BKDV vs PDP

Comparison between BNY MELLON DYNAMIC VALUE ETF (BKDV, ETF) and INVESCO DORSEY WRIGHT MOMENTUM ETF (PDP, ETF).

BKDV vs PDP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKDV(ETF)	PDP(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	0.60%	0.62%
Max Drawdown	15.71%	59.45%
Sharpe Ratio	1.81	1.47
5Y Beta	0.79	1.16
P/E Ratio	21.62	36.92
Forward P/E	16.47	26.21
PEG Ratio	0.55	N/A
5Y Dividends CAGR	N/A	9.90%
5Y EPS CAGR	9.59%	26.82%
Debt to Equity	166.51%	55.90%
P/S Ratio	1.96	2.82
P/B Ratio	3.04	8.25

Net Assets

BKDV

$1.50B

Winner

PDP

$1.60B

Expense Ratio

Winner

BKDV

0.60%

PDP

0.62%

Max Drawdown

Winner

BKDV

15.71%

PDP

59.45%

Sharpe Ratio

Winner

BKDV

1.81

PDP

1.47

5Y Beta

Winner

BKDV

0.79

PDP

1.16

P/E Ratio

Winner

BKDV

21.62

PDP

36.92

Forward P/E

Winner

BKDV

16.47

PDP

26.21

PEG Ratio

BKDV

0.55

PDP

N/A

5Y Dividends CAGR

BKDV

N/A

PDP

9.90%

5Y EPS CAGR

BKDV

9.59%

Winner

PDP

26.82%

Debt to Equity

BKDV

166.51%

Winner

PDP

55.90%

P/S Ratio

Winner

BKDV

1.96

PDP

2.82

P/B Ratio

Winner

BKDV

3.04

PDP

8.25

BKDV vs PDP - Holdings Comparison

BKDV and PDP have 13 common holdings. Overlap is 8.75%

BKDV's top 25 holdings weight is 53.23%. PDP's top 25 holdings weight is 51.13%.

Rank	BKDV	PDP
#1	JPMORGAN CHASE & CO (JPM) - 3.74%	APPLE INC (AAPL) - 3.27%
#2	UNITEDHEALTH GROUP INC (UNH) - 3.40%	COMFORT SYSTEMS USA INC (FIX) - 3.09%
#3	CISCO SYSTEMS INC (CSCO) - 3.10%	MICRON TECHNOLOGY INC (MU) - 2.93%
#4	AMAZON.COM INC (AMZN) - 2.94%	WESTERN DIGITAL CORP (WDC) - 2.88%
#5	APPLIED MATERIALS INC (AMAT) - 2.86%	AMPHENOL CORP CLASS A (APH) - 2.81%
#6	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.70%	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.57%
#7	JOHNSON & JOHNSON (JNJ) - 2.69%	TARGA RESOURCES CORP (TRGP) - 2.50%
#8	ASSURANT INC (AIZ) - 2.46%	CARPENTER TECHNOLOGY CORP (CRS) - 2.38%
#9	TEXAS INSTRUMENTS INC (TXN) - 2.43%	CIENA CORP (CIEN) - 2.28%
#10	SLB LTD (SLB) - 2.39%	ATI INC (ATI) - 2.24%
#11	COLGATE-PALMOLIVE CO (CL) - 1.99%	QUANTA SERVICES INC (PWR) - 2.23%
#12	DELTA AIR LINES INC (DAL) - 1.80%	W.W. GRAINGER INC (GWW) - 2.06%
#13	ELEVANCE HEALTH INC (ELV) - 1.78%	APPLIED MATERIALS INC (AMAT) - 2.03%
#14	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.74%	HOWMET AEROSPACE INC (HWM) - 1.93%
#15	MORGAN STANLEY (MS) - 1.74%	STERLING INFRASTRUCTURE INC (STRL) - 1.90%
#16	CITIGROUP INC (C) - 1.66%	TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.65%
#17	FIFTH THIRD BANCORP (FITB) - 1.64%	JABIL INC (JBL) - 1.64%
#18	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.61%	LAM RESEARCH CORP (LRCX) - 1.45%
#19	COCA-COLA CO (KO) - 1.56%	EMCOR GROUP INC (EME) - 1.42%
#20	THERMO FISHER SCIENTIFIC INC (TMO) - 1.56%	GE VERNOVA INC (GEV) - 1.40%
#21	OMNICOM GROUP INC (OMC) - 1.54%	ALPHABET INC CLASS A (GOOGL) - 1.39%
#22	ALPHABET INC CLASS A (GOOGL) - 1.52%	COSTCO WHOLESALE CORP (COST) - 1.38%
#23	NEWMONT CORP (NEM) - 1.51%	MUELLER INDUSTRIES INC (MLI) - 1.29%
#24	PACKAGING CORP OF AMERICA (PKG) - 1.46%	MASTEC INC (MTZ) - 1.25%
#25	INTEL CORP (INTC) - 1.41%	API GROUP CORP (APG) - 1.16%
Total Holdings	87	103

BKDV vs PDP - Historical Returns

Returns include dividend reinvestment.

