LBAY vs BDVG
Comparison between LEATHERBACK LONG/SHORT ALTERNATIVE YIELD ETF (LBAY, ETF) and IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF).
LBAY vs BDVG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LBAY
$18M
Winner
BDVG
$19M
Expense Ratio
LBAY
1.20%
Winner
BDVG
0.55%
Max Drawdown
LBAY
22.04%
Winner
BDVG
15.36%
Sharpe Ratio
LBAY
0.62
Winner
BDVG
1.60
5Y Beta
Winner
LBAY
0.09
BDVG
0.60
P/E Ratio
Winner
LBAY
10.88
BDVG
21.48
Forward P/E
Winner
LBAY
15.89
BDVG
17.71
PEG Ratio
LBAY
N/A
BDVG
0.43
5Y Dividends CAGR
LBAY
15.44%
BDVG
N/A
5Y EPS CAGR
Winner
LBAY
11.96%
BDVG
11.28%
Debt to Equity
LBAY
33.59%
Winner
BDVG
-189.96%
P/S Ratio
Winner
LBAY
1.94
BDVG
3.01
P/B Ratio
Winner
LBAY
2.60
BDVG
3.59
LBAY vs BDVG - Holdings Comparison
LBAY and BDVG have 4 common holdings. Overlap is -7.52%
LBAY's top 25 holdings weight is 112.18%. BDVG's top 25 holdings weight is 77.58%.
| Rank | LBAY | BDVG |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 15.49% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 5.49% |
| #2 | ALTRIA GROUP INC (MO) - 5.12% | CISCO SYSTEMS INC (CSCO) - 4.78% |
| #3 | VISA INC CLASS A (V) - 5.09% | NUCOR CORP (NUE) - 4.43% |
| #4 | ESSENTIAL UTILITIES INC (WTRG) - 4.87% | JPMORGAN CHASE & CO (JPM) - 4.32% |
| #5 | HECLA MINING CO (HL) - 4.67% | ABBVIE INC (ABBV) - 4.18% |
| #6 | n/a (AGNCP) - 4.61% | APPLE INC (AAPL) - 4.11% |
| #7 | n/a (EPR-PRC) - 4.50% | CHEVRON CORP (CVX) - 3.63% |
| #8 | VAIL RESORTS INC (MTN) - 4.49% | BANK OF AMERICA CORP (BAC) - 3.47% |
| #9 | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 4.39% | FIXED INC CLEARING CORP.REPO (n/a) - 3.22% |
| #10 | KEURIG DR PEPPER INC (KDP) - 4.35% | NORFOLK SOUTHERN CORP (NSC) - 3.03% |
| #11 | ALAMOS GOLD INC CLASS A (n/a) - 4.23% | QUALCOMM INC (QCOM) - 2.85% |
| #12 | BARRICK MINING CORP (n/a) - 4.09% | MICROSOFT CORP (MSFT) - 2.85% |
| #13 | LAMB WESTON HOLDINGS INC (LW) - 4.06% | M&T BANK CORP (MTB) - 2.73% |
| #14 | AVISTA CORP (AVA) - 4.03% | PPL CORP (PPL) - 2.66% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.91% | LOCKHEED MARTIN CORP (LMT) - 2.63% |
| #16 | EXXON MOBIL CORP (XOM) - 3.87% | WASTE MANAGEMENT INC (WM) - 2.55% |
| #17 | UNION PACIFIC CORP (UNP) - 3.77% | EMERSON ELECTRIC CO (EMR) - 2.46% |
| #18 | PHILLIPS 66 (PSX) - 3.64% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.34% |
| #19 | BECTON DICKINSON & CO (BDX) - 3.62% | JOHNSON & JOHNSON (JNJ) - 2.34% |
| #20 | NEWMONT CORP (NEM) - 3.44% | EOG RESOURCES INC (EOG) - 2.34% |
| #21 | RAYONIER INC (RYN) - 3.41% | KINDER MORGAN INC CLASS P (KMI) - 2.31% |
| #22 | AMRIZE LTD REGISTERED SHARE (AMRZ) - 3.16% | CHUBB LTD (CB) - 2.26% |
| #23 | THE HOME DEPOT INC (HD) - 3.14% | WALMART INC (WMT) - 2.26% |
