BDVG vs SAWG
iMGP Berkshire Dividend Growth ETF vs AAM Sawgrass US Large Cap Quality Growth ETF
Which is better, BDVG or SAWG?
BDVG has been ahead.
SAWG has a lower expense ratio. BDVG led over 1Y and the full window.
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 | SAWG |
|---|---|---|
| Expense Ratio | 0.55% | 0.49%Best |
| AUM | - | $3M |
| Dividend Yield | 1.38% | 0.25% |
| Holdings | 85 | 45 |
| YTD Return | +17.47%Best | +12.08% |
| 1Y Return | +20.24%Best | +14.42% |
| 3Y Return (annualized) | +17.49% | - |
| Volatility (annualized) | 10.1%Best | 11.7% |
| Max Drawdown | -14.5%Best | -18.7% |
| $10,000 over 2.2 years | $13,642Best | $13,110 |
| Fund Family | iMGP Funds | Advisors Asset Management, Inc. |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 29, 2023 | Jul 30, 2024 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jul 31, 2024 to Oct 14, 2026 (2.2 years).
BDVG vs SAWG 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 2.2 years both funds cover.
BDVG vs SAWG Performance
iMGP Berkshire Dividend Growth ETF (BDVG) is an ETF from iMGP Funds and AAM Sawgrass US Large Cap Quality Growth ETF (SAWG) is an ETF from Advisors Asset Management, Inc.. Over the past year BDVG returned +20.24% while SAWG returned +14.42%. Year to date, BDVG is up 17.47% versus a gain of 12.08% for SAWG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SAWG has been the more volatile fund, with annualized monthly volatility of 11.7% compared with 10.1% 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 -18.7% for SAWG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BDVG charges 0.55% per year while SAWG charges 0.49%. On a $10,000 position that is $55 vs $49 annually, a gap of $6 per year that compounds over a long holding period. On income, BDVG currently yields 1.38% against 0.25% for SAWG.
Holdings Overlap
We hold position weights for 41 holdings in BDVG and 1 in SAWG, totalling 97.9% and 0.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 41 positions we hold weights for in BDVG and 1 in SAWG, against full books of 85 and 45.
You are not choosing between two funds in isolation.
Whichever of BDVG and SAWG 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 SAWG?
BDVG has an expense ratio of 0.55% while SAWG charges 0.49%. SAWG is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, BDVG or SAWG?
Over the past year BDVG returned +20.24% vs +14.42% for SAWG, so BDVG leads on 1-year performance. Over the longest common window we track (2 years), BDVG annualized +15.16% vs +13.10% for SAWG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BDVG or SAWG?
SAWG has been the more volatile fund at 11.7% annualized versus 10.1% for BDVG. Worst drawdown: BDVG -14.5% vs SAWG -18.7%.
Should I hold both BDVG and SAWG?
BDVG and SAWG have a monthly-return correlation of 0.60, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BDVG or SAWG?
BDVG yields 1.38% while SAWG yields 0.25%, so BDVG currently pays the higher dividend yield.
Is SAWG better than BDVG?
SAWG has a lower expense ratio. BDVG led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.