BKDV vs SFGV
Comparison between BNY MELLON DYNAMIC VALUE ETF (BKDV, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
BKDV vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKDV
$1.10B
SFGV
$1.10B
Expense Ratio
BKDV
0.60%
Winner
SFGV
0.33%
Max Drawdown
BKDV
15.71%
Winner
SFGV
15.68%
Sharpe Ratio
Winner
BKDV
1.99
SFGV
1.85
5Y Beta
BKDV
0.79
Winner
SFGV
0.68
P/E Ratio
BKDV
22.29
SFGV
N/A
Forward P/E
BKDV
16.32
SFGV
N/A
PEG Ratio
BKDV
0.42
SFGV
N/A
5Y EPS CAGR
BKDV
10.73%
SFGV
N/A
Debt to Equity
BKDV
163.30%
SFGV
N/A
P/S Ratio
BKDV
2.05
SFGV
N/A
P/B Ratio
BKDV
2.77
SFGV
N/A
BKDV vs SFGV - Holdings Comparison
BKDV and SFGV have 29 common holdings. Overlap is 9.04%
BKDV's top 25 holdings weight is 51.56%. SFGV's top 25 holdings weight is 54.76%.
| Rank | BKDV | SFGV |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 3.13% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 10.22% |
| #2 | AMAZON.COM INC (AMZN) - 2.84% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 10.06% |
| #3 | APPLIED MATERIALS INC (AMAT) - 2.79% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 6.23% |
| #4 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.78% | AVANTIS REAL ESTATE ETF (AVRE) - 5.24% |
| #5 | UNITEDHEALTH GROUP INC (UNH) - 2.60% | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 5.09% |
| #6 | CISCO SYSTEMS INC (CSCO) - 2.52% | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 4.12% |
| #7 | JOHNSON & JOHNSON (JNJ) - 2.50% | APPLE INC (AAPL) - 1.78% |
| #8 | TEXAS INSTRUMENTS INC (TXN) - 2.43% | EXXON MOBIL CORP (XOM) - 1.00% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 2.13% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.98% |
| #10 | COLGATE-PALMOLIVE CO (CL) - 1.98% | JPMORGAN CHASE & CO (JPM) - 0.95% |
| #11 | CITIGROUP INC (C) - 1.96% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #12 | MORGAN STANLEY (MS) - 1.94% | CATERPILLAR INC (CAT) - 0.84% |
| #13 | SLB LTD (SLB) - 1.89% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #14 | EXXON MOBIL CORP (XOM) - 1.87% | CHEVRON CORP (CVX) - 0.77% |
| #15 | FIFTH THIRD BANCORP (FITB) - 1.80% | ABBVIE INC (ABBV) - 0.73% |
| #16 | OMNICOM GROUP INC (OMC) - 1.77% | PROCTER & GAMBLE CO (PG) - 0.73% |
| #17 | ASSURANT INC (AIZ) - 1.76% | COCA-COLA CO (KO) - 0.71% |
| #18 | n/a (n/a) - 1.72% | LINDE PLC (LIN) - 0.69% |
| #19 | DELTA AIR LINES INC (DAL) - 1.72% | THE HOME DEPOT INC (HD) - 0.67% |
| #20 | NEWMONT CORP (NEM) - 1.70% | CONOCOPHILLIPS (COP) - 0.66% |
| #21 | AON PLC CLASS A (AON) - 1.63% | CORTEVA INC (CTVA) - 0.33% |
| #22 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.63% | CITIGROUP INC (C) - 0.32% |
| #23 | CSX CORP (CSX) - 1.59% | MORGAN STANLEY (MS) - 0.32% |
| #24 | CHARLES SCHWAB CORP (SCHW) - 1.48% | EBAY INC (EBAY) - 0.32% |
| #25 | HONEYWELL INTERNATIONAL INC (HON) - 1.40% | ELECTRONIC ARTS INC (EA) - 0.32% |
| Total Holdings | 84 | 478 |
BKDV vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BKDV
+4.78%
SFGV
+1.67%
3M
Winner
BKDV
+3.70%
SFGV
-0.44%
6M
Winner
BKDV
+16.16%
SFGV
+13.11%
1Y
Winner
BKDV
+30.32%
SFGV
+27.74%
Max(CAGR)
Winner
BKDV
+19.27%
SFGV
+17.20%
BKDV vs SFGV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | BKDV | SFGV |
|---|---|---|
| 2026 | +9.97% | +8.65% |
| 2025 | +18.33% | +19.10% |
| 2024 | -0.91% | +10.72% |
BKDV vs SFGV Drawdown Comparison
The maximum drawdown for BKDV was -15.48%, occurring on Apr 8, 2025. Recovery took 142 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current BKDV drawdown is -0.34%. The current SFGV drawdown is -1.42%.
| Rank | BKDV | SFGV |
|---|---|---|
| #1 | -15.48% Nov 29, 2024 - Jun 27, 2025 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -6.65% Feb 6, 2026 - Apr 17, 2026 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -3.96% Nov 12, 2025 - Nov 28, 2025 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -3.95% Jul 25, 2025 - Aug 22, 2025 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -2.88% Oct 8, 2025 - Oct 27, 2025 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -1.99% Nov 11, 2024 - Nov 22, 2024 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -1.84% Jul 10, 2025 - Jul 23, 2025 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -1.82% Jan 15, 2026 - Jan 22, 2026 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -1.67% Oct 27, 2025 - Nov 11, 2025 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -1.43% Dec 11, 2025 - Dec 23, 2025 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -1.42% May 6, 2026 - May 7, 2026 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -1.26% Aug 28, 2025 - Sep 11, 2025 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -1.12% Sep 11, 2025 - Sep 29, 2025 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -1.09% Dec 24, 2025 - Jan 5, 2026 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -1.04% Jan 6, 2026 - Jan 9, 2026 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between BKDV and SFGV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2024 - 2026)
BKDV vs SFGV dividend yield comparison.
| Year | BKDV | SFGV |
|---|---|---|
| 2026 | 0.00% | 0.26% |
| 2025 | 0.62% | 2.52% |
| 2024 | 0.27% | 2.23% |
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