BDVL vs GSWO
Comparison between iShares Disciplined Volatility Equity Active ETF (BDVL, ETF) and Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF (GSWO, ETF).
BDVL vs GSWO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVL
$1.50B
GSWO
$1.50B
Expense Ratio
BDVL
0.40%
Winner
GSWO
0.25%
Max Drawdown
Winner
BDVL
7.71%
GSWO
18.80%
Sharpe Ratio
BDVL
0.78
Winner
GSWO
1.52
5Y Beta
BDVL
0.63
Winner
GSWO
0.62
P/E Ratio
BDVL
N/A
GSWO
25.97
Forward P/E
BDVL
N/A
GSWO
20.29
PEG Ratio
BDVL
N/A
GSWO
0.48
5Y EPS CAGR
BDVL
N/A
GSWO
26.41%
Debt to Equity
BDVL
N/A
GSWO
28.65%
P/S Ratio
BDVL
N/A
GSWO
3.00
P/B Ratio
BDVL
N/A
GSWO
5.04
BDVL vs GSWO - Holdings Comparison
BDVL and GSWO have 120 common holdings. Overlap is 9.53%
BDVL's top 25 holdings weight is 40.88%. GSWO's top 25 holdings weight is 37.22%.
| Rank | BDVL | GSWO |
|---|---|---|
| #1 | INR/USD PURCHASED (n/a) - 4.83% | NVIDIA CORP (NVDA) - 5.79% |
| #2 | JPY/USD PURCHASED (n/a) - 3.78% | APPLE INC (AAPL) - 4.74% |
| #3 | ISHARES MSCI INDIA ETF (INDA) - 3.18% | MICROSOFT CORP (MSFT) - 3.76% |
| #4 | USD CASH (n/a) - 3.12% | AMAZON.COM INC (AMZN) - 2.93% |
| #5 | HKD/USD PURCHASED (n/a) - 2.90% | ALPHABET INC CLASS A (GOOGL) - 2.38% |
| #6 | EUR/USD PURCHASED (n/a) - 2.75% | BROADCOM INC (AVGO) - 2.32% |
| #7 | CAD/USD PURCHASED (n/a) - 1.76% | ALPHABET INC CLASS C (GOOG) - 2.06% |
| #8 | MICROSOFT CORP (MSFT) - 1.39% | META PLATFORMS INC CLASS A (META) - 1.77% |
| #9 | ASML HOLDING NV (n/a) - 1.25% | TESLA INC (TSLA) - 1.29% |
| #10 | VERIZON COMMUNICATIONS INC (VZ) - 1.24% | JPMORGAN CHASE & CO (JPM) - 1.03% |
| #11 | ALPHABET INC CLASS C (GOOG) - 1.20% | ELI LILLY AND CO (LLY) - 0.90% |
| #12 | AMPHENOL CORP CLASS A (APH) - 1.18% | WALMART INC (WMT) - 0.79% |
| #13 | HOWMET AEROSPACE INC (HWM) - 1.15% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.73% |
| #14 | AMAZON.COM INC (AMZN) - 1.15% | EXXON MOBIL CORP (XOM) - 0.70% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.10% | VISA INC CLASS A (V) - 0.69% |
| #16 | AUD/USD PURCHASED (n/a) - 1.03% | JOHNSON & JOHNSON (JNJ) - 0.65% |
| #17 | SOUTHERN CO (SO) - 0.99% | MICRON TECHNOLOGY INC (MU) - 0.65% |
| #18 | LAM RESEARCH CORP (LRCX) - 0.99% | ASML HOLDING NV (n/a) - 0.63% |
| #19 | META PLATFORMS INC CLASS A (META) - 0.96% | MASTERCARD INC CLASS A (MA) - 0.56% |
| #20 | MOTOROLA SOLUTIONS INC (MSI) - 0.96% | COSTCO WHOLESALE CORP (COST) - 0.54% |
| #21 | CENCORA INC (COR) - 0.94% | ADVANCED MICRO DEVICES INC (AMD) - 0.53% |
| #22 | PROCTER & GAMBLE CO (PG) - 0.90% | NETFLIX INC (NFLX) - 0.47% |
| #23 | THB/USD PURCHASED (n/a) - 0.87% | LAM RESEARCH CORP (LRCX) - 0.46% |
| #24 | KRW/USD PURCHASED (n/a) - 0.63% | CISCO SYSTEMS INC (CSCO) - 0.43% |
| #25 | CHF/USD PURCHASED (n/a) - 0.63% | CATERPILLAR INC (CAT) - 0.42% |
| Total Holdings | 529 | 777 |
BDVL vs GSWO - Historical Returns
Returns include dividend reinvestment.
