BDVG vs. ESG ETF Comparison
Comparison of IMGP Berkshire Dividend Growth ETF (BDVG) to FlexShares STOXX US ESG Impact Index Fund (ESG)
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
$12.08
Average Daily Volume
5,726
Number of Holdings
*
36
* may have additional holdings in another (foreign) market
ESG
FlexShares STOXX US ESG Impact Index Fund
ESG Description
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX US ESG Impact Index.Grade (RS Rating)
Last Trade
$140.22
Average Daily Volume
4,414
Number of Holdings
*
259
* may have additional holdings in another (foreign) market
Performance
| Period | BDVG | ESG |
|---|---|---|
| 30 Days | 2.79% | 3.59% |
| 60 Days | 4.18% | 3.59% |
| 90 Days | 5.52% | 6.22% |
| 12 Months | 22.95% | 27.36% |
24 Overlapping Holdings
| Symbol | Grade | Weight in BDVG | Weight in ESG | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 4.24% | 4.84% | 4.24% | |
| ABT | B | 1.88% | 0.66% | 0.66% | |
| BAC | A | 3.06% | 1.03% | 1.03% | |
| BMY | B | 1.88% | 0.39% | 0.39% | |
| CB | C | 2.47% | 0.26% | 0.26% | |
| CSCO | B | 2.77% | 0.96% | 0.96% | |
| CVX | A | 4.14% | 1.36% | 1.36% | |
| DE | A | 1.86% | 0.44% | 0.44% | |
| EMR | A | 2.44% | 0.12% | 0.12% | |
| GIS | D | 1.39% | 0.18% | 0.18% | |
| HSY | F | 0.84% | 0.1% | 0.1% | |
| JNJ | D | 1.95% | 1.79% | 1.79% | |
| JPM | A | 4.27% | 3.38% | 3.38% | |
| LOW | D | 2.79% | 0.51% | 0.51% | |
| MCD | D | 2.82% | 0.35% | 0.35% | |
| MDLZ | F | 2.4% | 0.36% | 0.36% | |
| MRK | F | 2.41% | 1.02% | 1.02% | |
| MSFT | F | 4.17% | 4.72% | 4.17% | |
| PFE | D | 1.06% | 0.36% | 0.36% | |
| PG | A | 1.96% | 1.94% | 1.94% | |
| PPL | B | 2.98% | 0.04% | 0.04% | |
| QCOM | F | 3.38% | 0.6% | 0.6% | |
| WM | A | 3.06% | 0.13% | 0.13% | |
| WMT | A | 3.57% | 1.82% | 1.82% |
BDVG Underweight 235 Positions Relative to ESG
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -5.34% | |
| META | D | -5.19% | |
| BRK.A | B | -3.02% | |
| TSLA | B | -2.83% | |
| XOM | B | -2.63% | |
| LLY | F | -2.2% | |
| V | A | -2.11% | |
| AVGO | D | -1.95% | |
| KO | D | -1.2% | |
| ACN | C | -1.12% | |
| MA | C | -1.06% | |
| COST | B | -1.01% | |
| HD | A | -0.99% | |
| IBM | C | -0.95% | |
| GS | A | -0.92% | |
| UNH | C | -0.91% | |
| DIS | B | -0.81% | |
| ADBE | C | -0.76% | |
| AMD | F | -0.74% | |
| ORCL | B | -0.74% | |
| BLK | C | -0.72% | |
| TJX | A | -0.67% | |
| SPGI | C | -0.65% | |
| C | A | -0.64% | |
| TXN | C | -0.62% | |
| UNP | C | -0.58% | |
| SYK | C | -0.56% | |
| BKNG | A | -0.55% | |
| MU | D | -0.54% | |
| CRM | B | -0.53% | |
| INTC | D | -0.53% | |
| AMAT | F | -0.5% | |
| ADP | B | -0.5% | |
| UBER | D | -0.49% | |
| INTU | C | -0.48% | |
| ICE | C | -0.44% | |
| VRTX | F | -0.4% | |
| ELV | F | -0.39% | |
