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BDVL vs. IDV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BDVL vs. IDV

Last updated Jun 24, 2026

BDVL (iShares Disciplined Volatility Equity Active ETF) and IDV (iShares International Select Dividend ETF) are both Global Equities funds from iShares - BDVL tracks the MSCI ACWI Minimum Volatility Index while IDV tracks the Dow Jones EPAC Select Dividend. Both are passively managed. A 0.66 correlation means they provide meaningful diversification when combined. BDVL charges 0.40%/yr vs 0.49%/yr for IDV.

Performance

BDVL vs. IDV - Performance Comparison

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

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Returns By Period

In the year-to-date period, BDVL achieves a 4.73% return, which is significantly lower than IDV's 9.00% return.

BDVL

1D
-0.97%
1M
-0.75%
YTD
4.73%
6M
4.36%
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BDVL vs. IDV - Yearly Performance Comparison

2026 (YTD)2025
BDVL
iShares Disciplined Volatility Equity Active ETF		4.73%2.20%
IDV
iShares International Select Dividend ETF		9.00%9.44%

Correlation

The correlation between BDVL and IDV is 0.66, 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 Sep 15, 2025

0.66

BDVL vs. IDV - Sectors Allocation Comparison

Sectors
BDVL
IDV

Technology

27.8%
0.9%

Financial Services

14.3%
30.6%

Industrials

14.2%
6.9%

Communication Services

10.0%
9.9%

Healthcare

8.3%

-

Consumer Cyclical

6.9%
9.9%

Consumer Defensive

5.3%
7.2%

Utilities

4.5%
11.5%

Basic Materials

1.9%
6.3%

Energy

1.6%
14.8%

Real Estate

0.9%
2.3%

Technology

BDVL
27.8%
IDV
0.9%

Financial Services

BDVL
14.3%
IDV
30.6%

Industrials

BDVL
14.2%
IDV
6.9%

Communication Services

BDVL
10.0%
IDV
9.9%

Healthcare

BDVL
8.3%
IDV

-

Consumer Cyclical

BDVL
6.9%
IDV
9.9%

Consumer Defensive

BDVL
5.3%
IDV
7.2%

Utilities

BDVL
4.5%
IDV
11.5%

Basic Materials

BDVL
1.9%
IDV
6.3%

Energy

BDVL
1.6%
IDV
14.8%

Real Estate

BDVL
0.9%
IDV
2.3%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Disciplined Volatility Equity Active ETF

iShares International Select Dividend ETF

Often compared with BDVL:
BDVL vs. CGGEBDVL vs. UFOBDVL vs. VTBDVL vs. DFAWBDVL vs. IVESBDVL vs. CAPEBDVL vs. AVGV
Often compared with IDV:
IDV vs. SCHDIDV vs. LVHIIDV vs. VYMIIDV vs. IGROIDV vs. DIVOIDV vs. PIDIDV vs. DVY

Return for Risk

BDVL vs. IDV — Risk / Return Rank

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

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

IDV
IDV Risk / Return Rank: 7373
Overall Rank
IDV Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
IDV Sortino Ratio Rank: 7171
Sortino Ratio Rank
IDV Omega Ratio Rank: 7575
Omega Ratio Rank
IDV Calmar Ratio Rank: 7373
Calmar Ratio Rank
IDV Martin Ratio Rank: 7171
Martin Ratio Rank
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.

BDVL vs. IDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Disciplined Volatility Equity Active ETF (BDVL) 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.

BDVLIDVDifference
Sharpe ratioReturn per unit of total volatility

—

2.32

—

Sortino ratioReturn per unit of downside risk

—

3.08

—

Omega ratioGain probability vs. loss probability

—

1.42

—

Calmar ratioReturn relative to maximum drawdown

—

3.59

—

Martin ratioReturn relative to average drawdown

—

12.85

—

BDVL vs. IDV - Sharpe Ratio Comparison

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Drawdowns

BDVL vs. IDV - Drawdown Comparison

The maximum BDVL drawdown since its inception was -7.71%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for BDVL and IDV.

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Drawdown Indicators

BDVLIDVDifference

Max Drawdown

Largest peak-to-trough decline

-7.71%

-70.14%

+62.43%

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 Drawdown

Current decline from peak

-1.41%

-5.67%

+4.26%

Average Drawdown

Average peak-to-trough decline

-1.18%

-15.36%

+14.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.37%

—

Volatility

BDVL vs. IDV - Volatility Comparison

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Volatility by Period

BDVLIDVDifference

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

9.71%

13.18%

-3.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.71%

15.59%

-5.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.71%

17.70%

-7.99%

BDVL vs. IDV - Expense Ratio Comparison

BDVL has a 0.40% expense ratio, which is lower than IDV's 0.49% expense ratio.

Dividends

BDVL vs. IDV - Dividend Comparison

BDVL's dividend yield for the trailing twelve months is around 3.56%, less than IDV's 5.45% yield.

PositionTTM20252024202320222021202020192018201720162015
BDVL
iShares Disciplined Volatility Equity Active ETF		3.56%2.79%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

BDVL and IDV have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BDVL is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BDVL is cheaper with a 0.40% expense ratio, compared with 0.49% for IDV.

IDV has the higher dividend yield at 5.45%, compared with 3.56% for BDVL.

BDVL tracks MSCI ACWI Minimum Volatility Index, while IDV tracks Dow Jones EPAC Select Dividend. Their fees differ too: 0.40% for BDVL and 0.49% for IDV.

Portfolio Optimizer

Find the right allocation for BDVL and IDV

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