BDVG vs LBAY
Comparison between IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF) and LEATHERBACK LONG/SHORT ALTERNATIVE YIELD ETF (LBAY, ETF).
BDVG vs LBAY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BDVG
$19M
LBAY
$18M
Expense Ratio
Winner
BDVG
0.55%
LBAY
1.20%
Max Drawdown
Winner
BDVG
15.36%
LBAY
22.04%
Sharpe Ratio
Winner
BDVG
1.60
LBAY
0.62
5Y Beta
BDVG
0.60
Winner
LBAY
0.09
P/E Ratio
BDVG
21.48
Winner
LBAY
10.88
Forward P/E
BDVG
17.71
Winner
LBAY
15.89
PEG Ratio
BDVG
0.43
LBAY
N/A
5Y Dividends CAGR
BDVG
N/A
LBAY
15.44%
5Y EPS CAGR
BDVG
11.28%
Winner
LBAY
11.96%
Debt to Equity
Winner
BDVG
-189.96%
LBAY
33.59%
P/S Ratio
BDVG
3.01
Winner
LBAY
1.94
P/B Ratio
BDVG
3.59
Winner
LBAY
2.60
BDVG vs LBAY - Holdings Comparison
BDVG and LBAY have 4 common holdings. Overlap is -7.52%
BDVG's top 25 holdings weight is 77.58%. LBAY's top 25 holdings weight is 112.18%.
| Rank | BDVG | LBAY |
|---|---|---|
| #1 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 5.49% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 15.49% |
| #2 | CISCO SYSTEMS INC (CSCO) - 4.78% | ALTRIA GROUP INC (MO) - 5.12% |
| #3 | NUCOR CORP (NUE) - 4.43% | VISA INC CLASS A (V) - 5.09% |
| #4 | JPMORGAN CHASE & CO (JPM) - 4.32% | ESSENTIAL UTILITIES INC (WTRG) - 4.87% |
| #5 | ABBVIE INC (ABBV) - 4.18% | HECLA MINING CO (HL) - 4.67% |
| #6 | APPLE INC (AAPL) - 4.11% | n/a (AGNCP) - 4.61% |
| #7 | CHEVRON CORP (CVX) - 3.63% | n/a (EPR-PRC) - 4.50% |
| #8 | BANK OF AMERICA CORP (BAC) - 3.47% | VAIL RESORTS INC (MTN) - 4.49% |
| #9 | FIXED INC CLEARING CORP.REPO (n/a) - 3.22% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 4.39% |
| #10 | NORFOLK SOUTHERN CORP (NSC) - 3.03% | KEURIG DR PEPPER INC (KDP) - 4.35% |
| #11 | QUALCOMM INC (QCOM) - 2.85% | ALAMOS GOLD INC CLASS A (n/a) - 4.23% |
| #12 | MICROSOFT CORP (MSFT) - 2.85% | BARRICK MINING CORP (n/a) - 4.09% |
| #13 | M&T BANK CORP (MTB) - 2.73% | LAMB WESTON HOLDINGS INC (LW) - 4.06% |
| #14 | PPL CORP (PPL) - 2.66% | AVISTA CORP (AVA) - 4.03% |
| #15 | LOCKHEED MARTIN CORP (LMT) - 2.63% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.91% |
| #16 | WASTE MANAGEMENT INC (WM) - 2.55% | EXXON MOBIL CORP (XOM) - 3.87% |
| #17 | EMERSON ELECTRIC CO (EMR) - 2.46% | UNION PACIFIC CORP (UNP) - 3.77% |
| #18 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.34% | PHILLIPS 66 (PSX) - 3.64% |
| #19 | JOHNSON & JOHNSON (JNJ) - 2.34% | BECTON DICKINSON & CO (BDX) - 3.62% |
| #20 | EOG RESOURCES INC (EOG) - 2.34% | NEWMONT CORP (NEM) - 3.44% |
| #21 | KINDER MORGAN INC CLASS P (KMI) - 2.31% | RAYONIER INC (RYN) - 3.41% |
| #22 | CHUBB LTD (CB) - 2.26% | AMRIZE LTD REGISTERED SHARE (AMRZ) - 3.16% |
| #23 | WALMART INC (WMT) - 2.26% | THE HOME DEPOT INC (HD) - 3.14% |
| #24 | DEERE & CO (DE) - 2.23% | SLM CORP (SLM) - 3.13% |
| #25 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.11% | VIATRIS INC (VTRS) - 3.10% |
| Total Holdings | 40 | 61 |
BDVG vs LBAY - Historical Returns
Returns include dividend reinvestment.
