BDVG vs RINF

Comparison between IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF) and PROSHARES INFLATION EXPECTIATIONS ETF PROSHARES INFLATION EXPECTATIONS ETF (RINF, ETF).

BDVG vs RINF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BDVG(ETF)	RINF(ETF)
Net Assets	$19M	$18M
Expense Ratio	0.55%	0.30%
Max Drawdown	15.36%	50.91%
Sharpe Ratio	1.60	-0.19
5Y Beta	0.60	0.06
P/E Ratio	21.48	N/A
Forward P/E	17.71	N/A
PEG Ratio	0.43	N/A
5Y Dividends CAGR	N/A	30.20%
5Y EPS CAGR	11.28%	N/A
Debt to Equity	-189.96%	N/A
P/S Ratio	3.01	N/A
P/B Ratio	3.59	N/A

Net Assets

Winner

BDVG

$19M

RINF

$18M

Expense Ratio

BDVG

0.55%

Winner

RINF

0.30%

Max Drawdown

Winner

BDVG

15.36%

RINF

50.91%

Sharpe Ratio

Winner

BDVG

1.60

RINF

-0.19

5Y Beta

BDVG

0.60

Winner

RINF

0.06

P/E Ratio

BDVG

21.48

RINF

N/A

Forward P/E

BDVG

17.71

RINF

N/A

PEG Ratio

BDVG

0.43

RINF

N/A

5Y Dividends CAGR

BDVG

N/A

RINF

30.20%

5Y EPS CAGR

BDVG

11.28%

RINF

N/A

Debt to Equity

BDVG

-189.96%

RINF

N/A

P/S Ratio

BDVG

3.01

RINF

N/A

P/B Ratio

BDVG

3.59

RINF

N/A

BDVG vs RINF - Historical Returns

Returns include dividend reinvestment.

Period	BDVG	RINF
1 month	+0.87%	+1.46%
3 months	+7.19%	+0.66%
6 months	+9.95%	+4.60%
1 year	+20.96%	+2.94%
5 years(CAGR)	N/A	+5.63%
10 years(CAGR)	N/A	+4.62%
Max(CAGR)	+14.87%	+1.08%

BDVG

+0.87%

Winner

RINF

+1.46%

Winner

BDVG

+7.19%

RINF

+0.66%

Winner

BDVG

+9.95%

RINF

+4.60%

Winner

BDVG

+20.96%

RINF

+2.94%

5Y(CAGR)

BDVG

N/A

RINF

+5.63%

10Y(CAGR)

BDVG

N/A

RINF

+4.62%

Max(CAGR)

Winner

BDVG

+14.87%

RINF

+1.08%

BDVG vs RINF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BDVG	RINF
2026	+17.58%	+3.00%
2025	+14.36%	+1.14%
2024	+11.50%	+8.86%
2023	+3.25%	+1.47%
2022	N/A	+7.44%
2021	N/A	+15.33%
2020	N/A	+1.11%
2019	N/A	+2.13%
2018	N/A	-1.62%
2017	N/A	-1.05%
2016	N/A	+4.45%
2015	N/A	-8.79%
2014	N/A	-11.86%
2013	N/A	-10.58%
2012	N/A	+5.47%

BDVG vs RINF Drawdown Comparison

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

The maximum drawdown for RINF was -43.53%, occurring on Mar 17, 2020. Recovery took 2670 trading sessions.

The current BDVG drawdown is -1.96%. The current RINF drawdown is -0.42%.

Rank	BDVG	RINF
#1	-14.46% Nov 29, 2024 - Jul 1, 2025	-43.53% Mar 15, 2012 - Oct 24, 2022
#2	-11.47% Jul 25, 2023 - Dec 26, 2023	-13.56% Oct 24, 2022 - Oct 18, 2023
#3	-6.70% Feb 11, 2026 - May 18, 2026	-9.63% Oct 19, 2023 - Jan 7, 2025
#4	-5.36% Mar 28, 2024 - Jul 15, 2024	-4.51% Feb 3, 2025 - May 14, 2025
#5	-4.61% Jul 17, 2024 - Aug 23, 2024	-4.26% Feb 21, 2012 - Mar 14, 2012
#6	-3.44% Oct 27, 2025 - Dec 3, 2025	-2.60% Jul 17, 2025 - Apr 30, 2026
#7	-3.18% Oct 18, 2024 - Nov 6, 2024	-2.35% Jan 13, 2012 - Jan 19, 2012
#8	-2.56% Oct 3, 2025 - Oct 27, 2025	-2.29% May 19, 2026 - Jul 31, 2026
#9	-2.48% Aug 12, 2026 - Aug 20, 2026	-1.70% May 14, 2025 - Jul 14, 2025
#10	-2.39% Aug 30, 2024 - Sep 19, 2024	-1.60% Jan 10, 2025 - Feb 3, 2025
#11	-2.34% Jun 4, 2026 - Jul 7, 2026	-1.50% Jan 25, 2012 - Feb 3, 2012
#12	-2.12% Jul 25, 2025 - Aug 12, 2025	-0.83% Aug 20, 2026 - Aug 25, 2026
#13	-1.77% Jul 3, 2025 - Jul 22, 2025	-0.67% May 4, 2026 - May 13, 2026
#14	-1.76% Dec 28, 2023 - Jan 23, 2024	-0.66% Feb 9, 2012 - Feb 16, 2012
#15	-1.51% Jul 3, 2023 - Jul 12, 2023	-0.47% Jul 31, 2026 - Aug 20, 2026

Correlation

Correlation between BDVG and RINF is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2012 - 2026)

BDVG vs RINF dividend yield comparison.

Year	BDVG	RINF
2026	0.66%	1.39%
2025	1.75%	3.90%
2024	1.69%	4.68%
2023	0.95%	5.07%
2022	0.00%	1.15%
2021	0.00%	2.76%
2020	0.00%	0.82%
2019	0.00%	1.90%
2018	0.00%	2.47%
2017	0.00%	2.99%
2016	0.00%	1.09%
2015	0.00%	1.83%
2014	0.00%	1.31%
2013	0.00%	0.94%
2012	0.00%	1.65%