BDVL vs PKW
Comparison between iShares Disciplined Volatility Equity Active ETF (BDVL, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
BDVL vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVL
$1.70B
PKW
$1.70B
Expense Ratio
Winner
BDVL
0.40%
PKW
0.62%
Max Drawdown
Winner
BDVL
7.71%
PKW
55.28%
Sharpe Ratio
BDVL
0.64
Winner
PKW
0.79
5Y Beta
Winner
BDVL
0.61
PKW
0.82
P/E Ratio
BDVL
N/A
PKW
17.54
Forward P/E
BDVL
N/A
PKW
11.86
5Y Dividends CAGR
BDVL
N/A
PKW
4.77%
5Y EPS CAGR
BDVL
N/A
PKW
10.02%
Debt to Equity
BDVL
N/A
PKW
49.56%
P/S Ratio
BDVL
N/A
PKW
1.23
P/B Ratio
BDVL
N/A
PKW
2.37
BDVL vs PKW - Holdings Comparison
BDVL and PKW have 16 common holdings. Overlap is -3.23%
BDVL's top 25 holdings weight is 38.54%. PKW's top 25 holdings weight is 59.34%.
| Rank | BDVL | PKW |
|---|---|---|
| #1 | INR/USD PURCHASED (n/a) - 4.24% | CITIGROUP INC (C) - 5.67% |
| #2 | EUR/USD PURCHASED (n/a) - 3.26% | WELLS FARGO & CO (WFC) - 5.03% |
| #3 | JPY/USD PURCHASED (n/a) - 2.82% | n/a (JCI) - 4.32% |
| #4 | ISHARES MSCI INDIA ETF (INDA) - 2.74% | ADOBE INC (ADBE) - 4.21% |
| #5 | USD CASH (n/a) - 2.61% | MARATHON PETROLEUM CORP (MPC) - 3.86% |
| #6 | HKD/USD PURCHASED (n/a) - 2.22% | HCA HEALTHCARE INC (HCA) - 3.25% |
| #7 | ASML HOLDING NV (n/a) - 1.67% | GENERAL MOTORS CO (GM) - 3.25% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.51% | AFLAC INC (AFL) - 2.80% |
| #9 | INTEL CORP (INTC) - 1.36% | EBAY INC (EBAY) - 2.43% |
| #10 | TJX COMPANIES INC (TJX) - 1.33% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.21% |
| #11 | HOWMET AEROSPACE INC (HWM) - 1.30% | ELECTRONIC ARTS INC (EA) - 2.13% |
| #12 | AMAZON.COM INC (AMZN) - 1.28% | PAYPAL HOLDINGS INC (PYPL) - 2.12% |
| #13 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.26% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.97% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.25% | IQVIA HOLDINGS INC (IQV) - 1.66% |
| #15 | CISCO SYSTEMS INC (CSCO) - 1.21% | D.R. HORTON INC (DHI) - 1.52% |
| #16 | MCKESSON CORP (MCK) - 1.14% | THE KROGER CO (KR) - 1.51% |
| #17 | JOHNSON & JOHNSON (JNJ) - 1.08% | JABIL INC (JBL) - 1.49% |
| #18 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.08% | M&T BANK CORP (MTB) - 1.48% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.07% | FISERV INC (FISV) - 1.37% |
| #20 | PROGRESSIVE CORP (PGR) - 1.04% | AERCAP HOLDINGS NV (AER) - 1.33% |
| #21 | CAD/USD PURCHASED (n/a) - 0.76% | NRG ENERGY INC (NRG) - 1.29% |
| #22 | GBP/USD PURCHASED (n/a) - 0.69% | TAPESTRY INC (TPR) - 1.29% |
| #23 | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 0.54% | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.07% |
| #24 | S&P GLOBAL INC (SPGI) - 0.54% | SOUTHWEST AIRLINES CO (LUV) - 1.06% |
| #25 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.54% | DOLLAR TREE INC (DLTR) - 1.02% |
| Total Holdings | 518 | 229 |
BDVL vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
BDVL
+0.47%
Winner
PKW
+2.94%
3M
BDVL
+2.41%
Winner
PKW
+4.93%
6M
Winner
