PWV vs BKDV
Comparison between INVESCO LARGE CAP VALUE ETF (PWV, ETF) and BNY MELLON DYNAMIC VALUE ETF (BKDV, ETF).
PWV vs BKDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PWV
$1.50B
BKDV
$1.50B
Expense Ratio
Winner
PWV
0.55%
BKDV
0.60%
Max Drawdown
PWV
50.70%
Winner
BKDV
15.71%
Sharpe Ratio
Winner
PWV
2.31
BKDV
1.84
5Y Beta
Winner
PWV
0.61
BKDV
0.79
P/E Ratio
Winner
PWV
16.54
BKDV
21.91
Forward P/E
Winner
PWV
13.62
BKDV
16.26
PEG Ratio
Winner
PWV
0.39
BKDV
0.58
5Y Dividends CAGR
PWV
9.13%
BKDV
N/A
5Y EPS CAGR
PWV
9.20%
Winner
BKDV
9.59%
Debt to Equity
Winner
PWV
56.71%
BKDV
166.51%
P/S Ratio
Winner
PWV
1.38
BKDV
1.92
P/B Ratio
Winner
PWV
2.32
BKDV
3.04
PWV vs BKDV - Holdings Comparison
PWV and BKDV have 22 common holdings. Overlap is 32.48%
PWV's top 25 holdings weight is 67.83%. BKDV's top 25 holdings weight is 53.23%.
| Rank | PWV | BKDV |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 5.19% | JPMORGAN CHASE & CO (JPM) - 3.74% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 4.38% | UNITEDHEALTH GROUP INC (UNH) - 3.40% |
| #3 | MORGAN STANLEY (MS) - 4.04% | CISCO SYSTEMS INC (CSCO) - 3.10% |
| #4 | CITIGROUP INC (C) - 3.80% | AMAZON.COM INC (AMZN) - 2.94% |
| #5 | THE GOLDMAN SACHS GROUP INC (GS) - 3.74% | APPLIED MATERIALS INC (AMAT) - 2.86% |
| #6 | BANK OF AMERICA CORP (BAC) - 3.30% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.70% |
| #7 | JPMORGAN CHASE & CO (JPM) - 3.21% | JOHNSON & JOHNSON (JNJ) - 2.69% |
| #8 | CHEVRON CORP (CVX) - 3.21% | ASSURANT INC (AIZ) - 2.46% |
| #9 | EXXON MOBIL CORP (XOM) - 3.18% | TEXAS INSTRUMENTS INC (TXN) - 2.43% |
| #10 | VERIZON COMMUNICATIONS INC (VZ) - 3.04% | SLB LTD (SLB) - 2.39% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.03% | COLGATE-PALMOLIVE CO (CL) - 1.99% |
| #12 | THE WALT DISNEY CO (DIS) - 3.03% | DELTA AIR LINES INC (DAL) - 1.80% |
| #13 | WELLS FARGO & CO (WFC) - 2.98% | ELEVANCE HEALTH INC (ELV) - 1.78% |
| #14 | JOHNSON & JOHNSON (JNJ) - 2.87% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.74% |
| #15 | PEPSICO INC (PEP) - 2.66% | MORGAN STANLEY (MS) - 1.74% |
| #16 | MARATHON PETROLEUM CORP (MPC) - 1.83% | CITIGROUP INC (C) - 1.66% |
| #17 | VALERO ENERGY CORP (VLO) - 1.76% | FIFTH THIRD BANCORP (FITB) - 1.64% |
| #18 | EBAY INC (EBAY) - 1.73% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.61% |
| #19 | BANK OF NEW YORK MELLON CORP (BNY) - 1.64% | COCA-COLA CO (KO) - 1.56% |
| #20 | CVS HEALTH CORP (CVS) - 1.64% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.56% |
| #21 | PHILLIPS 66 (PSX) - 1.60% | OMNICOM GROUP INC (OMC) - 1.54% |
| #22 | DELTA AIR LINES INC (DAL) - 1.57% | ALPHABET INC CLASS A (GOOGL) - 1.52% |
| #23 | FORD MOTOR CO (F) - 1.54% | NEWMONT CORP (NEM) - 1.51% |
| #24 | TARGET CORP (TGT) - 1.45% | PACKAGING CORP OF AMERICA (PKG) - 1.46% |
| #25 | ENERGY TRANSFER LP (ET) - 1.41% | INTEL CORP (INTC) - 1.41% |
| Total Holdings | 54 | 87 |
PWV vs BKDV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PWV
+2.92%
BKDV
+1.80%
3M
PWV
+11.89%
Winner
BKDV
+13.04%
6M
Winner
PWV
+15.56%
BKDV
+13.66%
1Y
PWV
+27.68%
Winner
BKDV
+28.39%
5Y(CAGR)
PWV
+14.27%
BKDV
N/A
10Y(CAGR)
PWV
+12.02%
BKDV
N/A
Max(CAGR)
PWV
+10.34%
Winner
BKDV
+20.06%
PWV vs BKDV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PWV | BKDV |
|---|---|---|
| 2026 | +15.39% | +13.66% |
| 2025 | +19.47% | +18.33% |
| 2024 | +13.95% | -0.91% |
| 2023 | +10.50% | N/A |
| 2022 | -1.98% | N/A |
| 2021 | +30.66% | N/A |
| 2020 | -4.55% | N/A |
| 2019 | +29.16% | N/A |
| 2018 | -14.36% | N/A |
| 2017 | +16.04% | N/A |
| 2016 | +20.43% | N/A |
| 2015 | -4.84% | N/A |
| 2014 | +13.32% | N/A |
| 2013 | +29.72% | N/A |
| 2012 | +14.97% | N/A |
| 2011 | +5.30% | N/A |
| 2010 | +12.02% | N/A |
| 2009 | +15.26% | N/A |
| 2008 | -26.06% | N/A |
| 2007 | +5.32% | N/A |
| 2006 | +22.45% | N/A |
| 2005 | +8.65% | N/A |
PWV vs BKDV Drawdown Comparison
The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The maximum drawdown for BKDV was -15.48%, occurring on Apr 8, 2025. Recovery took 142 trading sessions.
