MOTG vs. BDVL

Last updated Jun 25, 2026

MOTG (VanEck Morningstar Global Wide Moat ETF) and BDVL (iShares Disciplined Volatility Equity Active ETF) are both Global Equities funds - MOTG tracks the Morningstar Global Wide Moat Focus Index while BDVL tracks the MSCI ACWI Minimum Volatility Index. Both are passively managed. Their correlation of 0.80 suggests significant overlap in exposure. MOTG charges 0.52%/yr vs 0.40%/yr for BDVL.

Performance

MOTG vs. BDVL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Morningstar Global Wide Moat ETF (MOTG) 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, MOTG achieves a -2.75% return, which is significantly lower than BDVL's 4.60% return.

MOTG

• 1D: 0.10%
• 1M: -2.97%
• YTD: -2.75%
• 6M: -3.04%
• 1Y: 5.87%
• 3Y*: 12.00%
• 5Y*: 5.99%
• 10Y*: —

BDVL

• 1D: -0.12%
• 1M: -0.87%
• YTD: 4.60%
• 6M: 3.98%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

MOTG vs. BDVL - Yearly Performance Comparison

	2026 (YTD)	2025
MOTG VanEck Morningstar Global Wide Moat ETF	-2.75%	1.52%
BDVL iShares Disciplined Volatility Equity Active ETF	4.60%	2.20%

Correlation

The correlation between MOTG and BDVL is 0.80, 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 Sep 15, 2025	0.80

MOTG vs. BDVL - Sectors Allocation Comparison

Sectors	MOTG	BDVL
Industrials	26.3%	14.2%
Technology	19.3%	27.8%
Consumer Defensive	16.8%	5.3%
Healthcare	14.1%	8.3%
Consumer Cyclical	9.5%	6.9%
Communication Services	6.6%	10.0%
Financial Services	6.3%	14.3%
Basic Materials	1.1%	1.9%
Energy	-	1.6%
Real Estate	-	0.9%
Utilities	-	4.5%

Return for Risk

MOTG vs. BDVL — Risk / Return Rank

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

MOTG

MOTG Risk / Return Rank: 15
MOTG Sharpe Ratio Rank: 15
MOTG Sortino Ratio Rank: 15
MOTG Omega Ratio Rank: 14
MOTG Calmar Ratio Rank: 15
MOTG 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.

MOTG vs. BDVL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar Global Wide Moat ETF (MOTG) 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.

	MOTG	BDVL	Difference
Sharpe ratio: Return per unit of total volatility	0.42	—	—
Sortino ratio: Return per unit of downside risk	0.69	—	—
Omega ratio: Gain probability vs. loss probability	1.08	—	—
Calmar ratio: Return relative to maximum drawdown	0.47	—	—
Martin ratio: Return relative to average drawdown	1.45	—	—

Drawdowns

MOTG vs. BDVL - Drawdown Comparison

The maximum MOTG drawdown since its inception was -31.82%, which is greater than BDVL's maximum drawdown of -7.71%. Use the drawdown chart below to compare losses from any high point for MOTG and BDVL.

Drawdown Indicators

	MOTG	BDVL	Difference
Max Drawdown Largest peak-to-trough decline	-31.82%	-7.71%	-24.11%
Max Drawdown (1Y) Largest decline over 1 year	-12.56%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-15.31%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-24.29%	—	—
Current Drawdown Current decline from peak	-8.08%	-1.53%	-6.55%
Average Drawdown Average peak-to-trough decline	-4.96%	-1.18%	-3.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.06%	—	—

Volatility

Volatility by Period

	MOTG	BDVL	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.88%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.60%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.13%	9.69%	+4.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.90%	9.69%	+6.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.83%	9.69%	+8.14%

MOTG vs. BDVL - Expense Ratio Comparison

MOTG has a 0.52% expense ratio, which is higher than BDVL's 0.40% expense ratio.

Dividends

MOTG vs. BDVL - Dividend Comparison

MOTG's dividend yield for the trailing twelve months is around 18.25%, more than BDVL's 3.56% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BDVL iShares Disciplined Volatility Equity Active ETF	3.56%	2.79%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MOTG VanEck Morningstar Global Wide Moat ETF	18.25%	17.75%	5.60%	1.86%	3.64%	5.88%	2.96%	3.91%	0.45%

Frequently Asked Questions

Can I hold both MOTG and BDVL in my portfolio?

MOTG and BDVL have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, MOTG 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, MOTG or BDVL?

BDVL is cheaper with a 0.40% expense ratio, compared with 0.52% for MOTG.

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

MOTG has the higher dividend yield at 18.25%, compared with 3.56% for BDVL.

What is the main difference between MOTG and BDVL?

MOTG tracks Morningstar Global Wide Moat Focus Index, while BDVL tracks MSCI ACWI Minimum Volatility Index. They also come from different issuers: VanEck and iShares. Their fees differ too: 0.52% for MOTG and 0.40% for BDVL.