BDVG vs MYMK
Comparison between IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF) and SPDR SSGA MY2031 MUNICIPAL BOND ETF (MYMK, ETF).
BDVG vs MYMK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BDVG
$10M
MYMK
$10M
Expense Ratio
BDVG
0.55%
Winner
MYMK
0.20%
Max Drawdown
BDVG
15.36%
Winner
MYMK
2.45%
Sharpe Ratio
Winner
BDVG
1.86
MYMK
-0.88
5Y Beta
BDVG
0.61
Winner
MYMK
0.04
P/E Ratio
BDVG
21.65
MYMK
N/A
Forward P/E
BDVG
17.15
MYMK
N/A
PEG Ratio
BDVG
0.70
MYMK
N/A
5Y EPS CAGR
BDVG
9.91%
MYMK
N/A
Debt to Equity
BDVG
-118.11%
MYMK
N/A
P/S Ratio
BDVG
2.88
MYMK
N/A
P/B Ratio
BDVG
3.49
MYMK
N/A
BDVG vs MYMK - Holdings Comparison
BDVG and MYMK have 1 common holdings. Overlap is 0.11%
BDVG's top 25 holdings weight is 75.08%. MYMK's top 25 holdings weight is 72.10%.
| Rank | BDVG | MYMK |
|---|---|---|
| #1 | CHEVRON CORP (CVX) - 4.86% | HARRIS CNTY TEX TOLL RD REV 5% (n/a) - 4.21% |
| #2 | JPMORGAN CHASE & CO (JPM) - 4.17% | n/a (n/a) - 4.16% |
| #3 | ABBVIE INC (ABBV) - 3.88% | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 4.01% |
| #4 | APPLE INC (AAPL) - 3.86% | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 3.98% |
| #5 | NUCOR CORP (NUE) - 3.61% | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 3.77% |
| #6 | CISCO SYSTEMS INC (CSCO) - 3.38% | n/a (n/a) - 3.69% |
| #7 | LOCKHEED MARTIN CORP (LMT) - 3.36% | ILLINOIS ST 5% (n/a) - 3.56% |
| #8 | BANK OF AMERICA CORP (BAC) - 3.18% | IOWA FIN AUTH REV 5% (n/a) - 3.47% |
| #9 | MICROSOFT CORP (MSFT) - 3.02% | INDIANAPOLIS IND LOC PUB IMPT BD BK 5% (n/a) - 3.30% |
| #10 | PPL CORP (PPL) - 3.00% | TRUCKEE MEADOWS NEV WTR AUTH WTR REV 5% (n/a) - 3.20% |
| #11 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.99% | n/a (n/a) - 3.16% |
| #12 | NORFOLK SOUTHERN CORP (NSC) - 2.96% | JOHNSON CNTY KANS UNI SCH DIST NO 233 5% (n/a) - 2.96% |
| #13 | WASTE MANAGEMENT INC (WM) - 2.82% | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 2.86% |
| #14 | EOG RESOURCES INC (EOG) - 2.80% | ALABAMA ST PUB SCH & COLLEGE AUTH 5% (n/a) - 2.80% |
| #15 | HONEYWELL INTERNATIONAL INC (HON) - 2.67% | WASHINGTON ST 5% (n/a) - 2.68% |
| #16 | WALMART INC (WMT) - 2.66% | LOUISIANA ST GRNT ANTIC REV 5% (n/a) - 2.54% |
| #17 | KINDER MORGAN INC CLASS P (KMI) - 2.60% | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 2.40% |
| #18 | FIXED INC CLEARING CORP.REPO (n/a) - 2.58% | DELAWARE TRANSN AUTH TRANSN SYS REV 5% (n/a) - 2.20% |
| #19 | M&T BANK CORP (MTB) - 2.56% | TEXAS WTR DEV BRD REV 5% (n/a) - 2.13% |
| #20 | JOHNSON & JOHNSON (JNJ) - 2.42% | HENNEPIN CNTY MINN SALES TAX REV 5% (n/a) - 2.05% |
| #21 | EMERSON ELECTRIC CO (EMR) - 2.42% | IDAHO HSG & FIN ASSN 5% (n/a) - 1.89% |
