVG vs SCHDBanner chart's image
iMGP Berkshire Dividend Growth ETF
Price$12.15
Change-$0.11 (-0.90%)
Volume$143
Net Assets8.88M
Schwab US Dividend Equity ETF™
Price$27.04
Change-$0.32 (-1.17%)
Volume$74.59K
Net Assets71.27B
BDVG vs SCHD Comparison Chart in %
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BDVG
Daily Signalchanged days ago
Gain/Loss if bought
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SCHD
Daily Signalchanged days ago
Gain/Loss if bought
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BDVG vs. SCHD commentary
Jul 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BDVG is a Hold and SCHD is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SCHD has more net assets: 71.3B vs. BDVG (8.89M). BDVG has a higher annual dividend yield than SCHD: BDVG (7.533) vs SCHD (2.005). BDVG was incepted earlier than SCHD: BDVG (2 years) vs SCHD (14 years). SCHD (0.06) has a lower expense ratio than BDVG (0.55). SCHD has a higher turnover BDVG (4.11) vs BDVG (4.11).
BDVGSCHDBDVG / SCHD
Gain YTD7.5332.005376%
Net Assets8.89M71.3B0%
Total Expense Ratio0.550.06917%
Turnover4.1129.0014%
Yield1.963.8751%
Fund Existence2 years14 years-
TECHNICAL ANALYSIS
Technical Analysis
BDVGSCHD
RSI
ODDS (%)
Bearish Trend 5 days ago
72%
Bearish Trend 5 days ago
75%
Stochastic
ODDS (%)
Bearish Trend 5 days ago
59%
Bearish Trend 5 days ago
78%
Momentum
ODDS (%)
Bullish Trend 5 days ago
88%
Bullish Trend 5 days ago
90%
MACD
ODDS (%)
Bullish Trend 5 days ago
77%
Bullish Trend 5 days ago
80%
TrendWeek
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 5 days ago
86%
TrendMonth
ODDS (%)
Bullish Trend 5 days ago
88%
Bullish Trend 5 days ago
84%
Advances
ODDS (%)
Bullish Trend 6 days ago
90%
Bullish Trend 5 days ago
84%
Declines
ODDS (%)
N/A
Bearish Trend 20 days ago
71%
BollingerBands
ODDS (%)
Bearish Trend 5 days ago
63%
Bearish Trend 5 days ago
78%
Aroon
ODDS (%)
Bullish Trend 5 days ago
80%
Bullish Trend 5 days ago
82%
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BDVG
Daily Signalchanged days ago
Gain/Loss if bought
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SCHD
Daily Signalchanged days ago
Gain/Loss if bought
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BDVG and

Correlation & Price change

A.I.dvisor indicates that over the last year, BDVG has been closely correlated with PNC. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if BDVG jumps, then PNC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BDVG
1D Price
Change %
BDVG100%
N/A
PNC - BDVG
79%
Closely correlated
+0.44%
EMR - BDVG
75%
Closely correlated
+1.43%
TEL - BDVG
74%
Closely correlated
+0.51%
JPM - BDVG
74%
Closely correlated
+1.86%
BAC - BDVG
73%
Closely correlated
+0.45%
More

SCHD and

Correlation & Price change

A.I.dvisor indicates that over the last year, SCHD has been closely correlated with APAM. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHD jumps, then APAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SCHD
1D Price
Change %
SCHD100%
+1.11%
APAM - SCHD
75%
Closely correlated
-0.02%
HBAN - SCHD
74%
Closely correlated
+0.80%
BLK - SCHD
74%
Closely correlated
+1.08%
USB - SCHD
71%
Closely correlated
+0.93%
CNS - SCHD
71%
Closely correlated
+0.18%
More