BDVG vs EZJ
Comparison between IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF) and PROSHARES ULTRA MSCI JAPAN (EZJ, ETF).
BDVG vs EZJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVG
$14M
EZJ
$14M
Expense Ratio
BDVG
0.55%
EZJ
N/A
Max Drawdown
Winner
BDVG
15.36%
EZJ
59.70%
Sharpe Ratio
Winner
BDVG
1.67
EZJ
1.10
5Y Beta
Winner
BDVG
0.60
EZJ
1.81
P/E Ratio
BDVG
22.60
EZJ
N/A
Forward P/E
BDVG
17.08
EZJ
N/A
PEG Ratio
BDVG
0.69
EZJ
N/A
5Y EPS CAGR
BDVG
10.28%
EZJ
N/A
Debt to Equity
BDVG
-119.77%
EZJ
N/A
P/S Ratio
BDVG
2.81
EZJ
N/A
P/B Ratio
BDVG
3.54
EZJ
N/A
BDVG vs EZJ - Holdings Comparison
BDVG and EZJ have 0 common holdings. Overlap is 0.00%
BDVG's top 25 holdings weight is 75.08%. EZJ's top 25 holdings weight is 67.22%.
| Rank | BDVG | EZJ |
|---|---|---|
| #1 | CHEVRON CORP (CVX) - 4.86% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 34.22% |
| #2 | JPMORGAN CHASE & CO (JPM) - 4.17% | ISHARES MSCI JAPAN ETF (EWJ) - 33.00% |
| #3 | ABBVIE INC (ABBV) - 3.88% | N/A |
| #4 | APPLE INC (AAPL) - 3.86% | N/A |
| #5 | NUCOR CORP (NUE) - 3.61% | N/A |
| #6 | CISCO SYSTEMS INC (CSCO) - 3.38% | N/A |
| #7 | LOCKHEED MARTIN CORP (LMT) - 3.36% | N/A |
| #8 | BANK OF AMERICA CORP (BAC) - 3.18% | N/A |
| #9 | MICROSOFT CORP (MSFT) - 3.02% | N/A |
| #10 | PPL CORP (PPL) - 3.00% | N/A |
| #11 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.99% | N/A |
| #12 | NORFOLK SOUTHERN CORP (NSC) - 2.96% | N/A |
| #13 | WASTE MANAGEMENT INC (WM) - 2.82% | N/A |
| #14 | EOG RESOURCES INC (EOG) - 2.80% | N/A |
| #15 | HONEYWELL INTERNATIONAL INC (HON) - 2.67% | N/A |
| #16 | WALMART INC (WMT) - 2.66% | N/A |
| #17 | KINDER MORGAN INC CLASS P (KMI) - 2.60% | N/A |
| #18 | FIXED INC CLEARING CORP.REPO (n/a) - 2.58% | N/A |
| #19 | M&T BANK CORP (MTB) - 2.56% | N/A |
| #20 | JOHNSON & JOHNSON (JNJ) - 2.42% | N/A |
| #21 | EMERSON ELECTRIC CO (EMR) - 2.42% | N/A |
| #22 | MCDONALD'S CORP (MCD) - 2.39% | N/A |
| #23 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.34% | N/A |
| #24 | CHUBB LTD (CB) - 2.32% | N/A |
| #25 | CHARLES SCHWAB CORP (SCHW) - 2.23% | N/A |
| Total Holdings | 40 | 2 |
BDVG vs EZJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDVG
+2.67%
EZJ
-4.52%
3M
Winner
BDVG
+9.60%
EZJ
+7.51%
6M
Winner
BDVG
+14.17%
EZJ
+9.98%
1Y
BDVG
+21.09%
Winner
EZJ
+39.12%
5Y(CAGR)
BDVG
N/A
EZJ
+6.99%
10Y(CAGR)
BDVG
N/A
EZJ
+9.75%
Max(CAGR)
Winner
BDVG
+14.65%
EZJ
+7.78%
BDVG vs EZJ - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | BDVG | EZJ |
|---|---|---|
| 2026 | +15.37% | +18.72% |
| 2025 | +14.36% | +43.51% |
| 2024 | +11.50% | +5.15% |
| 2023 | +3.25% | +30.30% |
| 2022 | N/A | -38.06% |
| 2021 | N/A | +0.50% |
| 2020 | N/A | +19.83% |
| 2019 | N/A | +32.46% |
| 2018 | N/A | -31.97% |
| 2017 | N/A | +47.93% |
| 2016 | N/A | +3.02% |
| 2015 | N/A | +13.77% |
| 2014 | N/A | -12.52% |
| 2013 | N/A | +43.79% |
| 2012 | N/A | +11.51% |
| 2011 | N/A | -34.16% |
| 2010 | N/A | +18.97% |
| 2009 | N/A | +10.35% |
BDVG vs EZJ Drawdown Comparison
The maximum drawdown for BDVG was -14.46%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The maximum drawdown for EZJ was -58.63%, occurring on Oct 20, 2022. Recovery took 1034 trading sessions.
