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BDVG vs DIPS

Comparison between IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF) and YIELDMAX(R) SHORT NVDA OPTION INCOME STRATEGY ETF (DIPS, ETF).

BDVG vs DIPS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BDVG
$9.60M
Winner
DIPS
$9.80M
Expense Ratio
Winner
BDVG
0.55%
DIPS
1.05%
Max Drawdown
Winner
BDVG
15.36%
DIPS
83.93%
Sharpe Ratio
Winner
BDVG
1.82
DIPS
-0.95
5Y Beta
BDVG
0.61
Winner
DIPS
-1.49
P/E Ratio
BDVG
21.56
DIPS
N/A
Forward P/E
BDVG
17.77
DIPS
N/A
PEG Ratio
BDVG
0.79
DIPS
N/A
5Y EPS CAGR
BDVG
9.00%
DIPS
N/A
Debt to Equity
BDVG
-130.52%
DIPS
N/A
P/S Ratio
BDVG
3.13
DIPS
N/A
P/B Ratio
BDVG
3.49
DIPS
N/A

BDVG vs DIPS - Holdings Comparison

BDVG and DIPS have 0 common holdings. Overlap is 0.00%

BDVG's top 25 holdings weight is 83.34%. DIPS's top 25 holdings weight is 17.40%.

RankBDVGDIPS
#1
FIXED INC CLEARING CORP.REPO (n/a) - 10.77%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 17.40%
#2
JPMORGAN CHASE & CO (JPM) - 4.79%
N/A
#3
ABBVIE INC (ABBV) - 4.43%
N/A
#4
APPLE INC (AAPL) - 4.34%
N/A
#5
MICROSOFT CORP (MSFT) - 4.15%
N/A
#6
BANK OF AMERICA CORP (BAC) - 3.74%
N/A
#7
CISCO SYSTEMS INC (CSCO) - 3.66%
N/A
#8
ISHARES RUSSELL 1000 VALUE ETF (IWD) - 3.65%
N/A
#9
NORFOLK SOUTHERN CORP (NSC) - 3.11%
N/A
#10
WASTE MANAGEMENT INC (WM) - 2.95%
N/A
#11
PPL CORP (PPL) - 2.88%
N/A
#12
TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.77%
N/A
#13
M&T BANK CORP (MTB) - 2.66%
N/A
#14
STATE STREET® SPDR® RUSSELL 1000 YFOCETF (ONEY) - 2.63%
N/A
#15
MCDONALD'S CORP (MCD) - 2.58%
N/A
#16
EMERSON ELECTRIC CO (EMR) - 2.57%
N/A
#17
CHARLES SCHWAB CORP (SCHW) - 2.52%
N/A
#18
DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.51%
N/A
#19
WALMART INC (WMT) - 2.48%
N/A
#20
LOCKHEED MARTIN CORP (LMT) - 2.45%
N/A
#21
CHUBB LTD (CB) - 2.44%
N/A
#22
VANGUARD RUSSELL 1000 VALUE ETF (VONV) - 2.40%
N/A
#23
KINDER MORGAN INC CLASS P (KMI) - 2.34%
N/A
#24
JOHNSON & JOHNSON (JNJ) - 2.26%
N/A
#25
LOWE'S COMPANIES INC (LOW) - 2.26%
N/A
Total Holdings371

BDVG vs DIPS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BDVG
+5.74%
DIPS
-3.81%
3M
Winner
BDVG
+6.88%
DIPS
-9.24%
6M
Winner
BDVG
+12.57%
DIPS
-7.96%
1Y
Winner
BDVG
+24.60%
DIPS
-25.02%
Max(CAGR)
Winner
BDVG
+14.22%
DIPS
-31.43%

BDVG vs DIPS - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearBDVGDIPS
2026+12.07%-5.32%
2025+14.36%-31.15%
2024+11.50%-23.18%
2023+3.25%N/A

BDVG vs DIPS Drawdown Comparison

The maximum drawdown for BDVG was -14.46%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.

The maximum drawdown for DIPS was -60.03%, occurring on May 14, 2026. This drawdown has not yet recovered.

The current BDVG drawdown is -1.22%. The current DIPS drawdown is -54.53%.

RankBDVGDIPS
#1-14.46%
Nov 29, 2024 - Jul 1, 2025
-60.03%
Aug 7, 2024 - May 14, 2026
#2-11.47%
Jul 25, 2023 - Dec 26, 2023
-2.82%
Aug 5, 2024 - Aug 7, 2024
#3-6.70%
Feb 11, 2026 - May 18, 2026
-2.48%
Jul 30, 2024 - Aug 1, 2024
#4-5.36%
Mar 28, 2024 - Jul 15, 2024
N/A
#5-4.61%
Jul 17, 2024 - Aug 23, 2024
N/A
#6-3.44%
Oct 27, 2025 - Dec 3, 2025
N/A
#7-3.18%
Oct 18, 2024 - Nov 6, 2024
N/A
#8-2.56%
Oct 3, 2025 - Oct 27, 2025
N/A
#9-2.39%
Aug 30, 2024 - Sep 19, 2024
N/A
#10-2.12%
Jul 25, 2025 - Aug 12, 2025
N/A
#11-1.77%
Jul 3, 2025 - Jul 22, 2025
N/A
#12-1.76%
Dec 28, 2023 - Jan 23, 2024
N/A
#13-1.51%
Jul 3, 2023 - Jul 12, 2023
N/A
#14-1.44%
Jan 16, 2026 - Jan 27, 2026
N/A
#15-1.43%
Dec 15, 2025 - Jan 6, 2026
N/A

Correlation

Correlation between BDVG and DIPS is -0.82 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.82
-101

Dividend Comparison (2023 - 2026)

BDVG vs DIPS dividend yield comparison.

YearBDVGDIPS
20260.29%21.38%
20251.75%96.20%
20241.69%24.18%
20230.95%0.00%

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