INCM vs BKDV
Comparison between Franklin Income Focus ETF (INCM, ETF) and BNY MELLON DYNAMIC VALUE ETF (BKDV, ETF).
INCM vs BKDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
INCM
$1.60B
BKDV
$1.60B
Expense Ratio
Winner
INCM
0.38%
BKDV
0.60%
Max Drawdown
Winner
INCM
8.94%
BKDV
15.71%
Sharpe Ratio
INCM
1.74
Winner
BKDV
2.01
5Y Beta
Winner
INCM
0.32
BKDV
0.78
P/E Ratio
INCM
N/A
BKDV
21.37
Forward P/E
INCM
N/A
BKDV
16.82
PEG Ratio
INCM
N/A
BKDV
0.47
5Y EPS CAGR
INCM
N/A
BKDV
10.26%
Debt to Equity
INCM
N/A
BKDV
119.61%
P/S Ratio
INCM
N/A
BKDV
1.93
P/B Ratio
INCM
N/A
BKDV
3.11
INCM vs BKDV - Historical Returns
Returns include dividend reinvestment.
1M
INCM
+0.88%
Winner
BKDV
+2.57%
3M
INCM
+1.28%
Winner
BKDV
+7.30%
6M
INCM
+2.97%
Winner
BKDV
+11.41%
1Y
INCM
+14.11%
Winner
BKDV
+31.48%
Max(CAGR)
INCM
+10.69%
Winner
BKDV
+21.36%
INCM vs BKDV - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | INCM | BKDV |
|---|---|---|
| 2026 | +7.59% | +18.41% |
| 2025 | +12.81% | +18.33% |
| 2024 | +6.50% | -0.91% |
| 2023 | +5.77% | N/A |
INCM vs BKDV Drawdown Comparison
The maximum drawdown for INCM was -7.84%, occurring on Apr 8, 2025. Recovery took 69 trading sessions.
The maximum drawdown for BKDV was -15.48%, occurring on Apr 8, 2025. Recovery took 142 trading sessions.
The current INCM drawdown is -0.34%. The current BKDV drawdown is -0.09%.
| Rank | INCM | BKDV |
|---|---|---|
| #1 | -7.84% Feb 28, 2025 - Jun 9, 2025 | -15.48% Nov 29, 2024 - Jun 27, 2025 |
| #2 | -6.74% Jul 24, 2023 - Dec 1, 2023 | -6.65% Feb 6, 2026 - Apr 17, 2026 |
| #3 | -3.91% Nov 29, 2024 - Feb 19, 2025 | -3.96% Nov 12, 2025 - Nov 28, 2025 |
| #4 | -3.19% Feb 27, 2026 - Apr 17, 2026 | -3.95% Jul 25, 2025 - Aug 22, 2025 |
| #5 | -3.03% Mar 28, 2024 - May 15, 2024 | -2.88% Oct 8, 2025 - Oct 27, 2025 |
| #6 | -2.51% Jan 22, 2024 - Mar 11, 2024 | -2.85% Jun 4, 2026 - Jun 12, 2026 |
| #7 | -2.30% Jan 16, 2024 - Jan 22, 2024 | -1.99% Nov 11, 2024 - Nov 22, 2024 |
| #8 | -1.96% Jul 31, 2024 - Aug 15, 2024 | -1.84% Jul 10, 2025 - Jul 23, 2025 |
| #9 | -1.75% Oct 16, 2024 - Nov 27, 2024 | -1.83% Jul 6, 2026 - Jul 28, 2026 |
| #10 | -1.66% Oct 27, 2025 - Nov 12, 2025 | -1.82% Jan 15, 2026 - Jan 22, 2026 |
| #11 | -1.45% May 29, 2026 - Aug 3, 2026 | -1.75% May 14, 2026 - May 22, 2026 |
| #12 | -1.30% May 15, 2024 - Jun 5, 2024 | -1.67% Oct 27, 2025 - Nov 11, 2025 |
| #13 | -1.22% Nov 12, 2025 - Nov 25, 2025 | -1.44% Jul 28, 2026 - Jul 31, 2026 |
| #14 | -1.14% Jun 15, 2023 - Jul 12, 2023 | -1.43% Dec 11, 2025 - Dec 23, 2025 |
| #15 | -1.09% Jul 17, 2024 - Jul 30, 2024 | -1.42% May 6, 2026 - May 14, 2026 |
Correlation
Correlation between INCM and BKDV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2026)
INCM vs BKDV dividend yield comparison.
| Year | INCM | BKDV |
|---|---|---|
| 2026 | 3.08% | 0.00% |
| 2025 | 4.96% | 0.62% |
| 2024 | 5.06% | 0.27% |
| 2023 | 3.01% | 0.00% |
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