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IMGP made investors more money ($830M) and had more funds that made money (100%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one income fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · INCOME | IMGP | Horizon Funds |
|---|---|---|
| Funds in the category | 1 | 6 |
| Made money (W–L) | 1–0 | 4–0 |
| Win % | 100% | 100% |
| Money made | $4M | $193M |
| Typical return | +22.2% | +12.2% |
| Launches · 2026 | 0 | 1 |
| Assets | $24M | $1.6B |
| Fee per $100 | $0.55 | $0.74 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| BDVG | iMGP Berkshire Dividend Growth ETF | $24M | +22.2% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| SFTY | Horizon Funds - Horizon Managed Risk ETF | $800M | +11.9% ✓ |
| DIVN | Horizon Funds - Horizon Dividend Income ETF | $350M | +30.0% ✓ |
| STOX | Horizon Funds - Horizon Core Equity ETF | $238M | +12.2% ✓ |
| FRGN | Horizon International Equity ETF | $164M | — |
| FLXN | Horizon Flexible Income ETF | $53M | +2.8% ✓ |
| YLDY | Horizon Funds - Horizon High Income ETF | $21M | — |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.