| #24 | SLM CORP (SLM) - 3.13% | DEERE & CO (DE) - 2.23% |
| #25 | VIATRIS INC (VTRS) - 3.10% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.11% |
| Total Holdings | 61 | 40 |
LBAY vs BDVG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LBAY
+5.45%
BDVG
+0.87%
3M
Winner
LBAY
+10.08%
BDVG
+7.19%
6M
LBAY
-0.89%
Winner
BDVG
+9.95%
1Y
LBAY
+13.44%
Winner
BDVG
+20.96%
5Y(CAGR)
LBAY
+6.74%
BDVG
N/A
Max(CAGR)
LBAY
+9.60%
Winner
BDVG
+14.87%
LBAY vs BDVG - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | LBAY | BDVG |
|---|---|---|
| 2026 | +18.39% | +17.58% |
| 2025 | +4.66% | +14.36% |
| 2024 | -4.35% | +11.50% |
| 2023 | -8.50% | +3.25% |
| 2022 | +22.44% | N/A |
| 2021 | +22.29% | N/A |
| 2020 | +4.58% | N/A |
LBAY vs BDVG Drawdown Comparison
The maximum drawdown for LBAY was -15.99%, occurring on Oct 27, 2023. Recovery took 771 trading sessions.
The maximum drawdown for BDVG was -14.46%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The current LBAY drawdown is -1.38%. The current BDVG drawdown is -1.96%.
| Rank | LBAY | BDVG |
|---|---|---|
| #1 | -15.99% Jan 6, 2023 - Feb 4, 2026 | -14.46% Nov 29, 2024 - Jul 1, 2025 |
| #2 | -13.61% Feb 27, 2026 - Aug 24, 2026 | -11.47% Jul 25, 2023 - Dec 26, 2023 |
| #3 | -12.94% Jun 7, 2022 - Nov 22, 2022 | -6.70% Feb 11, 2026 - May 18, 2026 |
| #4 | -10.45% May 17, 2021 - Jan 4, 2022 | -5.36% Mar 28, 2024 - Jul 15, 2024 |
| #5 | -5.77% Apr 20, 2022 - May 24, 2022 | -4.61% Jul 17, 2024 - Aug 23, 2024 |
| #6 | -5.34% Jan 14, 2021 - Feb 22, 2021 | -3.44% Oct 27, 2025 - Dec 3, 2025 |
| #7 | -4.14% Mar 15, 2021 - Mar 26, 2021 | -3.18% Oct 18, 2024 - Nov 6, 2024 |
| #8 | -2.91% Feb 24, 2021 - Mar 5, 2021 | -2.56% Oct 3, 2025 - Oct 27, 2025 |
| #9 | -2.80% Feb 23, 2026 - Feb 27, 2026 | -2.48% Aug 12, 2026 - Aug 20, 2026 |
| #10 | -2.70% Nov 24, 2020 - Dec 3, 2020 | -2.39% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -2.48% May 10, 2021 - May 14, 2021 | -2.34% Jun 4, 2026 - Jul 7, 2026 |
| #12 | -2.25% Dec 2, 2022 - Dec 27, 2022 | -2.12% Jul 25, 2025 - Aug 12, 2025 |
| #13 | -2.13% Dec 9, 2020 - Dec 31, 2020 | -1.77% Jul 3, 2025 - Jul 22, 2025 |
| #14 | -2.01% Jan 18, 2022 - Feb 9, 2022 | -1.76% Dec 28, 2023 - Jan 23, 2024 |
| #15 | -1.86% Mar 4, 2022 - Mar 21, 2022 | -1.51% Jul 3, 2023 - Jul 12, 2023 |
Correlation
Correlation between LBAY and BDVG is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2020 - 2026)
LBAY vs BDVG dividend yield comparison.
| Year | LBAY | BDVG |
|---|---|---|
| 2026 | 2.12% | 0.66% |
| 2025 | 3.80% | 1.75% |
| 2024 | 3.77% | 1.69% |
| 2023 | 3.47% | 0.95% |
| 2022 | 2.74% | 0.00% |
| 2021 | 2.96% | 0.00% |
| 2020 | 0.29% | 0.00% |
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