FSIG vs BKDV

Comparison between FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF (FSIG, ETF) and BNY MELLON DYNAMIC VALUE ETF (BKDV, ETF).

FSIG vs BKDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FSIG(ETF)	BKDV(ETF)
Net Assets	$1.50B	$1.50B
Expense Ratio	0.44%	0.60%
Max Drawdown	9.03%	15.71%
Sharpe Ratio	0.04	1.84
5Y Beta	0.04	0.79
P/E Ratio	N/A	21.91
Forward P/E	N/A	16.26
PEG Ratio	N/A	0.58
5Y EPS CAGR	N/A	9.59%
Debt to Equity	N/A	166.51%
P/S Ratio	N/A	1.92
P/B Ratio	N/A	3.04

Net Assets

FSIG

$1.50B

BKDV

$1.50B

Expense Ratio

Winner

FSIG

0.44%

BKDV

0.60%

Max Drawdown

Winner

FSIG

9.03%

BKDV

15.71%

Sharpe Ratio

FSIG

0.04

Winner

BKDV

1.84

5Y Beta

Winner

FSIG

0.04

BKDV

0.79

P/E Ratio

FSIG

N/A

BKDV

21.91

Forward P/E

FSIG

N/A

BKDV

16.26

PEG Ratio

FSIG

N/A

BKDV

0.58

5Y EPS CAGR

FSIG

N/A

BKDV

9.59%

Debt to Equity

FSIG

N/A

BKDV

166.51%

P/S Ratio

FSIG

N/A

BKDV

1.92

P/B Ratio

FSIG

N/A

BKDV

3.04

FSIG vs BKDV - Historical Returns

Returns include dividend reinvestment.

Period	FSIG	BKDV
1 month	+0.37%	+1.80%
3 months	+0.89%	+13.04%
6 months	+0.74%	+13.66%
1 year	+3.82%	+28.39%
5 years(CAGR)	+2.79%	N/A
Max(CAGR)	+2.79%	+20.06%

FSIG

+0.37%

Winner

BKDV

+1.80%

FSIG

+0.89%

Winner

BKDV

+13.04%

FSIG

+0.74%

Winner

BKDV

+13.66%

FSIG

+3.82%

Winner

BKDV

+28.39%

5Y(CAGR)

FSIG

+2.79%

BKDV

N/A

Max(CAGR)

FSIG

+2.79%

Winner

BKDV

+20.06%

FSIG vs BKDV - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	FSIG	BKDV
2026	+0.52%	+13.66%
2025	+6.65%	+18.33%
2024	+4.43%	-0.91%
2023	+6.02%	N/A
2022	-4.23%	N/A
2021	+0.02%	N/A

FSIG vs BKDV Drawdown Comparison

The maximum drawdown for FSIG was -6.88%, occurring on Oct 20, 2022. Recovery took 510 trading sessions.

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

The current FSIG drawdown is -0.21%. The current BKDV drawdown is -1.10%.

Rank	FSIG	BKDV
#1	-6.88% Nov 19, 2021 - Dec 1, 2023	-15.48% Nov 29, 2024 - Jun 27, 2025
#2	-1.55% Feb 23, 2026 - Mar 26, 2026	-6.65% Feb 6, 2026 - Apr 17, 2026
#3	-1.51% Sep 24, 2024 - Feb 21, 2025	-3.96% Nov 12, 2025 - Nov 28, 2025
#4	-1.32% Feb 1, 2024 - May 21, 2024	-3.95% Jul 25, 2025 - Aug 22, 2025
#5	-1.26% Apr 3, 2025 - Apr 24, 2025	-2.88% Oct 8, 2025 - Oct 27, 2025
#6	-0.58% Dec 27, 2023 - Jan 12, 2024	-2.85% Jun 4, 2026 - Jun 12, 2026
#7	-0.57% Jan 12, 2024 - Jan 31, 2024	-1.99% Nov 11, 2024 - Nov 22, 2024
#8	-0.50% Apr 30, 2025 - May 27, 2025	-1.84% Jul 10, 2025 - Jul 23, 2025
#9	-0.47% Jun 30, 2025 - Jul 21, 2025	-1.82% Jan 15, 2026 - Jan 22, 2026
#10	-0.47% Oct 27, 2025 - Nov 24, 2025	-1.75% May 14, 2026 - May 22, 2026
#11	-0.42% Aug 2, 2024 - Aug 14, 2024	-1.67% Oct 27, 2025 - Nov 11, 2025
#12	-0.40% Sep 16, 2025 - Oct 14, 2025	-1.43% Dec 11, 2025 - Dec 23, 2025
#13	-0.37% May 21, 2024 - May 31, 2024	-1.42% May 6, 2026 - May 14, 2026
#14	-0.37% Jul 5, 2024 - Jul 11, 2024	-1.26% Aug 28, 2025 - Sep 11, 2025
#15	-0.37% Jun 4, 2025 - Jun 12, 2025	-1.25% Jun 15, 2026 - Jun 17, 2026