BKDV vs IBDX

Comparison between BNY MELLON DYNAMIC VALUE ETF (BKDV, ETF) and ISHARES IBONDS DEC 2032 TERM CORPORATE ETF (IBDX, ETF).

BKDV vs IBDX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKDV(ETF)	IBDX(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.60%	0.10%
Max Drawdown	15.71%	13.89%
Sharpe Ratio	2.01	-0.27
5Y Beta	0.78	0.10
P/E Ratio	21.37	N/A
Forward P/E	16.82	N/A
PEG Ratio	0.47	N/A
5Y EPS CAGR	10.26%	N/A
Debt to Equity	119.61%	N/A
P/S Ratio	1.93	N/A
P/B Ratio	3.11	N/A

Net Assets

BKDV

$1.60B

Winner

IBDX

$1.70B

Expense Ratio

BKDV

0.60%

Winner

IBDX

0.10%

Max Drawdown

BKDV

15.71%

Winner

IBDX

13.89%

Sharpe Ratio

Winner

BKDV

2.01

IBDX

-0.27

5Y Beta

BKDV

0.78

Winner

IBDX

0.10

P/E Ratio

BKDV

21.37

IBDX

N/A

Forward P/E

BKDV

16.82

IBDX

N/A

PEG Ratio

BKDV

0.47

IBDX

N/A

5Y EPS CAGR

BKDV

10.26%

IBDX

N/A

Debt to Equity

BKDV

119.61%

IBDX

N/A

P/S Ratio

BKDV

1.93

IBDX

N/A

P/B Ratio

BKDV

3.11

IBDX

N/A

BKDV vs IBDX - Historical Returns

Returns include dividend reinvestment.

Period	BKDV	IBDX
1 month	+2.57%	-0.67%
3 months	+7.30%	-0.45%
6 months	+11.41%	-0.50%
1 year	+31.48%	+2.67%
5 years(CAGR)	N/A	+4.56%
Max(CAGR)	+21.36%	+4.56%

Winner

BKDV

+2.57%

IBDX

-0.67%

Winner

BKDV

+7.30%

IBDX

-0.45%

Winner

BKDV

+11.41%

IBDX

-0.50%

Winner

BKDV

+31.48%

IBDX

+2.67%

5Y(CAGR)

BKDV

N/A

IBDX

+4.56%

Max(CAGR)

Winner

BKDV

+21.36%

IBDX

+4.56%

BKDV vs IBDX - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	BKDV	IBDX
2026	+18.41%	+0.12%
2025	+18.33%	+8.96%
2024	-0.91%	+3.04%
2023	N/A	+8.83%
2022	N/A	-1.81%

BKDV vs IBDX Drawdown Comparison

The maximum drawdown for BKDV was -15.48%, occurring on Apr 8, 2025. Recovery took 142 trading sessions.

The maximum drawdown for IBDX was -12.52%, occurring on Oct 20, 2022. Recovery took 345 trading sessions.

The current BKDV drawdown is -0.09%. The current IBDX drawdown is -1.50%.

Rank	BKDV	IBDX
#1	-15.48% Nov 29, 2024 - Jun 27, 2025	-12.52% Aug 1, 2022 - Dec 13, 2023
#2	-6.65% Feb 6, 2026 - Apr 17, 2026	-4.72% Sep 16, 2024 - Jun 4, 2025
#3	-3.96% Nov 12, 2025 - Nov 28, 2025	-4.11% Dec 27, 2023 - Jul 8, 2024
#4	-3.95% Jul 25, 2025 - Aug 22, 2025	-2.76% Feb 27, 2026 - Mar 26, 2026
#5	-2.88% Oct 8, 2025 - Oct 27, 2025	-1.11% Aug 2, 2024 - Aug 14, 2024
#6	-2.85% Jun 4, 2026 - Jun 12, 2026	-1.10% Jul 5, 2022 - Jul 13, 2022
#7	-1.99% Nov 11, 2024 - Nov 22, 2024	-1.08% Oct 27, 2025 - Nov 25, 2025
#8	-1.84% Jul 10, 2025 - Jul 23, 2025	-0.96% Jul 16, 2024 - Jul 30, 2024
#9	-1.83% Jul 6, 2026 - Jul 28, 2026	-0.86% Jun 30, 2025 - Jul 22, 2025
#10	-1.82% Jan 15, 2026 - Jan 22, 2026	-0.81% Sep 16, 2025 - Oct 14, 2025
#11	-1.75% May 14, 2026 - May 22, 2026	-0.80% Jun 4, 2025 - Jun 12, 2025
#12	-1.67% Oct 27, 2025 - Nov 11, 2025	-0.69% Nov 26, 2025 - Dec 26, 2025
#13	-1.44% Jul 28, 2026 - Jul 31, 2026	-0.66% Jan 14, 2026 - Feb 5, 2026
#14	-1.43% Dec 11, 2025 - Dec 23, 2025	-0.64% Jul 15, 2022 - Jul 21, 2022
#15	-1.42% May 6, 2026 - May 14, 2026	-0.64% Jul 22, 2022 - Jul 27, 2022