BDVG vs FDRX

Comparison between IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF) and FounderLed 2X Daily ETF (FDRX, ETF).

BDVG vs FDRX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BDVG(ETF)	FDRX(ETF)
Net Assets	$14M	$14M
Expense Ratio	0.55%	N/A
Max Drawdown	15.36%	38.44%
Sharpe Ratio	1.67	-0.70
5Y Beta	0.60	3.30
P/E Ratio	22.60	N/A
Forward P/E	17.08	N/A
PEG Ratio	0.69	N/A
5Y EPS CAGR	10.28%	N/A
Debt to Equity	-119.77%	N/A
P/S Ratio	2.81	N/A
P/B Ratio	3.54	N/A

Net Assets

BDVG

$14M

Winner

FDRX

$14M

Expense Ratio

BDVG

0.55%

FDRX

N/A

Max Drawdown

Winner

BDVG

15.36%

FDRX

38.44%

Sharpe Ratio

Winner

BDVG

1.67

FDRX

-0.70

5Y Beta

Winner

BDVG

0.60

FDRX

3.30

P/E Ratio

BDVG

22.60

FDRX

N/A

Forward P/E

BDVG

17.08

FDRX

N/A

PEG Ratio

BDVG

0.69

FDRX

N/A

5Y EPS CAGR

BDVG

10.28%

FDRX

N/A

Debt to Equity

BDVG

-119.77%

FDRX

N/A

P/S Ratio

BDVG

2.81

FDRX

N/A

P/B Ratio

BDVG

3.54

FDRX

N/A

BDVG vs FDRX - Holdings Comparison

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

BDVG's top 25 holdings weight is 75.08%. FDRX's top 25 holdings weight is 9.20%.

Rank	BDVG	FDRX
#1	CHEVRON CORP (CVX) - 4.86%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.20%
#2	JPMORGAN CHASE & CO (JPM) - 4.17%	N/A
#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	1

BDVG vs FDRX - Historical Returns

Returns include dividend reinvestment.

Period	BDVG	FDRX
1 month	+2.67%	-6.18%
3 months	+9.60%	-7.02%
6 months	+14.17%	-21.17%
1 year	+21.09%	N/A
Max(CAGR)	+14.65%	-41.21%

Winner

BDVG

+2.67%

FDRX

-6.18%

Winner

BDVG

+9.60%

FDRX

-7.02%

Winner

BDVG

+14.17%

FDRX

-21.17%

BDVG

+21.09%

FDRX

N/A

Max(CAGR)

Winner

BDVG

+14.65%

FDRX

-41.21%

BDVG vs FDRX - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	BDVG	FDRX
2026	+15.37%	-24.04%
2025	+14.36%	N/A
2024	+11.50%	N/A
2023	+3.25%	N/A

BDVG vs FDRX Drawdown Comparison

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

The maximum drawdown for FDRX was -38.44%, occurring on Mar 30, 2026. Recovery took 93 trading sessions.

The current FDRX drawdown is -27.12%.

Rank	BDVG	FDRX
#1	-14.46% Nov 29, 2024 - Jul 1, 2025	-38.44% Jan 15, 2026 - Jun 1, 2026
#2	-11.47% Jul 25, 2023 - Dec 26, 2023	-27.12% Jun 1, 2026 - Jul 23, 2026
#3	-6.70% Feb 11, 2026 - May 18, 2026	N/A
#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	-2.34% Jun 4, 2026 - Jul 7, 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