TSYX vs BDVG

Comparison between TSPY Lift ETF (TSYX, ETF) and IMGP BERKSHIRE DIVIDEND GROWTH ETF (BDVG, ETF).

TSYX vs BDVG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TSYX(ETF)	BDVG(ETF)
Net Assets	$14M	$14M
Expense Ratio	N/A	0.55%
Max Drawdown	16.11%	15.36%
Sharpe Ratio	0.36	1.67
5Y Beta	1.28	0.60
P/E Ratio	N/A	22.60
Forward P/E	N/A	17.08
PEG Ratio	N/A	0.69
5Y EPS CAGR	N/A	10.28%
Debt to Equity	N/A	-119.77%
P/S Ratio	N/A	2.81
P/B Ratio	N/A	3.54

Net Assets

TSYX

$14M

BDVG

$14M

Expense Ratio

TSYX

N/A

BDVG

0.55%

Max Drawdown

TSYX

16.11%

Winner

BDVG

15.36%

Sharpe Ratio

TSYX

0.36

Winner

BDVG

1.67

5Y Beta

TSYX

1.28

Winner

BDVG

0.60

P/E Ratio

TSYX

N/A

BDVG

22.60

Forward P/E

TSYX

N/A

BDVG

17.08

PEG Ratio

TSYX

N/A

BDVG

0.69

5Y EPS CAGR

TSYX

N/A

BDVG

10.28%

Debt to Equity

TSYX

N/A

BDVG

-119.77%

P/S Ratio

TSYX

N/A

BDVG

2.81

P/B Ratio

TSYX

N/A

BDVG

3.54

TSYX vs BDVG - Holdings Comparison

TSYX and BDVG have 0 common holdings. Overlap is 0.00%

TSYX's top 25 holdings weight is 73.64%. BDVG's top 25 holdings weight is 75.08%.

Rank	TSYX	BDVG
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 73.64%	CHEVRON CORP (CVX) - 4.86%
#2	N/A	JPMORGAN CHASE & CO (JPM) - 4.17%
#3	N/A	ABBVIE INC (ABBV) - 3.88%
#4	N/A	APPLE INC (AAPL) - 3.86%
#5	N/A	NUCOR CORP (NUE) - 3.61%
#6	N/A	CISCO SYSTEMS INC (CSCO) - 3.38%
#7	N/A	LOCKHEED MARTIN CORP (LMT) - 3.36%
#8	N/A	BANK OF AMERICA CORP (BAC) - 3.18%
#9	N/A	MICROSOFT CORP (MSFT) - 3.02%
#10	N/A	PPL CORP (PPL) - 3.00%
#11	N/A	DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.99%
#12	N/A	NORFOLK SOUTHERN CORP (NSC) - 2.96%
#13	N/A	WASTE MANAGEMENT INC (WM) - 2.82%
#14	N/A	EOG RESOURCES INC (EOG) - 2.80%
#15	N/A	HONEYWELL INTERNATIONAL INC (HON) - 2.67%
#16	N/A	WALMART INC (WMT) - 2.66%
#17	N/A	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	1	40

TSYX vs BDVG - Historical Returns

Returns include dividend reinvestment.

Period	TSYX	BDVG
1 month	+0.36%	+2.67%
3 months	+4.45%	+9.60%
6 months	+4.63%	+14.17%
1 year	N/A	+21.09%
Max(CAGR)	+8.96%	+14.65%

TSYX

+0.36%

Winner

BDVG

+2.67%

TSYX

+4.45%

Winner

BDVG

+9.60%

TSYX

+4.63%

Winner

BDVG

+14.17%

TSYX

N/A

BDVG

+21.09%

Max(CAGR)

TSYX

+8.96%

Winner

BDVG

+14.65%

TSYX vs BDVG - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	TSYX	BDVG
2026	+4.74%	+15.37%
2025	N/A	+14.36%
2024	N/A	+11.50%
2023	N/A	+3.25%

TSYX vs BDVG Drawdown Comparison

The maximum drawdown for TSYX was -13.39%, occurring on Mar 30, 2026. Recovery took 58 trading sessions.

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

The current TSYX drawdown is -3.77%.

Rank	TSYX	BDVG
#1	-13.39% Feb 2, 2026 - Apr 27, 2026	-14.46% Nov 29, 2024 - Jul 1, 2025
#2	-5.93% Jun 2, 2026 - Jun 10, 2026	-11.47% Jul 25, 2023 - Dec 26, 2023
#3	-3.31% Jan 9, 2026 - Jan 27, 2026	-6.70% Feb 11, 2026 - May 18, 2026
#4	-2.63% May 14, 2026 - May 26, 2026	-5.36% Mar 28, 2024 - Jul 15, 2024
#5	-0.90% Apr 27, 2026 - Apr 30, 2026	-4.61% Jul 17, 2024 - Aug 23, 2024
#6	-0.75% Jan 27, 2026 - Feb 2, 2026	-3.44% Oct 27, 2025 - Dec 3, 2025
#7	-0.61% May 1, 2026 - May 5, 2026	-3.18% Oct 18, 2024 - Nov 6, 2024
#8	-0.47% May 6, 2026 - May 8, 2026	-2.56% Oct 3, 2025 - Oct 27, 2025
#9	-0.24% May 26, 2026 - May 28, 2026	-2.39% Aug 30, 2024 - Sep 19, 2024
#10	-0.13% May 11, 2026 - May 13, 2026	-2.34% Jun 4, 2026 - Jul 7, 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