Screener
BDVL vs ISCB
iShares Disciplined Volatility Equity Active ETF vs iShares Morningstar Small-Cap ETF
Key differences
- ISCB costs 0.36% less per year.
- BDVL is significantly larger than ISCB — larger funds tend to be more liquid and less likely to close.
- BDVL is classified as mixed asset, while ISCB is equity — different risk/return profiles.
- BDVL follows a active selection strategy; ISCB uses index tracking.
- ISCB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BDVL | ISCB | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.04% |
| Fund size (AUM) | $1.7B | $269M |
| Since | 2017 | 2004 |
| Dividend yield | 2.96% | 1.29% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +32.8% |
| CAGR 3Y | N/A | +17.6% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | N/A | 0.74 |
| Volatility 1Y | — | 16.66% |
| Max drawdown | -7.71% | -44.18% |
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