BCGS vs. IDV
BCGS (Bancreek Global Select ETF) and IDV (iShares International Select Dividend ETF) are both Global Equities funds. BCGS is actively managed, while IDV is passively managed. A 0.62 correlation means they provide meaningful diversification when combined. BCGS charges 0.80%/yr vs 0.49%/yr for IDV.
Performance
BCGS vs. IDV - Performance Comparison
Loading charts...
Returns By Period
BCGS
- 1D
- -2.38%
- 1M
- 3.92%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IDV
- 1D
- -1.21%
- 1M
- -4.79%
- YTD
- 9.00%
- 6M
- 9.11%
- 1Y
- 30.43%
- 3Y*
- 24.49%
- 5Y*
- 11.78%
- 10Y*
- 10.63%
BCGS vs. IDV - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BCGS Bancreek Global Select ETF | 8.57% |
IDV iShares International Select Dividend ETF | 2.56% |
Correlation
The correlation between BCGS and IDV is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 9, 2026 | 0.62 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BCGS vs. IDV — Risk / Return Rank
BCGS
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IDV
BCGS vs. IDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bancreek Global Select ETF (BCGS) and iShares International Select Dividend ETF (IDV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BCGS | IDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.42 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.59 | — |
| Martin ratioReturn relative to average drawdown | — | 12.85 | — |
Loading charts...
Drawdowns
BCGS vs. IDV - Drawdown Comparison
The maximum BCGS drawdown since its inception was -7.43%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for BCGS and IDV.
Loading charts...
Drawdown Indicators
| BCGS | IDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.43% | -70.14% | +62.71% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.52% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.86% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.19% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.50% | — |
Current DrawdownCurrent decline from peak | -2.38% | -5.67% | +3.29% |
Average DrawdownAverage peak-to-trough decline | -2.11% | -15.36% | +13.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.37% | — |
Volatility
BCGS vs. IDV - Volatility Comparison
Loading charts...
Volatility by Period
| BCGS | IDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.96% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.11% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 22.66% | 13.18% | +9.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.66% | 15.59% | +7.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.66% | 17.70% | +4.96% |
BCGS vs. IDV - Expense Ratio Comparison
BCGS has a 0.80% expense ratio, which is higher than IDV's 0.49% expense ratio.
Dividends
BCGS vs. IDV - Dividend Comparison
BCGS's dividend yield for the trailing twelve months is around 0.02%, less than IDV's 5.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCGS Bancreek Global Select ETF | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IDV iShares International Select Dividend ETF | 5.45% | 4.94% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.52% | 4.69% | 5.08% |
Frequently Asked Questions
BCGS and IDV have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IDV is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IDV is cheaper with a 0.49% expense ratio, compared with 0.80% for BCGS.
IDV has the higher dividend yield at 5.45%, compared with 0.02% for BCGS.
They also come from different issuers: Bancreek and iShares. Their fees differ too: 0.80% for BCGS and 0.49% for IDV.
Find the right allocation for BCGS and IDV
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer