DIVD vs. BDVL
DIVD (Altrius Global Dividend ETF) and BDVL (iShares Disciplined Volatility Equity Active ETF) are both Global Equities funds. DIVD is actively managed, while BDVL is passively managed. Their 0.65 correlation means they have sometimes moved together and sometimes differently. DIVD charges 0.49%/yr vs 0.40%/yr for BDVL.
Performance
DIVD vs. BDVL - Performance Comparison
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Returns By Period
In the year-to-date period, DIVD achieves a 17.92% return, which is significantly higher than BDVL's 6.70% return.
DIVD
- 1D
- -0.29%
- 1M
- 2.99%
- 6M
- 10.96%
- YTD
- 17.92%
- 1Y
- 31.43%
- 3Y*
- 16.58%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 20.44%
BDVL
- 1D
- 0.14%
- 1M
- 0.66%
- 6M
- 4.88%
- YTD
- 6.70%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.62M | $5.40M | $7.08M | |
| $90.64K | $113.22K | $112.98K |
DIVD vs. BDVL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
DIVD Altrius Global Dividend ETF | 17.92% | 5.47% |
BDVL iShares Disciplined Volatility Equity Active ETF | 6.70% | 2.20% |
Correlation
The correlation between DIVD and BDVL is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 15, 2025 | 0.65 |
DIVD vs. BDVL - Sectors Allocation Comparison
Sectors
DIVD
BDVL
Healthcare
Financial Services
Consumer Defensive
Industrials
Energy
Technology
Basic Materials
Consumer Cyclical
Communication Services
Real Estate
Utilities
-
Healthcare
DIVD
BDVL
Financial Services
DIVD
BDVL
Consumer Defensive
DIVD
BDVL
Industrials
DIVD
BDVL
Energy
DIVD
BDVL
Technology
DIVD
BDVL
Basic Materials
DIVD
BDVL
Consumer Cyclical
DIVD
BDVL
Communication Services
DIVD
BDVL
Real Estate
DIVD
BDVL
Utilities
DIVD
-
BDVL
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Return for Risk
DIVD vs. BDVL — Risk / Return Rank
DIVD
BDVL
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DIVD vs. BDVL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Altrius Global Dividend ETF (DIVD) 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.
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.
| DIVD | BDVL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.50 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.53 | — | — |
| Martin ratioReturn relative to average drawdown | 17.76 | — | — |
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Drawdowns
DIVD vs. BDVL - Drawdown Comparison
The maximum DIVD drawdown since its inception was -13.88%, which is greater than BDVL's maximum drawdown of -7.71%. Use the drawdown chart below to compare losses from any high point for DIVD and BDVL.
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Drawdown Indicators
| DIVD | BDVL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.88% | -7.71% | -6.17% |
Max Drawdown (1Y)Largest decline over 1 year | -6.70% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -13.88% | — | — |
Current DrawdownCurrent decline from peak | -0.29% | 0.00% | -0.29% |
Average DrawdownAverage peak-to-trough decline | -2.16% | -1.13% | -1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | — | — |
Volatility
DIVD vs. BDVL - Volatility Comparison
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Volatility by Period
| DIVD | BDVL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.23% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 8.27% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 9.44% | +1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.17% | 9.44% | +3.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.17% | 9.44% | +3.73% |
DIVD vs. BDVL - Expense Ratio Comparison
DIVD has a 0.49% expense ratio, which is higher than BDVL's 0.40% expense ratio.
Dividends
DIVD vs. BDVL - Dividend Comparison
DIVD's dividend yield for the trailing twelve months is around 2.72%, less than BDVL's 3.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BDVL iShares Disciplined Volatility Equity Active ETF | 3.49% | 2.79% | 0.00% | 0.00% | 0.00% |
DIVD Altrius Global Dividend ETF | 2.72% | 2.86% | 3.39% | 2.96% | 0.60% |
Frequently Asked Questions
DIVD and BDVL have a correlation of 0.65, 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 DIVD.
BDVL has the higher dividend yield at 3.49%, compared with 2.72% for DIVD.
They also come from different issuers: Altrius and iShares. Their fees differ too: 0.49% for DIVD and 0.40% for BDVL.
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