tiprankstipranks
Advertisement

BKDV - ETF AI Analysis

Compare

Top Page

BKDV

BNY Mellon Dynamic Value ETF (BKDV)

Rating:72Outperform
Price Target:
BKDV, the BNY Mellon Dynamic Value ETF, earns a solid overall rating largely because many of its biggest holdings—like Johnson & Johnson, Cisco, Texas Instruments, and Applied Materials—show strong financial performance, positive earnings commentary, and supportive long-term strategies such as investment in AI and technology. Exxon Mobil, JPMorgan, Schlumberger, and Assurant also add stability with generally healthy fundamentals, though issues like potential overvaluation, cash flow challenges, and weaker names such as Colgate-Palmolive slightly weigh on the fund. The main risk factor is that several key holdings face valuation and cash flow pressures at the same time, which could limit upside if market conditions worsen.
Positive Factors
Solid Recent Performance
The ETF has shown strong gains so far this year and in the most recent month, indicating positive momentum.
Strong Top Growth Holdings
Several major positions such as Amazon, Cisco, Texas Instruments, Schlumberger, Applied Materials, and Alphabet have delivered strong performance, helping drive the fund’s returns.
Broad Sector Diversification
Holdings spread across financials, industrials, health care, technology, energy, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can modestly reduce net returns over time.
Heavy U.S. Concentration
With the vast majority of assets in U.S. companies and very little abroad, the ETF offers limited geographic diversification.
Key Financial Holding Weakness
Some important financial holdings like JPMorgan and Berkshire Hathaway have shown weak recent performance, which can drag on overall results if the trend continues.

BKDV vs. SPDR S&P 500 ETF (SPY)

BKDV Summary

The BNY Mellon Dynamic Value ETF (BKDV) is an actively managed fund that looks for U.S. stocks the managers believe are priced cheaply compared with their business value. It doesn’t track a set index, but instead focuses on “value” companies across many sectors, including financials, health care, and technology. Well-known holdings include JPMorgan Chase and Amazon. Someone might invest in BKDV to get broad diversification across the U.S. market while tilting toward potentially undervalued stocks. A key risk is that value stocks can stay out of favor for long periods, so the share price can go up and down with market swings and changing investor tastes.
How much will it cost me?The BNY Mellon Dynamic Value ETF (Ticker: BKDV) has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, requiring more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The BNY Mellon Dynamic Value ETF (BKDV) could benefit from a global economic recovery, which may boost undervalued stocks across sectors like Financials and Health Care, its largest exposures. However, rising interest rates or economic slowdowns could negatively impact value stocks, particularly in sectors like Industrials and Technology. Additionally, regulatory changes or geopolitical tensions could affect its top holdings, such as Johnson & Johnson and JPMorgan Chase.

BKDV Top 10 Holdings

BKDV’s story is a blend of classic value with a modern tech twist. Financial heavyweight JPMorgan is rising recently but still trying to shake off earlier weakness, while Berkshire Hathaway feels more like dead weight, lagging and muting some of the fund’s gains. On the growthier side, Amazon and Alphabet are giving the ETF some extra spark, and chip-focused names like Texas Instruments and Applied Materials are quietly powering ahead. With a tilt toward U.S. financials and tech plus a global mandate, the fund is diversified but not shy about its big-name bets.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
JPMorgan Chase3.08%$40.17M$831.44B28.13%
72
Outperform
Amazon3.08%$40.10M$2.84T39.12%
71
Outperform
UnitedHealth3.05%$39.73M$322.15B-15.55%
72
Outperform
Texas Instruments2.89%$37.59M$252.33B65.91%
78
Outperform
Berkshire Hathaway B2.71%$35.33M$1.01T-10.95%
66
Neutral
Johnson & Johnson2.62%$34.09M$547.64B45.05%
78
Outperform
Cisco Systems2.53%$32.95M$351.58B55.28%
77
Outperform
Schlumberger2.45%$31.86M$84.29B61.96%
75
Outperform
Applied Materials2.23%$29.09M$330.97B168.49%
77
Outperform
Alphabet Class A2.21%$28.79M$4.15T118.13%
85
Outperform

BKDV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
30.41
Positive
100DMA
30.15
Positive
200DMA
28.80
Positive
Market Momentum
MACD
0.42
Negative
RSI
68.70
Neutral
STOCH
73.71
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BKDV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.08, equal to the 50-day MA of 30.41, and equal to the 200-day MA of 28.80, indicating a bullish trend. The MACD of 0.42 indicates Negative momentum. The RSI at 68.70 is Neutral, neither overbought nor oversold. The STOCH value of 73.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BKDV.

BKDV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.37B0.60%
72
Outperform
$7.11B0.47%
73
Outperform
$4.85B0.47%
70
Neutral
$4.17B0.80%
67
Neutral
$2.69B0.40%
65
Neutral
$1.75B0.50%
63
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BKDV
BNY Mellon Dynamic Value ETF
31.80
7.27
29.64%
JGLO
JPMorgan Global Select Equity ETF
CGDG
Capital Group Dividend Growers ETF
EAGL
Eagle Capital Select Equity ETF
BDYN
iShares Dynamic Equity Active ETF
FEGE
First Eagle Global Equity ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents
Advertisement