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BDVL vs QVOY

iShares Disciplined Volatility Equity Active ETF vs Q3 All-Season Active Rotation ETF

BDVL

iShares Disciplined Volatility Equity Active ETF

BlackRock

Annual cost

0.40%

Fund size

$1.7B

QVOY

Q3 All-Season Active Rotation ETF

Q3 Asset Management Corporation

Annual cost

1.32%

Fund size

$60M

Key differences

  • BDVL costs 0.92% less per year.
  • BDVL is significantly larger than QVOY — larger funds tend to be more liquid and less likely to close.
  • BDVL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BDVLQVOY
Annual cost (TER)0.40%1.32%
Fund size (AUM)$1.7B$60M
Since20172022
Dividend yield2.96%0.52%
Asset classmixed assetmixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+25.0%
CAGR 3YN/A+12.4%
CAGR 5YN/AN/A
Sharpe 3YN/A0.60
Volatility 1Y17.56%
Max drawdown-7.71%-17.05%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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