BDVL vs IVV
iShares Disciplined Volatility Equity Active ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BDVL | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.03% | |
| AUM | $1.7B | $865.2B | |
| Dividend Yield | 3.53% | 1.09% | |
| Holdings | 613 | 508 | |
| YTD Return | +9.35% | +13.72% | |
| 1Y Return | +11.38% | +21.64% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -7.7% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 12, 2025 | May 15, 2000 |
BDVL vs IVV Performance
iShares Disciplined Volatility Equity Active ETF (BDVL) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BDVL returned +11.38% while IVV returned +21.64%. Year to date, BDVL is up 9.35% versus a gain of 13.72% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.7% for BDVL and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BDVL charges 0.40% per year while IVV charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, BDVL currently yields 3.53% against 1.09% for IVV.
Holdings Overlap
BDVL and IVV share 181 holdings out of 811 unique holdings combined, representing a 27.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BDVL or IVV?
BDVL has an expense ratio of 0.40% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $37 per year of difference.
Which performed better, BDVL or IVV?
Over the past year BDVL returned +11.38% vs +21.64% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BDVL and IVV?
BDVL and IVV share 181 common holdings with a 27.7% weight overlap. Combined, they hold 811 unique securities.
Which pays a higher dividend, BDVL or IVV?
BDVL yields 3.53% while IVV yields 1.09%, so BDVL currently pays the higher dividend yield.
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