AVTM vs. BDVL

Last updated Jun 4, 2026

AVTM (Avantis Total Equity Markets ETF) and BDVL (iShares Disciplined Volatility Equity Active ETF) are both Global Equities funds. AVTM is actively managed, while BDVL is passively managed. Their correlation of 0.82 suggests significant overlap in exposure. AVTM charges 0.22%/yr vs 0.40%/yr for BDVL.

Performance

AVTM vs. BDVL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Total Equity Markets ETF (AVTM) and iShares Disciplined Volatility Equity Active ETF (BDVL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

AVTM

• 1D: -0.65%
• 1M: 5.45%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BDVL

• 1D: -0.44%
• 1M: 0.91%
• YTD: 4.71%
• 6M: 5.43%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVTM vs. BDVL - Yearly Performance Comparison

	2026 (YTD)
AVTM Avantis Total Equity Markets ETF	9.06%
BDVL iShares Disciplined Volatility Equity Active ETF	2.42%

Correlation

The correlation between AVTM and BDVL is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Feb 3, 2026	0.82

AVTM vs. BDVL - Sectors Allocation Comparison

Sectors	AVTM	BDVL
Technology	31.0%	23.0%
Financial Services	16.6%	13.9%
Industrials	11.9%	15.4%
Consumer Cyclical	11.0%	8.5%
Communication Services	10.2%	10.7%
Healthcare	6.4%	11.1%
Energy	4.2%	2.8%
Consumer Defensive	4.2%	6.3%
Basic Materials	2.7%	2.6%
Utilities	1.8%	4.8%
Real Estate	0.2%	1.0%

Return for Risk

AVTM vs. BDVL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Total Equity Markets ETF (AVTM) and iShares Disciplined Volatility Equity Active ETF (BDVL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	AVTM	BDVL	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.88	1.01	+0.87

Drawdowns

AVTM vs. BDVL - Drawdown Comparison

The maximum AVTM drawdown since its inception was -9.21%, which is greater than BDVL's maximum drawdown of -7.71%. Use the drawdown chart below to compare losses from any high point for AVTM and BDVL.

Drawdown Indicators

	AVTM	BDVL	Difference
Max Drawdown Largest peak-to-trough decline	-9.21%	-7.71%	-1.50%
Current Drawdown Current decline from peak	-0.65%	-0.95%	+0.30%
Average Drawdown Average peak-to-trough decline	-2.08%	-1.19%	-0.89%

Volatility

Volatility by Period

	AVTM	BDVL	Difference
Volatility (1Y) Calculated over the trailing 1-year period	15.88%	9.49%	+6.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.88%	9.49%	+6.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.88%	9.49%	+6.39%

AVTM vs. BDVL - Expense Ratio Comparison

AVTM has a 0.22% expense ratio, which is lower than BDVL's 0.40% expense ratio.

Dividends

AVTM vs. BDVL - Dividend Comparison

AVTM's dividend yield for the trailing twelve months is around 0.08%, less than BDVL's 2.66% yield.

Position	TTM	2025
AVTM Avantis Total Equity Markets ETF	0.08%	0.00%
BDVL iShares Disciplined Volatility Equity Active ETF	2.66%	2.79%

Frequently Asked Questions

Can I hold both AVTM and BDVL in my portfolio?

AVTM and BDVL have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AVTM or BDVL?

On fees, AVTM is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AVTM or BDVL?

AVTM is cheaper with a 0.22% expense ratio, compared with 0.40% for BDVL.

Which ETF pays a higher dividend yield, AVTM or BDVL?

BDVL has the higher dividend yield at 2.66%, compared with 0.08% for AVTM.

What is the main difference between AVTM and BDVL?

They also come from different issuers: Avantis and iShares. Their fees differ too: 0.22% for AVTM and 0.40% for BDVL.