BDVL vs BDJ
Comparison between iShares Disciplined Volatility Equity Active ETF (BDVL, ETF) and BlackRock Enhanced Equity Dividend Trust (BDJ, ETF).
BDVL vs BDJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVL
$1.70B
Winner
BDJ
$1.80B
Expense Ratio
BDVL
0.40%
BDJ
N/A
Max Drawdown
Winner
BDVL
7.71%
BDJ
67.29%
Sharpe Ratio
BDVL
0.45
Winner
BDJ
1.09
5Y Beta
Winner
BDVL
0.62
BDJ
0.67
5Y Dividends CAGR
BDVL
N/A
BDJ
8.87%
BDVL vs BDJ - Historical Returns
Returns include dividend reinvestment.
1M
BDVL
-1.03%
Winner
BDJ
+0.36%
3M
Winner
BDVL
+1.12%
BDJ
-0.73%
6M
BDVL
+3.82%
Winner
BDJ
+5.14%
1Y
BDVL
N/A
BDJ
+17.98%
5Y(CAGR)
BDVL
N/A
BDJ
+6.63%
10Y(CAGR)
BDVL
N/A
BDJ
+9.99%
Max(CAGR)
Winner
BDVL
+7.81%
BDJ
+6.50%
BDVL vs BDJ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | BDVL | BDJ |
|---|---|---|
| 2026 | +3.62% | +0.79% |
| 2025 | +1.98% | +25.92% |
| 2024 | N/A | +16.11% |
| 2023 | N/A | -6.20% |
| 2022 | N/A | +0.16% |
| 2021 | N/A | +27.16% |
| 2020 | N/A | -7.56% |
| 2019 | N/A | +35.36% |
| 2018 | N/A | -10.32% |
| 2017 | N/A | +20.33% |
| 2016 | N/A | +17.28% |
| 2015 | N/A | +0.64% |
| 2014 | N/A | +9.46% |
| 2013 | N/A | +16.64% |
| 2012 | N/A | +9.89% |
| 2011 | N/A | -11.57% |
| 2010 | N/A | +9.95% |
| 2009 | N/A | +15.40% |
| 2008 | N/A | -17.55% |
| 2007 | N/A | -18.38% |
| 2006 | N/A | +28.04% |
| 2005 | N/A | -12.89% |
BDVL vs BDJ Drawdown Comparison
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The maximum drawdown for BDJ was -59.48%, occurring on Mar 9, 2009. Recovery took 1557 trading sessions.
The current BDVL drawdown is -2.08%. The current BDJ drawdown is -3.70%.
| Rank | BDVL | BDJ |
|---|---|---|
| #1 | -7.71% Feb 27, 2026 - May 6, 2026 | -59.48% May 11, 2007 - Jul 18, 2013 |
| #2 | -3.36% Nov 12, 2025 - Dec 5, 2025 | -48.16% Dec 31, 2019 - Mar 9, 2021 |
| #3 | -2.08% May 26, 2026 - Jun 5, 2026 | -22.47% Sep 20, 2018 - Jul 24, 2019 |
| #4 | -1.99% Sep 17, 2025 - Oct 20, 2025 | -21.40% Feb 2, 2023 - Jul 10, 2024 |
| #5 | -1.51% May 6, 2026 - May 26, 2026 | -18.36% Jan 12, 2022 - Jan 12, 2023 |
| #6 | -1.48% Jan 12, 2026 - Jan 26, 2026 | -17.83% Sep 6, 2005 - Aug 2, 2006 |
| #7 | -1.43% Oct 27, 2025 - Nov 11, 2025 | -16.25% May 14, 2015 - May 24, 2016 |
| #8 | -1.05% Jan 27, 2026 - Feb 9, 2026 | -14.38% Feb 28, 2025 - Jun 25, 2025 |
| #9 | -0.87% Dec 11, 2025 - Dec 22, 2025 | -12.27% Feb 26, 2026 - Mar 30, 2026 |
| #10 | -0.75% Dec 26, 2025 - Jan 6, 2026 | -10.42% Jan 26, 2018 - Jul 31, 2018 |
| #11 | -0.69% Dec 5, 2025 - Dec 11, 2025 | -9.75% Nov 18, 2024 - Feb 5, 2025 |
| #12 | -0.64% Feb 11, 2026 - Feb 20, 2026 | -9.11% Jun 11, 2021 - Jan 12, 2022 |
| #13 | -0.64% Oct 20, 2025 - Oct 27, 2025 | -7.94% Jul 23, 2014 - Oct 28, 2014 |
| #14 | -0.61% Feb 20, 2026 - Feb 24, 2026 | -7.06% Aug 17, 2016 - Nov 16, 2016 |
| #15 | -0.33% Sep 15, 2025 - Sep 17, 2025 | -5.63% Jul 31, 2024 - Aug 23, 2024 |
Correlation
Correlation between BDVL and BDJ is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2005 - 2026)
BDVL vs BDJ dividend yield comparison.
| Year | BDVL | BDJ |
|---|---|---|
| 2026 | 0.00% | 3.38% |
| 2025 | 2.79% | 9.03% |
| 2024 | 0.00% | 8.21% |
| 2023 | 0.00% | 9.49% |
| 2022 | 0.00% | 12.18% |
| 2021 | 0.00% | 5.95% |
| 2020 | 0.00% | 7.08% |
| 2019 | 0.00% | 6.66% |
| 2018 | 0.00% | 7.21% |
| 2017 | 0.00% | 6.07% |
| 2016 | 0.00% | 6.88% |
| 2015 | 0.00% | 7.36% |
| 2014 | 0.00% | 6.90% |
| 2013 | 0.00% | 7.05% |
| 2012 | 0.00% | 9.05% |
| 2011 | 0.00% | 10.68% |
| 2010 | 0.00% | 11.26% |
| 2009 | 0.00% | 12.51% |
| 2008 | 0.00% | 13.44% |
| 2007 | 0.00% | 9.88% |
| 2006 | 0.00% | 8.67% |
| 2005 | 0.00% | 2.39% |
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