BMVP vs DYTA
Comparison between INVESCO BLOOMBERG MVP MULTI-FACTOR ETF (BMVP, ETF) and SGI DYNAMIC TACTICAL ETF (DYTA, ETF).
BMVP vs DYTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BMVP
$101M
Winner
DYTA
$101M
Expense Ratio
Winner
BMVP
0.29%
DYTA
1.32%
Max Drawdown
BMVP
79.05%
Winner
DYTA
18.18%
Sharpe Ratio
BMVP
0.70
Winner
DYTA
1.03
5Y Beta
BMVP
0.56
Winner
DYTA
0.53
P/E Ratio
BMVP
16.79
DYTA
N/A
Forward P/E
BMVP
14.73
DYTA
N/A
PEG Ratio
BMVP
0.23
DYTA
N/A
5Y Dividends CAGR
BMVP
21.66%
DYTA
N/A
5Y EPS CAGR
BMVP
14.02%
DYTA
N/A
Debt to Equity
BMVP
183.04%
DYTA
N/A
P/S Ratio
BMVP
1.58
DYTA
N/A
P/B Ratio
BMVP
3.78
DYTA
N/A
BMVP vs DYTA - Holdings Comparison
BMVP and DYTA have 0 common holdings. Overlap is 0.00%
BMVP's top 25 holdings weight is 50.80%. DYTA's top 25 holdings weight is 103.84%.
| Rank | BMVP | DYTA |
|---|---|---|
| #1 | NETAPP INC (NTAP) - 3.04% | SGI U.S. LARGE CAP CORE ETF (SGLC) - 32.06% |
| #2 | CISCO SYSTEMS INC (CSCO) - 2.92% | ISHARES US REAL ESTATE ETF (IYR) - 14.60% |
| #3 | JABIL INC (JBL) - 2.49% | ISHARES CORE S&P MID-CAP ETF (IJH) - 14.50% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 2.23% | ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 14.00% |
| #5 | CUMMINS INC (CMI) - 2.21% | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 13.87% |
| #6 | APPLE INC (AAPL) - 2.20% | VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 5.20% |
| #7 | W.W. GRAINGER INC (GWW) - 2.06% | ISHARES MSCI ACWI EX US ETF (ACWX) - 4.81% |
| #8 | CDW CORP (CDW) - 2.04% | SCHWAB INTERNATIONAL EQUITY ETF„¢ (SCHF) - 4.80% |
| #9 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.03% | N/A |
| #10 | FOX CORP CLASS A (FOXA) - 1.99% | N/A |
| #11 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.96% | N/A |
| #12 | ADOBE INC (ADBE) - 1.91% | N/A |
| #13 | PACKAGING CORP OF AMERICA (PKG) - 1.88% | N/A |
| #14 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.87% | N/A |
| #15 | TARGA RESOURCES CORP (TRGP) - 1.86% | N/A |
| #16 | 3M CO (MMM) - 1.86% | N/A |
| #17 | SYNCHRONY FINANCIAL (SYF) - 1.85% | N/A |
| #18 | ROSS STORES INC (ROST) - 1.83% | N/A |
| #19 | COLGATE-PALMOLIVE CO (CL) - 1.83% | N/A |
| #20 | HALLIBURTON CO (HAL) - 1.82% | N/A |
| #21 | ALLSTATE CORP (ALL) - 1.80% | N/A |
| #22 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.79% | N/A |
| #23 | DARDEN RESTAURANTS INC (DRI) - 1.79% | N/A |
| #24 | AMERIPRISE FINANCIAL INC (AMP) - 1.77% | N/A |
| #25 | THE TRAVELERS COMPANIES INC (TRV) - 1.77% | N/A |
| Total Holdings | 59 | 8 |
BMVP vs DYTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BMVP
+2.56%
DYTA
+1.75%
3M
BMVP
+3.30%
Winner
DYTA
+10.46%
6M
BMVP
+6.60%
Winner
DYTA
+8.21%
1Y
BMVP
+10.82%
Winner
DYTA
+14.68%
5Y(CAGR)
BMVP
+6.58%
DYTA
N/A
10Y(CAGR)
BMVP
+9.66%
DYTA
N/A
Max(CAGR)
BMVP
+2.83%
Winner
DYTA
+11.60%
BMVP vs DYTA - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | BMVP | DYTA |
|---|---|---|
| 2026 | +6.79% | +7.76% |
| 2025 | +6.32% | +7.06% |
| 2024 | +17.42% | +14.22% |
| 2023 | +19.79% | +8.72% |
| 2022 | -15.25% | N/A |
| 2021 | +20.39% | N/A |
| 2020 | +8.23% | N/A |
| 2019 | +13.67% | N/A |
| 2018 | -6.36% | N/A |
| 2017 | +20.07% | N/A |
| 2016 | +16.01% | N/A |
| 2015 | +0.75% | N/A |
| 2014 | +10.08% | N/A |
| 2013 | +37.82% | N/A |
| 2012 | +19.77% | N/A |
| 2011 | -6.73% | N/A |
| 2010 | +15.14% | N/A |
| 2009 | +15.88% | N/A |
| 2008 | -35.96% | N/A |
| 2007 | +4.49% | N/A |
| 2006 | +9.97% | N/A |
| 2005 | +14.63% | N/A |
| 2004 | +19.21% | N/A |
| 2003 | -68.14% | N/A |
BMVP vs DYTA Drawdown Comparison
The maximum drawdown for BMVP was -78.13%, occurring on Mar 9, 2009. Recovery took 3784 trading sessions.
