RGEF vs. BDVL
RGEF (Rockefeller Global Equity ETF) and BDVL (iShares Disciplined Volatility Equity Active ETF) are both Global Equities funds. RGEF is actively managed, while BDVL is passively managed. Their correlation of 0.83 suggests significant overlap in exposure. RGEF charges 0.55%/yr vs 0.40%/yr for BDVL.
Performance
RGEF vs. BDVL - Performance Comparison
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Returns By Period
In the year-to-date period, RGEF achieves a 11.94% return, which is significantly higher than BDVL's 4.60% return.
RGEF
- 1D
- 0.22%
- 1M
- 0.17%
- YTD
- 11.94%
- 6M
- 11.41%
- 1Y
- 26.35%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BDVL
- 1D
- -0.12%
- 1M
- -0.87%
- YTD
- 4.60%
- 6M
- 3.98%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RGEF vs. BDVL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RGEF Rockefeller Global Equity ETF | 11.94% | 5.45% |
BDVL iShares Disciplined Volatility Equity Active ETF | 4.60% | 2.20% |
Correlation
The correlation between RGEF and BDVL is 0.83, 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 | 0.83 |
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Return for Risk
RGEF vs. BDVL — Risk / Return Rank
RGEF
BDVL
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RGEF vs. BDVL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rockefeller Global Equity ETF (RGEF) 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.
| RGEF | BDVL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.32 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | — | — |
| Martin ratioReturn relative to average drawdown | 11.54 | — | — |
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Drawdowns
RGEF vs. BDVL - Drawdown Comparison
The maximum RGEF drawdown since its inception was -16.01%, which is greater than BDVL's maximum drawdown of -7.71%. Use the drawdown chart below to compare losses from any high point for RGEF and BDVL.
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Drawdown Indicators
| RGEF | BDVL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.01% | -7.71% | -8.30% |
Max Drawdown (1Y)Largest decline over 1 year | -9.95% | — | — |
Current DrawdownCurrent decline from peak | -2.73% | -1.53% | -1.20% |
Average DrawdownAverage peak-to-trough decline | -1.79% | -1.18% | -0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | — | — |
Volatility
RGEF vs. BDVL - Volatility Comparison
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Volatility by Period
| RGEF | BDVL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.82% | 9.69% | +5.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.13% | 9.69% | +7.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.13% | 9.69% | +7.44% |
RGEF vs. BDVL - Expense Ratio Comparison
RGEF has a 0.55% expense ratio, which is higher than BDVL's 0.40% expense ratio.
Dividends
RGEF vs. BDVL - Dividend Comparison
RGEF's dividend yield for the trailing twelve months is around 0.90%, less than BDVL's 3.56% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BDVL iShares Disciplined Volatility Equity Active ETF | 3.56% | 2.79% | 0.00% |
RGEF Rockefeller Global Equity ETF | 0.90% | 0.92% | 0.29% |
Frequently Asked Questions
RGEF and BDVL have a correlation of 0.83, 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 0.55% for RGEF.
BDVL has the higher dividend yield at 3.56%, compared with 0.90% for RGEF.
They also come from different issuers: Rockefeller and iShares. Their fees differ too: 0.55% for RGEF and 0.40% for BDVL.
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