BDVL vs AOM
Comparison between iShares Disciplined Volatility Equity Active ETF (BDVL, ETF) and ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF).
BDVL vs AOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVL
$1.70B
AOM
$1.70B
Expense Ratio
BDVL
0.40%
Winner
AOM
0.15%
Max Drawdown
Winner
BDVL
7.71%
AOM
21.59%
Sharpe Ratio
BDVL
0.45
Winner
AOM
1.28
5Y Beta
BDVL
0.62
Winner
AOM
0.39
5Y Dividends CAGR
BDVL
N/A
AOM
14.67%
BDVL vs AOM - Historical Returns
Returns include dividend reinvestment.
1M
BDVL
-1.03%
Winner
AOM
+0.39%
3M
BDVL
+1.12%
Winner
AOM
+2.47%
6M
BDVL
+3.82%
Winner
AOM
+4.13%
1Y
BDVL
N/A
AOM
+12.89%
5Y(CAGR)
BDVL
N/A
AOM
+4.55%
10Y(CAGR)
BDVL
N/A
AOM
+6.09%
Max(CAGR)
Winner
BDVL
+7.81%
AOM
+6.67%
BDVL vs AOM - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | BDVL | AOM |
|---|---|---|
| 2026 | +3.62% | +3.50% |
| 2025 | +1.98% | +13.40% |
| 2024 | N/A | +8.57% |
| 2023 | N/A | +11.84% |
| 2022 | N/A | -14.50% |
| 2021 | N/A | +7.13% |
| 2020 | N/A | +9.61% |
| 2019 | N/A | +15.48% |
| 2018 | N/A | -4.21% |
| 2017 | N/A | +11.47% |
| 2016 | N/A | +6.20% |
| 2015 | N/A | -1.18% |
| 2014 | N/A | +5.12% |
| 2013 | N/A | +8.94% |
| 2012 | N/A | +7.99% |
| 2011 | N/A | +1.82% |
| 2010 | N/A | +7.03% |
| 2009 | N/A | +12.74% |
| 2008 | N/A | +7.29% |
BDVL vs AOM Drawdown Comparison
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.
The current BDVL drawdown is -2.08%. The current AOM drawdown is -1.64%.
| Rank | BDVL | AOM |
|---|---|---|
| #1 | -7.71% Feb 27, 2026 - May 6, 2026 | -19.96% Nov 5, 2021 - Jun 18, 2024 |
| #2 | -3.36% Nov 12, 2025 - Dec 5, 2025 | -16.90% Feb 14, 2020 - Jul 15, 2020 |
| #3 | -2.08% May 26, 2026 - Jun 5, 2026 | -15.69% Jan 5, 2009 - Jul 23, 2009 |
| #4 | -1.99% Sep 17, 2025 - Oct 20, 2025 | -10.27% Nov 24, 2008 - Dec 8, 2008 |
| #5 | -1.51% May 6, 2026 - May 26, 2026 | -8.42% Nov 19, 2008 - Nov 24, 2008 |
| #6 | -1.48% Jan 12, 2026 - Jan 26, 2026 | -8.06% Jan 26, 2018 - Mar 29, 2019 |
| #7 | -1.43% Oct 27, 2025 - Nov 11, 2025 | -7.85% Apr 27, 2015 - Jun 8, 2016 |
| #8 | -1.05% Jan 27, 2026 - Feb 9, 2026 | -7.34% Jul 22, 2011 - Jan 27, 2012 |
| #9 | -0.87% Dec 11, 2025 - Dec 22, 2025 | -6.54% Feb 14, 2025 - May 13, 2025 |
| #10 | -0.75% Dec 26, 2025 - Jan 6, 2026 | -5.81% Apr 15, 2010 - Sep 20, 2010 |
| #11 | -0.69% Dec 5, 2025 - Dec 11, 2025 | -5.27% May 21, 2013 - Sep 18, 2013 |
| #12 | -0.64% Feb 11, 2026 - Feb 20, 2026 | -5.11% Feb 25, 2026 - Apr 17, 2026 |
| #13 | -0.64% Oct 20, 2025 - Oct 27, 2025 | -4.29% Jan 14, 2010 - Mar 16, 2010 |
| #14 | -0.61% Feb 20, 2026 - Feb 24, 2026 | -4.27% Apr 2, 2012 - Aug 6, 2012 |
| #15 | -0.33% Sep 15, 2025 - Sep 17, 2025 | -4.07% Dec 10, 2008 - Dec 30, 2008 |
Correlation
Correlation between BDVL and AOM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2008 - 2026)
BDVL vs AOM dividend yield comparison.
| Year | BDVL | AOM |
|---|---|---|
| 2026 | 0.00% | 0.63% |
| 2025 | 2.79% | 2.98% |
| 2024 | 0.00% | 3.10% |
| 2023 | 0.00% | 2.79% |
| 2022 | 0.00% | 2.27% |
| 2021 | 0.00% | 1.56% |
| 2020 | 0.00% | 2.02% |
| 2019 | 0.00% | 2.66% |
| 2018 | 0.00% | 2.53% |
| 2017 | 0.00% | 3.31% |
| 2016 | 0.00% | 2.14% |
| 2015 | 0.00% | 1.98% |
| 2014 | 0.00% | 2.08% |
| 2013 | 0.00% | 1.87% |
| 2012 | 0.00% | 2.11% |
| 2011 | 0.00% | 2.33% |
| 2010 | 0.00% | 1.72% |
| 2009 | 0.00% | 2.01% |
| 2008 | 0.00% | 0.58% |
Select Stocks to Compare
Popular: BDVL vs SPYAOM vs SPY
More Comparisons
Compare with similar stocks