Screener
BDVL vs ITOT
iShares Disciplined Volatility Equity Active ETF vs iShares Core S&P Total U.S. Stock Market ETF
Key differences
- ITOT costs 0.37% less per year.
- ITOT is significantly larger than BDVL — larger funds tend to be more liquid and less likely to close.
- BDVL is classified as mixed asset, while ITOT is equity — different risk/return profiles.
- BDVL follows a active selection strategy; ITOT uses index tracking.
- ITOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BDVL | ITOT | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.03% |
| Fund size (AUM) | $1.7B | $88.9B |
| Since | 2017 | 2004 |
| Dividend yield | 2.96% | 1.03% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +31.1% |
| CAGR 3Y | N/A | +22.8% |
| CAGR 5Y | N/A | +13.2% |
| Sharpe 3Y | N/A | 1.20 |
| Volatility 1Y | — | 12.35% |
| Max drawdown | -7.71% | -35.00% |
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