WCMI vs BKDV
Comparison between FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF) and BNY MELLON DYNAMIC VALUE ETF (BKDV, ETF).
WCMI vs BKDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WCMI
$1.50B
BKDV
$1.50B
Expense Ratio
WCMI
0.85%
Winner
BKDV
0.60%
Max Drawdown
WCMI
20.16%
Winner
BKDV
15.71%
Sharpe Ratio
WCMI
1.17
Winner
BKDV
1.84
5Y Beta
WCMI
0.80
Winner
BKDV
0.79
P/E Ratio
WCMI
N/A
BKDV
21.91
Forward P/E
WCMI
N/A
BKDV
16.26
PEG Ratio
WCMI
N/A
BKDV
0.58
5Y EPS CAGR
WCMI
N/A
BKDV
9.59%
Debt to Equity
WCMI
N/A
BKDV
166.51%
P/S Ratio
WCMI
N/A
BKDV
1.92
P/B Ratio
WCMI
N/A
BKDV
3.04
WCMI vs BKDV - Holdings Comparison
WCMI and BKDV have 4 common holdings. Overlap is 3.81%
WCMI's top 25 holdings weight is 73.64%. BKDV's top 25 holdings weight is 53.23%.
| Rank | WCMI | BKDV |
|---|---|---|
| #1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 7.97% | JPMORGAN CHASE & CO (JPM) - 3.74% |
| #2 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 5.59% | UNITEDHEALTH GROUP INC (UNH) - 3.40% |
| #3 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 4.84% | CISCO SYSTEMS INC (CSCO) - 3.10% |
| #4 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 4.36% | AMAZON.COM INC (AMZN) - 2.94% |
| #5 | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 3.72% | APPLIED MATERIALS INC (AMAT) - 2.86% |
| #6 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.56% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.70% |
| #7 | LOTTOMATICA GROUP SPA (n/a) - 3.37% | JOHNSON & JOHNSON (JNJ) - 2.69% |
| #8 | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 3.29% | ASSURANT INC (AIZ) - 2.46% |
| #9 | CONSTELLATION SOFTWARE INC (CNSWF) - 2.98% | TEXAS INSTRUMENTS INC (TXN) - 2.43% |
| #10 | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 2.91% | SLB LTD (SLB) - 2.39% |
| #11 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.67% | COLGATE-PALMOLIVE CO (CL) - 1.99% |
| #12 | SOCIETE GENERALE SA (n/a) - 2.45% | DELTA AIR LINES INC (DAL) - 1.80% |
| #13 | SLB LTD (SLB) - 2.36% | ELEVANCE HEALTH INC (ELV) - 1.78% |
| #14 | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.31% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.74% |
| #15 | KB FINANCIAL GROUP INC (n/a) - 2.09% | MORGAN STANLEY (MS) - 1.74% |
| #16 | JAPAN EXCHANGE GROUP INC (n/a) - 2.08% | CITIGROUP INC (C) - 1.66% |
| #17 | RENTOKIL INITIAL PLC (n/a) - 2.07% | FIFTH THIRD BANCORP (FITB) - 1.64% |
| #18 | SONY GROUP CORP ADR (SONY) - 1.97% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.61% |
| #19 | BAIDU INC ADR (BIDU) - 1.95% | COCA-COLA CO (KO) - 1.56% |
| #20 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.95% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.56% |
| #21 | MIZUHO FINANCIAL GROUP INC (n/a) - 1.93% | OMNICOM GROUP INC (OMC) - 1.54% |
| #22 | TESCO PLC (n/a) - 1.84% | ALPHABET INC CLASS A (GOOGL) - 1.52% |
| #23 | NOVO NORDISK AS ADR (NVO) - 1.80% | NEWMONT CORP (NEM) - 1.51% |
| #24 | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 1.79% | PACKAGING CORP OF AMERICA (PKG) - 1.46% |
| #25 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.79% | INTEL CORP (INTC) - 1.41% |
| Total Holdings | 48 | 87 |
WCMI vs BKDV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WCMI
+2.33%
BKDV
+1.80%
3M
Winner
WCMI
+14.91%
BKDV
+13.04%
6M
WCMI
+13.30%
Winner
BKDV
+13.66%
1Y
WCMI
+26.62%
Winner
BKDV
+28.39%
Max(CAGR)
Winner
WCMI
+22.12%
BKDV
+20.06%
WCMI vs BKDV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | WCMI | BKDV |
|---|---|---|
| 2026 | +11.60% | +13.66% |
| 2025 | +30.97% | +18.33% |
| 2024 | -5.05% | -0.91% |
WCMI vs BKDV Drawdown Comparison
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The maximum drawdown for BKDV was -15.48%, occurring on Apr 8, 2025. Recovery took 142 trading sessions.
The current WCMI drawdown is -2.86%. The current BKDV drawdown is -1.10%.
| Rank | WCMI | BKDV |
|---|---|---|
| #1 | -12.79% Mar 17, 2025 - Apr 29, 2025 | -15.48% Nov 29, 2024 - Jun 27, 2025 |
| #2 | -12.49% Jan 27, 2026 - Apr 14, 2026 | -6.65% Feb 6, 2026 - Apr 17, 2026 |
| #3 | -8.03% Oct 6, 2025 - Dec 26, 2025 | -3.96% Nov 12, 2025 - Nov 28, 2025 |
| #4 | -7.18% Oct 18, 2024 - Jan 28, 2025 | -3.95% Jul 25, 2025 - Aug 22, 2025 |
| #5 | -5.05% Jun 4, 2026 - Jun 15, 2026 | -2.88% Oct 8, 2025 - Oct 27, 2025 |
| #6 | -4.56% May 6, 2026 - Jun 1, 2026 | -2.85% Jun 4, 2026 - Jun 12, 2026 |
| #7 | -3.85% Apr 17, 2026 - May 5, 2026 | -1.99% Nov 11, 2024 - Nov 22, 2024 |
| #8 | -3.29% Jun 12, 2025 - Jun 26, 2025 | -1.84% Jul 10, 2025 - Jul 23, 2025 |
| #9 | -3.22% Mar 5, 2025 - Mar 17, 2025 | -1.82% Jan 15, 2026 - Jan 22, 2026 |
| #10 | -3.08% Jun 30, 2025 - Sep 8, 2025 | -1.75% May 14, 2026 - May 22, 2026 |
| #11 | -2.86% Jun 22, 2026 - Jun 23, 2026 | -1.67% Oct 27, 2025 - Nov 11, 2025 |
| #12 | -2.49% Feb 18, 2025 - Mar 5, 2025 | -1.43% Dec 11, 2025 - Dec 23, 2025 |
| #13 | -1.99% Jan 12, 2026 - Jan 23, 2026 | -1.42% May 6, 2026 - May 14, 2026 |
| #14 | -1.83% Jan 30, 2025 - Feb 12, 2025 | -1.26% Aug 28, 2025 - Sep 11, 2025 |
| #15 | -1.33% May 2, 2025 - May 12, 2025 | -1.25% Jun 15, 2026 - Jun 17, 2026 |
Correlation
Correlation between WCMI and BKDV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2024 - 2025)
WCMI vs BKDV dividend yield comparison.
| Year | WCMI | BKDV |
|---|---|---|
| 2025 | 0.78% | 0.62% |
| 2024 | 15.26% | 0.27% |
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