BKDV vs REMX
Comparison between BNY MELLON DYNAMIC VALUE ETF (BKDV, ETF) and VANECK RARE EARTH AND STRATEGIC METALS ETF (REMX, ETF).
BKDV vs REMX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKDV
$1.80B
Winner
REMX
$1.90B
Expense Ratio
BKDV
0.60%
Winner
REMX
0.53%
Max Drawdown
Winner
BKDV
15.71%
REMX
92.95%
Sharpe Ratio
Winner
BKDV
1.86
REMX
0.92
5Y Beta
Winner
BKDV
0.77
REMX
1.22
P/E Ratio
BKDV
21.99
REMX
N/A
Forward P/E
BKDV
17.46
REMX
N/A
PEG Ratio
BKDV
0.19
REMX
N/A
5Y Dividends CAGR
BKDV
N/A
REMX
13.97%
5Y EPS CAGR
BKDV
9.78%
REMX
N/A
Debt to Equity
BKDV
114.50%
REMX
N/A
P/S Ratio
BKDV
2.07
REMX
N/A
P/B Ratio
BKDV
3.17
REMX
N/A
BKDV vs REMX - Holdings Comparison
BKDV and REMX have 1 common holdings. Overlap is 0.00%
BKDV's top 25 holdings weight is 58.63%. REMX's top 25 holdings weight is 95.78%.
| Rank | BKDV | REMX |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 6.18% | ALBEMARLE CORP (ALB) - 7.59% |
| #2 | MICROSOFT CORP (MSFT) - 4.89% | PLS GROUP LTD (n/a) - 7.42% |
| #3 | JPMORGAN CHASE & CO (JPM) - 4.08% | LYNAS RARE EARTHS LTD (n/a) - 7.10% |
| #4 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.03% | CHINA NORTHERN RARE EARTH (GROUP) HIGH-TECH CO LTD CLASS A (n/a) - 6.84% |
| #5 | CISCO SYSTEMS INC (CSCO) - 2.86% | MP MATERIALS CORP ORDINARY SHARES CLASS A (MP) - 6.61% |
| #6 | UNITEDHEALTH GROUP INC (UNH) - 2.82% | JINDUICHENG MOLYBDENUM CO LTD CLASS A (n/a) - 5.41% |
| #7 | JOHNSON & JOHNSON (JNJ) - 2.65% | XIAMEN TUNGSTEN CO LTD CLASS A (n/a) - 5.34% |
| #8 | SLB LTD (SLB) - 2.38% | LIANYOU METALS CO LTD (n/a) - 5.25% |
| #9 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.12% | SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 5.22% |
| #10 | ASSURANT INC (AIZ) - 2.09% | ALMONTY INDUSTRIES INC (n/a) - 4.60% |
| #11 | COLGATE-PALMOLIVE CO (CL) - 2.03% | ILUKA RESOURCES LTD (n/a) - 3.98% |
| #12 | DELTA AIR LINES INC (DAL) - 1.96% | SHENGHE RESOURCES HOLDING CO LTD CLASS A (n/a) - 3.81% |
| #13 | NEWMONT CORP (NEM) - 1.78% | GANFENG LITHIUM GROUP CO LTD (n/a) - 3.55% |
| #14 | FIFTH THIRD BANCORP (FITB) - 1.78% | LIONTOWN LTD (n/a) - 3.22% |
| #15 | n/a (n/a) - 1.78% | AMG CRITICAL MATERIALS NV (n/a) - 2.61% |
| #16 | RTX CORP (RTX) - 1.76% | HUBEI ZHENHUA CHEMICAL CO LTD CLASS A (n/a) - 2.34% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 1.74% | SANXIANG ADVANCED MATERIALS CO LTD CLASS A (n/a) - 2.26% |
| #18 | ELEVANCE HEALTH INC (ELV) - 1.70% | ELEVRA LITHIUM LTD ADR (ELVR) - 2.12% |
| #19 | COCA-COLA CO (KO) - 1.70% | LITHIUM AMERICAS CORP (LAC) - 2.05% |
| #20 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.69% | LITHIUM ARGENTINA AG (LAR) - 1.72% |
| #21 | PACKAGING CORP OF AMERICA (PKG) - 1.61% | VULCAN ENERGY RESOURCES LTD ORDINARY SHARES (n/a) - 1.59% |
| #22 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.59% | TRONOX HOLDINGS PLC SHS CLASS A (TROX) - 1.38% |
| #23 | CITIGROUP INC (C) - 1.54% | SIGMA LITHIUM CORP (SGML) - 1.38% |
| #24 | AON PLC CLASS A (AON) - 1.45% | BAOJI TITANIUM INDUSTRY CO LTD CLASS A (n/a) - 1.23% |
| #25 | TARGET CORP (TGT) - 1.42% | ERAMET SA (n/a) - 1.16% |
| Total Holdings | 79 | 35 |
BKDV vs REMX - Historical Returns
Returns include dividend reinvestment.
