Screener
BDVL vs XSLV
iShares Disciplined Volatility Equity Active ETF vs Invesco S&P SmallCap Low Volatility ETF
Key differences
- XSLV costs 0.15% less per year.
- BDVL is significantly larger than XSLV — larger funds tend to be more liquid and less likely to close.
- BDVL is classified as mixed asset, while XSLV is equity — different risk/return profiles.
- BDVL follows a active selection strategy; XSLV uses index tracking.
Side-by-side comparison
| BDVL | XSLV | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.25% |
| Fund size (AUM) | $1.7B | $242M |
| Since | 2017 | 2013 |
| Dividend yield | 2.96% | 2.57% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +14.8% |
| CAGR 3Y | N/A | +10.9% |
| CAGR 5Y | N/A | +3.8% |
| Sharpe 3Y | N/A | 0.51 |
| Volatility 1Y | — | 13.19% |
| Max drawdown | -7.71% | -44.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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