BDVL vs EUSA
Comparison between iShares Disciplined Volatility Equity Active ETF (BDVL, ETF) and ISHARES MSCI USA EQUAL WEIGHTED ETF (EUSA, ETF).
BDVL vs EUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVL
$1.70B
EUSA
$1.70B
Expense Ratio
BDVL
0.40%
Winner
EUSA
0.09%
Max Drawdown
Winner
BDVL
7.71%
EUSA
39.16%
Sharpe Ratio
BDVL
0.68
Winner
EUSA
1.17
5Y Beta
Winner
BDVL
0.62
EUSA
0.82
P/E Ratio
BDVL
N/A
EUSA
25.54
Forward P/E
BDVL
N/A
EUSA
17.57
PEG Ratio
BDVL
N/A
EUSA
0.17
5Y Dividends CAGR
BDVL
N/A
EUSA
11.46%
5Y EPS CAGR
BDVL
N/A
EUSA
12.69%
Debt to Equity
BDVL
N/A
EUSA
16.75%
BDVL vs EUSA - Holdings Comparison
BDVL and EUSA have 169 common holdings. Overlap is 8.25%
BDVL's top 25 holdings weight is 48.75%. EUSA's top 25 holdings weight is 7.65%.
| Rank | BDVL | EUSA |
|---|---|---|
| #1 | JPY/USD PURCHASED (n/a) - 5.25% | SMURFIT WESTROCK PLC (SW) - 0.42% |
| #2 | INR/USD PURCHASED (n/a) - 4.87% | FLUTTER ENTERTAINMENT PLC (FLUT) - 0.42% |
| #3 | EUR/USD PURCHASED (n/a) - 4.63% | IREN LTD (IREN) - 0.42% |
| #4 | HKD/USD PURCHASED (n/a) - 3.97% | ROYAL CARIBBEAN GROUP (RCL) - 0.42% |
| #5 | ISHARES MSCI INDIA ETF (INDA) - 2.84% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.42% |
| #6 | USD CASH (n/a) - 2.54% | WESTERN DIGITAL CORP (WDC) - 0.42% |
| #7 | CAD/USD PURCHASED (n/a) - 2.41% | WATERS CORP (WAT) - 0.42% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.61% | XPO INC (XPO) - 0.42% |
| #9 | AUD/USD PURCHASED (n/a) - 1.55% | n/a (DELL) - 0.30% |
| #10 | CHF/USD PURCHASED (n/a) - 1.50% | MARVELL TECHNOLOGY INC (MRVL) - 0.28% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.46% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.27% |
| #12 | INTEL CORP (INTC) - 1.39% | ASTERA LABS INC (ALAB) - 0.26% |
| #13 | AMAZON.COM INC (AMZN) - 1.38% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.26% |
| #14 | TJX COMPANIES INC (TJX) - 1.32% | OKTA INC CLASS A (OKTA) - 0.26% |
| #15 | ASML HOLDING NV (n/a) - 1.32% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.26% |
| #16 | HOWMET AEROSPACE INC (HWM) - 1.21% | NETAPP INC (NTAP) - 0.25% |
| #17 | MICROSOFT CORP (MSFT) - 1.16% | MICRON TECHNOLOGY INC (MU) - 0.25% |
| #18 | SGD/USD PURCHASED (n/a) - 1.10% | SUPER MICRO COMPUTER INC (SMCI) - 0.25% |
| #19 | VISA INC CLASS A (V) - 1.08% | CDW CORP (CDW) - 0.24% |
| #20 | MASTERCARD INC CLASS A (MA) - 1.06% | BEST BUY CO INC (BBY) - 0.24% |
| #21 | SOUTHERN CO (SO) - 1.06% | APTIV PLC (APTV) - 0.24% |
| #22 | MCKESSON CORP (MCK) - 1.05% | AMPHENOL CORP CLASS A (APH) - 0.24% |
| #23 | GBP/USD PURCHASED (n/a) - 1.04% | AGILENT TECHNOLOGIES INC (A) - 0.23% |
| #24 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.98% | WILLIAMS-SONOMA INC (WSM) - 0.23% |
| #25 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.97% | KLA CORP (KLAC) - 0.23% |
| Total Holdings | 524 | 522 |
BDVL vs EUSA - Historical Returns
Returns include dividend reinvestment.
