BDVGiMGP Berkshire Dividend Growth ETF
Seeks dividend income and long-term capital appreciation.
iM Global Partner Fund Management · Since 2023 (2 years)
Annual Cost
0.55%
#2614 out of 5,332 ETFs
Fund Size
$9M
#4552 out of 5,332 ETFs
Dividend Yield
1.67%
Track Record
2 years
#3157 out of 5,332 ETFs
Performance
1 Year
+21.0%
3 Years
N/A
5 Years
N/A
What's inside
Asset class
Region
Strategy
active selection
Cap
large
Factor
dividend
Asset allocation
Stocks
97.4%
Cash
2.6%
Sector breakdown
Industrials
18.6%
Technology
18.2%
Financial Services
17.0%
Consumer Defensive
11.6%
Energy
10.5%
Healthcare
9.8%
Consumer Cyclical
6.2%
Basic Materials
3.7%
Other
4.3%
Top holdings
Chevron CorpCVX4.9%
JPMorgan Chase & CoJPM4.2%
AbbVie IncABBV3.9%
Apple IncAAPL3.9%
Nucor CorpNUE3.6%
Cisco Systems IncCSCO3.4%
Lockheed Martin CorpLMT3.4%
Bank of America CorpBAC3.2%
Microsoft CorpMSFT3.0%
PPL CorpPPL3.0%
Risk profile
Volatility (1Y)
10.1%
Moderate
Max drawdown
-14.5%
Worst peak-to-trough loss
Sharpe (3Y)
N/A
Sortino (3Y)
N/A
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Data updated on 2026-05-05