The current EZJ drawdown is -12.96%.
| Rank | BDVG | EZJ |
|---|---|---|
| #1 | -14.46% Nov 29, 2024 - Jul 1, 2025 | -58.63% Sep 15, 2021 - Oct 28, 2025 |
| #2 | -11.47% Jul 25, 2023 - Dec 26, 2023 | -57.73% Jan 26, 2018 - Jan 8, 2021 |
| #3 | -6.70% Feb 11, 2026 - May 18, 2026 | -47.07% Feb 17, 2011 - May 8, 2013 |
| #4 | -5.36% Mar 28, 2024 - Jul 15, 2024 | -41.40% Apr 28, 2015 - Jun 2, 2017 |
| #5 | -4.61% Jul 17, 2024 - Aug 23, 2024 | -27.34% Apr 15, 2010 - Dec 22, 2010 |
| #6 | -3.44% Oct 27, 2025 - Dec 3, 2025 | -26.78% Feb 11, 2026 - Jun 18, 2026 |
| #7 | -3.18% Oct 18, 2024 - Nov 6, 2024 | -26.03% May 21, 2013 - Mar 16, 2015 |
| #8 | -2.56% Oct 3, 2025 - Oct 27, 2025 | -20.61% Sep 11, 2009 - Jan 13, 2010 |
| #9 | -2.39% Aug 30, 2024 - Sep 19, 2024 | -18.09% Feb 16, 2021 - Sep 7, 2021 |
| #10 | -2.34% Jun 4, 2026 - Jul 7, 2026 | -14.33% Jan 14, 2010 - Mar 30, 2010 |
| #11 | -2.12% Jul 25, 2025 - Aug 12, 2025 | -13.89% Jun 22, 2026 - Jul 20, 2026 |
| #12 | -1.77% Jul 3, 2025 - Jul 22, 2025 | -11.24% Nov 12, 2025 - Dec 15, 2025 |
| #13 | -1.76% Dec 28, 2023 - Jan 23, 2024 | -9.96% Jun 11, 2009 - Jul 23, 2009 |
| #14 | -1.51% Jul 3, 2023 - Jul 12, 2023 | -8.39% Jan 14, 2021 - Feb 8, 2021 |
| #15 | -1.44% Jan 16, 2026 - Jan 27, 2026 | -6.95% Nov 8, 2017 - Dec 18, 2017 |
Correlation
Correlation between BDVG and EZJ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2018 - 2026)
BDVG vs EZJ dividend yield comparison.
| Year | BDVG | EZJ |
|---|---|---|
| 2026 | 0.68% | 1.39% |
| 2025 | 1.75% | 1.13% |
| 2024 | 1.69% | 2.09% |
| 2023 | 0.95% | 1.11% |
| 2022 | 0.00% | 0.56% |
| 2019 | 0.00% | 0.24% |
| 2018 | 0.00% | 4.49% |
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