EAGL vs. BDVL

Last updated Jun 26, 2026

EAGL (Eagle Capital Select Equity ETF) and BDVL (iShares Disciplined Volatility Equity Active ETF) are both Global Equities funds. EAGL is actively managed, while BDVL is passively managed. A 0.65 correlation means they provide meaningful diversification when combined. EAGL charges 0.80%/yr vs 0.40%/yr for BDVL.

Performance

EAGL vs. BDVL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eagle Capital Select Equity ETF (EAGL) 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, EAGL achieves a -3.88% return, which is significantly lower than BDVL's 4.74% return.

EAGL

• 1D: -0.81%
• 1M: -4.24%
• YTD: -3.88%
• 6M: -4.36%
• 1Y: 6.23%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BDVL

• 1D: 0.14%
• 1M: -0.92%
• YTD: 4.74%
• 6M: 4.12%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

EAGL vs. BDVL - Yearly Performance Comparison

	2026 (YTD)	2025
EAGL Eagle Capital Select Equity ETF	-3.88%	5.32%
BDVL iShares Disciplined Volatility Equity Active ETF	4.74%	2.20%

Correlation

The correlation between EAGL and BDVL is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 15, 2025	0.65

EAGL vs. BDVL - Sectors Allocation Comparison

Sectors	EAGL	BDVL
Technology	23.0%	27.8%
Financial Services	20.1%	14.3%
Consumer Cyclical	17.2%	6.9%
Healthcare	15.9%	8.3%
Communication Services	8.4%	10.0%
Energy	7.9%	1.6%
Basic Materials	3.0%	1.9%
Industrials	2.3%	14.2%
Consumer Defensive	2.2%	5.3%
Real Estate	-	0.9%
Utilities	-	4.5%

Return for Risk

EAGL vs. BDVL — Risk / Return Rank

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

EAGL

EAGL Risk / Return Rank: 15
EAGL Sharpe Ratio Rank: 16
EAGL Sortino Ratio Rank: 14
EAGL Omega Ratio Rank: 14
EAGL Calmar Ratio Rank: 14
EAGL Martin Ratio Rank: 16

BDVL

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

EAGL vs. BDVL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eagle Capital Select Equity ETF (EAGL) 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.

	EAGL	BDVL	Difference
Sharpe ratio: Return per unit of total volatility	0.47	—	—
Sortino ratio: Return per unit of downside risk	0.72	—	—
Omega ratio: Gain probability vs. loss probability	1.09	—	—
Calmar ratio: Return relative to maximum drawdown	0.46	—	—
Martin ratio: Return relative to average drawdown	1.51	—	—

Drawdowns

EAGL vs. BDVL - Drawdown Comparison

The maximum EAGL drawdown since its inception was -15.09%, which is greater than BDVL's maximum drawdown of -7.71%. Use the drawdown chart below to compare losses from any high point for EAGL and BDVL.

Drawdown Indicators

	EAGL	BDVL	Difference
Max Drawdown Largest peak-to-trough decline	-15.09%	-7.71%	-7.38%
Max Drawdown (1Y) Largest decline over 1 year	-13.54%	—	—
Current Drawdown Current decline from peak	-7.77%	-1.40%	-6.37%
Average Drawdown Average peak-to-trough decline	-2.65%	-1.18%	-1.47%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.15%	—	—

Volatility

Volatility by Period

	EAGL	BDVL	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.27%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.51%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.46%	9.67%	+3.79%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.43%	9.67%	+5.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.43%	9.67%	+5.76%

EAGL vs. BDVL - Expense Ratio Comparison

EAGL has a 0.80% expense ratio, which is higher than BDVL's 0.40% expense ratio.

Dividends

EAGL vs. BDVL - Dividend Comparison

EAGL's dividend yield for the trailing twelve months is around 0.57%, less than BDVL's 3.55% yield.

Position	TTM	2025	2024
BDVL iShares Disciplined Volatility Equity Active ETF	3.55%	2.79%	0.00%
EAGL Eagle Capital Select Equity ETF	0.57%	0.55%	0.29%

Frequently Asked Questions

Can I hold both EAGL and BDVL in my portfolio?

EAGL 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.

Which ETF is better, EAGL or BDVL?

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.

Which ETF is cheaper, EAGL or BDVL?

BDVL is cheaper with a 0.40% expense ratio, compared with 0.80% for EAGL.

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

BDVL has the higher dividend yield at 3.55%, compared with 0.57% for EAGL.

What is the main difference between EAGL and BDVL?

They also come from different issuers: Eagle Capital and iShares. Their fees differ too: 0.80% for EAGL and 0.40% for BDVL.