BKDV vs AVIV
Comparison between BNY MELLON DYNAMIC VALUE ETF (BKDV, ETF) and AVANTIS INTERNATIONAL LARGE CAP VALUE ETF (AVIV, ETF).
BKDV vs AVIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKDV
$1.10B
Winner
AVIV
$1.20B
Expense Ratio
BKDV
0.60%
Winner
AVIV
0.25%
Max Drawdown
Winner
BKDV
15.71%
AVIV
29.14%
Sharpe Ratio
BKDV
1.99
Winner
AVIV
2.15
5Y Beta
BKDV
0.79
Winner
AVIV
0.67
P/E Ratio
BKDV
22.29
AVIV
N/A
Forward P/E
BKDV
16.32
AVIV
N/A
PEG Ratio
BKDV
0.42
AVIV
N/A
5Y EPS CAGR
BKDV
10.73%
AVIV
N/A
Debt to Equity
BKDV
163.30%
AVIV
N/A
P/S Ratio
BKDV
2.05
AVIV
N/A
P/B Ratio
BKDV
2.77
AVIV
N/A
BKDV vs AVIV - Holdings Comparison
BKDV and AVIV have 1 common holdings. Overlap is 0.00%
BKDV's top 25 holdings weight is 51.56%. AVIV's top 25 holdings weight is 28.21%.
| Rank | BKDV | AVIV |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 3.13% | n/a (SHEL) - 2.27% |
| #2 | AMAZON.COM INC (AMZN) - 2.84% | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 1.96% |
| #3 | APPLIED MATERIALS INC (AMAT) - 2.79% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.72% |
| #4 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.78% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.37% |
| #5 | UNITEDHEALTH GROUP INC (UNH) - 2.60% | HSBC HOLDINGS PLC ADR (HSBC) - 1.36% |
| #6 | CISCO SYSTEMS INC (CSCO) - 2.52% | BHP GROUP LTD ADR (BHP) - 1.35% |
| #7 | JOHNSON & JOHNSON (JNJ) - 2.50% | TOTALENERGIES SE (TTE:XPAR) - 1.30% |
| #8 | TEXAS INSTRUMENTS INC (TXN) - 2.43% | REPSOL SA (n/a) - 1.28% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 2.13% | BP PLC ADR (BP) - 1.26% |
| #10 | COLGATE-PALMOLIVE CO (CL) - 1.98% | GSK PLC ADR (GSK) - 1.19% |
| #11 | CITIGROUP INC (C) - 1.96% | ROYAL BANK OF CANADA (RY) - 1.04% |
| #12 | MORGAN STANLEY (MS) - 1.94% | TOYOTA MOTOR CORP ADR (TM) - 0.98% |
| #13 | SLB LTD (SLB) - 1.89% | ASML HOLDING NV ADR (ASML) - 0.97% |
| #14 | EXXON MOBIL CORP (XOM) - 1.87% | SUNCOR ENERGY INC (SU) - 0.97% |
| #15 | FIFTH THIRD BANCORP (FITB) - 1.80% | UNICREDIT SPA (n/a) - 0.94% |
| #16 | OMNICOM GROUP INC (OMC) - 1.77% | ENI SPA ADR (E) - 0.92% |
| #17 | ASSURANT INC (AIZ) - 1.76% | VINCI SA (n/a) - 0.90% |
| #18 | n/a (n/a) - 1.72% | ZURICH INSURANCE GROUP AG (n/a) - 0.90% |
| #19 | DELTA AIR LINES INC (DAL) - 1.72% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.87% |
| #20 | NEWMONT CORP (NEM) - 1.70% | ALLIANZ SE (n/a) - 0.83% |
| #21 | AON PLC CLASS A (AON) - 1.63% | RWE AG CLASS A (n/a) - 0.79% |
| #22 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.63% | SAFRAN SA (n/a) - 0.78% |
| #23 | CSX CORP (CSX) - 1.59% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.77% |
| #24 | CHARLES SCHWAB CORP (SCHW) - 1.48% | INTESA SANPAOLO (n/a) - 0.75% |
