BDVL vs REGL
Comparison between iShares Disciplined Volatility Equity Active ETF (BDVL, ETF) and PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF (REGL, ETF).
BDVL vs REGL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVL
$1.70B
REGL
$1.70B
Expense Ratio
BDVL
0.40%
REGL
0.40%
Max Drawdown
Winner
BDVL
7.71%
REGL
36.37%
Sharpe Ratio
BDVL
0.48
Winner
REGL
0.65
5Y Beta
BDVL
0.62
Winner
REGL
0.61
P/E Ratio
BDVL
22.12
Winner
REGL
17.03
Forward P/E
BDVL
18.96
Winner
REGL
15.05
PEG Ratio
BDVL
N/A
REGL
0.17
5Y Dividends CAGR
BDVL
N/A
REGL
6.02%
5Y EPS CAGR
Winner
BDVL
20.44%
REGL
12.64%
Debt to Equity
Winner
BDVL
3.21%
REGL
51.90%
P/S Ratio
BDVL
2.14
Winner
REGL
1.56
P/B Ratio
BDVL
4.20
Winner
REGL
2.04
BDVL vs REGL - Holdings Comparison
BDVL and REGL have 1 common holdings. Overlap is -5.52%
BDVL's top 25 holdings weight is 49.95%. REGL's top 25 holdings weight is 41.65%.
| Rank | BDVL | REGL |
|---|---|---|
| #1 | JPY/USD PURCHASED (n/a) - 5.47% | LITTELFUSE INC (LFUS) - 1.95% |
| #2 | INR/USD PURCHASED (n/a) - 5.01% | RELIANCE INC (RS) - 1.84% |
| #3 | EUR/USD PURCHASED (n/a) - 4.63% | CABOT CORP (CBT) - 1.82% |
| #4 | HKD/USD PURCHASED (n/a) - 4.12% | CHEMED CORP (CHE) - 1.77% |
| #5 | ISHARES MSCI INDIA ETF (INDA) - 2.85% | RYDER SYSTEM INC (R) - 1.77% |
| #6 | CAD/USD PURCHASED (n/a) - 2.31% | POLARIS INC (PII) - 1.76% |
| #7 | CHF/USD PURCHASED (n/a) - 2.11% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.72% |
| #8 | GBP/USD PURCHASED (n/a) - 1.82% | UNUM GROUP (UNM) - 1.69% |
| #9 | AUD/USD PURCHASED (n/a) - 1.78% | LITHIA MOTORS INC CLASS A (LAD) - 1.67% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.73% | SEI INVESTMENTS CO (SEIC) - 1.67% |
| #11 | USD CASH (n/a) - 1.49% | UMB FINANCIAL CORP (UMBF) - 1.66% |
| #12 | TWD/USD PURCHASED (n/a) - 1.40% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.66% |
| #13 | AMAZON.COM INC (AMZN) - 1.39% | THE HANOVER INSURANCE GROUP INC (THG) - 1.64% |
| #14 | INTEL CORP (INTC) - 1.29% | COMMERCE BANCSHARES INC (CBSH) - 1.63% |
| #15 | ASML HOLDING NV (n/a) - 1.26% | INTERNATIONAL BANCSHARES CORP (IBOC) - 1.60% |
| #16 | MICROSOFT CORP (MSFT) - 1.24% | RB GLOBAL INC (RBA) - 1.60% |
| #17 | SGD/USD PURCHASED (n/a) - 1.22% | FIRST FINANCIAL BANKSHARES INC (FFIN) - 1.60% |
| #18 | HOWMET AEROSPACE INC (HWM) - 1.21% | OGE ENERGY CORP (OGE) - 1.59% |
| #19 | CISCO SYSTEMS INC (CSCO) - 1.19% | UNITED BANKSHARES INC (UBSI) - 1.58% |
| #20 | TJX COMPANIES INC (TJX) - 1.14% | BANK OZK (OZK) - 1.58% |
| #21 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.14% | HOME BANCSHARES INC (HOMB) - 1.58% |
| #22 | BRL/USD PURCHASED (n/a) - 1.08% | CUBESMART (CUBE) - 1.58% |
| #23 | VISA INC CLASS A (V) - 1.07% | NORTHWESTERN ENERGY GROUP INC (NWE) - 1.57% |
| #24 | SOUTHERN CO (SO) - 1.04% | AMERICAN FINANCIAL GROUP INC (AFG) - 1.56% |
| #25 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.96% | PROSPERITY BANCSHARES INC (PB) - 1.56% |
| Total Holdings | 558 | 66 |
BDVL vs REGL - Historical Returns
Returns include dividend reinvestment.
