PortfoliosLab logoPortfoliosLab logo
BDVL vs. PDBC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BDVL vs. PDBC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Disciplined Volatility Equity Active ETF (BDVL) and Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, BDVL achieves a 8.59% return, which is significantly lower than PDBC's 28.15% return.


BDVL

1D
-0.01%
1M
1.89%
6M
6.86%
YTD
8.59%
1Y
3Y*
5Y*
10Y*
ALL TIME*

PDBC

1D
0.47%
1M
5.47%
6M
18.25%
YTD
28.15%
1Y
35.58%
3Y*
9.41%
5Y*
11.02%
10Y*
8.61%
ALL TIME*
3.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$6.11M$6.04M$7.27M
$121.86M$152.61M$122.20M

BDVL vs. PDBC - Yearly Performance Comparison


Correlation

The correlation between BDVL and PDBC is -0.18, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 15, 2025

-0.18

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

BDVL vs. PDBC — Risk / Return Rank

Compare historical risk-adjusted metric ranks 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.


PDBC
PDBC Risk / Return Rank: 6060
Overall Rank
PDBC Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
PDBC Sortino Ratio Rank: 6464
Sortino Ratio Rank
PDBC Omega Ratio Rank: 6262
Omega Ratio Rank
PDBC Calmar Ratio Rank: 5252
Calmar Ratio Rank
PDBC Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BDVL vs. PDBC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Disciplined Volatility Equity Active ETF (BDVL) and Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC). 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.


BDVLPDBCDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.31

Calmar ratioReturn relative to maximum drawdown

2.16

Martin ratioReturn relative to average drawdown

7.07

BDVL vs. PDBC - Sharpe Ratio Comparison


Loading charts...

Drawdowns

BDVL vs. PDBC - Drawdown Comparison

The maximum BDVL drawdown since its inception was -7.71%, smaller than the maximum PDBC drawdown of -49.52%. Use the drawdown chart below to compare losses from any high point for BDVL and PDBC.


Loading charts...

Drawdown Indicators


BDVLPDBCDifference

Max Drawdown

Largest peak-to-trough decline

-7.71%

-49.52%

+41.81%

Max Drawdown (1Y)

Largest decline over 1 year

-16.55%

Max Drawdown (3Y)

Largest decline over 3 years

-16.55%

Max Drawdown (5Y)

Largest decline over 5 years

-27.63%

Max Drawdown (10Y)

Largest decline over 10 years

-40.73%

Current Drawdown

Current decline from peak

-0.01%

-10.21%

+10.20%

Average Drawdown

Average peak-to-trough decline

-1.11%

-23.02%

+21.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.05%

Volatility

BDVL vs. PDBC - Volatility Comparison


Loading charts...

Volatility by Period


BDVLPDBCDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.58%

Volatility (6M)

Calculated over the trailing 6-month period

16.65%

Volatility (1Y)

Calculated over the trailing 1-year period

9.48%

19.73%

-10.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.48%

19.28%

-9.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.48%

17.85%

-8.37%

BDVL vs. PDBC - Expense Ratio Comparison

BDVL has a 0.40% expense ratio, which is lower than PDBC's 0.58% expense ratio.


Dividends

BDVL vs. PDBC - Dividend Comparison

BDVL's dividend yield for the trailing twelve months is around 3.43%, more than PDBC's 3.00% yield.


PositionTTM2025202420232022202120202019201820172016
BDVL
iShares Disciplined Volatility Equity Active ETF
3.43%2.79%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
3.00%3.84%4.42%4.21%13.05%50.83%0.01%1.40%1.00%3.83%6.51%

Frequently Asked Questions


BDVL and PDBC have a correlation of -0.18, 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 0.58% for PDBC.

BDVL has the higher dividend yield at 3.43%, compared with 3.00% for PDBC.

BDVL is categorized as Global Equities, while PDBC is Commodities. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.40% for BDVL and 0.58% for PDBC.

Portfolio Optimizer

Find the right allocation for BDVL and PDBC

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