Screener
BDVL vs OEF
iShares Disciplined Volatility Equity Active ETF vs iShares S&P 100 ETF
Key differences
- OEF costs 0.20% less per year.
- OEF is significantly larger than BDVL — larger funds tend to be more liquid and less likely to close.
- BDVL is classified as mixed asset, while OEF is equity — different risk/return profiles.
- BDVL follows a active selection strategy; OEF uses index tracking.
- OEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BDVL | OEF | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.20% |
| Fund size (AUM) | $1.7B | $19.6B |
| Since | 2017 | 2000 |
| Dividend yield | 2.96% | 0.88% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +33.6% |
| CAGR 3Y | N/A | +25.8% |
| CAGR 5Y | N/A | +16.3% |
| Sharpe 3Y | N/A | 1.30 |
| Volatility 1Y | — | 12.86% |
| Max drawdown | -7.71% | -31.44% |
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