OCTJ vs BDVG
Comparison between Innovator Premium Income 30 Barrier ETF - October (OCTJ, ETF) and IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF).
OCTJ vs BDVG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OCTJ
$19M
BDVG
$19M
Expense Ratio
OCTJ
0.79%
Winner
BDVG
0.55%
Max Drawdown
Winner
OCTJ
7.84%
BDVG
15.36%
Sharpe Ratio
OCTJ
0.59
Winner
BDVG
1.60
5Y Beta
Winner
OCTJ
0.23
BDVG
0.60
P/E Ratio
OCTJ
N/A
BDVG
21.48
Forward P/E
OCTJ
N/A
BDVG
17.71
PEG Ratio
OCTJ
N/A
BDVG
0.43
5Y EPS CAGR
OCTJ
N/A
BDVG
11.28%
Debt to Equity
OCTJ
N/A
BDVG
-189.96%
P/S Ratio
OCTJ
N/A
BDVG
3.01
P/B Ratio
OCTJ
N/A
BDVG
3.59
OCTJ vs BDVG - Historical Returns
Returns include dividend reinvestment.
1M
OCTJ
+0.33%
Winner
BDVG
+0.87%
3M
OCTJ
+1.10%
Winner
BDVG
+7.19%
6M
OCTJ
+2.84%
Winner
BDVG
+9.95%
1Y
OCTJ
+5.39%
Winner
BDVG
+20.96%
Max(CAGR)
OCTJ
+6.02%
Winner
BDVG
+14.87%
OCTJ vs BDVG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | OCTJ | BDVG |
|---|---|---|
| 2026 | +3.33% | +17.58% |
| 2025 | +5.64% | +14.36% |
| 2024 | +5.44% | +11.50% |
| 2023 | +3.01% | +3.25% |
OCTJ vs BDVG Drawdown Comparison
The maximum drawdown for OCTJ was -5.35%, occurring on Apr 8, 2025. Recovery took 32 trading sessions.
The maximum drawdown for BDVG was -14.46%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The current OCTJ drawdown is -0.02%. The current BDVG drawdown is -1.96%.
| Rank | OCTJ | BDVG |
|---|---|---|
| #1 | -5.35% Mar 24, 2025 - May 8, 2025 | -14.46% Nov 29, 2024 - Jul 1, 2025 |
| #2 | -1.25% Feb 26, 2026 - Apr 8, 2026 | -11.47% Jul 25, 2023 - Dec 26, 2023 |
| #3 | -1.04% Oct 28, 2025 - Nov 25, 2025 | -6.70% Feb 11, 2026 - May 18, 2026 |
| #4 | -0.86% Feb 19, 2025 - Mar 21, 2025 | -5.36% Mar 28, 2024 - Jul 15, 2024 |
| #5 | -0.81% Oct 16, 2023 - Nov 1, 2023 | -4.61% Jul 17, 2024 - Aug 23, 2024 |
| #6 | -0.67% Sep 29, 2025 - Oct 20, 2025 | -3.44% Oct 27, 2025 - Dec 3, 2025 |
| #7 | -0.66% Dec 6, 2024 - Dec 24, 2024 | -3.18% Oct 18, 2024 - Nov 6, 2024 |
| #8 | -0.62% Sep 30, 2024 - Oct 14, 2024 | -2.56% Oct 3, 2025 - Oct 27, 2025 |
| #9 | -0.58% Jul 26, 2024 - Aug 16, 2024 | -2.48% Aug 12, 2026 - Aug 20, 2026 |
| #10 | -0.42% Oct 18, 2024 - Nov 6, 2024 | -2.39% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -0.37% May 15, 2025 - Jun 3, 2025 | -2.34% Jun 4, 2026 - Jul 7, 2026 |
| #12 | -0.36% Nov 13, 2024 - Nov 26, 2024 | -2.12% Jul 25, 2025 - Aug 12, 2025 |
| #13 | -0.36% Jan 6, 2025 - Jan 15, 2025 | -1.77% Jul 3, 2025 - Jul 22, 2025 |
| #14 | -0.35% Jan 22, 2025 - Feb 6, 2025 | -1.76% Dec 28, 2023 - Jan 23, 2024 |
| #15 | -0.35% Jun 8, 2026 - Jun 12, 2026 | -1.51% Jul 3, 2023 - Jul 12, 2023 |
Correlation
Correlation between OCTJ and BDVG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2026)
OCTJ vs BDVG dividend yield comparison.
| Year | OCTJ | BDVG |
|---|---|---|
| 2026 | 2.64% | 0.66% |
| 2025 | 5.23% | 1.75% |
| 2024 | 6.27% | 1.69% |
| 2023 | 1.64% | 0.95% |
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