BDVG vs ZIVB
Comparison between IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF) and -1x Short VIX Mid-Term Futures Strategy ETF (ZIVB, ETF).
BDVG vs ZIVB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVG
$14M
Winner
ZIVB
$14M
Expense Ratio
Winner
BDVG
0.55%
ZIVB
1.42%
Max Drawdown
BDVG
15.36%
ZIVB
N/A
Sharpe Ratio
BDVG
1.67
Winner
ZIVB
3.29
5Y Beta
BDVG
0.60
Winner
ZIVB
-0.09
P/E Ratio
BDVG
22.60
ZIVB
N/A
Forward P/E
BDVG
17.08
ZIVB
N/A
PEG Ratio
BDVG
0.69
ZIVB
N/A
5Y EPS CAGR
BDVG
10.28%
ZIVB
N/A
Debt to Equity
BDVG
-119.77%
ZIVB
N/A
P/S Ratio
BDVG
2.81
ZIVB
N/A
P/B Ratio
BDVG
3.54
ZIVB
N/A
BDVG vs ZIVB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDVG
+2.67%
ZIVB
+2.37%
3M
BDVG
+9.60%
ZIVB
N/A
6M
BDVG
+14.17%
ZIVB
N/A
1Y
BDVG
+21.09%
ZIVB
N/A
Max(CAGR)
BDVG
+14.65%
Winner
ZIVB
+35.67%
BDVG vs ZIVB - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BDVG | ZIVB |
|---|---|---|
| 2026 | +15.37% | +4.79% |
| 2025 | +14.36% | N/A |
| 2024 | +11.50% | N/A |
| 2023 | +3.25% | N/A |
BDVG vs ZIVB Drawdown Comparison
The maximum drawdown for BDVG was -14.46%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
| Rank | BDVG | ZIVB |
|---|---|---|
| #1 | -14.46% Nov 29, 2024 - Jul 1, 2025 | N/A |
| #2 | -11.47% Jul 25, 2023 - Dec 26, 2023 | N/A |
| #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 |
Correlation
Correlation between BDVG and ZIVB is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2023 - 2026)
BDVG vs ZIVB dividend yield comparison.
| Year | BDVG | ZIVB |
|---|---|---|
| 2026 | 0.68% | 4.73% |
| 2025 | 1.75% | 0.00% |
| 2024 | 1.69% | 0.00% |
| 2023 | 0.95% | 0.00% |
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