Screener
BDVL vs BELT
iShares Disciplined Volatility Equity Active ETF vs iShares U.S. Select Equity Active ETF
Key differences
BDVL is a mixed asset ETF, while BELT is an equity ETF. BDVL charges 0.40% a year and BELT 0.75%.
- BDVL is a mixed asset fund, while BELT is an equity fund. They carry different risk/return profiles.
- BDVL costs 0.35% less per year.
- BDVL is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- BDVL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BDVL | BELT | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.75% |
| Fund size (AUM) | $1.7B | $10M |
| Since | 2017 | 2024 |
| Dividend yield | 2.94% | 0.00% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +23.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 17.67% |
| Max drawdown | -7.71% | -23.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.