Screener
BDVL vs ILCB
iShares Disciplined Volatility Equity Active ETF vs iShares Morningstar U.S. Equity ETF
Key differences
- ILCB costs 0.37% less per year.
- BDVL is classified as mixed asset, while ILCB is equity — different risk/return profiles.
- BDVL follows a active selection strategy; ILCB uses index tracking.
- ILCB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BDVL | ILCB | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.03% |
| Fund size (AUM) | $1.7B | $1.2B |
| Since | 2017 | 2004 |
| Dividend yield | 2.96% | 1.02% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +29.9% |
| CAGR 3Y | N/A | +23.3% |
| CAGR 5Y | N/A | +13.9% |
| Sharpe 3Y | N/A | 1.24 |
| Volatility 1Y | — | 12.16% |
| Max drawdown | -7.71% | -35.30% |
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