Period	BKDV	PDP
1 month	+3.33%	+8.78%
3 months	+11.77%	+20.35%
6 months	+15.45%	+31.44%
1 year	+29.44%	+42.17%
5 years(CAGR)	N/A	+11.78%
10 years(CAGR)	N/A	+14.05%
Max(CAGR)	+20.17%	+10.27%

BKDV

+3.33%

Winner

PDP

+8.78%

BKDV

+11.77%

Winner

PDP

+20.35%

BKDV

+15.45%

Winner

PDP

+31.44%

BKDV

+29.44%

Winner

PDP

+42.17%

5Y(CAGR)

BKDV

N/A

PDP

+11.78%

10Y(CAGR)

BKDV

N/A

PDP

+14.05%

Max(CAGR)

Winner

BKDV

+20.17%

PDP

+10.27%

BKDV vs PDP - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BKDV	PDP
2026	+13.49%	+25.58%
2025	+18.33%	+8.02%
2024	-0.91%	+28.47%
2023	N/A	+21.82%
2022	N/A	-23.37%
2021	N/A	+9.40%
2020	N/A	+35.79%
2019	N/A	+34.74%
2018	N/A	-6.40%
2017	N/A	+22.97%
2016	N/A	+4.62%
2015	N/A	+1.55%
2014	N/A	+13.29%
2013	N/A	+28.69%
2012	N/A	+17.82%
2011	N/A	+0.33%
2010	N/A	+24.50%
2009	N/A	+24.87%
2008	N/A	-45.65%
2007	N/A	+13.82%

BKDV vs PDP Drawdown Comparison

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

The maximum drawdown for PDP was -59.34%, occurring on Mar 9, 2009. Recovery took 1087 trading sessions.

The current BKDV drawdown is -1.25%.

Rank	BKDV	PDP
#1	-15.48% Nov 29, 2024 - Jun 27, 2025	-59.34% Dec 10, 2007 - Apr 3, 2012
#2	-6.65% Feb 6, 2026 - Apr 17, 2026	-34.70% Feb 19, 2020 - Jul 17, 2020
#3	-3.96% Nov 12, 2025 - Nov 28, 2025	-33.92% Nov 8, 2021 - Jul 12, 2024
#4	-3.95% Jul 25, 2025 - Aug 22, 2025	-24.54% Sep 14, 2018 - Jun 10, 2019
#5	-2.88% Oct 8, 2025 - Oct 27, 2025	-23.79% Dec 4, 2024 - Sep 19, 2025
#6	-2.85% Jun 4, 2026 - Jun 12, 2026	-19.14% Mar 20, 2015 - Feb 9, 2017
#7	-1.99% Nov 11, 2024 - Nov 22, 2024	-13.91% Jul 13, 2007 - Oct 9, 2007
#8	-1.84% Jul 10, 2025 - Jul 23, 2025	-13.47% Feb 12, 2021 - Aug 5, 2021
#9	-1.82% Jan 15, 2026 - Jan 22, 2026	-11.87% Oct 29, 2025 - Jan 13, 2026
#10	-1.75% May 14, 2026 - May 22, 2026	-11.63% Feb 25, 2026 - Apr 10, 2026
#11	-1.67% Oct 27, 2025 - Nov 11, 2025	-9.80% May 2, 2012 - Sep 14, 2012
#12	-1.43% Dec 11, 2025 - Dec 23, 2025	-9.76% Sep 5, 2014 - Nov 3, 2014
#13	-1.42% May 6, 2026 - May 14, 2026	-9.59% Jul 16, 2024 - Sep 19, 2024
#14	-1.26% Aug 28, 2025 - Sep 11, 2025	-9.53% Jan 26, 2018 - May 30, 2018
#15	-1.25% Jun 15, 2026 - Jun 17, 2026	-8.91% Sep 2, 2020 - Oct 9, 2020

Correlation

Correlation between BKDV and PDP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2007 - 2025)

BKDV vs PDP dividend yield comparison.

Year	BKDV	PDP
2025	0.62%	0.17%
2024	0.27%	0.15%
2023	0.00%	0.42%
2022	0.00%	0.45%
2020	0.00%	0.11%
2019	0.00%	0.25%
2018	0.00%	0.18%
2017	0.00%	0.28%
2016	0.00%	0.81%
2015	0.00%	0.39%
2014	0.00%	0.15%
2013	0.00%	0.28%
2012	0.00%	0.85%
2011	0.00%	0.16%
2010	0.00%	0.24%
2009	0.00%	0.54%
2008	0.00%	0.27%
2007	0.00%	0.09%