BDVLiShares Disciplined Volatility Equity Active ETF
Seeks risk-adjusted total return.
By BlackRock · Launched 2017
Annual Cost
0.39%
#1,988 of 6,040 · low cost
Fund Size
$1.8B
#854 of 6,040 · large
Return (1Y)
+9.7%
Track Record
9 years
#1,548 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,915+9.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 15.4% of funddiversified
iShares MSCI India ETF
2.9%
BlackRock Funds III
2.5%
Alphabet Inc
1.5%
Amazon.com Inc
1.3%
Verizon Communications Inc
1.3%
BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES
1.2%
Citibank NA
1.2%
Amphenol Corp
1.2%
Microsoft Corp
1.2%
Intel Corp
1.2%
Asset allocation
Stocks
96.0%
Cash
4.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
9.3%Low
Year-on-year price swings
Max drawdown
-7.7%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks risk-adjusted total return.
- Strategy
- Actively manages a portfolio primarily invested in equity securities and derivatives, targeting risk-adjusted total return while managing volatility. Invests across developed and emerging markets, including frontier markets, using a systematic, quantitative model-based approach.
- Inception date
- June 1, 2017
- Fund family
- BlackRock
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18