iMGP Berkshire Dividend Growth ETF

Frequently Asked Questions About BDVG

What does BDVG invest in?

The fund seeks dividend income and long-term capital appreciation through investments in a diversified portfolio of equities, focusing on companies with stable, high, and growing dividends.

What is the expense ratio of BDVG?

iMGP Berkshire Dividend Growth ETF (BDVG) charges an expense ratio of 0.55%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BDVG?

iMGP Berkshire Dividend Growth ETF (BDVG) manages $9.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is BDVG actively managed or an index fund?

BDVG's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BDVG launched?

iMGP Berkshire Dividend Growth ETF (BDVG) launched in June 2023 and is managed by iM.

How has BDVG performed?

BDVG's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.