1M
BDVL
-1.19%
Winner
REGL
-0.69%
3M
Winner
BDVL
+1.52%
REGL
+1.05%
6M
BDVL
+4.88%
Winner
REGL
+8.16%
1Y
BDVL
N/A
REGL
+12.04%
5Y(CAGR)
BDVL
N/A
REGL
+6.53%
10Y(CAGR)
BDVL
N/A
REGL
+9.23%
Max(CAGR)
BDVL
+8.16%
Winner
REGL
+9.62%
BDVL vs REGL - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | BDVL | REGL |
|---|---|---|
| 2026 | +3.96% | +5.68% |
| 2025 | +1.98% | +7.70% |
| 2024 | N/A | +11.89% |
| 2023 | N/A | +5.28% |
| 2022 | N/A | -0.20% |
| 2021 | N/A | +21.71% |
| 2020 | N/A | +7.86% |
| 2019 | N/A | +19.60% |
| 2018 | N/A | -3.28% |
| 2017 | N/A | +9.97% |
| 2016 | N/A | +32.07% |
| 2015 | N/A | -0.35% |
BDVL vs REGL Drawdown Comparison
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The maximum drawdown for REGL was -36.37%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current BDVL drawdown is -1.76%. The current REGL drawdown is -3.68%.
| Rank | BDVL | REGL |
|---|---|---|
| #1 | -7.71% Feb 27, 2026 - May 6, 2026 | -36.37% Feb 13, 2020 - Nov 10, 2020 |
| #2 | -3.36% Nov 12, 2025 - Dec 5, 2025 | -16.97% Nov 25, 2024 - Jan 6, 2026 |
| #3 | -2.08% May 26, 2026 - Jun 5, 2026 | -15.24% Feb 2, 2023 - Mar 4, 2024 |
| #4 | -1.99% Sep 17, 2025 - Oct 20, 2025 | -14.53% Sep 14, 2018 - Apr 11, 2019 |
| #5 | -1.51% May 6, 2026 - May 26, 2026 | -13.53% Aug 16, 2022 - Nov 22, 2022 |
| #6 | -1.48% Jan 12, 2026 - Jan 26, 2026 | -11.71% Jan 4, 2022 - Aug 12, 2022 |
| #7 | -1.43% Oct 27, 2025 - Nov 11, 2025 | -11.51% Nov 3, 2015 - Mar 4, 2016 |
| #8 | -1.05% Jan 27, 2026 - Feb 9, 2026 | -9.67% Feb 20, 2026 - Mar 20, 2026 |
| #9 | -0.87% Dec 11, 2025 - Dec 22, 2025 | -9.29% Apr 9, 2015 - Nov 2, 2015 |
| #10 | -0.75% Dec 26, 2025 - Jan 6, 2026 | -9.16% Jan 26, 2018 - Jul 6, 2018 |
| #11 | -0.69% Dec 5, 2025 - Dec 11, 2025 | -8.98% May 7, 2021 - Nov 23, 2021 |
| #12 | -0.64% Feb 11, 2026 - Feb 20, 2026 | -7.02% Mar 28, 2024 - Jul 16, 2024 |
| #13 | -0.64% Oct 20, 2025 - Oct 27, 2025 | -6.82% May 3, 2019 - Jul 26, 2019 |
| #14 | -0.61% Feb 20, 2026 - Feb 24, 2026 | -6.76% Sep 2, 2016 - Nov 14, 2016 |
| #15 | -0.33% Sep 15, 2025 - Sep 17, 2025 | -6.50% Nov 23, 2021 - Dec 28, 2021 |
Correlation
Correlation between BDVL and REGL is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2015 - 2026)
BDVL vs REGL dividend yield comparison.
| Year | BDVL | REGL |
|---|---|---|
| 2026 | 0.00% | 0.58% |
| 2025 | 2.79% | 2.32% |
| 2024 | 0.00% | 2.28% |
| 2023 | 0.00% | 2.40% |
| 2022 | 0.00% | 2.32% |
| 2021 | 0.00% | 2.50% |
| 2020 | 0.00% | 2.41% |
| 2019 | 0.00% | 1.96% |
| 2018 | 0.00% | 2.09% |
| 2017 | 0.00% | 1.63% |
| 2016 | 0.00% | 1.20% |
| 2015 | 0.00% | 1.66% |
Select Stocks to Compare
Popular: BDVL vs SPYREGL vs SPY
More Comparisons
Compare with similar stocks