BDVG vs SHPU
Comparison between IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF) and DIREXION DAILY SHOP BULL 2X ETF (SHPU, ETF).
BDVG vs SHPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVG
$9.60M
Winner
SHPU
$9.80M
Expense Ratio
BDVG
0.55%
SHPU
N/A
Max Drawdown
Winner
BDVG
15.36%
SHPU
81.73%
Sharpe Ratio
Winner
BDVG
1.82
SHPU
-0.62
5Y Beta
Winner
BDVG
0.61
SHPU
4.45
P/E Ratio
BDVG
21.56
SHPU
N/A
Forward P/E
BDVG
17.77
SHPU
N/A
PEG Ratio
BDVG
0.79
SHPU
N/A
5Y EPS CAGR
BDVG
9.00%
SHPU
N/A
Debt to Equity
BDVG
-130.52%
SHPU
N/A
P/S Ratio
BDVG
3.13
SHPU
N/A
P/B Ratio
BDVG
3.49
SHPU
N/A
BDVG vs SHPU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDVG
+5.74%
SHPU
-0.94%
3M
Winner
BDVG
+6.88%
SHPU
-42.54%
6M
Winner
BDVG
+12.57%
SHPU
-64.28%
1Y
Winner
BDVG
+24.60%
SHPU
-65.29%
Max(CAGR)
Winner
BDVG
+14.22%
SHPU
-72.07%
BDVG vs SHPU - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BDVG | SHPU |
|---|---|---|
| 2026 | +12.07% | -61.93% |
| 2025 | +14.36% | -4.11% |
| 2024 | +11.50% | N/A |
| 2023 | +3.25% | N/A |
BDVG vs SHPU Drawdown Comparison
The maximum drawdown for BDVG was -14.46%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The maximum drawdown for SHPU was -78.35%, occurring on May 13, 2026. This drawdown has not yet recovered.
The current BDVG drawdown is -1.22%. The current SHPU drawdown is -72.35%.
| Rank | BDVG | SHPU |
|---|---|---|
| #1 | -14.46% Nov 29, 2024 - Jul 1, 2025 | -78.35% Oct 28, 2025 - May 13, 2026 |
| #2 | -11.47% Jul 25, 2023 - Dec 26, 2023 | -22.84% Aug 6, 2025 - Sep 22, 2025 |
| #3 | -6.70% Feb 11, 2026 - May 18, 2026 | -20.90% Sep 22, 2025 - Oct 3, 2025 |
| #4 | -5.36% Mar 28, 2024 - Jul 15, 2024 | -18.32% Oct 8, 2025 - Oct 24, 2025 |
| #5 | -4.61% Jul 17, 2024 - Aug 23, 2024 | -4.08% Oct 6, 2025 - Oct 8, 2025 |
| #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 SHPU is -0.83 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.83
-101
Dividend Comparison (2023 - 2026)
BDVG vs SHPU dividend yield comparison.
| Year | BDVG | SHPU |
|---|---|---|
| 2026 | 0.29% | 0.73% |
| 2025 | 1.75% | 20.05% |
| 2024 | 1.69% | 0.00% |
| 2023 | 0.95% | 0.00% |
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