BRKW vs DVGR

Comparison between ROUNDHILL BRKB WEEKLYPAY ETF (BRKW, ETF) and DAC 3D DIVIDEND GROWTH ETF (DVGR, ETF).

BRKW vs DVGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRKW(ETF)	DVGR(ETF)
Net Assets	$15M	$15M
Expense Ratio	N/A	0.65%
Max Drawdown	26.69%	8.64%
Sharpe Ratio	-0.36	0.69
5Y Beta	0.07	0.88
P/E Ratio	N/A	23.34
Forward P/E	N/A	20.62
PEG Ratio	N/A	0.61
5Y EPS CAGR	N/A	17.45%
Debt to Equity	N/A	60.72%
P/S Ratio	N/A	2.40
P/B Ratio	N/A	6.26

Net Assets

BRKW

$15M

DVGR

$15M

Expense Ratio

BRKW

N/A

DVGR

0.65%

Max Drawdown

BRKW

26.69%

Winner

DVGR

8.64%

Sharpe Ratio

BRKW

-0.36

Winner

DVGR

0.69

5Y Beta

Winner

BRKW

0.07

DVGR

0.88

P/E Ratio

BRKW

N/A

DVGR

23.34

Forward P/E

BRKW

N/A

DVGR

20.62

PEG Ratio

BRKW

N/A

DVGR

0.61

5Y EPS CAGR

BRKW

N/A

DVGR

17.45%

Debt to Equity

BRKW

N/A

DVGR

60.72%

P/S Ratio

BRKW

N/A

DVGR

2.40

P/B Ratio

BRKW

N/A

DVGR

6.26

BRKW vs DVGR - Holdings Comparison

BRKW and DVGR have 1 common holdings. Overlap is 1.05%

BRKW's top 25 holdings weight is 17.57%. DVGR's top 25 holdings weight is 84.98%.

Rank	BRKW	DVGR
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 10.08%	ORACLE CORP (ORCL) - 6.93%
#2	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.49%	BROADCOM INC (AVGO) - 5.61%
#3	N/A	MICROSOFT CORP (MSFT) - 5.23%
#4	N/A	THE GOLDMAN SACHS GROUP INC (GS) - 4.52%
#5	N/A	HEICO CORP (HEI) - 4.22%
#6	N/A	UNITEDHEALTH GROUP INC (UNH) - 4.01%
#7	N/A	JPMORGAN CHASE & CO (JPM) - 3.77%
#8	N/A	COSTCO WHOLESALE CORP (COST) - 3.69%
#9	N/A	ENBRIDGE INC (n/a) - 3.52%
#10	N/A	KLA CORP (KLAC) - 3.48%
#11	N/A	NEXTERA ENERGY INC (NEE) - 3.45%
#12	N/A	CANADIAN NATURAL RESOURCES LTD (CNQ) - 3.45%
#13	N/A	VISA INC CLASS A (V) - 3.27%
#14	N/A	TEXAS INSTRUMENTS INC (TXN) - 3.23%
#15	N/A	AMGEN INC (AMGN) - 2.96%
#16	N/A	LOWE'S COMPANIES INC (LOW) - 2.59%
#17	N/A	AMERICAN TOWER CORP (AMT) - 2.51%
#18	N/A	CINTAS CORP (CTAS) - 2.49%
#19	N/A	COMFORT SYSTEMS USA INC (FIX) - 2.48%
#20	N/A	NOVO NORDISK AS ADR (NVO) - 2.41%
#21	N/A	INTUIT INC (INTU) - 2.38%
#22	N/A	PARKER HANNIFIN CORP (PH) - 2.34%
#23	N/A	MCKESSON CORP (MCK) - 2.23%
#24	N/A	WILLIAMS-SONOMA INC (WSM) - 2.21%
#25	N/A	LEMAITRE VASCULAR INC (LMAT) - 2.00%
Total Holdings	2	37

BRKW vs DVGR - Historical Returns

Returns include dividend reinvestment.

Period	BRKW	DVGR
1 month	+0.57%	+1.71%
3 months	-1.66%	+7.85%
6 months	-4.39%	+7.56%
1 year	-2.84%	N/A
Max(CAGR)	-2.88%	+13.85%

BRKW

+0.57%

Winner

DVGR

+1.71%

BRKW

-1.66%

Winner

DVGR

+7.85%

BRKW

-4.39%

Winner

DVGR

+7.56%

BRKW

-2.84%

DVGR

N/A

Max(CAGR)

BRKW

-2.88%

Winner

DVGR

+13.85%

BRKW vs DVGR - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	BRKW	DVGR
2026	-3.47%	+6.84%
2025	+2.14%	-0.65%

BRKW vs DVGR Drawdown Comparison

The maximum drawdown for BRKW was -12.62%, occurring on May 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for DVGR was -8.19%, occurring on Mar 30, 2026. Recovery took 56 trading sessions.

The current BRKW drawdown is -7.90%. The current DVGR drawdown is -1.36%.

Rank	BRKW	DVGR
#1	-12.62% Nov 28, 2025 - May 5, 2026	-8.19% Jan 26, 2026 - Apr 16, 2026
#2	-8.86% Jun 24, 2025 - Aug 28, 2025	-3.05% Jun 4, 2026 - Jun 10, 2026
#3	-7.82% Sep 4, 2025 - Nov 13, 2025	-2.93% Dec 11, 2025 - Dec 26, 2025
#4	-2.81% Nov 13, 2025 - Nov 28, 2025	-1.83% Jan 16, 2026 - Jan 26, 2026
#5	-0.70% Aug 29, 2025 - Sep 4, 2025	-1.82% May 6, 2026 - May 29, 2026
#6	-0.08% Jun 18, 2025 - Jun 23, 2025	-1.42% Apr 24, 2026 - May 5, 2026
#7	N/A	-1.27% Dec 26, 2025 - Jan 5, 2026
#8	N/A	-0.99% Dec 5, 2025 - Dec 10, 2025
#9	N/A	-0.94% Jan 6, 2026 - Jan 9, 2026
#10	N/A	-0.85% Jan 12, 2026 - Jan 16, 2026
#11	N/A	-0.65% Jun 2, 2026 - Jun 4, 2026
#12	N/A	-0.42% Apr 20, 2026 - Apr 22, 2026

Correlation

Correlation between BRKW and DVGR is -0.45 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.45

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