BKDV ETF Analysis: BNY Mellon Dynamic Value | NYSE

Large Value | NYSE, USA | Market Cap: 1.710m USD | 12M Return: 24.3% | Charts, Fundamentals & Technical Analysis

Common Stocks, Value Stocks, Large Cap Stocks, Equity Securities
Total Rating 62
Safety 64
Buy Signal 0.04
Large Value
Category Rotation: +0.5
AUM: 1.71B
Avg Turnover: 12.6M
Risk 3d forecast
Volatility11.9%
VaR 5th Pctl2.12%
VaR vs Median-1.19%
Reward TTM
Sharpe Ratio1.47
Rel. Str. IBD62.9
Rel. Str. Peer Group52.1
Character TTM
Beta0.694
Beta Downside0.695
Hurst Exponent0.416
Drawdowns 3y
Max DD15.49%
CAGR/Max DD1.29
CAGR/Mean DD8.85

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 1.6 years of data

Jan +2.9% -
Feb +0.2% -
Mar -5.9% -
Apr +5.2% -
May +0.5% -
Jun +0.2% -
Jul - -
Aug - -
Sep - -
Oct - -
Nov +1.5% -
Dec +0.2% -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: BKDV BNY Mellon Dynamic Value

The BNY Mellon Dynamic Value ETF (BKDV) pursues its investment objective by allocating substantially all of its assets to equities, with at least 80% of net assets (plus borrowings for investment purposes) directed toward companies classified as value companies by its sub-adviser, NIMNA. The fund invests principally in common stocks.

As an exchange-traded fund structured under the Large Value category, BKDV provides investors with exposure to established companies whose shares are considered undervalued relative to their underlying fundamentals, a hallmark of value investing strategies. ETFs trade on stock exchanges like individual stocks, offering intraday liquidity and typically lower expense ratios compared to traditional mutual funds.

Headlines to Watch Out For
  • Large-cap value rotation accelerates amid rising Treasury yields
  • Financial sector holdings benefit from steeper yield curve
  • Fund flows surge as investors rotate from growth to value
What is the price of BKDV shares?

As of July 28, 2026, the stock is trading at USD 33.68 with a total of 334,742 shares traded. Over the past week, the price has changed by +1.51%, over one month by +0.51%, over three months by +6.99% and over the past year by +24.26%.

Current recommended Stop Loss: 32.90 (which is 2.3% or 2.7 ATR below the current price).

Is BKDV a buy, sell or hold?

BNY Mellon Dynamic Value has no consensus analysts rating.