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AVGW vs. IPDP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AVGW vs. IPDP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Roundhill AVGO WeeklyPay™ ETF (AVGW) and Dividend Performers ETF (IPDP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


AVGW

1D
-1.38%
1M
17.30%
YTD
43.84%
6M
27.58%
1Y
3Y*
5Y*
10Y*

IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AVGW vs. IPDP - Yearly Performance Comparison


AVGW vs. IPDP - Sectors Allocation Comparison


Sectors
AVGW
IPDP

Technology

33.2%
13.1%

Basic Materials

-

1.5%

Communication Services

-

-

Consumer Cyclical

-

3.6%

Consumer Defensive

-

3.9%

Energy

-

-

Financial Services

-

18.6%

Healthcare

-

13.6%

Industrials

-

45.1%

Real Estate

-

-

Utilities

-

-

Technology

AVGW
33.2%
IPDP
13.1%

Basic Materials

AVGW

-

IPDP
1.5%

Communication Services

AVGW

-

IPDP

-

Consumer Cyclical

AVGW

-

IPDP
3.6%

Consumer Defensive

AVGW

-

IPDP
3.9%

Energy

AVGW

-

IPDP

-

Financial Services

AVGW

-

IPDP
18.6%

Healthcare

AVGW

-

IPDP
13.6%

Industrials

AVGW

-

IPDP
45.1%

Real Estate

AVGW

-

IPDP

-

Utilities

AVGW

-

IPDP

-

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Return for Risk

AVGW vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill AVGO WeeklyPay™ ETF (AVGW) and Dividend Performers ETF (IPDP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

AVGW vs. IPDP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


AVGWIPDPDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.69

Drawdowns

AVGW vs. IPDP - Drawdown Comparison

The maximum AVGW drawdown since its inception was -34.65%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for AVGW and IPDP.


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Drawdown Indicators


AVGWIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-34.65%

0.00%

-34.65%

Current Drawdown

Current decline from peak

-1.38%

0.00%

-1.38%

Average Drawdown

Average peak-to-trough decline

-12.19%

0.00%

-12.19%

Volatility

AVGW vs. IPDP - Volatility Comparison


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Volatility by Period


AVGWIPDPDifference

Volatility (1Y)

Calculated over the trailing 1-year period

53.65%

0.00%

+53.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

53.65%

0.00%

+53.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

53.65%

0.00%

+53.65%

AVGW vs. IPDP - Expense Ratio Comparison

AVGW has a 0.99% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Dividends

AVGW vs. IPDP - Dividend Comparison

AVGW's dividend yield for the trailing twelve months is around 44.45%, while IPDP has not paid dividends to shareholders.


PositionTTM2025
AVGW
Roundhill AVGO WeeklyPay™ ETF
44.45%31.15%
IPDP
Dividend Performers ETF
0.00%0.00%

Frequently Asked Questions


On fees, AVGW is cheaper at 0.99% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AVGW is cheaper with a 0.99% expense ratio, compared with 1.52% for IPDP.

AVGW has the higher dividend yield at 44.45%, compared with 0.00% for IPDP.

They also come from different issuers: Roundhill and Innovative Portfolios. Their fees differ too: 0.99% for AVGW and 1.52% for IPDP.

Portfolio Optimizer

Find the right allocation for AVGW and IPDP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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