Screener
BDVL vs IJH
iShares Disciplined Volatility Equity Active ETF vs iShares Core S&P Mid-Cap ETF
Key differences
- IJH costs 0.35% less per year.
- IJH is significantly larger than BDVL — larger funds tend to be more liquid and less likely to close.
- BDVL is classified as mixed asset, while IJH is equity — different risk/return profiles.
- BDVL follows a active selection strategy; IJH uses index tracking.
- IJH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BDVL | IJH | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.05% |
| Fund size (AUM) | $1.7B | $115.7B |
| Since | 2017 | 2000 |
| Dividend yield | 2.96% | 1.22% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +26.5% |
| CAGR 3Y | N/A | +16.5% |
| CAGR 5Y | N/A | +8.4% |
| Sharpe 3Y | N/A | 0.74 |
| Volatility 1Y | — | 15.73% |
| Max drawdown | -7.71% | -42.18% |
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