BDIV vs. LODI

Last updated Jun 23, 2026

BDIV (AAM Brentview Dividend Growth ETF) and LODI (AAM SLC Low Duration Income ETF) are both exchange-traded funds - BDIV is a Large Cap Value Equities fund actively managed by AAM, while LODI is a Short-Term Bond fund actively managed by AAM. Both are actively managed. Over the past year, BDIV returned 22.08% vs 5.47% for LODI. At a 0.12 correlation, their price movements are largely independent. BDIV charges 0.49%/yr vs 0.15%/yr for LODI.

Performance

BDIV vs. LODI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AAM Brentview Dividend Growth ETF (BDIV) and AAM SLC Low Duration Income ETF (LODI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BDIV achieves a 8.25% return, which is significantly higher than LODI's 1.94% return.

BDIV

• 1D: -0.01%
• 1M: 0.46%
• YTD: 8.25%
• 6M: 8.18%
• 1Y: 22.08%
• 3Y*: —
• 5Y*: —
• 10Y*: —

LODI

• 1D: -0.04%
• 1M: 0.41%
• YTD: 1.94%
• 6M: 2.04%
• 1Y: 5.47%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BDIV vs. LODI - Yearly Performance Comparison

	2026 (YTD)	2025	2024
BDIV AAM Brentview Dividend Growth ETF	8.25%	18.59%	-5.47%
LODI AAM SLC Low Duration Income ETF	1.94%	6.04%	0.40%

Correlation

The correlation between BDIV and LODI is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.16
Correlation (All Time) Calculated using the full available price history since Dec 4, 2024	0.12

Return for Risk

BDIV vs. LODI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BDIV

BDIV Risk / Return Rank: 72
BDIV Sharpe Ratio Rank: 74
BDIV Sortino Ratio Rank: 78
BDIV Omega Ratio Rank: 72
BDIV Calmar Ratio Rank: 65
BDIV Martin Ratio Rank: 70

LODI

LODI Risk / Return Rank: 86
LODI Sharpe Ratio Rank: 75
LODI Sortino Ratio Rank: 82
LODI Omega Ratio Rank: 91
LODI Calmar Ratio Rank: 95
LODI Martin Ratio Rank: 89

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BDIV vs. LODI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AAM Brentview Dividend Growth ETF (BDIV) and AAM SLC Low Duration Income ETF (LODI). 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.

	BDIV	LODI	Difference
Sharpe ratio: Return per unit of total volatility	2.29	2.32	-0.03
Sortino ratio: Return per unit of downside risk	3.32	3.48	-0.15
Omega ratio: Gain probability vs. loss probability	1.41	1.57	-0.16
Calmar ratio: Return relative to maximum drawdown	3.16	7.35	-4.18
Martin ratio: Return relative to average drawdown	12.57	19.05	-6.48

BDIV vs. LODI - Sharpe Ratio Comparison

The current BDIV Sharpe Ratio is 2.29, which is comparable to the LODI Sharpe Ratio of 2.32. The chart below compares the historical Sharpe Ratios of BDIV and LODI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BDIV vs. LODI - Drawdown Comparison

The maximum BDIV drawdown since its inception was -14.98%, which is greater than LODI's maximum drawdown of -1.01%. Use the drawdown chart below to compare losses from any high point for BDIV and LODI.

Drawdown Indicators

	BDIV	LODI	Difference
Max Drawdown Largest peak-to-trough decline	-14.98%	-1.01%	-13.97%
Max Drawdown (1Y) Largest decline over 1 year	-7.01%	-0.75%	-6.26%
Current Drawdown Current decline from peak	-0.79%	-0.10%	-0.69%
Average Drawdown Average peak-to-trough decline	-1.95%	-0.20%	-1.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.76%	0.29%	+1.47%

Volatility

BDIV vs. LODI - Volatility Comparison

AAM Brentview Dividend Growth ETF (BDIV) has a higher volatility of 2.49% compared to AAM SLC Low Duration Income ETF (LODI) at 0.46%. This indicates that BDIV's price experiences larger fluctuations and is considered to be riskier than LODI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BDIV	LODI	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.49%	0.46%	+2.03%
Volatility (6M) Calculated over the trailing 6-month period	7.32%	1.15%	+6.17%
Volatility (1Y) Calculated over the trailing 1-year period	9.72%	2.38%	+7.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.31%	2.33%	+10.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.31%	2.33%	+10.98%

BDIV vs. LODI - Expense Ratio Comparison

BDIV has a 0.49% expense ratio, which is higher than LODI's 0.15% expense ratio.

Dividends

BDIV vs. LODI - Dividend Comparison

BDIV's dividend yield for the trailing twelve months is around 1.57%, less than LODI's 4.96% yield.

Position	TTM	2025	2024
BDIV AAM Brentview Dividend Growth ETF	1.57%	1.14%	0.62%
LODI AAM SLC Low Duration Income ETF	4.96%	5.11%	0.38%

Frequently Asked Questions

Can I hold both BDIV and LODI in my portfolio?

BDIV and LODI have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BDIV or LODI?

BDIV has higher volatility (2.49%) compared to LODI (0.46%). In terms of maximum drawdown, BDIV dropped -14.98% vs LODI's -1.01%.

Which ETF is better, BDIV or LODI?

On 1-year performance, BDIV leads with 22.08% vs 5.47% for LODI. On fees, LODI is cheaper at 0.15% per year. On volatility, LODI has been the lower-risk option at 0.46%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BDIV or LODI?

Over the 1-year period, BDIV has performed better with a 22.08% return vs 5.47%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BDIV or LODI?

LODI is cheaper with a 0.15% expense ratio, compared with 0.49% for BDIV.

Which ETF pays a higher dividend yield, BDIV or LODI?

LODI has the higher dividend yield at 4.96%, compared with 1.57% for BDIV.

What is the main difference between BDIV and LODI?

BDIV is categorized as Large Cap Value Equities, while LODI is Short-Term Bond. Their fees differ too: 0.49% for BDIV and 0.15% for LODI.

Which has better risk-adjusted returns?

LODI currently has the higher Sharpe Ratio (2.32 vs 2.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.