BDVL vs HEDJ
Comparison between iShares Disciplined Volatility Equity Active ETF (BDVL, ETF) and WISDOMTREE EUROPE HEDGED EQUITY FUND (HEDJ, ETF).
BDVL vs HEDJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVL
$1.70B
Winner
HEDJ
$1.80B
Expense Ratio
Winner
BDVL
0.40%
HEDJ
0.58%
Max Drawdown
Winner
BDVL
7.71%
HEDJ
38.18%
Sharpe Ratio
BDVL
0.45
Winner
HEDJ
0.73
5Y Beta
Winner
BDVL
0.62
HEDJ
0.77
5Y Dividends CAGR
BDVL
N/A
HEDJ
8.93%
BDVL vs HEDJ - Holdings Comparison
BDVL and HEDJ have 1 common holdings. Overlap is -5.30%
BDVL's top 25 holdings weight is 45.52%. HEDJ's top 25 holdings weight is 62.99%.
| Rank | BDVL | HEDJ |
|---|---|---|
| #1 | INR/USD PURCHASED (n/a) - 5.13% | ASML HOLDING NV (n/a) - 6.34% |
| #2 | JPY/USD PURCHASED (n/a) - 4.86% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 5.96% |
| #3 | EUR/USD PURCHASED (n/a) - 4.13% | BANCO SANTANDER SA (n/a) - 4.84% |
| #4 | HKD/USD PURCHASED (n/a) - 3.75% | SIEMENS AG (n/a) - 4.25% |
| #5 | ISHARES MSCI INDIA ETF (INDA) - 2.85% | DEUTSCHE TELEKOM AG (n/a) - 4.06% |
| #6 | CAD/USD PURCHASED (n/a) - 1.87% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 4.00% |
| #7 | USD CASH (n/a) - 1.77% | SANOFI SA (n/a) - 3.72% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.70% | L'OREAL SA (n/a) - 3.06% |
| #9 | INTEL CORP (INTC) - 1.56% | ANHEUSER-BUSCH INBEV SA/NV (n/a) - 2.68% |
| #10 | CHF/USD PURCHASED (n/a) - 1.38% | BASF SE (n/a) - 2.24% |
| #11 | AMAZON.COM INC (AMZN) - 1.37% | BAYERISCHE MOTOREN WERKE AG (n/a) - 2.14% |
| #12 | AUD/USD PURCHASED (n/a) - 1.34% | SCHNEIDER ELECTRIC SE (n/a) - 1.88% |
| #13 | MICROSOFT CORP (MSFT) - 1.30% | n/a (n/a) - 1.78% |
| #14 | ASML HOLDING NV (n/a) - 1.29% | SAP SE (n/a) - 1.72% |
| #15 | HOWMET AEROSPACE INC (HWM) - 1.25% | TENARIS SA (n/a) - 1.71% |
| #16 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.24% | DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.70% |
| #17 | VERIZON COMMUNICATIONS INC (VZ) - 1.08% | AIR LIQUIDE SA (n/a) - 1.49% |
| #18 | TJX COMPANIES INC (TJX) - 1.06% | HEINEKEN NV (n/a) - 1.29% |
| #19 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.03% | DANONE SA (n/a) - 1.29% |
| #20 | SOUTHERN CO (SO) - 1.01% | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 1.23% |
| #21 | AMPHENOL CORP CLASS A (APH) - 0.97% | KONE OYJ CLASS B (n/a) - 1.23% |
| #22 | CISCO SYSTEMS INC (CSCO) - 0.97% | FERROVIAL NV (n/a) - 1.22% |
| #23 | BROADCOM INC (AVGO) - 0.96% | MAPFRE SA (n/a) - 1.13% |
| #24 | MXN/USD PURCHASED (n/a) - 0.93% | HANNOVER RUECK SE REGISTERED SHARES (n/a) - 1.02% |
| #25 | GBP/USD PURCHASED (n/a) - 0.72% | AEGON LTD (n/a) - 1.01% |
| Total Holdings | 523 | 132 |
BDVL vs HEDJ - Historical Returns
Returns include dividend reinvestment.