| #25 | HONEYWELL INTERNATIONAL INC (HON) - 1.40% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.74% |
| Total Holdings | 84 | 634 |
BKDV vs AVIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BKDV
+4.78%
AVIV
+0.83%
3M
Winner
BKDV
+3.70%
AVIV
+0.40%
6M
BKDV
+16.16%
Winner
AVIV
+17.86%
1Y
BKDV
+30.32%
Winner
AVIV
+38.61%
5Y(CAGR)
BKDV
N/A
AVIV
+13.89%
Max(CAGR)
Winner
BKDV
+19.27%
AVIV
+13.89%
BKDV vs AVIV - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BKDV | AVIV |
|---|---|---|
| 2026 | +9.97% | +9.84% |
| 2025 | +18.33% | +42.08% |
| 2024 | -0.91% | +5.24% |
| 2023 | N/A | +18.14% |
| 2022 | N/A | -9.00% |
| 2021 | N/A | +1.92% |
BKDV vs AVIV Drawdown Comparison
The maximum drawdown for BKDV was -15.48%, occurring on Apr 8, 2025. Recovery took 142 trading sessions.
The maximum drawdown for AVIV was -27.72%, occurring on Sep 27, 2022. Recovery took 384 trading sessions.
The current BKDV drawdown is -0.34%. The current AVIV drawdown is -1.76%.
| Rank | BKDV | AVIV |
|---|---|---|
| #1 | -15.48% Nov 29, 2024 - Jun 27, 2025 | -27.72% Jan 14, 2022 - Jul 28, 2023 |
| #2 | -6.65% Feb 6, 2026 - Apr 17, 2026 | -14.13% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -3.96% Nov 12, 2025 - Nov 28, 2025 | -10.78% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -3.95% Jul 25, 2025 - Aug 22, 2025 | -9.85% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -2.88% Oct 8, 2025 - Oct 27, 2025 | -8.07% Sep 26, 2024 - Feb 13, 2025 |
| #6 | -1.99% Nov 11, 2024 - Nov 22, 2024 | -7.53% Jul 17, 2024 - Aug 21, 2024 |
| #7 | -1.84% Jul 10, 2025 - Jul 23, 2025 | -7.09% Nov 8, 2021 - Jan 7, 2022 |
| #8 | -1.82% Jan 15, 2026 - Jan 22, 2026 | -4.75% Nov 12, 2025 - Dec 3, 2025 |
| #9 | -1.67% Oct 27, 2025 - Nov 11, 2025 | -4.46% May 20, 2024 - Jul 12, 2024 |
| #10 | -1.43% Dec 11, 2025 - Dec 23, 2025 | -4.35% Dec 27, 2023 - Feb 23, 2024 |
| #11 | -1.42% May 6, 2026 - May 7, 2026 | -4.21% Apr 9, 2024 - May 14, 2024 |
| #12 | -1.26% Aug 28, 2025 - Sep 11, 2025 | -3.92% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -1.12% Sep 11, 2025 - Sep 29, 2025 | -3.48% Jul 23, 2025 - Aug 12, 2025 |
| #14 | -1.09% Dec 24, 2025 - Jan 5, 2026 | -2.97% Oct 6, 2025 - Oct 27, 2025 |
| #15 | -1.04% Jan 6, 2026 - Jan 9, 2026 | -2.34% Mar 7, 2025 - Mar 17, 2025 |
Correlation
Correlation between BKDV and AVIV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2021 - 2026)
BKDV vs AVIV dividend yield comparison.
| Year | BKDV | AVIV |
|---|---|---|
| 2026 | 0.00% | 0.13% |
| 2025 | 0.62% | 3.01% |
| 2024 | 0.27% | 3.46% |
| 2023 | 0.00% | 3.64% |
| 2022 | 0.00% | 2.84% |
| 2021 | 0.00% | 0.57% |
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