1M
BDVL
+1.94%
Winner
GSWO
+6.94%
3M
BDVL
+2.28%
Winner
GSWO
+4.55%
6M
BDVL
+7.52%
Winner
GSWO
+11.85%
1Y
BDVL
N/A
GSWO
+21.75%
5Y(CAGR)
BDVL
N/A
GSWO
+12.54%
Max(CAGR)
BDVL
+11.37%
Winner
GSWO
+12.54%
BDVL vs GSWO - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BDVL | GSWO |
|---|---|---|
| 2026 | +5.21% | +9.11% |
| 2025 | +1.98% | +18.96% |
| 2024 | N/A | +15.96% |
| 2023 | N/A | +16.40% |
| 2022 | N/A | -6.17% |
BDVL vs GSWO Drawdown Comparison
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The maximum drawdown for GSWO was -17.78%, occurring on Oct 12, 2022. Recovery took 323 trading sessions.
The current BDVL drawdown is -0.55%.
| Rank | BDVL | GSWO |
|---|---|---|
| #1 | -7.71% Feb 27, 2026 - May 6, 2026 | -17.78% Mar 29, 2022 - Jul 13, 2023 |
| #2 | -3.36% Nov 12, 2025 - Dec 5, 2025 | -9.97% Feb 13, 2025 - May 2, 2025 |
| #3 | -1.99% Sep 17, 2025 - Oct 20, 2025 | -8.93% Feb 25, 2026 - Apr 15, 2026 |
| #4 | -1.48% Jan 12, 2026 - Jan 26, 2026 | -7.71% Jul 25, 2023 - Nov 22, 2023 |
| #5 | -1.43% Oct 27, 2025 - Nov 11, 2025 | -5.68% Dec 5, 2024 - Feb 11, 2025 |
| #6 | -1.05% Jan 27, 2026 - Feb 9, 2026 | -4.68% Jul 17, 2024 - Aug 15, 2024 |
| #7 | -0.87% Dec 11, 2025 - Dec 22, 2025 | -4.67% Mar 28, 2024 - Jun 12, 2024 |
| #8 | -0.77% May 6, 2026 - May 7, 2026 | -3.36% Oct 18, 2024 - Nov 7, 2024 |
| #9 | -0.75% Dec 26, 2025 - Jan 6, 2026 | -2.77% Nov 12, 2025 - Nov 26, 2025 |
| #10 | -0.69% Dec 5, 2025 - Dec 11, 2025 | -2.75% Nov 7, 2024 - Nov 29, 2024 |
| #11 | -0.64% Feb 11, 2026 - Feb 20, 2026 | -2.26% Jul 23, 2025 - Aug 12, 2025 |
| #12 | -0.64% Oct 20, 2025 - Oct 27, 2025 | -2.04% Aug 30, 2024 - Sep 13, 2024 |
| #13 | -0.61% Feb 20, 2026 - Feb 24, 2026 | -1.92% Oct 6, 2025 - Oct 27, 2025 |
| #14 | -0.33% Sep 15, 2025 - Sep 17, 2025 | -1.80% Jan 12, 2026 - Jan 26, 2026 |
| #15 | -0.33% Jan 6, 2026 - Jan 9, 2026 | -1.72% Jul 3, 2025 - Jul 23, 2025 |
Correlation
Correlation between BDVL and GSWO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2022 - 2026)
BDVL vs GSWO dividend yield comparison.
| Year | BDVL | GSWO |
|---|---|---|
| 2026 | 0.00% | 0.30% |
| 2025 | 2.79% | 1.74% |
| 2024 | 0.00% | 1.75% |
| 2023 | 0.00% | 2.06% |
| 2022 | 0.00% | 1.73% |
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