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BDVL vs CSB

iShares Disciplined Volatility Equity Active ETF vs VictoryShares US Small Cap High Div Volatility Wtd ETF

BDVL

iShares Disciplined Volatility Equity Active ETF

Annual cost

0.40%

Fund size

$1.7B

CSB

VictoryShares US Small Cap High Div Volatility Wtd ETF

Annual cost

0.35%

Fund size

$263M

Key differences

  • CSB costs 0.05% less per year.
  • BDVL is significantly larger than CSB — larger funds tend to be more liquid and less likely to close.
  • BDVL is classified as mixed asset, while CSB is equity — different risk/return profiles.
  • BDVL follows a active selection strategy; CSB uses index tracking.

Side-by-side comparison

BDVLCSB
Annual cost (TER)0.40%0.35%
Fund size (AUM)$1.7B$263M
Since20172015
Dividend yield2.96%3.21%
Asset classmixed assetequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+22.2%
CAGR 3YN/A+13.1%
CAGR 5YN/A+4.6%
Sharpe 3YN/A0.58
Volatility 1Y14.67%
Max drawdown-7.71%-42.07%

Similar to BDVL and CSB