BKDV vs. LVDS

Last updated Jul 14, 2026

BKDV (BNY Mellon Dynamic Value ETF) and LVDS (JPMorgan Fundamental Data Science Large Value ETF) are both Large Cap Value Equities funds. Both are actively managed. Over the past year, BKDV returned 25.90% vs 27.03% for LVDS. Their correlation of 0.92 suggests significant overlap in exposure. BKDV charges 0.60%/yr vs 0.30%/yr for LVDS.

Performance

BKDV vs. LVDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNY Mellon Dynamic Value ETF (BKDV) and JPMorgan Fundamental Data Science Large Value ETF (LVDS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BKDV achieves a 16.30% return, which is significantly lower than LVDS's 18.27% return.

BKDV

• 1D: -0.15%
• 1M: 1.08%
• 6M: 12.46%
• YTD: 16.30%
• 1Y: 25.90%
• 3Y*: —
• 5Y*: —
• 10Y*: —

LVDS

• 1D: 0.26%
• 1M: 2.78%
• 6M: 15.06%
• YTD: 18.27%
• 1Y: 27.03%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BKDV vs. LVDS - Yearly Performance Comparison

	2026 (YTD)	2025
BKDV BNY Mellon Dynamic Value ETF	16.30%	8.26%
LVDS JPMorgan Fundamental Data Science Large Value ETF	18.27%	7.40%

Correlation

The correlation between BKDV and LVDS is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 14, 2025	0.92

BKDV vs. LVDS - Sectors Allocation Comparison

Sectors	BKDV	LVDS
Financial Services	21.7%	18.7%
Technology	15.8%	18.7%
Healthcare	14.5%	10.1%
Industrials	12.5%	12.1%
Energy	7.8%	6.6%
Consumer Cyclical	7.8%	8.4%
Communication Services	6.9%	7.5%
Consumer Defensive	6.3%	6.4%
Basic Materials	4.1%	2.7%
Utilities	1.5%	4.7%
Real Estate	1.2%	4.1%

Return for Risk

BKDV vs. LVDS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BKDV

BKDV Risk / Return Rank: 85
BKDV Sharpe Ratio Rank: 84
BKDV Sortino Ratio Rank: 84
BKDV Omega Ratio Rank: 81
BKDV Calmar Ratio Rank: 87
BKDV Martin Ratio Rank: 87

LVDS

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BKDV vs. LVDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Dynamic Value ETF (BKDV) and JPMorgan Fundamental Data Science Large Value ETF (LVDS). 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	LVDS	Difference
Sharpe ratio: Return per unit of total volatility	2.13	—	—
Sortino ratio: Return per unit of downside risk	3.00	—	—
Omega ratio: Gain probability vs. loss probability	1.38	—	—
Calmar ratio: Return relative to maximum drawdown	3.91	—	—
Martin ratio: Return relative to average drawdown	14.26	—	—

Drawdowns

BKDV vs. LVDS - Drawdown Comparison

The maximum BKDV drawdown since its inception was -15.49%, which is greater than LVDS's maximum drawdown of -6.64%. Use the drawdown chart below to compare losses from any high point for BKDV and LVDS.

Drawdown Indicators

	BKDV	LVDS	Difference
Max Drawdown Largest peak-to-trough decline	-15.49%	-6.64%	-8.85%
Max Drawdown (1Y) Largest decline over 1 year	-6.65%	-6.64%	-0.01%
Current Drawdown Current decline from peak	-0.15%	-0.02%	-0.13%
Average Drawdown Average peak-to-trough decline	-2.28%	-0.93%	-1.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.82%	—	—

Volatility

Volatility by Period

	BKDV	LVDS	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.20%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.35%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.26%	10.59%	+1.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.52%	10.59%	+4.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.52%	10.59%	+4.93%

BKDV vs. LVDS - Expense Ratio Comparison

BKDV has a 0.60% expense ratio, which is higher than LVDS's 0.30% expense ratio.

Dividends

BKDV vs. LVDS - Dividend Comparison

BKDV's dividend yield for the trailing twelve months is around 0.53%, less than LVDS's 7.61% yield.

Position	TTM	2025	2024
BKDV BNY Mellon Dynamic Value ETF	0.53%	0.62%	0.27%
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.61%	8.25%	0.00%

Frequently Asked Questions

Can I hold both BKDV and LVDS in my portfolio?

With a correlation of 0.92, BKDV and LVDS move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, BKDV or LVDS?

On 1-year performance, LVDS leads with 27.03% vs 25.90% for BKDV. On fees, LVDS is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BKDV or LVDS?

Over the 1-year period, LVDS has performed better with a 27.03% return vs 25.90%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BKDV or LVDS?

LVDS is cheaper with a 0.30% expense ratio, compared with 0.60% for BKDV.

Which ETF pays a higher dividend yield, BKDV or LVDS?

LVDS has the higher dividend yield at 7.61%, compared with 0.53% for BKDV.

What is the main difference between BKDV and LVDS?

They also come from different issuers: BNY Mellon and JPMorgan. Their fees differ too: 0.60% for BKDV and 0.30% for LVDS.