DDXX vs. BDVL

Last updated Jun 3, 2026

DDXX (Defined Duration 20 ETF) and BDVL (iShares Disciplined Volatility Equity Active ETF) are both Global Equities funds. DDXX is actively managed, while BDVL is passively managed. Their correlation of 0.89 suggests significant overlap in exposure. DDXX charges 0.25%/yr vs 0.40%/yr for BDVL.

Performance

DDXX vs. BDVL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Defined Duration 20 ETF (DDXX) and iShares Disciplined Volatility Equity Active ETF (BDVL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DDXX achieves a 12.29% return, which is significantly higher than BDVL's 5.17% return.

DDXX

• 1D: 0.61%
• 1M: 4.12%
• YTD: 12.29%
• 6M: 14.43%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BDVL

• 1D: 0.24%
• 1M: 1.11%
• YTD: 5.17%
• 6M: 6.18%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

DDXX vs. BDVL - Yearly Performance Comparison

	2026 (YTD)	2025
DDXX Defined Duration 20 ETF	12.29%	2.51%
BDVL iShares Disciplined Volatility Equity Active ETF	5.17%	1.36%

Correlation

The correlation between DDXX and BDVL is 0.89, 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 Nov 14, 2025	0.89

Return for Risk

DDXX vs. BDVL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Defined Duration 20 ETF (DDXX) and iShares Disciplined Volatility Equity Active ETF (BDVL). 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

	DDXX	BDVL	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.15	1.09	+1.06

Drawdowns

DDXX vs. BDVL - Drawdown Comparison

The maximum DDXX drawdown since its inception was -9.30%, which is greater than BDVL's maximum drawdown of -7.71%. Use the drawdown chart below to compare losses from any high point for DDXX and BDVL.

Drawdown Indicators

	DDXX	BDVL	Difference
Max Drawdown Largest peak-to-trough decline	-9.30%	-7.71%	-1.59%
Current Drawdown Current decline from peak	0.00%	-0.51%	+0.51%
Average Drawdown Average peak-to-trough decline	-1.63%	-1.19%	-0.44%

Volatility

Volatility by Period

	DDXX	BDVL	Difference
Volatility (1Y) Calculated over the trailing 1-year period	13.89%	9.50%	+4.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.89%	9.50%	+4.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.89%	9.50%	+4.39%

DDXX vs. BDVL - Expense Ratio Comparison

DDXX has a 0.25% expense ratio, which is lower than BDVL's 0.40% expense ratio.

Dividends

DDXX vs. BDVL - Dividend Comparison

DDXX's dividend yield for the trailing twelve months is around 1.13%, less than BDVL's 2.65% yield.

Position	TTM	2025
BDVL iShares Disciplined Volatility Equity Active ETF	2.65%	2.79%
DDXX Defined Duration 20 ETF	1.13%	1.20%

Frequently Asked Questions

Can I hold both DDXX and BDVL in my portfolio?

DDXX and BDVL have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, DDXX or BDVL?

On fees, DDXX is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, DDXX or BDVL?

DDXX is cheaper with a 0.25% expense ratio, compared with 0.40% for BDVL.

Which ETF pays a higher dividend yield, DDXX or BDVL?

BDVL has the higher dividend yield at 2.65%, compared with 1.13% for DDXX.

What is the main difference between DDXX and BDVL?

They also come from different issuers: Discipline Funds and iShares. Their fees differ too: 0.25% for DDXX and 0.40% for BDVL.