Screener
BDVL vs THRO
iShares Disciplined Volatility Equity Active ETF vs iShares U.S. Thematic Rotation Active ETF
Key differences
- BDVL costs 0.17% less per year.
- THRO is significantly larger than BDVL — larger funds tend to be more liquid and less likely to close.
- BDVL is classified as mixed asset, while THRO is equity — different risk/return profiles.
Side-by-side comparison
| BDVL | THRO | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.57% |
| Fund size (AUM) | $1.7B | $8.3B |
| Since | 2017 | 2021 |
| Dividend yield | 2.96% | 0.17% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +28.9% |
| CAGR 3Y | N/A | +24.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.26 |
| Volatility 1Y | — | 13.11% |
| Max drawdown | -7.71% | -26.55% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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