1M
BDVL
+1.08%
Winner
EUSA
+3.66%
3M
BDVL
+5.91%
Winner
EUSA
+9.99%
6M
BDVL
+6.21%
Winner
EUSA
+9.40%
1Y
BDVL
N/A
EUSA
+18.63%
5Y(CAGR)
BDVL
N/A
EUSA
+8.23%
10Y(CAGR)
BDVL
N/A
EUSA
+11.72%
Max(CAGR)
BDVL
+10.34%
Winner
EUSA
+12.09%
BDVL vs EUSA - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | BDVL | EUSA |
|---|---|---|
| 2026 | +5.74% | +8.64% |
| 2025 | +1.98% | +10.51% |
| 2024 | N/A | +15.10% |
| 2023 | N/A | +17.98% |
| 2022 | N/A | -17.00% |
| 2021 | N/A | +27.66% |
| 2020 | N/A | +14.76% |
| 2019 | N/A | +30.16% |
| 2018 | N/A | -9.19% |
| 2017 | N/A | +18.05% |
| 2016 | N/A | +16.33% |
| 2015 | N/A | -2.10% |
| 2014 | N/A | +14.92% |
| 2013 | N/A | +28.94% |
| 2012 | N/A | +13.92% |
| 2011 | N/A | +2.25% |
| 2010 | N/A | +15.55% |
BDVL vs EUSA Drawdown Comparison
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The maximum drawdown for EUSA was -39.16%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The current BDVL drawdown is -0.56%. The current EUSA drawdown is -1.23%.
| Rank | BDVL | EUSA |
|---|---|---|
| #1 | -7.71% Feb 27, 2026 - May 6, 2026 | -39.16% Feb 20, 2020 - Nov 9, 2020 |
| #2 | -3.36% Nov 12, 2025 - Dec 5, 2025 | -25.23% Nov 16, 2021 - Feb 29, 2024 |
| #3 | -2.31% May 26, 2026 - Jun 15, 2026 | -20.76% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -1.99% Sep 17, 2025 - Oct 20, 2025 | -18.67% May 21, 2015 - Jul 11, 2016 |
| #5 | -1.51% May 6, 2026 - May 26, 2026 | -18.23% May 10, 2011 - Feb 16, 2012 |
| #6 | -1.48% Jan 12, 2026 - Jan 26, 2026 | -18.20% Nov 29, 2024 - Jul 22, 2025 |
| #7 | -1.43% Oct 27, 2025 - Nov 11, 2025 | -10.27% May 13, 2010 - Oct 15, 2010 |
| #8 | -1.21% Jun 15, 2026 - Jun 17, 2026 | -10.00% Mar 27, 2012 - Aug 17, 2012 |
| #9 | -1.05% Jan 27, 2026 - Feb 9, 2026 | -9.17% Jan 26, 2018 - Aug 20, 2018 |
| #10 | -0.87% Dec 11, 2025 - Dec 22, 2025 | -8.08% Sep 19, 2014 - Oct 31, 2014 |
| #11 | -0.75% Dec 26, 2025 - Jan 6, 2026 | -7.82% Feb 26, 2026 - Apr 17, 2026 |
| #12 | -0.69% Dec 5, 2025 - Dec 11, 2025 | -7.75% Sep 14, 2012 - Jan 2, 2013 |
| #13 | -0.64% Feb 11, 2026 - Feb 20, 2026 | -7.26% Jul 24, 2019 - Oct 28, 2019 |
| #14 | -0.64% Oct 20, 2025 - Oct 27, 2025 | -6.81% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -0.61% Feb 20, 2026 - Feb 24, 2026 | -6.21% Mar 28, 2024 - Jul 15, 2024 |
Correlation
Correlation between BDVL and EUSA is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2010 - 2026)
BDVL vs EUSA dividend yield comparison.
| Year | BDVL | EUSA |
|---|---|---|
| 2026 | 0.86% | 0.59% |
| 2025 | 2.79% | 1.63% |
| 2024 | 0.00% | 1.47% |
| 2023 | 0.00% | 1.53% |
| 2022 | 0.00% | 1.73% |
| 2021 | 0.00% | 1.23% |
| 2020 | 0.00% | 1.45% |
| 2019 | 0.00% | 1.49% |
| 2018 | 0.00% | 2.01% |
| 2017 | 0.00% | 1.50% |
| 2016 | 0.00% | 1.59% |
| 2015 | 0.00% | 2.21% |
| 2014 | 0.00% | 1.91% |
| 2013 | 0.00% | 1.97% |
| 2012 | 0.00% | 2.07% |
| 2011 | 0.00% | 1.10% |
| 2010 | 0.00% | 1.48% |
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