Screener
BDVL vs AOA
iShares Disciplined Volatility Equity Active ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
- AOA costs 0.25% less per year.
- BDVL follows a active selection strategy; AOA uses index tracking.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BDVL | AOA | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.15% |
| Fund size (AUM) | $1.7B | $3.0B |
| Since | 2017 | 2008 |
| Dividend yield | 2.96% | 2.12% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +26.0% |
| CAGR 3Y | N/A | +17.7% |
| CAGR 5Y | N/A | +9.6% |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | — | 10.72% |
| Max drawdown | -7.71% | -28.38% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to BDVL and AOA
Explore further