ETFT vs. BDVL
ETFT (Fundsmith Equity ETF) and BDVL (iShares Disciplined Volatility Equity Active ETF) are both Global Equities funds. ETFT is actively managed, while BDVL is passively managed. Their 0.74 correlation means they have sometimes moved together and sometimes differently. ETFT charges 0.60%/yr vs 0.40%/yr for BDVL.
Performance
ETFT vs. BDVL - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ETFT achieves a -1.19% return, which is significantly lower than BDVL's 6.70% return.
ETFT
- 1D
- -0.07%
- 1M
- -0.19%
- 6M
- -1.82%
- YTD
- -1.19%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
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 | |
| $21.74K | $25.41K | $19.24K |
ETFT vs. BDVL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ETFT Fundsmith Equity ETF | -1.19% | 0.06% |
BDVL iShares Disciplined Volatility Equity Active ETF | 6.70% | 1.24% |
Correlation
The correlation between ETFT and BDVL is 0.74, 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 Dec 2, 2025 | 0.74 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ETFT vs. BDVL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fundsmith Equity ETF (ETFT) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Loading charts...
Drawdowns
ETFT vs. BDVL - Drawdown Comparison
The maximum ETFT drawdown since its inception was -14.77%, which is greater than BDVL's maximum drawdown of -7.71%. Use the drawdown chart below to compare losses from any high point for ETFT and BDVL.
Loading charts...
Drawdown Indicators
| ETFT | BDVL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.77% | -7.71% | -7.06% |
Current DrawdownCurrent decline from peak | -3.74% | 0.00% | -3.74% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -1.13% | -3.61% |
Volatility
ETFT vs. BDVL - Volatility Comparison
Loading charts...
Volatility by Period
| ETFT | BDVL | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 14.82% | 9.44% | +5.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.82% | 9.44% | +5.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.82% | 9.44% | +5.38% |
ETFT vs. BDVL - Expense Ratio Comparison
ETFT has a 0.60% expense ratio, which is higher than BDVL's 0.40% expense ratio.
Dividends
ETFT vs. BDVL - Dividend Comparison
ETFT has not paid dividends to shareholders, while BDVL's dividend yield for the trailing twelve months is around 3.49%.
| Position | TTM | 2025 |
|---|---|---|
BDVL iShares Disciplined Volatility Equity Active ETF | 3.49% | 2.79% |
ETFT Fundsmith Equity ETF | 0.00% | 0.00% |
Frequently Asked Questions
ETFT and BDVL have a correlation of 0.74, 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 0.60% for ETFT.
BDVL has the higher dividend yield at 3.49%, compared with 0.00% for ETFT.
They also come from different issuers: Fundsmith and iShares. Their fees differ too: 0.60% for ETFT and 0.40% for BDVL.
Find the right allocation for ETFT and BDVL
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer