BKDV vs VTI

BKDV vs VTI

Which is better, BKDV or VTI?

Large Cap Value against Large Cap Blend.

VTI has a lower expense ratio. BKDV led over 1Y and the full window. BKDV is less concentrated, with 32.5% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTIHigher Returns: BKDVLess Concentrated: BKDV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBKDVVTI
Expense Ratio0.60%0.03%Best
AUM$2.0B$666.9B
Dividend Yield0.52%1.03%
Holdings843,543
YTD Return+16.05%Best+11.06%
1Y Return+24.82%Best+15.41%
3Y Return (annualized)-+20.48%
5Y Return (annualized)-+11.52%
Volatility (annualized)11.9%Best13.0%
Max Drawdown-15.5%Best-19.3%
$10,000 over 1.9 years$13,841Best$13,539
Top 10 Weight32.5%Best33.3%
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 1, 2024May 24, 2001

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 4, 2024 to Sep 16, 2026 (1.9 years).

BKDV vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.9 years both funds cover.

BKDV vs VTI Performance

BNY Mellon Dynamic Value ETF (BKDV) is an ETF from BNY Mellon Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year BKDV returned +24.82% while VTI returned +15.41%. Year to date, BKDV is up 16.05% versus a gain of 11.06% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 13.0% compared with 11.9% for BKDV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -15.5% for BKDV and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BKDV charges 0.60% per year while VTI charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, BKDV currently yields 0.52% against 1.03% for VTI.

Holdings Overlap

BKDV already in VTI98.9%
VTI already in BKDV33.1%

98.9% of BKDV's money is in holdings VTI also owns. 33.1% of VTI's money is in holdings BKDV also owns.

Most of BKDV is already inside VTI. Owning both mostly buys the same companies twice.

78 positions in common, counted across the 80 positions we hold weights for in BKDV and 3,463 in VTI, against full books of 84 and 3,543.

What only one of them owns

Our book lists 1,074 positions for VTI that do not appear in our book for BKDV (64.4% of the fund), and 1 for BKDV that do not appear in VTI (0.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BKDVWeight in VTIDifference
MSFTMicrosoft Corp5.09%4.79%0.30%
AMZNAmazon.Com Inc6.08%3.65%2.43%
AAPLApple, Inc2.01%6.29%4.28%
JPMJpmorgan Chase4.02%1.31%2.71%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity2.54%1.28%1.26%
JNJJohnson & Johnson - Common2.73%0.86%1.87%
UNHUnitedhealth Group Incorporated2.73%0.52%2.21%
SLBSchlumberger Nv.2.91%0.10%2.81%
CSCOCisco Systems Inc. - Ordinary Shares2.18%0.57%1.61%
TMOThermo Fisherscientific Inc.2.20%0.30%1.90%

98.9% of BKDV is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BKDVVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BKDV or VTI?

BKDV has an expense ratio of 0.60% while VTI charges 0.03%. VTI is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, BKDV or VTI?

Over the past year BKDV returned +24.82% vs +15.41% for VTI, so BKDV leads on 1-year performance. Over the longest common window we track (2 years), BKDV annualized +18.66% vs +17.29% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BKDV or VTI?

VTI has been the more volatile fund at 13.0% annualized versus 11.9% for BKDV. Worst drawdown: BKDV -15.5% vs VTI -19.3%.

Should I hold both BKDV and VTI?

BKDV and VTI have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BKDV and VTI?

98.9% of BKDV's money is in holdings VTI also owns. 33.1% of VTI's is in holdings BKDV also owns. They hold 78 positions in common, counted across the 80 positions we hold weights for in BKDV and 3,463 in VTI.

Which pays a higher dividend, BKDV or VTI?

BKDV yields 0.52% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than BKDV?

VTI has a lower expense ratio. BKDV led over 1Y and the full window. BKDV is less concentrated, with 32.5% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.