| USB | A | -0.39% | |
| TT | A | -0.38% | |
| CTAS | B | -0.37% | |
| AMT | D | -0.37% | |
| NOW | A | -0.36% | |
| MDT | D | -0.36% | |
| APO | B | -0.35% | |
| ADSK | A | -0.33% | |
| ZTS | D | -0.32% | |
| WELL | A | -0.32% | |
| PANW | C | -0.32% | |
| GM | B | -0.32% | |
| CL | D | -0.31% | |
| SLB | C | -0.31% | |
| CAT | B | -0.31% | |
| CI | F | -0.3% | |
| PYPL | B | -0.29% | |
| TGT | F | -0.29% | |
| VZ | C | -0.28% | |
| GILD | C | -0.28% | |
| CVS | D | -0.28% | |
| MAR | B | -0.28% | |
| MMC | B | -0.27% | |
| CMG | B | -0.27% | |
| AON | A | -0.27% | |
| CRWD | B | -0.26% | |
| MS | A | -0.26% | |
| MCK | B | -0.26% | |
| HLT | A | -0.25% | |
| TRV | B | -0.24% | |
| LRCX | F | -0.24% | |
| AFL | B | -0.23% | |
| FLUT | A | -0.23% | |
| NXPI | D | -0.23% | |
| BK | A | -0.23% | |
| FDX | B | -0.22% | |
| KMB | D | -0.22% | |
| NKE | D | -0.22% | |
| TFC | A | -0.21% | |
| SNPS | B | -0.21% | |
| BSX | B | -0.21% | |
| DUK | C | -0.21% | |
| KR | B | -0.2% | |
| ROST | C | -0.2% | |
| MET | A | -0.2% | |
| CBRE | B | -0.2% | |
| AEP | D | -0.2% | |
| SBUX | A | -0.19% | |
| LULU | C | -0.19% | |
| NEM | D | -0.19% | |
| CEG | D | -0.18% | |
| DFS | B | -0.18% | |
| VICI | C | -0.17% | |
| CMI | A | -0.17% | |
| GWW | B | -0.17% | |
| IT | C | -0.17% | |
| ECL | D | -0.17% | |
| HPQ | B | -0.17% | |
| GEHC | F | -0.17% | |
| OTIS | C | -0.16% | |
| AJG | B | -0.16% | |
| SHW | A | -0.15% | |
| KLAC | D | -0.15% | |
| WTW | B | -0.15% | |
| FCX | D | -0.15% | |
| HIG | B | -0.14% | |
| PEG | A | -0.14% | |
| HUBS | A | -0.14% | |
| SRE | A | -0.14% | |
| MCO | B | -0.13% | |
| EA | A | -0.13% | |
| EW | C | -0.13% | |
| AWK | D | -0.13% | |
| EIX | B | -0.13% | |
| IRM | D | -0.13% | |
| CDNS | B | -0.13% | |
| VRSK | A | -0.13% | |
| ROK | B | -0.13% | |
| ITW | B | -0.13% | |
| NDAQ | A | -0.13% | |
| HPE | B | -0.12% | |
| IQV | D | -0.12% | |
| DD | D | -0.12% | |
| TSCO | D | -0.12% | |
| YUM | B | -0.12% | |
| MSCI | C | -0.12% | |
| WY | D | -0.11% | |
| WDC | D | -0.11% | |
| VLO | C | -0.11% | |
| BDX | F | -0.11% | |
| DECK | A | -0.11% | |
| CLX | B | -0.1% | |
| XYL | D | -0.1% | |
| OMC | C | -0.1% | |
| FDS | B | -0.1% | |
| EBAY | D | -0.1% | |
| DOW | F | -0.1% | |
| BKR | B | -0.1% | |
| CTSH | B | -0.1% | |
| FTV | C | -0.1% | |
| WAB | B | -0.09% | |
| BR | A | -0.09% | |
| PSA | D | -0.09% | |
| BBY | D | -0.09% | |
| LII | A | -0.09% | |
| AZO | C | -0.09% | |
| KHC | F | -0.09% | |
| K | A | -0.09% | |
| CAH | B | -0.09% | |
| DOC | D | -0.08% | |
| ETR | B | -0.08% | |
| D | C | -0.08% | |
| LNG | B | -0.08% | |
| FITB | A | -0.08% | |
| NU | C | -0.08% | |
| CCEP | C | -0.08% | |
| NTAP | C | -0.08% | |
| PFG | D | -0.08% | |
| WSM | B | -0.08% | |
