MYMK vs BDVG
Comparison between SPDR SSGA MY2031 MUNICIPAL BOND ETF (MYMK, ETF) and IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF).
MYMK vs BDVG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MYMK
$10M
Winner
BDVG
$10M
Expense Ratio
Winner
MYMK
0.20%
BDVG
0.55%
Max Drawdown
Winner
MYMK
2.45%
BDVG
15.36%
Sharpe Ratio
MYMK
-0.86
Winner
BDVG
1.72
5Y Beta
Winner
MYMK
0.04
BDVG
0.61
P/E Ratio
MYMK
N/A
BDVG
21.65
Forward P/E
MYMK
N/A
BDVG
17.16
PEG Ratio
MYMK
N/A
BDVG
0.70
5Y EPS CAGR
MYMK
N/A
BDVG
9.91%
Debt to Equity
MYMK
N/A
BDVG
-118.11%
P/S Ratio
MYMK
N/A
BDVG
2.88
P/B Ratio
MYMK
N/A
BDVG
3.49
MYMK vs BDVG - Holdings Comparison
MYMK and BDVG have 1 common holdings. Overlap is 0.11%
MYMK's top 25 holdings weight is 72.10%. BDVG's top 25 holdings weight is 75.08%.
| Rank | MYMK | BDVG |
|---|---|---|
| #1 | HARRIS CNTY TEX TOLL RD REV 5% (n/a) - 4.21% | CHEVRON CORP (CVX) - 4.86% |
| #2 | n/a (n/a) - 4.16% | JPMORGAN CHASE & CO (JPM) - 4.17% |
| #3 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 4.01% | ABBVIE INC (ABBV) - 3.88% |
| #4 | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 3.98% | APPLE INC (AAPL) - 3.86% |
| #5 | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 3.77% | NUCOR CORP (NUE) - 3.61% |
| #6 | n/a (n/a) - 3.69% | CISCO SYSTEMS INC (CSCO) - 3.38% |
| #7 | ILLINOIS ST 5% (n/a) - 3.56% | LOCKHEED MARTIN CORP (LMT) - 3.36% |
| #8 | IOWA FIN AUTH REV 5% (n/a) - 3.47% | BANK OF AMERICA CORP (BAC) - 3.18% |
| #9 | INDIANAPOLIS IND LOC PUB IMPT BD BK 5% (n/a) - 3.30% | MICROSOFT CORP (MSFT) - 3.02% |
| #10 | TRUCKEE MEADOWS NEV WTR AUTH WTR REV 5% (n/a) - 3.20% | PPL CORP (PPL) - 3.00% |
| #11 | n/a (n/a) - 3.16% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.99% |
| #12 | JOHNSON CNTY KANS UNI SCH DIST NO 233 5% (n/a) - 2.96% | NORFOLK SOUTHERN CORP (NSC) - 2.96% |
| #13 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 2.86% | WASTE MANAGEMENT INC (WM) - 2.82% |
| #14 | ALABAMA ST PUB SCH & COLLEGE AUTH 5% (n/a) - 2.80% | EOG RESOURCES INC (EOG) - 2.80% |
| #15 | WASHINGTON ST 5% (n/a) - 2.68% | HONEYWELL INTERNATIONAL INC (HON) - 2.67% |
| #16 | LOUISIANA ST GRNT ANTIC REV 5% (n/a) - 2.54% | WALMART INC (WMT) - 2.66% |
| #17 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 2.40% | KINDER MORGAN INC CLASS P (KMI) - 2.60% |
| #18 | DELAWARE TRANSN AUTH TRANSN SYS REV 5% (n/a) - 2.20% | FIXED INC CLEARING CORP.REPO (n/a) - 2.58% |
| #19 | TEXAS WTR DEV BRD REV 5% (n/a) - 2.13% | M&T BANK CORP (MTB) - 2.56% |
| #20 | HENNEPIN CNTY MINN SALES TAX REV 5% (n/a) - 2.05% | JOHNSON & JOHNSON (JNJ) - 2.42% |
| #21 | IDAHO HSG & FIN ASSN 5% (n/a) - 1.89% | EMERSON ELECTRIC CO (EMR) - 2.42% |
| #22 | JEA FLA WTR & SWR SYS REV 5% (n/a) - 1.87% | MCDONALD'S CORP (MCD) - 2.39% |
| #23 | COLUMBUS OHIO 5% (n/a) - 1.81% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.34% |
| #24 | MIAMI-DADE CNTY FLA 5% (n/a) - 1.73% | CHUBB LTD (CB) - 2.32% |
| #25 | KANSAS ST DEPT TRANSN HWY REV 5% (n/a) - 1.67% | CHARLES SCHWAB CORP (SCHW) - 2.23% |
| Total Holdings | 64 | 40 |
MYMK vs BDVG - Historical Returns
Returns include dividend reinvestment.
