JULJ vs BDVG
Comparison between Innovator Premium Income 30 Barrier ETF - July (JULJ, ETF) and IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF).
JULJ vs BDVG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JULJ
$14M
BDVG
$14M
Expense Ratio
JULJ
0.79%
Winner
BDVG
0.55%
Max Drawdown
Winner
JULJ
5.35%
BDVG
15.36%
Sharpe Ratio
JULJ
0.69
Winner
BDVG
1.67
5Y Beta
Winner
JULJ
0.16
BDVG
0.60
P/E Ratio
JULJ
N/A
BDVG
22.60
Forward P/E
JULJ
N/A
BDVG
17.08
PEG Ratio
JULJ
N/A
BDVG
0.69
5Y EPS CAGR
JULJ
N/A
BDVG
10.28%
Debt to Equity
JULJ
N/A
BDVG
-119.77%
P/S Ratio
JULJ
N/A
BDVG
2.81
P/B Ratio
JULJ
N/A
BDVG
3.54
JULJ vs BDVG - Historical Returns
Returns include dividend reinvestment.
1M
JULJ
-0.12%
Winner
BDVG
+2.67%
3M
JULJ
+0.40%
Winner
BDVG
+9.60%
6M
JULJ
+1.51%
Winner
BDVG
+14.17%
1Y
JULJ
+4.82%
Winner
BDVG
+21.09%
Max(CAGR)
JULJ
+5.71%
Winner
BDVG
+14.65%
JULJ vs BDVG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JULJ | BDVG |
|---|---|---|
| 2026 | +1.75% | +15.37% |
| 2025 | +5.91% | +14.36% |
| 2024 | +6.04% | +11.50% |
| 2023 | +3.54% | +3.25% |
JULJ vs BDVG Drawdown Comparison
The maximum drawdown for JULJ was -3.62%, occurring on Apr 8, 2025. Recovery took 21 trading sessions.
The maximum drawdown for BDVG was -14.46%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The current JULJ drawdown is -0.39%.
| Rank | JULJ | BDVG |
|---|---|---|
| #1 | -3.62% Mar 25, 2025 - Apr 24, 2025 | -14.46% Nov 29, 2024 - Jul 1, 2025 |
| #2 | -1.90% Jul 31, 2024 - Aug 13, 2024 | -11.47% Jul 25, 2023 - Dec 26, 2023 |
| #3 | -0.80% Oct 17, 2023 - Nov 2, 2023 | -6.70% Feb 11, 2026 - May 18, 2026 |
| #4 | -0.72% Sep 14, 2023 - Oct 17, 2023 | -5.36% Mar 28, 2024 - Jul 15, 2024 |
| #5 | -0.68% Aug 30, 2024 - Sep 12, 2024 | -4.61% Jul 17, 2024 - Aug 23, 2024 |
| #6 | -0.61% Nov 10, 2025 - Nov 25, 2025 | -3.44% Oct 27, 2025 - Dec 3, 2025 |
| #7 | -0.56% Jul 16, 2024 - Jul 31, 2024 | -3.18% Oct 18, 2024 - Nov 6, 2024 |
| #8 | -0.47% Aug 14, 2023 - Aug 28, 2023 | -2.56% Oct 3, 2025 - Oct 27, 2025 |
| #9 | -0.46% Dec 16, 2024 - Dec 24, 2024 | -2.39% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -0.44% Feb 25, 2026 - Mar 31, 2026 | -2.34% Jun 4, 2026 - Jul 7, 2026 |
| #11 | -0.42% Oct 8, 2025 - Oct 20, 2025 | -2.12% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -0.39% Jul 15, 2026 - Jul 23, 2026 | -1.77% Jul 3, 2025 - Jul 22, 2025 |
| #13 | -0.37% Jul 3, 2023 - Jul 11, 2023 | -1.76% Dec 28, 2023 - Jan 23, 2024 |
| #14 | -0.34% Feb 19, 2025 - Mar 14, 2025 | -1.51% Jul 3, 2023 - Jul 12, 2023 |
| #15 | -0.30% Jul 31, 2023 - Aug 14, 2023 | -1.44% Jan 16, 2026 - Jan 27, 2026 |
Correlation
Correlation between JULJ 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)
JULJ vs BDVG dividend yield comparison.
| Year | JULJ | BDVG |
|---|---|---|
| 2026 | 2.65% | 0.68% |
| 2025 | 5.76% | 1.75% |
| 2024 | 5.96% | 1.69% |
| 2023 | 3.21% | 0.95% |
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