BDVL vs AVIG

Comparison between iShares Disciplined Volatility Equity Active ETF (BDVL, ETF) and AVANTIS CORE FIXED INCOME ETF (AVIG, ETF).

BDVL vs AVIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BDVL(ETF)	AVIG(ETF)
Net Assets	$1.70B	$1.80B
Expense Ratio	0.40%	0.15%
Max Drawdown	7.71%	23.45%
Sharpe Ratio	0.77	0.59
5Y Beta	0.63	0.06
P/E Ratio	19.70	N/A
Forward P/E	18.09	N/A
5Y Dividends CAGR	N/A	46.85%
5Y EPS CAGR	20.27%	N/A
Debt to Equity	6.17%	N/A
P/S Ratio	1.94	N/A
P/B Ratio	4.18	N/A

Net Assets

BDVL

$1.70B

Winner

AVIG

$1.80B

Expense Ratio

BDVL

0.40%

Winner

AVIG

0.15%

Max Drawdown

Winner

BDVL

7.71%

AVIG

23.45%

Sharpe Ratio

Winner

BDVL

0.77

AVIG

0.59

5Y Beta

BDVL

0.63

Winner

AVIG

0.06

P/E Ratio

BDVL

19.70

AVIG

N/A

Forward P/E

BDVL

18.09

AVIG

N/A

5Y Dividends CAGR

BDVL

N/A

AVIG

46.85%

5Y EPS CAGR

BDVL

20.27%

AVIG

N/A

Debt to Equity

BDVL

6.17%

AVIG

N/A

P/S Ratio

BDVL

1.94

AVIG

N/A

P/B Ratio

BDVL

4.18

AVIG

N/A

BDVL vs AVIG - Historical Returns

Returns include dividend reinvestment.

Period	BDVL	AVIG
1 month	+2.31%	-0.00%
3 months	+1.86%	-0.36%
6 months	+5.75%	+0.68%
1 year	N/A	+6.28%
5 years(CAGR)	N/A	+0.29%
Max(CAGR)	+11.15%	-0.09%

Winner

BDVL

+2.31%

AVIG

-0.00%

Winner

BDVL

+1.86%

AVIG

-0.36%

Winner

BDVL

+5.75%

AVIG

+0.68%

BDVL

N/A

AVIG

+6.28%

5Y(CAGR)

BDVL

N/A

AVIG

+0.29%

Max(CAGR)

Winner

BDVL

+11.15%

AVIG

-0.09%

BDVL vs AVIG - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	BDVL	AVIG
2026	+5.17%	+0.36%
2025	+1.98%	+7.93%
2024	N/A	+2.00%
2023	N/A	+5.87%
2022	N/A	-13.37%
2021	N/A	-2.02%
2020	N/A	+0.96%

BDVL vs AVIG Drawdown Comparison

The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.

The maximum drawdown for AVIG was -19.64%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current BDVL drawdown is -0.59%. The current AVIG drawdown is -1.44%.

Rank	BDVL	AVIG
#1	-7.71% Feb 27, 2026 - May 6, 2026	-19.64% Dec 31, 2020 - Oct 20, 2022
#2	-3.36% Nov 12, 2025 - Dec 5, 2025	-0.82% Nov 5, 2020 - Nov 20, 2020
#3	-1.99% Sep 17, 2025 - Oct 20, 2025	-0.64% Oct 15, 2020 - Nov 4, 2020
#4	-1.48% Jan 12, 2026 - Jan 26, 2026	-0.42% Nov 30, 2020 - Dec 22, 2020
#5	-1.43% Oct 27, 2025 - Nov 11, 2025	-0.10% Nov 20, 2020 - Nov 27, 2020
#6	-1.05% Jan 27, 2026 - Feb 9, 2026	-0.04% Dec 22, 2020 - Dec 24, 2020
#7	-0.87% Dec 11, 2025 - Dec 22, 2025	N/A
#8	-0.77% May 6, 2026 - May 7, 2026	N/A
#9	-0.75% Dec 26, 2025 - Jan 6, 2026	N/A
#10	-0.69% Dec 5, 2025 - Dec 11, 2025	N/A
#11	-0.64% Feb 11, 2026 - Feb 20, 2026	N/A
#12	-0.64% Oct 20, 2025 - Oct 27, 2025	N/A
#13	-0.61% Feb 20, 2026 - Feb 24, 2026	N/A
#14	-0.33% Sep 15, 2025 - Sep 17, 2025	N/A
#15	-0.33% Jan 6, 2026 - Jan 9, 2026	N/A