BDYN vs. AVGV

Last updated Jun 5, 2026

BDYN (iShares Dynamic Equity Active ETF) and AVGV (Avantis ALL Equity Markets Value ETF) are both Global Equities funds. Both are actively managed. Their correlation of 0.84 suggests significant overlap in exposure. BDYN charges 0.40%/yr vs 0.26%/yr for AVGV.

Performance

BDYN vs. AVGV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Dynamic Equity Active ETF (BDYN) and Avantis ALL Equity Markets Value ETF (AVGV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BDYN achieves a 8.61% return, which is significantly lower than AVGV's 17.52% return.

BDYN

• 1D: 0.45%
• 1M: 4.35%
• YTD: 8.61%
• 6M: 9.21%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AVGV

• 1D: 0.46%
• 1M: 3.04%
• YTD: 17.52%
• 6M: 19.05%
• 1Y: 37.49%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BDYN vs. AVGV - Yearly Performance Comparison

	2026 (YTD)	2025
BDYN iShares Dynamic Equity Active ETF	8.61%	3.68%
AVGV Avantis ALL Equity Markets Value ETF	17.52%	5.32%

Correlation

The correlation between BDYN and AVGV is 0.84, 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 Sep 16, 2025	0.84

BDYN vs. AVGV - Sectors Allocation Comparison

Sectors	BDYN	AVGV
Technology	30.5%	10.5%
Financial Services	11.6%	21.6%
Industrials	10.8%	16.1%
Communication Services	10.0%	4.9%
Consumer Cyclical	9.6%	14.5%
Healthcare	9.3%	4.5%
Energy	5.7%	13.6%
Consumer Defensive	3.4%	5.5%
Utilities	2.5%	0.7%
Basic Materials	1.3%	7.3%
Real Estate	0.1%	0.8%

Return for Risk

BDYN vs. AVGV — Risk / Return Rank

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

AVGV

AVGV Risk / Return Rank: 87
AVGV Sharpe Ratio Rank: 88
AVGV Sortino Ratio Rank: 89
AVGV Omega Ratio Rank: 86
AVGV Calmar Ratio Rank: 85
AVGV Martin Ratio Rank: 86

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.

BDYN vs. AVGV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Dynamic Equity Active ETF (BDYN) and Avantis ALL Equity Markets Value ETF (AVGV). 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

	BDYN	AVGV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.91	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.28	1.47	-0.19

Drawdowns

BDYN vs. AVGV - Drawdown Comparison

The maximum BDYN drawdown since its inception was -10.85%, smaller than the maximum AVGV drawdown of -17.03%. Use the drawdown chart below to compare losses from any high point for BDYN and AVGV.

Drawdown Indicators

	BDYN	AVGV	Difference
Max Drawdown Largest peak-to-trough decline	-10.85%	-17.03%	+6.18%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.12%	—
Current Drawdown Current decline from peak	-0.41%	-0.02%	-0.39%
Average Drawdown Average peak-to-trough decline	-1.79%	-2.29%	+0.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.07%	—

Volatility

Volatility by Period

	BDYN	AVGV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.44%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.87%	—
Volatility (1Y) Calculated over the trailing 1-year period	14.14%	12.93%	+1.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.14%	14.97%	-0.83%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.14%	14.97%	-0.83%

BDYN vs. AVGV - Expense Ratio Comparison

BDYN has a 0.40% expense ratio, which is higher than AVGV's 0.26% expense ratio.

Dividends

BDYN vs. AVGV - Dividend Comparison

BDYN's dividend yield for the trailing twelve months is around 2.00%, more than AVGV's 1.88% yield.

Position	TTM	2025	2024	2023
AVGV Avantis ALL Equity Markets Value ETF	1.88%	1.98%	2.32%	1.14%
BDYN iShares Dynamic Equity Active ETF	2.00%	2.18%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BDYN and AVGV in my portfolio?

BDYN and AVGV have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BDYN or AVGV?

On fees, AVGV is cheaper at 0.26% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BDYN or AVGV?

AVGV is cheaper with a 0.26% expense ratio, compared with 0.40% for BDYN.

Which ETF pays a higher dividend yield, BDYN or AVGV?

BDYN has the higher dividend yield at 2.00%, compared with 1.88% for AVGV.

What is the main difference between BDYN and AVGV?

They also come from different issuers: iShares and Avantis. Their fees differ too: 0.40% for BDYN and 0.26% for AVGV.