BDVG vs. AOTG ETF Comparison
Comparison of IMGP Berkshire Dividend Growth ETF (BDVG) to AOT Growth and Innovation ETF (AOTG)
BDVG
IMGP Berkshire Dividend Growth ETF
BDVG Description
The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing at least 80% of its net assets, plus borrowings for investment purposes, in common stocks of U.S. companies that pay dividends annually, with an emphasis on stocks that have a strong track record of paying quarterly dividends or that are expected to increase their dividends over the next one to five years.
Grade (RS Rating)
Last Trade
$11.67
Average Daily Volume
2,667
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
AOTG
AOT Growth and Innovation ETF
AOTG Description
EA Series Trust - AOT Growth and Innovation ETF is an exchange traded fund launched and managed by Empowered Funds, LLC. The fund is co-managed by AOT Invest LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It employs fundamental analysis with top-down stock picking approach to create its portfolio. The fund employs internal and external research to create its portfolio. EA Series Trust - AOT Growth and Innovation ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$41.33
Average Daily Volume
2,131
Number of Holdings
*
47
* may have additional holdings in another (foreign) market
Performance
| Period | BDVG | AOTG |
|---|---|---|
| 30 Days | 0.72% | 3.07% |
| 60 Days | 3.93% | 11.37% |
| 90 Days | 5.99% | 5.05% |
| 12 Months | 21.49% | 42.13% |
1 Overlapping Holdings
| Symbol | Grade | Weight in BDVG | Weight in AOTG | Overlap | |
|---|---|---|---|---|---|
| MSFT | C | 4.6% | 4.55% | 4.55% |
BDVG Underweight 46 Positions Relative to AOTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -9.83% | |
| AMD | C | -9.04% | |
| NU | C | -5.69% | |
| CRM | C | -5.29% | |
| AMZN | C | -5.04% | |
| TSM | C | -4.85% | |
| TOST | C | -4.76% | |
| GOOGL | D | -4.19% | |
| V | C | -3.93% | |
| SHOP | C | -3.37% | |
| PCTY | C | -3.13% | |
| ADBE | F | -3.0% | |
| MELI | C | -2.92% | |
| PYPL | B | -2.44% | |
| NOW | C | -2.29% | |
| TSLA | B | -2.16% | |
| LLY | D | -2.11% | |
| TYL | B | -1.99% | |
| TTD | B | -1.85% | |
| WDAY | D | -1.79% | |
| NFLX | B | -1.66% | |
| SPOT | C | -1.57% | |
| DDOG | D | -0.93% | |
| PAYC | D | -0.92% | |
| SQ | D | -0.85% | |
| DLO | F | -0.84% | |
| DOCU | C | -0.75% | |
| IOT | C | -0.69% | |
| DOCN | C | -0.69% | |
| SOFI | D | -0.67% | |
| ROKU | D | -0.51% | |
| ZM | C | -0.49% | |
| VEEV | D | -0.46% | |
| ADSK | B | -0.44% | |
| DAY | C | -0.38% | |
| PAYX | B | -0.37% | |
| Z | C | -0.36% | |
| SNOW | F | -0.34% | |
| AXP | A | -0.33% | |
| PANW | C | -0.29% | |
| MA | B | -0.28% | |
| BILL | D | -0.24% | |
| OKTA | F | -0.21% | |
| MDB | D | -0.17% | |
| NTLA | F | -0.11% | |
| FSLY | D | -0.09% |
BDVG: Top Represented Industries & Keywords
AOTG: Top Represented Industries & Keywords
Industries:
Software - Application
Software - Infrastructure
Credit Services
Semiconductors
Internet Content & Information
Specialty Retail
Auto Manufacturers
Banks - Diversified
Biotechnology
Business Services
Drug Manufacturers - Major
Health Information Services
Media - Diversified
Pay TV
Real Estate Services
Telecom Services
Compare ETFs
