Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
iMGP Berkshire Dividend Growth ETF(BDVG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BDVG
10/13/2026: BDVG (3-star) is currently NOT-A-BUY. Pass it for now.
iMGP Berkshire Dividend Growth ETF (BDVG) is an actively managed fund that provides exposure to a portfolio of US companies characterized by their ability to maintain and grow dividends. Its primary strength lies in the sub-advisor's fundamental, bottom-up selection process, which aims to prioritize quality and mitigate risks associated with yield-focused investing. BDVG is well-suited for long-term investors seeking income and relative stability, though it faces stiff competition from larger, lower-cost passive dividend ETFs. Potential investors should monitor the fund’s sector tilts and the overall economic environment, as these factors significantly influence its performance relative to broad market indices.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | It offers capital appreciation potential, but its primary focus is on income stability rather than aggressive growth. |
| Momentum investor | Weak fit | The fund's fundamental approach often ignores short-term price momentum in favor of long-term business quality. |
| Value investor | Strong fit | The selection process often favors companies with stable valuations and consistent financial performance. |
| Dividend/Income investor | Strong fit | The fund is specifically designed to provide consistent income through companies committed to dividend growth. |
| Low-risk investor | Strong fit | High-quality dividend stocks typically exhibit lower volatility than the broader equity market. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital growth and reliable income, prioritizing quality and dividend stability over high-octane growth.
Suitability
BDVG is best suited for long-term investors looking for a core dividend-focused equity position.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | While generally lower than the broad market, dividend stocks can still experience price swings during market turbulence. |
| Market risk | Medium / high | The fund's performance is tied to the general performance of the US equity market. |
| Concentration | Medium | Active selection may lead to sector biases that differ from the broader market indices. |
| Tracking/expense | Low | The expense ratio is competitive for an active fund, though higher than passive alternatives. |
| Liquidity | Low | The ETF holds large-cap stocks that generally offer high liquidity for trade execution. |
| Business/sector quality | Low / none | The strategy explicitly targets high-quality businesses to minimize underlying fundamental risks. |
Risk Analysis
Volatility
BDVG demonstrates moderate volatility, typically trailing the broad S&P 500 during periods of high growth and exhibiting relative stability during market corrections.
Market Risk
The fund is subject to systematic market risks; however, its emphasis on high-quality firms with consistent cash flows mitigates downside risks compared to speculative sectors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | US Large-Cap Dividend Growth Stocks | 97 | The fund holds a curated selection of companies chosen for their ability to generate and grow dividends. |
| Cash/collateral | Cash and Cash Equivalents | 3 | A small portion of the portfolio is held in cash to manage liquidity and facilitate trading activity. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 26.03% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/13/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.