1M
BKDV
+4.54%
Winner
REMX
+12.23%
3M
Winner
BKDV
+7.46%
REMX
-15.62%
6M
Winner
BKDV
+12.31%
REMX
-9.27%
1Y
BKDV
+29.42%
Winner
REMX
+43.24%
5Y(CAGR)
BKDV
N/A
REMX
-2.59%
10Y(CAGR)
BKDV
N/A
REMX
+7.69%
Max(CAGR)
Winner
BKDV
+21.19%
REMX
-3.81%
BKDV vs REMX - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | BKDV | REMX |
|---|---|---|
| 2026 | +19.06% | +5.17% |
| 2025 | +18.33% | +90.95% |
| 2024 | -0.91% | -34.70% |
| 2023 | N/A | -17.59% |
| 2022 | N/A | -31.65% |
| 2021 | N/A | +72.76% |
| 2020 | N/A | +60.59% |
| 2019 | N/A | -0.28% |
| 2018 | N/A | -50.42% |
| 2017 | N/A | +80.08% |
| 2016 | N/A | +31.53% |
| 2015 | N/A | -44.36% |
| 2014 | N/A | -28.72% |
| 2013 | N/A | -33.75% |
| 2012 | N/A | -13.86% |
| 2011 | N/A | -38.19% |
| 2010 | N/A | +23.01% |
BKDV vs REMX Drawdown Comparison
The maximum drawdown for BKDV was -15.48%, occurring on Apr 8, 2025. Recovery took 142 trading sessions.
The maximum drawdown for REMX was -90.19%, occurring on Mar 16, 2020. This drawdown has not yet recovered.
The current BKDV drawdown is -0.61%. The current REMX drawdown is -62.95%.
| Rank | BKDV | REMX |
|---|---|---|
| #1 | -15.48% Nov 29, 2024 - Jun 27, 2025 | -90.19% Apr 11, 2011 - Mar 16, 2020 |
| #2 | -6.65% Feb 6, 2026 - Apr 17, 2026 | -15.28% Mar 3, 2011 - Mar 31, 2011 |
| #3 | -3.96% Nov 12, 2025 - Nov 28, 2025 | -10.06% Jan 3, 2011 - Mar 3, 2011 |
| #4 | -3.95% Jul 25, 2025 - Aug 22, 2025 | -9.15% Nov 11, 2010 - Dec 21, 2010 |
| #5 | -2.88% Oct 8, 2025 - Oct 27, 2025 | -2.04% Dec 30, 2010 - Jan 3, 2011 |
| #6 | -2.85% Jun 4, 2026 - Jun 12, 2026 | -1.89% Nov 4, 2010 - Nov 10, 2010 |
| #7 | -1.99% Nov 11, 2024 - Nov 22, 2024 | -1.50% Oct 29, 2010 - Nov 4, 2010 |
| #8 | -1.84% Jul 10, 2025 - Jul 23, 2025 | -0.95% Apr 5, 2011 - Apr 7, 2011 |
| #9 | -1.83% Jul 6, 2026 - Jul 28, 2026 | -0.05% Dec 21, 2010 - Dec 23, 2010 |
| #10 | -1.82% Jan 15, 2026 - Jan 22, 2026 | N/A |
| #11 | -1.75% May 14, 2026 - May 22, 2026 | N/A |
| #12 | -1.67% Oct 27, 2025 - Nov 11, 2025 | N/A |
| #13 | -1.44% Jul 28, 2026 - Jul 31, 2026 | N/A |
| #14 | -1.43% Dec 11, 2025 - Dec 23, 2025 | N/A |
| #15 | -1.42% May 6, 2026 - May 14, 2026 | N/A |
Correlation
Correlation between BKDV and REMX is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2011 - 2025)
BKDV vs REMX dividend yield comparison.
| Year | BKDV | REMX |
|---|---|---|
| 2025 | 0.62% | 1.76% |
| 2024 | 0.27% | 2.56% |
| 2022 | 0.00% | 1.56% |
| 2021 | 0.00% | 5.25% |
| 2020 | 0.00% | 0.81% |
| 2019 | 0.00% | 1.64% |
| 2018 | 0.00% | 12.43% |
| 2017 | 0.00% | 2.89% |
| 2016 | 0.00% | 2.23% |
| 2015 | 0.00% | 4.77% |
| 2014 | 0.00% | 1.53% |
| 2013 | 0.00% | 0.23% |
| 2012 | 0.00% | 1.72% |
| 2011 | 0.00% | 6.39% |
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