The maximum drawdown for DYTA was -9.38%, occurring on Apr 8, 2025. Recovery took 208 trading sessions.
The current BMVP drawdown is -0.79%. The current DYTA drawdown is -1.10%.
| Rank | BMVP | DYTA |
|---|---|---|
| #1 | -78.13% Jul 8, 2003 - Jul 18, 2018 | -9.38% Dec 4, 2024 - Oct 6, 2025 |
| #2 | -39.43% Sep 26, 2018 - Dec 4, 2020 | -9.33% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -26.58% Nov 16, 2021 - Jan 25, 2024 | -9.32% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -15.13% Nov 29, 2024 - Jan 6, 2026 | -7.79% Jul 16, 2024 - Oct 11, 2024 |
| #5 | -10.47% Feb 12, 2021 - Apr 16, 2021 | -5.30% Mar 27, 2024 - May 15, 2024 |
| #6 | -6.83% Jun 1, 2021 - Aug 11, 2021 | -3.13% Jan 29, 2026 - Feb 9, 2026 |
| #7 | -6.64% Sep 3, 2021 - Nov 4, 2021 | -3.05% Nov 11, 2024 - Nov 25, 2024 |
| #8 | -6.46% Feb 6, 2026 - Mar 30, 2026 | -3.04% Jun 2, 2026 - Jun 10, 2026 |
| #9 | -5.81% Mar 28, 2024 - Jul 16, 2024 | -2.71% Oct 14, 2024 - Nov 6, 2024 |
| #10 | -5.65% May 7, 2021 - Jun 1, 2021 | -2.29% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -5.39% Dec 22, 2020 - Jan 7, 2021 | -2.21% Dec 27, 2023 - Jan 19, 2024 |
| #12 | -4.57% Jan 25, 2021 - Feb 4, 2021 | -2.00% Apr 17, 2023 - Jun 2, 2023 |
| #13 | -3.86% Jul 31, 2024 - Aug 15, 2024 | -1.80% May 14, 2026 - May 26, 2026 |
| #14 | -3.68% Aug 12, 2021 - Aug 25, 2021 | -1.80% Feb 9, 2026 - Feb 25, 2026 |
| #15 | -3.06% Jun 17, 2003 - Jul 7, 2003 | -1.63% May 21, 2024 - Jun 5, 2024 |
Correlation
Correlation between BMVP and DYTA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2003 - 2026)
BMVP vs DYTA dividend yield comparison.
| Year | BMVP | DYTA |
|---|---|---|
| 2026 | 0.42% | 0.00% |
| 2025 | 1.77% | 1.64% |
| 2024 | 1.58% | 10.80% |
| 2023 | 1.67% | 0.89% |
| 2022 | 1.51% | 0.00% |
| 2021 | 0.56% | 0.00% |
| 2020 | 1.09% | 0.00% |
| 2019 | 0.95% | 0.00% |
| 2018 | 1.44% | 0.00% |
| 2017 | 1.75% | 0.00% |
| 2016 | 1.35% | 0.00% |
| 2015 | 1.02% | 0.00% |
| 2014 | 0.82% | 0.00% |
| 2013 | 0.78% | 0.00% |
| 2012 | 1.78% | 0.00% |
| 2011 | 1.05% | 0.00% |
| 2010 | 1.33% | 0.00% |
| 2009 | 1.01% | 0.00% |
| 2008 | 1.29% | 0.00% |
| 2007 | 1.02% | 0.00% |
| 2006 | 0.60% | 0.00% |
| 2005 | 0.70% | 0.00% |
| 2004 | 0.60% | 0.00% |
| 2003 | 0.36% | 0.00% |
Select Stocks to Compare
Popular: BMVP vs SPYDYTA vs SPY
More Comparisons
Compare with similar stocks