1M
BDVL
-1.03%
Winner
HEDJ
+2.54%
3M
BDVL
+1.12%
Winner
HEDJ
+5.14%
6M
BDVL
+3.82%
Winner
HEDJ
+6.60%
1Y
BDVL
N/A
HEDJ
+14.80%
5Y(CAGR)
BDVL
N/A
HEDJ
+10.75%
10Y(CAGR)
BDVL
N/A
HEDJ
+10.56%
Max(CAGR)
BDVL
+7.81%
Winner
HEDJ
+8.82%
BDVL vs HEDJ - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | BDVL | HEDJ |
|---|---|---|
| 2026 | +3.62% | +4.55% |
| 2025 | +1.98% | +23.50% |
| 2024 | N/A | +5.60% |
| 2023 | N/A | +23.15% |
| 2022 | N/A | -11.43% |
| 2021 | N/A | +22.25% |
| 2020 | N/A | -4.98% |
| 2019 | N/A | +27.10% |
| 2018 | N/A | -9.15% |
| 2017 | N/A | +12.11% |
| 2016 | N/A | +11.53% |
| 2015 | N/A | +5.16% |
| 2014 | N/A | +6.74% |
| 2013 | N/A | +19.10% |
| 2012 | N/A | +18.69% |
| 2011 | N/A | -10.30% |
| 2010 | N/A | +1.41% |
| 2009 | N/A | +0.00% |
BDVL vs HEDJ Drawdown Comparison
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The maximum drawdown for HEDJ was -38.18%, occurring on Mar 16, 2020. Recovery took 270 trading sessions.
The current BDVL drawdown is -2.08%. The current HEDJ drawdown is -1.94%.
| Rank | BDVL | HEDJ |
|---|---|---|
| #1 | -7.71% Feb 27, 2026 - May 6, 2026 | -38.18% Feb 12, 2020 - Mar 10, 2021 |
| #2 | -3.36% Nov 12, 2025 - Dec 5, 2025 | -26.09% Apr 10, 2015 - Mar 9, 2017 |
| #3 | -2.08% May 26, 2026 - Jun 5, 2026 | -22.22% Jan 4, 2022 - Feb 15, 2023 |
| #4 | -1.99% Sep 17, 2025 - Oct 20, 2025 | -21.93% Feb 17, 2011 - Dec 6, 2012 |
| #5 | -1.51% May 6, 2026 - May 26, 2026 | -16.93% May 22, 2018 - Apr 5, 2019 |
| #6 | -1.48% Jan 12, 2026 - Jan 26, 2026 | -15.93% Mar 19, 2025 - May 16, 2025 |
| #7 | -1.43% Oct 27, 2025 - Nov 11, 2025 | -13.36% Apr 14, 2010 - Jan 12, 2011 |
| #8 | -1.05% Jan 27, 2026 - Feb 9, 2026 | -12.12% Apr 1, 2024 - Jan 30, 2025 |
| #9 | -0.87% Dec 11, 2025 - Dec 22, 2025 | -12.04% Jun 19, 2014 - Dec 3, 2014 |
| #10 | -0.75% Dec 26, 2025 - Jan 6, 2026 | -11.90% Feb 25, 2026 - May 26, 2026 |
| #11 | -0.69% Dec 5, 2025 - Dec 11, 2025 | -11.01% May 21, 2013 - Aug 13, 2013 |
| #12 | -0.64% Feb 11, 2026 - Feb 20, 2026 | -10.52% Jul 28, 2023 - Dec 5, 2023 |
| #13 | -0.64% Oct 20, 2025 - Oct 27, 2025 | -10.14% Jan 19, 2010 - Mar 29, 2010 |
| #14 | -0.61% Feb 20, 2026 - Feb 24, 2026 | -8.96% Jan 23, 2018 - May 16, 2018 |
| #15 | -0.33% Sep 15, 2025 - Sep 17, 2025 | -8.61% Jul 24, 2019 - Oct 23, 2019 |
Correlation
Correlation between BDVL and HEDJ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2010 - 2025)
BDVL vs HEDJ dividend yield comparison.
| Year | BDVL | HEDJ |
|---|---|---|
| 2025 | 2.79% | 1.63% |
| 2024 | 0.00% | 3.28% |
| 2023 | 0.00% | 3.31% |
| 2022 | 0.00% | 2.83% |
| 2021 | 0.00% | 2.08% |
| 2020 | 0.00% | 2.65% |
| 2019 | 0.00% | 1.82% |
| 2018 | 0.00% | 2.73% |
| 2017 | 0.00% | 2.27% |
| 2016 | 0.00% | 2.74% |
| 2015 | 0.00% | 9.44% |
| 2014 | 0.00% | 5.83% |
| 2013 | 0.00% | 1.85% |
| 2012 | 0.00% | 2.27% |
| 2011 | 0.00% | 3.39% |
| 2010 | 0.00% | 3.53% |
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