BKDV vs JLVP
BNY Mellon Dynamic Value ETF vs JPMorgan US Large Cap Value Plus ETF
Which is better, BKDV or JLVP?
BKDV costs less.
BKDV has a lower expense ratio.
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
| Metric | BKDV | JLVP |
|---|---|---|
| Expense Ratio | 0.60%Best | 1.05% |
| AUM | $2.2B | $28M |
| Dividend Yield | 0.53% | 0.00% |
| Holdings | 84 | 154 |
| YTD Return | +17.11%Best | +1.10% |
| 1Y Return | +23.83% | - |
| Fund Family | BNY Mellon Investment Management | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Nov 1, 2024 | Jul 30, 2026 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
BKDV vs JLVP 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BKDV vs JLVP Performance
BNY Mellon Dynamic Value ETF (BKDV) is an ETF from BNY Mellon Investment Management and JPMorgan US Large Cap Value Plus ETF (JLVP) is an ETF from J.P. Morgan Asset Management. Year to date, BKDV is up 17.11% versus a gain of 1.10% for JLVP.
Past performance does not guarantee future results.
Fees and Cost Over Time
BKDV charges 0.60% per year while JLVP charges 1.05%. On a $10,000 position that is $60 vs $105 annually, a gap of $45 per year that compounds over a long holding period. On income, BKDV currently yields 0.53% against 0.00% for JLVP.
Holdings Overlap
At least 43.9% of BKDV's money is in holdings JLVP also owns.
Only one direction is shown: for JLVP, our book for it lists positions totalling 132.0% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
The two portfolios partly overlap.
25 positions in common, counted across the 79 positions we hold weights for in BKDV and 153 in JLVP, against full books of 84 and 154.
Top Shared Holdings
| Stock | Weight in BKDV | Weight in JLVP | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 6.02% | 8.99% | 2.97% |
| MSFTMicrosoft Corp | 4.98% | 6.60% | 1.62% |
| AAPLApple, Inc | 3.28% | 2.59% | 0.69% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 2.58% | 2.70% | 0.12% |
| UNHUnitedhealth Group Incorporated | 2.65% | 1.88% | 0.77% |
| JNJJohnson & Johnson - Common | 2.74% | 1.33% | 1.41% |
| METAMeta Platforms Inc | 0.79% | 3.27% | 2.48% |
| BACBank of America Corp.: Financials | 0.78% | 2.71% | 1.93% |
| TAT&T Inc. | 1.26% | 2.19% | 0.93% |
| FITBFifth Third Bancorp | 1.80% | 1.56% | 0.24% |
43.9% of BKDV is already inside JLVP.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BKDV or JLVP?
BKDV has an expense ratio of 0.60% while JLVP charges 1.05%. BKDV is the cheaper option, by $45 a year on a $10,000 investment.
What is the holdings overlap between BKDV and JLVP?
At least 43.9% of BKDV's money is in holdings JLVP also owns. Our book for JLVP is partial, so the real figure is this or higher. They hold 25 positions in common, counted across the 79 positions we hold weights for in BKDV and 153 in JLVP.
Which pays a higher dividend, BKDV or JLVP?
BKDV yields 0.53% while JLVP yields 0.00%, so BKDV currently pays the higher dividend yield.
Is JLVP better than BKDV?
BKDV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.