Screener
BDVL vs CFO
iShares Disciplined Volatility Equity Active ETF vs VictoryShares US 500 Enhanced Volatility Wtd ETF
Key differences
- CFO costs 0.05% less per year.
- BDVL is significantly larger than CFO — larger funds tend to be more liquid and less likely to close.
- BDVL is classified as mixed asset, while CFO is alternative — different risk/return profiles.
- BDVL follows a active selection strategy; CFO uses tactical allocation.
Side-by-side comparison
| BDVL | CFO | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.35% |
| Fund size (AUM) | $1.7B | $408M |
| Since | 2017 | 2014 |
| Dividend yield | 2.96% | 1.25% |
| Asset class | mixed asset | alternative |
| Region | north america | north america |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | N/A | +15.2% |
| CAGR 3Y | N/A | +9.8% |
| CAGR 5Y | N/A | +4.3% |
| Sharpe 3Y | N/A | 0.52 |
| Volatility 1Y | — | 10.94% |
| Max drawdown | -7.71% | -24.36% |
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