1M
BDVG
+0.87%
Winner
LBAY
+5.45%
3M
BDVG
+7.19%
Winner
LBAY
+10.08%
6M
Winner
BDVG
+9.95%
LBAY
-0.89%
1Y
Winner
BDVG
+20.96%
LBAY
+13.44%
5Y(CAGR)
BDVG
N/A
LBAY
+6.74%
Max(CAGR)
Winner
BDVG
+14.87%
LBAY
+9.60%
BDVG vs LBAY - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BDVG | LBAY |
|---|---|---|
| 2026 | +17.58% | +18.39% |
| 2025 | +14.36% | +4.66% |
| 2024 | +11.50% | -4.35% |
| 2023 | +3.25% | -8.50% |
| 2022 | N/A | +22.44% |
| 2021 | N/A | +22.29% |
| 2020 | N/A | +4.58% |
BDVG vs LBAY Drawdown Comparison
The maximum drawdown for BDVG was -14.46%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The maximum drawdown for LBAY was -15.99%, occurring on Oct 27, 2023. Recovery took 771 trading sessions.
The current BDVG drawdown is -1.96%. The current LBAY drawdown is -1.38%.
| Rank | BDVG | LBAY |
|---|---|---|
| #1 | -14.46% Nov 29, 2024 - Jul 1, 2025 | -15.99% Jan 6, 2023 - Feb 4, 2026 |
| #2 | -11.47% Jul 25, 2023 - Dec 26, 2023 | -13.61% Feb 27, 2026 - Aug 24, 2026 |
| #3 | -6.70% Feb 11, 2026 - May 18, 2026 | -12.94% Jun 7, 2022 - Nov 22, 2022 |
| #4 | -5.36% Mar 28, 2024 - Jul 15, 2024 | -10.45% May 17, 2021 - Jan 4, 2022 |
| #5 | -4.61% Jul 17, 2024 - Aug 23, 2024 | -5.77% Apr 20, 2022 - May 24, 2022 |
| #6 | -3.44% Oct 27, 2025 - Dec 3, 2025 | -5.34% Jan 14, 2021 - Feb 22, 2021 |
| #7 | -3.18% Oct 18, 2024 - Nov 6, 2024 | -4.14% Mar 15, 2021 - Mar 26, 2021 |
| #8 | -2.56% Oct 3, 2025 - Oct 27, 2025 | -2.91% Feb 24, 2021 - Mar 5, 2021 |
| #9 | -2.48% Aug 12, 2026 - Aug 20, 2026 | -2.80% Feb 23, 2026 - Feb 27, 2026 |
| #10 | -2.39% Aug 30, 2024 - Sep 19, 2024 | -2.70% Nov 24, 2020 - Dec 3, 2020 |
| #11 | -2.34% Jun 4, 2026 - Jul 7, 2026 | -2.48% May 10, 2021 - May 14, 2021 |
| #12 | -2.12% Jul 25, 2025 - Aug 12, 2025 | -2.25% Dec 2, 2022 - Dec 27, 2022 |
| #13 | -1.77% Jul 3, 2025 - Jul 22, 2025 | -2.13% Dec 9, 2020 - Dec 31, 2020 |
| #14 | -1.76% Dec 28, 2023 - Jan 23, 2024 | -2.01% Jan 18, 2022 - Feb 9, 2022 |
| #15 | -1.51% Jul 3, 2023 - Jul 12, 2023 | -1.86% Mar 4, 2022 - Mar 21, 2022 |
Correlation
Correlation between BDVG and LBAY is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2020 - 2026)
BDVG vs LBAY dividend yield comparison.
| Year | BDVG | LBAY |
|---|---|---|
| 2026 | 0.66% | 2.12% |
| 2025 | 1.75% | 3.80% |
| 2024 | 1.69% | 3.77% |
| 2023 | 0.95% | 3.47% |
| 2022 | 0.00% | 2.74% |
| 2021 | 0.00% | 2.96% |
| 2020 | 0.00% | 0.29% |
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