BDYN vs. BPH

Last updated Jun 5, 2026

BDYN (iShares Dynamic Equity Active ETF) and BPH (BP p.l.c. ADRhedged ETF) are both exchange-traded funds - BDYN is a Global Equities fund actively managed by iShares, while BPH is a Oil & Gas fund actively managed by Precidian. Both are actively managed. At a correlation of -0.11, they often move in opposite directions. BDYN charges 0.40%/yr vs 0.19%/yr for BPH.

Performance

BDYN vs. BPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Dynamic Equity Active ETF (BDYN) and BP p.l.c. ADRhedged ETF (BPH). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BDYN

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

BPH

• 1D: 0.38%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BDYN vs. BPH - Yearly Performance Comparison

	2026 (YTD)
BDYN iShares Dynamic Equity Active ETF	0.87%
BPH BP p.l.c. ADRhedged ETF	3.22%

Correlation

The correlation between BDYN and BPH is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 27, 2026	-0.11

BDYN vs. BPH - Sectors Allocation Comparison

Sectors	BDYN	BPH
Technology	30.5%	-
Financial Services	11.6%	-
Industrials	10.8%	-
Communication Services	10.0%	-
Consumer Cyclical	9.6%	-
Healthcare	9.3%	-
Energy	5.7%	100.0%
Consumer Defensive	3.4%	-
Utilities	2.5%	-
Basic Materials	1.3%	-
Real Estate	0.1%	-

Return for Risk

BDYN vs. BPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Dynamic Equity Active ETF (BDYN) and BP p.l.c. ADRhedged ETF (BPH). 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	BPH	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.28	9.79	-8.52

Drawdowns

BDYN vs. BPH - Drawdown Comparison

The maximum BDYN drawdown since its inception was -10.85%, which is greater than BPH's maximum drawdown of -2.35%. Use the drawdown chart below to compare losses from any high point for BDYN and BPH.

Drawdown Indicators

	BDYN	BPH	Difference
Max Drawdown Largest peak-to-trough decline	-10.85%	-2.35%	-8.50%
Current Drawdown Current decline from peak	-0.41%	0.00%	-0.41%
Average Drawdown Average peak-to-trough decline	-1.79%	-0.93%	-0.86%

Volatility

Volatility by Period

	BDYN	BPH	Difference
Volatility (1Y) Calculated over the trailing 1-year period	14.14%	23.51%	-9.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.14%	23.51%	-9.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.14%	23.51%	-9.37%

BDYN vs. BPH - Expense Ratio Comparison

BDYN has a 0.40% expense ratio, which is higher than BPH's 0.19% expense ratio.

Dividends

BDYN vs. BPH - Dividend Comparison

BDYN's dividend yield for the trailing twelve months is around 2.00%, while BPH has not paid dividends to shareholders.

Position	TTM	2025
BDYN iShares Dynamic Equity Active ETF	2.00%	2.18%
BPH BP p.l.c. ADRhedged ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both BDYN and BPH in my portfolio?

BDYN and BPH have a correlation of -0.11, 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 BPH?

On fees, BPH is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BDYN or BPH?

BPH is cheaper with a 0.19% expense ratio, compared with 0.40% for BDYN.

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

BDYN has the higher dividend yield at 2.00%, compared with 0.00% for BPH.

What is the main difference between BDYN and BPH?

BDYN is categorized as Global Equities, while BPH is Oil & Gas. They also come from different issuers: iShares and Precidian. Their fees differ too: 0.40% for BDYN and 0.19% for BPH.