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BDVL vs IDLV

iShares Disciplined Volatility Equity Active ETF vs Invesco S&P International Developed Low Volatility ETF

BDVL

iShares Disciplined Volatility Equity Active ETF

BlackRock

Annual cost

0.40%

Fund size

$1.7B

IDLV

Invesco S&P International Developed Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$373M

Key differences

  • IDLV costs 0.15% less per year.
  • BDVL is significantly larger than IDLV — larger funds tend to be more liquid and less likely to close.
  • BDVL is classified as mixed asset, while IDLV is equity — different risk/return profiles.
  • BDVL covers north america markets; IDLV covers global.
  • BDVL follows a active selection strategy; IDLV uses index tracking.
  • IDLV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BDVLIDLV
Annual cost (TER)0.40%0.25%
Fund size (AUM)$1.7B$373M
Since20172012
Dividend yield2.96%4.56%
Asset classmixed assetequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+11.8%
CAGR 3YN/A+11.8%
CAGR 5YN/A+6.6%
Sharpe 3YN/A0.74
Volatility 1Y9.80%
Max drawdown-7.71%-34.65%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BDVL and IDLV