BDVL vs DFAR
Comparison between iShares Disciplined Volatility Equity Active ETF (BDVL, ETF) and DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF).
BDVL vs DFAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVL
$1.70B
DFAR
$1.70B
Expense Ratio
BDVL
0.40%
Winner
DFAR
0.19%
Max Drawdown
Winner
BDVL
7.71%
DFAR
34.66%
Sharpe Ratio
BDVL
0.77
Winner
DFAR
0.81
5Y Beta
BDVL
0.63
Winner
DFAR
0.49
P/E Ratio
Winner
BDVL
19.70
DFAR
33.87
Forward P/E
Winner
BDVL
18.09
DFAR
34.22
5Y EPS CAGR
Winner
BDVL
20.27%
DFAR
8.31%
Debt to Equity
BDVL
6.17%
Winner
DFAR
-13.78%
P/S Ratio
Winner
BDVL
1.94
DFAR
7.39
P/B Ratio
BDVL
4.18
Winner
DFAR
2.58
BDVL vs DFAR - Holdings Comparison
BDVL and DFAR have 5 common holdings. Overlap is 0.94%
BDVL's top 25 holdings weight is 44.20%. DFAR's top 25 holdings weight is 71.84%.
| Rank | BDVL | DFAR |
|---|---|---|
| #1 | INR/USD PURCHASED (n/a) - 5.32% | WELLTOWER INC (WELL) - 7.44% |
| #2 | JPY/USD PURCHASED (n/a) - 3.88% | PROLOGIS INC (PLD) - 6.79% |
| #3 | USD CASH (n/a) - 3.39% | EQUINIX INC (EQIX) - 5.42% |
| #4 | EUR/USD PURCHASED (n/a) - 3.03% | SIMON PROPERTY GROUP INC (SPG) - 4.59% |
| #5 | ISHARES MSCI INDIA ETF (INDA) - 3.01% | DIGITAL REALTY TRUST INC (DLR) - 4.57% |
| #6 | HKD/USD PURCHASED (n/a) - 2.92% | REALTY INCOME CORP (O) - 4.47% |
| #7 | CAD/USD PURCHASED (n/a) - 1.82% | AMERICAN TOWER CORP (AMT) - 4.29% |
| #8 | CHF/USD PURCHASED (n/a) - 1.55% | PUBLIC STORAGE (PSA) - 3.71% |
| #9 | MICROSOFT CORP (MSFT) - 1.54% | VENTAS INC (VTR) - 3.24% |
| #10 | GBP/USD PURCHASED (n/a) - 1.39% | IRON MOUNTAIN INC (IRM) - 3.07% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 1.26% | CROWN CASTLE INC (CCI) - 3.05% |
| #12 | ALPHABET INC CLASS C (GOOG) - 1.26% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.36% |
| #13 | AMPHENOL CORP CLASS A (APH) - 1.23% | EXTRA SPACE STORAGE INC (EXR) - 2.31% |
| #14 | TWD/USD PURCHASED (n/a) - 1.23% | AVALONBAY COMMUNITIES INC (AVB) - 2.03% |
| #15 | AMAZON.COM INC (AMZN) - 1.16% | EQUITY RESIDENTIAL (EQR) - 1.87% |
| #16 | ASML HOLDING NV (n/a) - 1.15% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.78% |
| #17 | AUD/USD PURCHASED (n/a) - 1.07% | ESSEX PROPERTY TRUST INC (ESS) - 1.35% |
| #18 | JOHNSON & JOHNSON (JNJ) - 1.06% | W.P. CAREY INC (WPC) - 1.29% |
| #19 | HOWMET AEROSPACE INC (HWM) - 1.03% | INVITATION HOMES INC (INVH) - 1.25% |
| #20 | META PLATFORMS INC CLASS A (META) - 1.03% | KIMCO REALTY CORP (KIM) - 1.25% |
| #21 | SGD/USD PURCHASED (n/a) - 1.01% | SUN COMMUNITIES INC (SUI) - 1.21% |
| #22 | LAM RESEARCH CORP (LRCX) - 0.98% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.19% |
| #23 | SOUTHERN CO (SO) - 0.97% | HOST HOTELS & RESORTS INC (HST) - 1.15% |
| #24 | BROADCOM INC (AVGO) - 0.96% | REGENCY CENTERS CORP (REG) - 1.08% |
| #25 | CENCORA INC (COR) - 0.95% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.08% |
| Total Holdings | 566 | 128 |
BDVL vs DFAR - Historical Returns
Returns include dividend reinvestment.
1M
BDVL
+2.31%
Winner
DFAR
+4.34%
3M
BDVL
+1.86%
Winner
DFAR
+5.98%
6M
BDVL
+5.75%
Winner
DFAR
+10.99%
1Y
BDVL
N/A
DFAR
+13.55%
5Y(CAGR)
BDVL
N/A
DFAR
+3.44%
Max(CAGR)
Winner
BDVL
+11.15%
DFAR
+3.44%
BDVL vs DFAR - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BDVL | DFAR |
|---|---|---|
| 2026 | +5.17% | +13.41% |
| 2025 | +1.98% | +2.24% |
| 2024 | N/A | +4.24% |
| 2023 | N/A | +11.20% |
| 2022 | N/A | -14.29% |
BDVL vs DFAR Drawdown Comparison
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.
The current BDVL drawdown is -0.59%. The current DFAR drawdown is -0.23%.
| Rank | BDVL | DFAR |
|---|---|---|
| #1 | -7.71% Feb 27, 2026 - May 6, 2026 | -32.25% Apr 20, 2022 - Apr 16, 2026 |
| #2 | -3.36% Nov 12, 2025 - Dec 5, 2025 | -2.71% Apr 20, 2026 - May 6, 2026 |
| #3 | -1.99% Sep 17, 2025 - Oct 20, 2025 | -2.33% Mar 4, 2022 - Mar 17, 2022 |
| #4 | -1.48% Jan 12, 2026 - Jan 26, 2026 | -2.14% Apr 6, 2022 - Apr 20, 2022 |
| #5 | -1.43% Oct 27, 2025 - Nov 11, 2025 | -2.01% Feb 25, 2022 - Mar 3, 2022 |
| #6 | -1.05% Jan 27, 2026 - Feb 9, 2026 | -1.70% Mar 29, 2022 - Apr 1, 2022 |
| #7 | -0.87% Dec 11, 2025 - Dec 22, 2025 | -1.49% Mar 18, 2022 - Mar 25, 2022 |
| #8 | -0.77% May 6, 2026 - May 7, 2026 | -1.00% Apr 1, 2022 - Apr 6, 2022 |
| #9 | -0.75% Dec 26, 2025 - Jan 6, 2026 | -0.54% May 6, 2026 - May 7, 2026 |
| #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 |
Correlation
Correlation between BDVL and DFAR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2022 - 2026)
BDVL vs DFAR dividend yield comparison.
| Year | BDVL | DFAR |
|---|---|---|
| 2026 | 0.00% | 0.16% |
| 2025 | 2.79% | 2.97% |
| 2024 | 0.00% | 2.89% |
| 2023 | 0.00% | 3.06% |
| 2022 | 0.00% | 1.69% |
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