BDVG vs DANA
Comparison between IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF) and Dana Ltd Volatility ETF (DANA, ETF).
BDVG vs DANA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVG
$10M
DANA
$10M
Expense Ratio
BDVG
0.55%
Winner
DANA
0.35%
Max Drawdown
BDVG
15.36%
Winner
DANA
1.70%
Sharpe Ratio
Winner
BDVG
1.72
DANA
-0.28
5Y Beta
BDVG
0.61
Winner
DANA
0.02
P/E Ratio
BDVG
21.65
DANA
N/A
Forward P/E
BDVG
17.16
DANA
N/A
PEG Ratio
BDVG
0.70
DANA
N/A
5Y EPS CAGR
BDVG
9.91%
DANA
N/A
Debt to Equity
BDVG
-118.11%
DANA
N/A
P/S Ratio
BDVG
2.88
DANA
N/A
P/B Ratio
BDVG
3.49
DANA
N/A
BDVG vs DANA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDVG
+5.91%
DANA
+0.23%
3M
Winner
BDVG
+10.51%
DANA
+0.59%
6M
Winner
BDVG
+12.50%
DANA
+0.81%
1Y
BDVG
+23.83%
DANA
N/A
Max(CAGR)
Winner
BDVG
+14.43%
DANA
+2.62%
BDVG vs DANA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BDVG | DANA |
|---|---|---|
| 2026 | +12.95% | +0.81% |
| 2025 | +14.36% | +0.81% |
| 2024 | +11.50% | N/A |
| 2023 | +3.25% | N/A |
BDVG vs DANA Drawdown Comparison
The maximum drawdown for BDVG was -14.46%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The maximum drawdown for DANA was -1.04%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The current BDVG drawdown is -0.45%. The current DANA drawdown is -0.36%.
| Rank | BDVG | DANA |
|---|---|---|
| #1 | -14.46% Nov 29, 2024 - Jul 1, 2025 | -1.04% Jan 20, 2026 - Mar 24, 2026 |
| #2 | -11.47% Jul 25, 2023 - Dec 26, 2023 | -0.40% Dec 29, 2025 - Jan 14, 2026 |
| #3 | -6.70% Feb 11, 2026 - May 18, 2026 | -0.16% Dec 9, 2025 - Dec 11, 2025 |
| #4 | -5.36% Mar 28, 2024 - Jul 15, 2024 | -0.16% Dec 23, 2025 - Dec 26, 2025 |
| #5 | -4.61% Jul 17, 2024 - Aug 23, 2024 | -0.14% Dec 3, 2025 - Dec 5, 2025 |
| #6 | -3.44% Oct 27, 2025 - Dec 3, 2025 | -0.13% Dec 12, 2025 - Dec 23, 2025 |
| #7 | -3.18% Oct 18, 2024 - Nov 6, 2024 | -0.05% Dec 5, 2025 - Dec 9, 2025 |
| #8 | -2.56% Oct 3, 2025 - Oct 27, 2025 | N/A |
| #9 | -2.39% Aug 30, 2024 - Sep 19, 2024 | N/A |
| #10 | -2.34% Jun 4, 2026 - Jun 10, 2026 | N/A |
| #11 | -2.12% Jul 25, 2025 - Aug 12, 2025 | N/A |
| #12 | -1.77% Jul 3, 2025 - Jul 22, 2025 | N/A |
| #13 | -1.76% Dec 28, 2023 - Jan 23, 2024 | N/A |
| #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 DANA is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.43
-101
Dividend Comparison (2023 - 2026)
BDVG vs DANA dividend yield comparison.
| Year | BDVG | DANA |
|---|---|---|
| 2026 | 0.29% | 1.16% |
| 2025 | 1.75% | 0.29% |
| 2024 | 1.69% | 0.00% |
| 2023 | 0.95% | 0.00% |
Select Stocks to Compare
Popular: BDVG vs SPYDANA vs SPY
More Comparisons
Compare with similar stocks