BDVL vs BAR
Comparison between iShares Disciplined Volatility Equity Active ETF (BDVL, ETF) and GraniteShares Gold Shares (BAR, ETF).
BDVL vs BAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVL
$1.50B
Winner
BAR
$1.60B
Expense Ratio
BDVL
0.40%
Winner
BAR
0.17%
Max Drawdown
Winner
BDVL
7.71%
BAR
21.53%
Sharpe Ratio
BDVL
0.78
Winner
BAR
1.25
5Y Beta
BDVL
0.63
Winner
BAR
0.18
BDVL vs BAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDVL
+1.94%
BAR
-0.21%
3M
Winner
BDVL
+2.28%
BAR
-7.05%
6M
BDVL
+7.52%
Winner
BAR
+17.87%
1Y
BDVL
N/A
BAR
+42.71%
5Y(CAGR)
BDVL
N/A
BAR
+20.62%
10Y(CAGR)
BDVL
N/A
BAR
+15.62%
Max(CAGR)
BDVL
+11.37%
Winner
BAR
+15.62%
BDVL vs BAR - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | BDVL | BAR |
|---|---|---|
| 2026 | +5.21% | +9.00% |
| 2025 | +1.98% | +61.93% |
| 2024 | N/A | +27.29% |
| 2023 | N/A | +12.03% |
| 2022 | N/A | +0.89% |
| 2021 | N/A | -6.10% |
| 2020 | N/A | +24.03% |
| 2019 | N/A | +18.10% |
| 2018 | N/A | -2.73% |
| 2017 | N/A | -1.15% |
BDVL vs BAR Drawdown Comparison
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The maximum drawdown for BAR was -21.53%, occurring on Sep 26, 2022. Recovery took 853 trading sessions.
The current BDVL drawdown is -0.55%. The current BAR drawdown is -12.51%.
| Rank | BDVL | BAR |
|---|---|---|
| #1 | -7.71% Feb 27, 2026 - May 6, 2026 | -21.53% Aug 6, 2020 - Dec 27, 2023 |
| #2 | -3.36% Nov 12, 2025 - Dec 5, 2025 | -19.19% Jan 29, 2026 - Mar 26, 2026 |
| #3 | -1.99% Sep 17, 2025 - Oct 20, 2025 | -13.46% Jan 24, 2018 - Jun 20, 2019 |
| #4 | -1.48% Jan 12, 2026 - Jan 26, 2026 | -12.45% Mar 9, 2020 - Apr 9, 2020 |
| #5 | -1.43% Oct 27, 2025 - Nov 11, 2025 | -10.05% Oct 20, 2025 - Dec 22, 2025 |
| #6 | -1.05% Jan 27, 2026 - Feb 9, 2026 | -8.37% Sep 8, 2017 - Jan 24, 2018 |
| #7 | -0.87% Dec 11, 2025 - Dec 22, 2025 | -8.03% Oct 30, 2024 - Jan 30, 2025 |
| #8 | -0.77% May 6, 2026 - May 7, 2026 | -7.10% Apr 21, 2025 - Jun 13, 2025 |
| #9 | -0.75% Dec 26, 2025 - Jan 6, 2026 | -6.52% Sep 4, 2019 - Jan 6, 2020 |
| #10 | -0.69% Dec 5, 2025 - Dec 11, 2025 | -5.71% May 20, 2024 - Jul 16, 2024 |
| #11 | -0.64% Feb 11, 2026 - Feb 20, 2026 | -4.86% Mar 31, 2025 - Apr 10, 2025 |
| #12 | -0.64% Oct 20, 2025 - Oct 27, 2025 | -4.86% Dec 26, 2025 - Jan 12, 2026 |
| #13 | -0.61% Feb 20, 2026 - Feb 24, 2026 | -4.84% Jun 13, 2025 - Aug 29, 2025 |
| #14 | -0.33% Sep 15, 2025 - Sep 17, 2025 | -4.78% Feb 24, 2020 - Mar 5, 2020 |
| #15 | -0.33% Jan 6, 2026 - Jan 9, 2026 | -4.35% Jul 16, 2024 - Aug 12, 2024 |
Correlation
Correlation between BDVL and BAR is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
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