BDVG vs LCLG
iMGP Berkshire Dividend Growth ETF vs Logan Capital Large Cap Growth ETF
Which is better, BDVG or LCLG?
Each has led over a different period.
BDVG has a lower expense ratio. BDVG led over 1Y, LCLG over 3Y and the full window. BDVG is less concentrated, with 43.4% of the fund in its ten largest positions against 45.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BDVG | LCLG |
|---|---|---|
| Expense Ratio | 0.55%Best | 0.90% |
| AUM | - | $108M |
| Dividend Yield | 1.38% | 0.00% |
| Holdings | 85 | 114 |
| YTD Return | +17.47%Best | +10.21% |
| 1Y Return | +20.24%Best | +13.02% |
| 3Y Return (annualized) | +17.49% | +25.89%Best |
| Volatility (annualized) | 10.8%Best | 19.1% |
| Max Drawdown | -14.5%Best | -25.8% |
| $10,000 over 3.3 years | $15,499 | $19,301Best |
| Top 10 Weight | 43.4%Best | 45.6% |
| Fund Family | iMGP Funds | Logan Capital |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 29, 2023 | Aug 8, 2022 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 30, 2023 to Oct 14, 2026 (3.3 years).
BDVG vs LCLG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.3 years both funds cover.
BDVG vs LCLG Performance
iMGP Berkshire Dividend Growth ETF (BDVG) is an ETF from iMGP Funds and Logan Capital Large Cap Growth ETF (LCLG) is an ETF from Logan Capital. Over the past year BDVG returned +20.24% while LCLG returned +13.02%. Year to date, BDVG is up 17.47% versus a gain of 10.21% for LCLG.
Over three years, BDVG compounded at +17.49% per year against +25.89% for LCLG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LCLG has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 10.8% for BDVG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -14.5% for BDVG and -25.8% for LCLG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BDVG charges 0.55% per year while LCLG charges 0.90%. On a $10,000 position that is $55 vs $90 annually, a gap of $35 per year that compounds over a long holding period. On income, BDVG currently yields 1.38% against 0.00% for LCLG.
Holdings Overlap
4.6% of BDVG's money is in holdings LCLG also owns. 5.0% of LCLG's money is in holdings BDVG also owns.
LCLG and BDVG share little of their money.
1 positions in common, counted across the 41 positions we hold weights for in BDVG and 55 in LCLG, against full books of 85 and 114.
What only one of them owns
Our book lists 51 positions for LCLG that do not appear in our book for BDVG (92.2% of the fund), and 37 for BDVG that do not appear in LCLG (89.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BDVG | Weight in LCLG | Difference |
|---|---|---|---|
| AAPLApple, Inc | 4.56% | 4.98% | 0.42% |
You are not choosing between two funds in isolation.
Whichever of BDVG and LCLG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BDVG or LCLG?
BDVG has an expense ratio of 0.55% while LCLG charges 0.90%. BDVG is the cheaper option, by $35 a year on a $10,000 investment.
Which performed better, BDVG or LCLG?
Over the past year BDVG returned +20.24% vs +13.02% for LCLG, so BDVG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BDVG or LCLG?
LCLG has been the more volatile fund at 19.1% annualized versus 10.8% for BDVG. Worst drawdown: BDVG -14.5% vs LCLG -25.8%.
Should I hold both BDVG and LCLG?
BDVG and LCLG have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BDVG and LCLG?
5.0% of LCLG's money is in holdings BDVG also owns. 5.0% of LCLG's is in holdings BDVG also owns. They hold 1 positions in common, counted across the 41 positions we hold weights for in BDVG and 55 in LCLG.
Which pays a higher dividend, BDVG or LCLG?
BDVG yields 1.38% while LCLG yields 0.00%, so BDVG currently pays the higher dividend yield.
Is LCLG better than BDVG?
BDVG has a lower expense ratio. BDVG led over 1Y, LCLG over 3Y and the full window. BDVG is less concentrated, with 43.4% of the fund in its ten largest positions against 45.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.