BDVL
+5.32%
PKW
+5.09%
1Y
BDVL
+8.03%
Winner
PKW
+14.60%
5Y(CAGR)
BDVL
N/A
PKW
+10.97%
10Y(CAGR)
BDVL
N/A
PKW
+13.27%
Max(CAGR)
BDVL
+9.83%
Winner
PKW
+10.53%
BDVL vs PKW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BDVL | PKW |
|---|---|---|
| 2026 | +6.05% | +6.46% |
| 2025 | +1.98% | +17.82% |
| 2024 | N/A | +16.80% |
| 2023 | N/A | +17.54% |
| 2022 | N/A | -10.32% |
| 2021 | N/A | +34.49% |
| 2020 | N/A | +7.44% |
| 2019 | N/A | +33.50% |
| 2018 | N/A | -11.24% |
| 2017 | N/A | +17.10% |
| 2016 | N/A | +14.54% |
| 2015 | N/A | -4.08% |
| 2014 | N/A | +13.67% |
| 2013 | N/A | +42.23% |
| 2012 | N/A | +12.86% |
| 2011 | N/A | +8.67% |
| 2010 | N/A | +16.47% |
| 2009 | N/A | +29.66% |
| 2008 | N/A | -32.24% |
| 2007 | N/A | -1.83% |
| 2006 | N/A | -0.20% |
BDVL vs PKW Drawdown Comparison
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current BDVL drawdown is -0.63%. The current PKW drawdown is -0.05%.
| Rank | BDVL | PKW |
|---|---|---|
| #1 | -7.71% Feb 27, 2026 - May 6, 2026 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -3.36% Nov 12, 2025 - Dec 5, 2025 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -2.31% May 26, 2026 - Jun 15, 2026 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -1.99% Sep 17, 2025 - Oct 20, 2025 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -1.55% Jun 15, 2026 - Jul 6, 2026 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -1.51% May 6, 2026 - May 26, 2026 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -1.48% Jan 12, 2026 - Jan 26, 2026 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -1.43% Oct 27, 2025 - Nov 11, 2025 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -1.05% Jan 27, 2026 - Feb 9, 2026 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -0.87% Dec 11, 2025 - Dec 22, 2025 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -0.75% Dec 26, 2025 - Jan 6, 2026 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -0.72% Jul 6, 2026 - Jul 10, 2026 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -0.69% Dec 5, 2025 - Dec 11, 2025 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -0.64% Feb 11, 2026 - Feb 20, 2026 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -0.64% Oct 20, 2025 - Oct 27, 2025 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between BDVL and PKW is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2007 - 2026)
BDVL vs PKW dividend yield comparison.
| Year | BDVL | PKW |
|---|---|---|
| 2026 | 0.86% | 0.33% |
| 2025 | 2.79% | 0.99% |
| 2024 | 0.00% | 0.86% |
| 2023 | 0.00% | 1.17% |
| 2022 | 0.00% | 1.22% |
| 2021 | 0.00% | 0.72% |
| 2020 | 0.00% | 1.48% |
| 2019 | 0.00% | 1.30% |
| 2018 | 0.00% | 1.30% |
| 2017 | 0.00% | 0.65% |
| 2016 | 0.00% | 1.59% |
| 2015 | 0.00% | 1.14% |
| 2014 | 0.00% | 1.03% |
| 2013 | 0.00% | 0.62% |
| 2012 | 0.00% | 1.25% |
| 2011 | 0.00% | 0.85% |
| 2010 | 0.00% | 0.30% |
| 2009 | 0.00% | 1.29% |
| 2008 | 0.00% | 1.58% |
| 2007 | 0.00% | 0.27% |
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