Screener
BDVL vs AOM
iShares Disciplined Volatility Equity Active ETF vs iShares Core 40/60 Moderate Allocation ETF
Key differences
- AOM costs 0.25% less per year.
- BDVL follows a active selection strategy; AOM uses index tracking.
- AOM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BDVL | AOM | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.15% |
| Fund size (AUM) | $1.7B | $1.7B |
| Since | 2017 | 2008 |
| Dividend yield | 2.96% | 3.04% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +15.5% |
| CAGR 3Y | N/A | +11.0% |
| CAGR 5Y | N/A | +5.1% |
| Sharpe 3Y | N/A | 0.99 |
| Volatility 1Y | — | 6.58% |
| Max drawdown | -7.71% | -19.96% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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