BDVG vs MYMI
Comparison between IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF) and SPDR SSGA MY2029 MUNICIPAL BOND ETF (MYMI, ETF).
BDVG vs MYMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVG
$14M
MYMI
$14M
Expense Ratio
BDVG
0.55%
Winner
MYMI
0.20%
Max Drawdown
BDVG
15.36%
Winner
MYMI
4.37%
Sharpe Ratio
Winner
BDVG
1.67
MYMI
-0.02
5Y Beta
BDVG
0.60
Winner
MYMI
0.01
P/E Ratio
BDVG
22.60
MYMI
N/A
Forward P/E
BDVG
17.08
MYMI
N/A
PEG Ratio
BDVG
0.69
MYMI
N/A
5Y EPS CAGR
BDVG
10.28%
MYMI
N/A
Debt to Equity
BDVG
-119.77%
MYMI
N/A
P/S Ratio
BDVG
2.81
MYMI
N/A
P/B Ratio
BDVG
3.54
MYMI
N/A
BDVG vs MYMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDVG
+2.67%
MYMI
-0.47%
3M
Winner
BDVG
+9.60%
MYMI
-0.02%
6M
Winner
BDVG
+14.17%
MYMI
+0.19%
1Y
Winner
BDVG
+21.09%
MYMI
+3.92%
Max(CAGR)
Winner
BDVG
+14.65%
MYMI
+1.77%
BDVG vs MYMI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BDVG | MYMI |
|---|---|---|
| 2026 | +15.37% | +0.90% |
| 2025 | +14.36% | +2.95% |
| 2024 | +11.50% | -0.87% |
| 2023 | +3.25% | N/A |
BDVG vs MYMI Drawdown Comparison
The maximum drawdown for BDVG was -14.46%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The maximum drawdown for MYMI was -3.11%, occurring on Apr 11, 2025. Recovery took 185 trading sessions.
The current MYMI drawdown is -0.70%.
| Rank | BDVG | MYMI |
|---|---|---|
| #1 | -14.46% Nov 29, 2024 - Jul 1, 2025 | -3.11% Dec 4, 2024 - Sep 3, 2025 |
| #2 | -11.47% Jul 25, 2023 - Dec 26, 2023 | -2.19% Oct 3, 2024 - Nov 29, 2024 |
| #3 | -6.70% Feb 11, 2026 - May 18, 2026 | -1.38% Feb 27, 2026 - Jul 2, 2026 |
| #4 | -5.36% Mar 28, 2024 - Jul 15, 2024 | -0.70% Jul 6, 2026 - Jul 23, 2026 |
| #5 | -4.61% Jul 17, 2024 - Aug 23, 2024 | -0.39% Dec 19, 2025 - Dec 23, 2025 |
| #6 | -3.44% Oct 27, 2025 - Dec 3, 2025 | -0.34% Sep 17, 2025 - Oct 16, 2025 |
| #7 | -3.18% Oct 18, 2024 - Nov 6, 2024 | -0.18% Sep 25, 2024 - Oct 3, 2024 |
| #8 | -2.56% Oct 3, 2025 - Oct 27, 2025 | -0.18% Sep 8, 2025 - Sep 11, 2025 |
| #9 | -2.39% Aug 30, 2024 - Sep 19, 2024 | -0.16% Nov 11, 2025 - Nov 26, 2025 |
| #10 | -2.34% Jun 4, 2026 - Jul 7, 2026 | -0.16% Oct 27, 2025 - Nov 10, 2025 |
| #11 | -2.12% Jul 25, 2025 - Aug 12, 2025 | -0.10% Jan 16, 2026 - Jan 26, 2026 |
| #12 | -1.77% Jul 3, 2025 - Jul 22, 2025 | -0.09% Nov 26, 2025 - Dec 10, 2025 |
| #13 | -1.76% Dec 28, 2023 - Jan 23, 2024 | -0.06% Dec 23, 2025 - Dec 30, 2025 |
| #14 | -1.51% Jul 3, 2023 - Jul 12, 2023 | -0.06% Dec 2, 2024 - Dec 4, 2024 |
| #15 | -1.44% Jan 16, 2026 - Jan 27, 2026 | -0.04% Jan 28, 2026 - Feb 2, 2026 |
Correlation
Correlation between BDVG and MYMI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2023 - 2026)
BDVG vs MYMI dividend yield comparison.
| Year | BDVG | MYMI |
|---|---|---|
| 2026 | 0.68% | 1.41% |
| 2025 | 1.75% | 3.00% |
| 2024 | 1.69% | 0.93% |
| 2023 | 0.95% | 0.00% |
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