1M
MYMK
+0.25%
Winner
BDVG
+5.91%
3M
MYMK
+0.11%
Winner
BDVG
+10.51%
6M
MYMK
+0.81%
Winner
BDVG
+12.50%
1Y
MYMK
N/A
BDVG
+23.83%
Max(CAGR)
MYMK
+2.02%
Winner
BDVG
+14.43%
MYMK vs BDVG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | MYMK | BDVG |
|---|---|---|
| 2026 | +0.66% | +12.95% |
| 2025 | +0.77% | +14.36% |
| 2024 | N/A | +11.50% |
| 2023 | N/A | +3.25% |
MYMK vs BDVG Drawdown Comparison
The maximum drawdown for MYMK was -2.22%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for BDVG was -14.46%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The current MYMK drawdown is -1.12%. The current BDVG drawdown is -0.45%.
| Rank | MYMK | BDVG |
|---|---|---|
| #1 | -2.22% Feb 10, 2026 - Mar 27, 2026 | -14.46% Nov 29, 2024 - Jul 1, 2025 |
| #2 | -0.48% Sep 17, 2025 - Oct 15, 2025 | -11.47% Jul 25, 2023 - Dec 26, 2023 |
| #3 | -0.36% Jan 15, 2026 - Jan 28, 2026 | -6.70% Feb 11, 2026 - May 18, 2026 |
| #4 | -0.23% Oct 27, 2025 - Nov 11, 2025 | -5.36% Mar 28, 2024 - Jul 15, 2024 |
| #5 | -0.18% Dec 16, 2025 - Dec 29, 2025 | -4.61% Jul 17, 2024 - Aug 23, 2024 |
| #6 | -0.13% Jan 12, 2026 - Jan 15, 2026 | -3.44% Oct 27, 2025 - Dec 3, 2025 |
| #7 | -0.13% Feb 2, 2026 - Feb 5, 2026 | -3.18% Oct 18, 2024 - Nov 6, 2024 |
| #8 | -0.12% Jan 28, 2026 - Feb 2, 2026 | -2.56% Oct 3, 2025 - Oct 27, 2025 |
| #9 | -0.09% Nov 21, 2025 - Dec 10, 2025 | -2.39% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -0.08% Dec 11, 2025 - Dec 16, 2025 | -2.34% Jun 4, 2026 - Jun 10, 2026 |
| #11 | -0.08% Nov 11, 2025 - Nov 21, 2025 | -2.12% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -0.04% Dec 29, 2025 - Jan 2, 2026 | -1.77% Jul 3, 2025 - Jul 22, 2025 |
| #13 | -0.03% Oct 20, 2025 - Oct 22, 2025 | -1.76% Dec 28, 2023 - Jan 23, 2024 |
| #14 | N/A | -1.51% Jul 3, 2023 - Jul 12, 2023 |
| #15 | N/A | -1.44% Jan 16, 2026 - Jan 27, 2026 |
Correlation
Correlation between MYMK and BDVG 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)
MYMK vs BDVG dividend yield comparison.
| Year | MYMK | BDVG |
|---|---|---|
| 2026 | 1.07% | 0.29% |
| 2025 | 0.77% | 1.75% |
| 2024 | 0.00% | 1.69% |
| 2023 | 0.00% | 0.95% |
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