| AIG | B | -0.08% | |
| ADM | D | -0.08% | |
| CCL | B | -0.08% | |
| ALL | A | -0.08% | |
| RSG | A | -0.07% | |
| VTR | C | -0.07% | |
| ZBRA | B | -0.07% | |
| EXPE | B | -0.07% | |
| STZ | D | -0.07% | |
| GEN | B | -0.07% | |
| XPO | B | -0.07% | |
| BALL | D | -0.07% | |
| PNR | A | -0.07% | |
| STT | A | -0.07% | |
| NVT | B | -0.06% | |
| HOLX | D | -0.06% | |
| IPG | D | -0.06% | |
| MKC | D | -0.06% | |
| GLW | B | -0.06% | |
| A | D | -0.06% | |
| IDXX | F | -0.06% | |
| ESS | B | -0.06% | |
| RF | A | -0.06% | |
| ACM | A | -0.06% | |
| KDP | D | -0.06% | |
| CTVA | C | -0.06% | |
| HBAN | A | -0.06% | |
| EL | F | -0.06% | |
| XEL | A | -0.06% | |
| KEY | B | -0.05% | |
| DOV | A | -0.05% | |
| BURL | A | -0.05% | |
| SMCI | F | -0.05% | |
| FANG | D | -0.05% | |
| CMS | C | -0.05% | |
| DOX | D | -0.05% | |
| MRO | B | -0.05% | |
| SUI | D | -0.05% | |
| RPRX | D | -0.05% | |
| ARE | D | -0.05% | |
| LNT | A | -0.05% | |
| ED | D | -0.05% | |
| MRNA | F | -0.04% | |
| APTV | D | -0.04% | |
| DLTR | F | -0.04% | |
| SWK | D | -0.04% | |
| DPZ | C | -0.04% | |
| WST | C | -0.04% | |
| IEX | B | -0.04% | |
| BAX | D | -0.04% | |
| NI | A | -0.04% | |
| LVS | C | -0.04% | |
| ZBH | C | -0.04% | |
| AES | F | -0.04% | |
| SNAP | C | -0.04% | |
| NDSN | B | -0.04% | |
| NRG | B | -0.04% | |
| OC | A | -0.03% | |
| CAG | D | -0.03% | |
| LECO | B | -0.03% | |
| BG | F | -0.03% | |
| STX | D | -0.03% | |
| TSN | B | -0.03% | |
| EXPD | D | -0.03% | |
| MAS | D | -0.03% | |
| AKAM | D | -0.03% | |
| JBL | B | -0.03% | |
| OKTA | C | -0.02% | |
| HST | C | -0.02% | |
| SJM | D | -0.02% | |
| DKS | C | -0.02% | |
| LKQ | D | -0.02% | |
| FFIV | B | -0.02% | |
| TFX | F | -0.02% | |
| RNR | C | -0.02% | |
| AVTR | F | -0.02% | |
| PSTG | D | -0.02% | |
| DG | F | -0.02% |
BDVG: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Banks - Global
Banks - Regional - US
Confectioners
Diversified Industrials
Aerospace & Defense
Beverages - Soft Drinks
Capital Markets
Communication Equipment
Consumer Electronics
Discount Stores
Farm & Construction Equipment
Home Improvement Stores
Household & Personal Products
Insurance - Property & Casualty
Medical Devices
Oil & Gas E&P
Oil & Gas Integrated
Oil & Gas Midstream
Packaged Foods
ESG: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Utilities - Regulated Electric
Specialty Retail
Banks - Regional - US
Capital Markets
Discount Stores
Drug Manufacturers - Major
Medical Devices
Packaged Foods
Semiconductors
Software - Infrastructure
Business Services
Household & Personal Products
Medical Instruments & Supplies
Restaurants
Utilities - Diversified
Asset Management
Credit Services
Data Storage
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