BKDV vs. AMAL
BKDV (BNY Mellon Dynamic Value ETF) is Large Cap Value Equities fund actively managed by BNY Mellon, while AMAL (Amalgamated Financial Corp.) is a stock. Over the past year, BKDV returned 30.07% vs 76.42% for AMAL. Their 0.53 correlation means they have sometimes moved together and sometimes differently.
Performance
BKDV vs. AMAL - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BKDV achieves a 17.20% return, which is significantly lower than AMAL's 55.47% return.
BKDV
- 1D
- 0.92%
- 1M
- 0.92%
- 6M
- 12.24%
- YTD
- 17.20%
- 1Y
- 30.07%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 20.24%
AMAL
- 1D
- -0.02%
- 1M
- 7.25%
- 6M
- 28.21%
- YTD
- 55.47%
- 1Y
- 76.42%
- 3Y*
- 38.78%
- 5Y*
- 28.65%
- 10Y*
- —
- ALL TIME*
- 17.28%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $8.33M | $7.67M | $6.82M | |
| $14.15M | $13.74M | $12.33M |
BKDV vs. AMAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BKDV BNY Mellon Dynamic Value ETF | 17.20% | 18.58% | -0.91% |
AMAL Amalgamated Financial Corp. | 55.47% | -2.50% | 2.29% |
Correlation
The correlation between BKDV and AMAL is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.51 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2024 | 0.53 |
The correlation between BKDV and AMAL has been stable across timeframes, ranging from 0.51 to 0.53 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BKDV vs. AMAL — Risk / Return Rank
BKDV
AMAL
BKDV vs. AMAL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Dynamic Value ETF (BKDV) and Amalgamated Financial Corp. (AMAL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BKDV | AMAL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.39 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.29 | 4.64 | -0.35 |
| Martin ratioReturn relative to average drawdown | 16.39 | 13.36 | +3.04 |
Loading charts...
Drawdowns
BKDV vs. AMAL - Drawdown Comparison
The maximum BKDV drawdown since its inception was -15.49%, smaller than the maximum AMAL drawdown of -62.93%. Use the drawdown chart below to compare losses from any high point for BKDV and AMAL.
Loading charts...
Drawdown Indicators
| BKDV | AMAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.49% | -62.93% | +47.44% |
Max Drawdown (1Y)Largest decline over 1 year | -6.65% | -15.91% | +9.26% |
Max Drawdown (3Y)Largest decline over 3 years | — | -32.85% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -46.88% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.02% | +1.02% |
Average DrawdownAverage peak-to-trough decline | -2.24% | -19.60% | +17.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 5.53% | -3.79% |
Volatility
BKDV vs. AMAL - Volatility Comparison
The current volatility for BNY Mellon Dynamic Value ETF (BKDV) is 2.93%, while Amalgamated Financial Corp. (AMAL) has a volatility of 7.43%. This indicates that BKDV experiences smaller price fluctuations and is considered to be less risky than AMAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BKDV | AMAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.93% | 7.43% | -4.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.30% | 19.05% | -9.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.28% | 29.77% | -17.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 33.86% | -18.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.39% | 39.78% | -24.39% |
Dividends
BKDV vs. AMAL - Dividend Comparison
BKDV's dividend yield for the trailing twelve months is around 0.53%, less than AMAL's 1.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
AMAL Amalgamated Financial Corp. | 1.26% | 1.75% | 1.37% | 1.48% | 1.56% | 1.91% | 2.33% | 1.34% | 0.31% |
BKDV BNY Mellon Dynamic Value ETF | 0.53% | 0.62% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BKDV and AMAL have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMAL has higher volatility (7.43%) compared to BKDV (2.93%). In terms of maximum drawdown, BKDV dropped -15.49% vs AMAL's -62.93%.
AMAL currently has the higher Sharpe Ratio (2.48 vs 2.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BKDV and AMAL
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer