DDXX vs BDVG
Comparison between DEFINED DURATION 20 ETF (DDXX, ETF) and IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF).
DDXX vs BDVG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DDXX
$18M
Winner
BDVG
$19M
Expense Ratio
Winner
DDXX
0.25%
BDVG
0.55%
Max Drawdown
Winner
DDXX
9.36%
BDVG
15.36%
Sharpe Ratio
DDXX
1.40
Winner
BDVG
1.60
5Y Beta
DDXX
0.92
Winner
BDVG
0.60
P/E Ratio
DDXX
N/A
BDVG
21.48
Forward P/E
DDXX
N/A
BDVG
17.71
PEG Ratio
DDXX
N/A
BDVG
0.43
5Y EPS CAGR
DDXX
N/A
BDVG
11.28%
Debt to Equity
DDXX
N/A
BDVG
-189.96%
P/S Ratio
DDXX
N/A
BDVG
3.01
P/B Ratio
DDXX
N/A
BDVG
3.59
DDXX vs BDVG - Holdings Comparison
DDXX and BDVG have 0 common holdings. Overlap is 0.00%
DDXX's top 25 holdings weight is 100.01%. BDVG's top 25 holdings weight is 77.58%.
| Rank | DDXX | BDVG |
|---|---|---|
| #1 | STATE STREET® SPDR® PTF DEV WLD EXUS ETF (SPDW) - 24.09% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 5.49% |
| #2 | VANGUARD MSTAR VALUE ETF (VTV) - 12.84% | CISCO SYSTEMS INC (CSCO) - 4.78% |
| #3 | ISHARES MSCI USA MIN VOL FACTOR ETF (USMV) - 11.90% | NUCOR CORP (NUE) - 4.43% |
| #4 | ISHARES EDGE MSCI INTL VALUE FACTOR ETF (IVLU) - 11.08% | JPMORGAN CHASE & CO (JPM) - 4.32% |
| #5 | VANGUARD MSTAR TOTAL STK MKT ETF (VTI) - 10.92% | ABBVIE INC (ABBV) - 4.18% |
| #6 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 10.54% | APPLE INC (AAPL) - 4.11% |
| #7 | VANGUARD FTSE ALL-WLD EX-US SMCP ETF (VSS) - 9.70% | CHEVRON CORP (CVX) - 3.63% |
| #8 | VANGUARD MSTAR SMALL CAP ETF (VB) - 8.63% | BANK OF AMERICA CORP (BAC) - 3.47% |
| #9 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.31% | FIXED INC CLEARING CORP.REPO (n/a) - 3.22% |
| #10 | N/A | NORFOLK SOUTHERN CORP (NSC) - 3.03% |
| #11 | N/A | QUALCOMM INC (QCOM) - 2.85% |
| #12 | N/A | MICROSOFT CORP (MSFT) - 2.85% |
| #13 | N/A | M&T BANK CORP (MTB) - 2.73% |
| #14 | N/A | PPL CORP (PPL) - 2.66% |
| #15 | N/A | LOCKHEED MARTIN CORP (LMT) - 2.63% |
| #16 | N/A | WASTE MANAGEMENT INC (WM) - 2.55% |
| #17 | N/A | EMERSON ELECTRIC CO (EMR) - 2.46% |
| #18 | N/A | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.34% |
| #19 | N/A | JOHNSON & JOHNSON (JNJ) - 2.34% |
| #20 | N/A | EOG RESOURCES INC (EOG) - 2.34% |
| #21 | N/A | KINDER MORGAN INC CLASS P (KMI) - 2.31% |
| #22 | N/A | CHUBB LTD (CB) - 2.26% |
| #23 | N/A | WALMART INC (WMT) - 2.26% |
| #24 | N/A | DEERE & CO (DE) - 2.23% |
| #25 | N/A | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.11% |
| Total Holdings | 9 | 40 |
DDXX vs BDVG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DDXX
+4.17%
BDVG
+0.87%
3M
DDXX
+4.06%
Winner
BDVG
+7.19%
6M
DDXX
+6.84%
Winner
BDVG
+9.95%
1Y
DDXX
N/A
BDVG
+20.96%
Max(CAGR)
Winner
DDXX
+24.18%
BDVG
+14.87%
DDXX vs BDVG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | DDXX | BDVG |
|---|---|---|
| 2026 | +14.83% | +17.58% |
| 2025 | +2.51% | +14.36% |
| 2024 | N/A | +11.50% |
| 2023 | N/A | +3.25% |
DDXX vs BDVG Drawdown Comparison
The maximum drawdown for DDXX was -9.30%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The maximum drawdown for BDVG was -14.46%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The current DDXX drawdown is -0.06%. The current BDVG drawdown is -1.96%.
| Rank | DDXX | BDVG |
|---|---|---|
| #1 | -9.30% Feb 25, 2026 - May 6, 2026 | -14.46% Nov 29, 2024 - Jul 1, 2025 |
| #2 | -3.70% Jun 2, 2026 - Jun 15, 2026 | -11.47% Jul 25, 2023 - Dec 26, 2023 |
| #3 | -3.20% Nov 13, 2025 - Nov 26, 2025 | -6.70% Feb 11, 2026 - May 18, 2026 |
| #4 | -2.57% Jul 6, 2026 - Aug 4, 2026 | -5.36% Mar 28, 2024 - Jul 15, 2024 |
| #5 | -2.02% Jun 15, 2026 - Jul 6, 2026 | -4.61% Jul 17, 2024 - Aug 23, 2024 |
| #6 | -1.98% May 6, 2026 - May 22, 2026 | -3.44% Oct 27, 2025 - Dec 3, 2025 |
| #7 | -1.48% Dec 11, 2025 - Dec 22, 2025 | -3.18% Oct 18, 2024 - Nov 6, 2024 |
| #8 | -1.48% Jan 27, 2026 - Feb 6, 2026 | -2.56% Oct 3, 2025 - Oct 27, 2025 |
| #9 | -1.34% Jan 15, 2026 - Jan 22, 2026 | -2.48% Aug 12, 2026 - Aug 20, 2026 |
| #10 | -1.16% Feb 11, 2026 - Feb 20, 2026 | -2.39% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -1.13% Aug 13, 2026 - Aug 18, 2026 | -2.34% Jun 4, 2026 - Jul 7, 2026 |
| #12 | -0.71% Dec 26, 2025 - Jan 2, 2026 | -2.12% Jul 25, 2025 - Aug 12, 2025 |
| #13 | -0.55% Nov 28, 2025 - Dec 3, 2025 | -1.77% Jul 3, 2025 - Jul 22, 2025 |
| #14 | -0.51% Feb 20, 2026 - Feb 25, 2026 | -1.76% Dec 28, 2023 - Jan 23, 2024 |
| #15 | -0.48% Jan 6, 2026 - Jan 9, 2026 | -1.51% Jul 3, 2023 - Jul 12, 2023 |
Correlation
Correlation between DDXX and BDVG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2023 - 2026)
DDXX vs BDVG dividend yield comparison.
| Year | DDXX | BDVG |
|---|---|---|
| 2026 | 0.68% | 0.66% |
| 2025 | 1.20% | 1.75% |
| 2024 | 0.00% | 1.69% |
| 2023 | 0.00% | 0.95% |
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