The current PWV drawdown is -0.05%. The current BKDV drawdown is -1.10%.
| Rank | PWV | BKDV |
|---|---|---|
| #1 | -49.06% Oct 9, 2007 - May 6, 2010 | -15.48% Nov 29, 2024 - Jun 27, 2025 |
| #2 | -45.10% May 6, 2010 - Jul 18, 2013 | -6.65% Feb 6, 2026 - Apr 17, 2026 |
| #3 | -37.64% Feb 12, 2020 - Feb 23, 2021 | -3.96% Nov 12, 2025 - Nov 28, 2025 |
| #4 | -22.24% Jan 26, 2018 - Oct 25, 2019 | -3.95% Jul 25, 2025 - Aug 22, 2025 |
| #5 | -16.38% Jan 11, 2022 - Jul 31, 2023 | -2.88% Oct 8, 2025 - Oct 27, 2025 |
| #6 | -15.12% May 21, 2015 - Jul 8, 2016 | -2.85% Jun 4, 2026 - Jun 12, 2026 |
| #7 | -14.32% Nov 29, 2024 - Jun 23, 2025 | -1.99% Nov 11, 2024 - Nov 22, 2024 |
| #8 | -10.45% Jun 4, 2007 - Oct 5, 2007 | -1.84% Jul 10, 2025 - Jul 23, 2025 |
| #9 | -9.27% Jul 31, 2023 - Dec 1, 2023 | -1.82% Jan 15, 2026 - Jan 22, 2026 |
| #10 | -8.72% Sep 19, 2014 - Nov 18, 2014 | -1.75% May 14, 2026 - May 22, 2026 |
| #11 | -6.53% Jan 15, 2014 - Mar 6, 2014 | -1.67% Oct 27, 2025 - Nov 11, 2025 |
| #12 | -6.46% May 5, 2006 - Jul 28, 2006 | -1.43% Dec 11, 2025 - Dec 23, 2025 |
| #13 | -6.25% Jun 4, 2021 - Aug 12, 2021 | -1.42% May 6, 2026 - May 14, 2026 |
| #14 | -6.24% Feb 15, 2007 - Apr 16, 2007 | -1.26% Aug 28, 2025 - Sep 11, 2025 |
| #15 | -6.21% Jul 17, 2024 - Aug 23, 2024 | -1.25% Jun 15, 2026 - Jun 17, 2026 |
Correlation
Correlation between PWV and BKDV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2005 - 2026)
PWV vs BKDV dividend yield comparison.
| Year | PWV | BKDV |
|---|---|---|
| 2026 | 0.99% | 0.00% |
| 2025 | 2.12% | 0.62% |
| 2024 | 2.08% | 0.27% |
| 2023 | 2.16% | 0.00% |
| 2022 | 2.29% | 0.00% |
| 2021 | 1.89% | 0.00% |
| 2020 | 2.66% | 0.00% |
| 2019 | 2.24% | 0.00% |
| 2018 | 2.34% | 0.00% |
| 2017 | 1.55% | 0.00% |
| 2016 | 2.35% | 0.00% |
| 2015 | 2.42% | 0.00% |
| 2014 | 1.93% | 0.00% |
| 2013 | 1.82% | 0.00% |
| 2012 | 2.41% | 0.00% |
| 2011 | 2.21% | 0.00% |
| 2010 | 2.24% | 0.00% |
| 2009 | 2.19% | 0.00% |
| 2008 | 2.81% | 0.00% |
| 2007 | 2.28% | 0.00% |
| 2006 | 1.35% | 0.00% |
| 2005 | 1.28% | 0.00% |
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