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SDIV vs. BDVL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SDIV vs. BDVL

Last updated Jun 24, 2026

SDIV (Global X SuperDividend ETF) and BDVL (iShares Disciplined Volatility Equity Active ETF) are both Global Equities funds - SDIV tracks the Solactive Global SuperDividend Index while BDVL tracks the MSCI ACWI Minimum Volatility Index. Both are passively managed. A 0.62 correlation means they provide meaningful diversification when combined. SDIV charges 0.58%/yr vs 0.40%/yr for BDVL.

Performance

SDIV vs. BDVL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X SuperDividend ETF (SDIV) and iShares Disciplined Volatility Equity Active ETF (BDVL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with SDIV having a 4.72% return and BDVL slightly higher at 4.73%.

SDIV

1D
0.04%
1M
-2.85%
YTD
4.72%
6M
5.07%
1Y
20.36%
3Y*
14.94%
5Y*
-0.74%
10Y*
0.07%

BDVL

1D
-0.97%
1M
-0.75%
YTD
4.73%
6M
4.36%
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

SDIV vs. BDVL - Yearly Performance Comparison

2026 (YTD)2025
SDIV
Global X SuperDividend ETF		4.72%3.61%
BDVL
iShares Disciplined Volatility Equity Active ETF		4.73%2.20%

Correlation

The correlation between SDIV and BDVL is 0.62, 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

0.62

SDIV vs. BDVL - Sectors Allocation Comparison

Sectors
SDIV
BDVL

Real Estate

36.7%
0.9%

Energy

17.2%
1.6%

Industrials

14.7%
14.2%

Financial Services

9.1%
14.3%

Communication Services

6.3%
10.0%

Consumer Cyclical

5.6%
6.9%

Consumer Defensive

3.7%
5.3%

Basic Materials

2.9%
1.9%

Technology

1.6%
27.8%

Healthcare

1.3%
8.3%

Utilities

1.0%
4.5%

Real Estate

SDIV
36.7%
BDVL
0.9%

Energy

SDIV
17.2%
BDVL
1.6%

Industrials

SDIV
14.7%
BDVL
14.2%

Financial Services

SDIV
9.1%
BDVL
14.3%

Communication Services

SDIV
6.3%
BDVL
10.0%

Consumer Cyclical

SDIV
5.6%
BDVL
6.9%

Consumer Defensive

SDIV
3.7%
BDVL
5.3%

Basic Materials

SDIV
2.9%
BDVL
1.9%

Technology

SDIV
1.6%
BDVL
27.8%

Healthcare

SDIV
1.3%
BDVL
8.3%

Utilities

SDIV
1.0%
BDVL
4.5%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Global X SuperDividend ETF

iShares Disciplined Volatility Equity Active ETF

Often compared with SDIV:
SDIV vs. SCHDSDIV vs. SPHDSDIV vs. VYMSDIV vs. SPYSDIV vs. SDEMSDIV vs. DGROSDIV vs. QQQ
Often compared with BDVL:
BDVL vs. CGGEBDVL vs. UFOBDVL vs. VTBDVL vs. DFAWBDVL vs. IVESBDVL vs. CAPEBDVL vs. AVGV

Return for Risk

SDIV vs. BDVL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SDIV
SDIV Risk / Return Rank: 5050
Overall Rank
SDIV Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
SDIV Sortino Ratio Rank: 4646
Sortino Ratio Rank
SDIV Omega Ratio Rank: 4545
Omega Ratio Rank
SDIV Calmar Ratio Rank: 5959
Calmar Ratio Rank
SDIV Martin Ratio Rank: 5252
Martin Ratio Rank
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.

SDIV vs. BDVL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X SuperDividend ETF (SDIV) 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.

SDIVBDVLDifference
Sharpe ratioReturn per unit of total volatility
1.61

—

—

Sortino ratioReturn per unit of downside risk
2.23

—

—

Omega ratioGain probability vs. loss probability

1.28

—

—

Calmar ratioReturn relative to maximum drawdown

2.78

—

—

Martin ratioReturn relative to average drawdown

8.64

—

—

SDIV vs. BDVL - Sharpe Ratio Comparison

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Drawdowns

SDIV vs. BDVL - Drawdown Comparison

The maximum SDIV drawdown since its inception was -56.90%, which is greater than BDVL's maximum drawdown of -7.71%. Use the drawdown chart below to compare losses from any high point for SDIV and BDVL.

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Drawdown Indicators

SDIVBDVLDifference

Max Drawdown

Largest peak-to-trough decline

-56.90%

-7.71%

-49.19%

Max Drawdown (1Y)

Largest decline over 1 year

-7.35%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-18.64%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-40.32%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-56.90%

—

—

Current Drawdown

Current decline from peak

-18.75%

-1.41%

-17.34%

Average Drawdown

Average peak-to-trough decline

-18.58%

-1.18%

-17.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.36%

—

—

Volatility

SDIV vs. BDVL - Volatility Comparison

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Volatility by Period

SDIVBDVLDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.88%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

9.90%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

12.69%

9.71%

+2.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.86%

9.71%

+7.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.93%

9.71%

+9.22%

SDIV vs. BDVL - Expense Ratio Comparison

SDIV has a 0.58% expense ratio, which is higher than BDVL's 0.40% expense ratio.

Dividends

SDIV vs. BDVL - Dividend Comparison

SDIV's dividend yield for the trailing twelve months is around 9.34%, more than BDVL's 3.56% yield.

PositionTTM20252024202320222021202020192018201720162015
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%0.00%0.00%0.00%
SDIV
Global X SuperDividend ETF		9.34%9.59%11.33%11.73%14.17%8.95%7.96%8.73%9.22%6.66%6.95%7.33%

Frequently Asked Questions

SDIV and BDVL have a correlation of 0.62, 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 0.58% for SDIV.

SDIV has the higher dividend yield at 9.34%, compared with 3.56% for BDVL.

SDIV tracks Solactive Global SuperDividend Index, while BDVL tracks MSCI ACWI Minimum Volatility Index. They also come from different issuers: Global X and iShares. Their fees differ too: 0.58% for SDIV and 0.40% for BDVL.

Portfolio Optimizer

Find the right allocation for SDIV and BDVL

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