Returns Overview

1 Month
+5.20%
3 Months
+3.58%
6 Months
+11.31%
YTD
+10.08%
1 Year
+12.70%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BDVG have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+5.20%

3 Months Performance

+3.58%

6 Months Performance

+11.31%

1 Year Performance

+12.70%

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+10.08%
Peer Avg (YTD)
+0.87%
vs Peers
+9.21%

BDVG ETF Performance

BDVG performance across multiple time periods: 1-month 5.20%, YTD 10.08%, 1-year 12.70%.

BDVG returns outperform the peer average of 0.87% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this ETF.

BDVG performance comparison shows side-by-side returns with another fund. BDVG alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.20%Apr 27, 2026 to May 26, 2026
3 Months+3.58%Feb 26, 2026 to May 26, 2026
6 Months+11.31%Nov 26, 2025 to May 26, 2026
1 Year+12.70%N/A

All returns shown are total returns, not annualized