Screener
BDVL vs VSMV
iShares Disciplined Volatility Equity Active ETF vs VictoryShares US Multi-Factor Minimum Volatility ETF
Key differences
- VSMV costs 0.05% less per year.
- BDVL is significantly larger than VSMV — larger funds tend to be more liquid and less likely to close.
- BDVL is classified as mixed asset, while VSMV is equity — different risk/return profiles.
- BDVL follows a active selection strategy; VSMV uses index tracking.
Side-by-side comparison
| BDVL | VSMV | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.35% |
| Fund size (AUM) | $1.7B | $153M |
| Since | 2017 | 2017 |
| Dividend yield | 2.96% | 1.32% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +26.8% |
| CAGR 3Y | N/A | +17.1% |
| CAGR 5Y | N/A | +11.7% |
| Sharpe 3Y | N/A | 1.19 |
| Volatility 1Y | — | 9.20% |
| Max drawdown | -7.71% | -31.33% |
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