RIZE vs BDVG

Comparison between PRINCIPAL INFLATION PROTECTION ETF (RIZE, ETF) and IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF).

RIZE vs BDVG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RIZE(ETF)	BDVG(ETF)
Net Assets	$10M	$10M
Expense Ratio	0.19%	0.55%
Max Drawdown	0.26%	15.36%
Sharpe Ratio	-0.60	1.72
5Y Beta	0.04	0.61
P/E Ratio	N/A	21.65
Forward P/E	N/A	17.16
PEG Ratio	N/A	0.70
5Y EPS CAGR	N/A	9.91%
Debt to Equity	N/A	-118.11%
P/S Ratio	N/A	2.88
P/B Ratio	N/A	3.49

Net Assets

RIZE

$10M

Winner

BDVG

$10M

Expense Ratio

Winner

RIZE

0.19%

BDVG

0.55%

Max Drawdown

Winner

RIZE

0.26%

BDVG

15.36%

Sharpe Ratio

RIZE

-0.60

Winner

BDVG

1.72

5Y Beta

Winner

RIZE

0.04

BDVG

0.61

P/E Ratio

RIZE

N/A

BDVG

21.65

Forward P/E

RIZE

N/A

BDVG

17.16

PEG Ratio

RIZE

N/A

BDVG

0.70

5Y EPS CAGR

RIZE

N/A

BDVG

9.91%

Debt to Equity

RIZE

N/A

BDVG

-118.11%

P/S Ratio

RIZE

N/A

BDVG

2.88

P/B Ratio

RIZE

N/A

BDVG

3.49

RIZE vs BDVG - Holdings Comparison

RIZE and BDVG have 1 common holdings. Overlap is 1.74%

RIZE's top 25 holdings weight is 99.99%. BDVG's top 25 holdings weight is 75.08%.

Rank	RIZE	BDVG
#1	UNITED STATES TREASURY NOTES 0.125% (n/a) - 27.47%	CHEVRON CORP (CVX) - 4.86%
#2	UNITED STATES TREASURY NOTES 1.625% (n/a) - 15.78%	JPMORGAN CHASE & CO (JPM) - 4.17%
#3	UNITED STATES TREASURY NOTES 0.375% (n/a) - 8.15%	ABBVIE INC (ABBV) - 3.88%
#4	UNITED STATES TREASURY NOTES 1.25% (n/a) - 7.68%	APPLE INC (AAPL) - 3.86%
#5	UNITED STATES TREASURY NOTES 1.125% (n/a) - 5.54%	NUCOR CORP (NUE) - 3.61%
#6	UNITED STATES TREASURY NOTES 2.125% (n/a) - 5.14%	CISCO SYSTEMS INC (CSCO) - 3.38%
#7	UNITED STATES TREASURY NOTES 2.375% (n/a) - 5.12%	LOCKHEED MARTIN CORP (LMT) - 3.36%
#8	UNITED STATES TREASURY NOTES 0.5% (n/a) - 4.37%	BANK OF AMERICA CORP (BAC) - 3.18%
#9	UNITED STATES TREASURY NOTES 0.75% (n/a) - 3.80%	MICROSOFT CORP (MSFT) - 3.02%
#10	UNITED STATES TREASURY NOTES 0.25% (n/a) - 3.79%	PPL CORP (PPL) - 3.00%
#11	UNITED STATES TREASURY NOTES 0.875% (n/a) - 3.27%	DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.99%
#12	UNITED STATES TREASURY BONDS 3.875% (n/a) - 2.29%	NORFOLK SOUTHERN CORP (NSC) - 2.96%
#13	UNITED STATES TREASURY BONDS 2.375% (n/a) - 1.97%	WASTE MANAGEMENT INC (WM) - 2.82%
#14	UNITED STATES TREASURY BONDS 3.625% (n/a) - 1.95%	EOG RESOURCES INC (EOG) - 2.80%
#15	UNITED STATES TREASURY BONDS 1.75% (n/a) - 1.82%	HONEYWELL INTERNATIONAL INC (HON) - 2.67%
#16	UNITED STATES TREASURY BONDS 2.5% (n/a) - 1.74%	WALMART INC (WMT) - 2.66%
#17	STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 0.11%	KINDER MORGAN INC CLASS P (KMI) - 2.60%
#18	N/A	FIXED INC CLEARING CORP.REPO (n/a) - 2.58%
#19	N/A	M&T BANK CORP (MTB) - 2.56%
#20	N/A	JOHNSON & JOHNSON (JNJ) - 2.42%
#21	N/A	EMERSON ELECTRIC CO (EMR) - 2.42%
#22	N/A	MCDONALD'S CORP (MCD) - 2.39%
#23	N/A	TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.34%
#24	N/A	CHUBB LTD (CB) - 2.32%
#25	N/A	CHARLES SCHWAB CORP (SCHW) - 2.23%
Total Holdings	17	40

RIZE vs BDVG - Historical Returns

Returns include dividend reinvestment.

Period	RIZE	BDVG
1 month	N/A	+5.91%
3 months	N/A	+10.51%
6 months	N/A	+12.50%
1 year	N/A	+23.83%
Max(CAGR)	+2.69%	+14.43%

RIZE

N/A

BDVG

+5.91%

RIZE

N/A

BDVG

+10.51%

RIZE

N/A

BDVG

+12.50%

RIZE

N/A

BDVG

+23.83%

Max(CAGR)

RIZE

+2.69%

Winner

BDVG

+14.43%

RIZE vs BDVG - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	RIZE	BDVG
2026	+0.16%	+12.95%
2025	N/A	+14.36%
2024	N/A	+11.50%
2023	N/A	+3.25%

RIZE vs BDVG Drawdown Comparison

The maximum drawdown for RIZE was -0.26%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for BDVG was -14.46%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.

The current RIZE drawdown is -0.14%. The current BDVG drawdown is -0.45%.

Rank	RIZE	BDVG
#1	-0.26% Jun 2, 2026 - Jun 5, 2026	-14.46% Nov 29, 2024 - Jul 1, 2025
#2	-0.10% May 21, 2026 - May 26, 2026	-11.47% Jul 25, 2023 - Dec 26, 2023
#3	N/A	-6.70% Feb 11, 2026 - May 18, 2026
#4	N/A	-5.36% Mar 28, 2024 - Jul 15, 2024
#5	N/A	-4.61% Jul 17, 2024 - Aug 23, 2024
#6	N/A	-3.44% Oct 27, 2025 - Dec 3, 2025
#7	N/A	-3.18% Oct 18, 2024 - Nov 6, 2024
#8	N/A	-2.56% Oct 3, 2025 - Oct 27, 2025
#9	N/A	-2.39% Aug 30, 2024 - Sep 19, 2024
#10	N/A	-2.34% Jun 4, 2026 - Jun 10, 2026
#11	N/A	-2.12% Jul 25, 2025 - Aug 12, 2025
#12	N/A	-1.77% Jul 3, 2025 - Jul 22, 2025
#13	N/A	-1.76% Dec 28, 2023 - Jan 23, 2024
#14	N/A	-1.51% Jul 3, 2023 - Jul 12, 2023
#15	N/A	-1.44% Jan 16, 2026 - Jan 27, 2026

Correlation

Correlation between RIZE and BDVG is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101