| #22 | MCDONALD'S CORP (MCD) - 2.39% | JEA FLA WTR & SWR SYS REV 5% (n/a) - 1.87% |
| #23 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.34% | COLUMBUS OHIO 5% (n/a) - 1.81% |
| #24 | CHUBB LTD (CB) - 2.32% | MIAMI-DADE CNTY FLA 5% (n/a) - 1.73% |
| #25 | CHARLES SCHWAB CORP (SCHW) - 2.23% | KANSAS ST DEPT TRANSN HWY REV 5% (n/a) - 1.67% |
| Total Holdings | 40 | 64 |
BDVG vs MYMK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDVG
+5.91%
MYMK
+0.25%
3M
Winner
BDVG
+10.51%
MYMK
+0.11%
6M
Winner
BDVG
+12.50%
MYMK
+0.81%
1Y
BDVG
+23.83%
MYMK
N/A
Max(CAGR)
Winner
BDVG
+14.43%
MYMK
+2.02%
BDVG vs MYMK - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BDVG | MYMK |
|---|---|---|
| 2026 | +12.95% | +0.66% |
| 2025 | +14.36% | +0.77% |
| 2024 | +11.50% | N/A |
| 2023 | +3.25% | N/A |
BDVG vs MYMK Drawdown Comparison
The maximum drawdown for BDVG was -14.46%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The maximum drawdown for MYMK was -2.22%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current BDVG drawdown is -0.45%. The current MYMK drawdown is -1.12%.
| Rank | BDVG | MYMK |
|---|---|---|
| #1 | -14.46% Nov 29, 2024 - Jul 1, 2025 | -2.22% Feb 10, 2026 - Mar 27, 2026 |
| #2 | -11.47% Jul 25, 2023 - Dec 26, 2023 | -0.48% Sep 17, 2025 - Oct 15, 2025 |
| #3 | -6.70% Feb 11, 2026 - May 18, 2026 | -0.36% Jan 15, 2026 - Jan 28, 2026 |
| #4 | -5.36% Mar 28, 2024 - Jul 15, 2024 | -0.23% Oct 27, 2025 - Nov 11, 2025 |
| #5 | -4.61% Jul 17, 2024 - Aug 23, 2024 | -0.18% Dec 16, 2025 - Dec 29, 2025 |
| #6 | -3.44% Oct 27, 2025 - Dec 3, 2025 | -0.13% Jan 12, 2026 - Jan 15, 2026 |
| #7 | -3.18% Oct 18, 2024 - Nov 6, 2024 | -0.13% Feb 2, 2026 - Feb 5, 2026 |
| #8 | -2.56% Oct 3, 2025 - Oct 27, 2025 | -0.12% Jan 28, 2026 - Feb 2, 2026 |
| #9 | -2.39% Aug 30, 2024 - Sep 19, 2024 | -0.09% Nov 21, 2025 - Dec 10, 2025 |
| #10 | -2.34% Jun 4, 2026 - Jun 10, 2026 | -0.08% Dec 11, 2025 - Dec 16, 2025 |
| #11 | -2.12% Jul 25, 2025 - Aug 12, 2025 | -0.08% Nov 11, 2025 - Nov 21, 2025 |
| #12 | -1.77% Jul 3, 2025 - Jul 22, 2025 | -0.04% Dec 29, 2025 - Jan 2, 2026 |
| #13 | -1.76% Dec 28, 2023 - Jan 23, 2024 | -0.03% Oct 20, 2025 - Oct 22, 2025 |
| #14 | -1.51% Jul 3, 2023 - Jul 12, 2023 | N/A |
| #15 | -1.44% Jan 16, 2026 - Jan 27, 2026 | N/A |
Correlation
Correlation between BDVG and MYMK is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2023 - 2026)
BDVG vs MYMK dividend yield comparison.
| Year | BDVG | MYMK |
|---|---|---|
| 2026 | 0.29% | 1.07% |
| 2025 | 1.75% | 0.77% |
| 2024 | 1.69% | 0.00% |
| 2023 | 0.95% | 0.00% |
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