DVGR vs BRKW

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

DVGR vs BRKW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DVGR(ETF)	BRKW(ETF)
Net Assets	$15M	$15M
Expense Ratio	0.65%	N/A
Max Drawdown	8.64%	26.69%
Sharpe Ratio	0.76	-0.30
5Y Beta	0.88	0.08
P/E Ratio	23.34	N/A
Forward P/E	20.62	N/A
PEG Ratio	0.61	N/A
5Y EPS CAGR	17.45%	N/A
Debt to Equity	60.72%	N/A
P/S Ratio	2.40	N/A
P/B Ratio	6.26	N/A

Net Assets

DVGR

$15M

BRKW

$15M

Expense Ratio

DVGR

0.65%

BRKW

N/A

Max Drawdown

Winner

DVGR

8.64%

BRKW

26.69%

Sharpe Ratio

Winner

DVGR

0.76

BRKW

-0.30

5Y Beta

DVGR

0.88

Winner

BRKW

0.08

P/E Ratio

DVGR

23.34

BRKW

N/A

Forward P/E

DVGR

20.62

BRKW

N/A

PEG Ratio

DVGR

0.61

BRKW

N/A

5Y EPS CAGR

DVGR

17.45%

BRKW

N/A

Debt to Equity

DVGR

60.72%

BRKW

N/A

P/S Ratio

DVGR

2.40

BRKW

N/A

P/B Ratio

DVGR

6.26

BRKW

N/A

DVGR vs BRKW - Holdings Comparison

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

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

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

DVGR vs BRKW - Historical Returns

Returns include dividend reinvestment.

Period	DVGR	BRKW
1 month	+2.51%	+2.64%
3 months	+7.57%	-0.55%
6 months	+8.66%	-4.52%
1 year	N/A	-1.39%
Max(CAGR)	+15.22%	-1.40%

DVGR

+2.51%

Winner

BRKW

+2.64%

Winner

DVGR

+7.57%

BRKW

-0.55%

Winner

DVGR

+8.66%

BRKW

-4.52%

DVGR

N/A

BRKW

-1.39%

Max(CAGR)

Winner

DVGR

+15.22%

BRKW

-1.40%

DVGR vs BRKW - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	DVGR	BRKW
2026	+7.63%	-2.03%
2025	-0.65%	+2.14%

DVGR vs BRKW Drawdown Comparison

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

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

The current DVGR drawdown is -0.63%. The current BRKW drawdown is -6.53%.

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

Correlation

Correlation between DVGR and BRKW is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

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