BDVL vs VTWG
Comparison between iShares Disciplined Volatility Equity Active ETF (BDVL, ETF) and VANGUARD RUSSELL 2000 GROWTH INDEX FUND ETF SHARES (VTWG, ETF).
BDVL vs VTWG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVL
$1.70B
VTWG
$1.70B
Expense Ratio
BDVL
0.40%
Winner
VTWG
0.06%
Max Drawdown
Winner
BDVL
7.71%
VTWG
42.40%
Sharpe Ratio
BDVL
0.78
Winner
VTWG
1.17
5Y Beta
Winner
BDVL
0.60
VTWG
1.23
P/E Ratio
BDVL
N/A
VTWG
144.64
Forward P/E
BDVL
N/A
VTWG
19.75
5Y Dividends CAGR
BDVL
N/A
VTWG
16.11%
Debt to Equity
BDVL
N/A
VTWG
-8.16%
P/S Ratio
BDVL
N/A
VTWG
2.40
P/B Ratio
BDVL
N/A
VTWG
4.65
BDVL vs VTWG - Holdings Comparison
BDVL and VTWG have 5 common holdings. Overlap is -5.32%
BDVL's top 25 holdings weight is 43.69%. VTWG's top 25 holdings weight is 23.10%.
| Rank | BDVL | VTWG |
|---|---|---|
| #1 | JPY/USD PURCHASED (n/a) - 4.99% | BLOOM ENERGY CORP CLASS A (BE) - 3.41% |
| #2 | EUR/USD PURCHASED (n/a) - 4.76% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.09% |
| #3 | INR/USD PURCHASED (n/a) - 4.23% | SLBBH1142 (n/a) - 1.71% |
| #4 | HKD/USD PURCHASED (n/a) - 2.88% | STERLING INFRASTRUCTURE INC (STRL) - 1.41% |
| #5 | USD CASH (n/a) - 2.68% | FABRINET (FN) - 1.29% |
| #6 | ISHARES MSCI INDIA ETF (INDA) - 2.51% | IONQ INC CLASS A (IONQ) - 1.11% |
| #7 | ASML HOLDING NV (n/a) - 1.79% | NEXTPOWER INC CLASS A (NXT) - 1.00% |
| #8 | MASTERCARD INC CLASS A (MA) - 1.39% | GUARDANT HEALTH INC (GH) - 0.88% |
| #9 | HOWMET AEROSPACE INC (HWM) - 1.36% | SITIME CORP ORDINARY SHARES (SITM) - 0.87% |
| #10 | AMAZON.COM INC (AMZN) - 1.33% | RAMBUS INC (RMBS) - 0.86% |
| #11 | CAD/USD PURCHASED (n/a) - 1.32% | DYCOM INDUSTRIES INC (DY) - 0.81% |
| #12 | REPUBLIC SERVICES INC (RSG) - 1.28% | MODINE MANUFACTURING CO (MOD) - 0.80% |
| #13 | ALPHABET INC CLASS C (GOOG) - 1.24% | SEMTECH CORP (SMTC) - 0.78% |
| #14 | n/a (n/a) - 1.19% | PLANET LABS PBC CLASS A (PL) - 0.76% |
| #15 | CISCO SYSTEMS INC (CSCO) - 1.12% | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.65% |
| #16 | THE TRAVELERS COMPANIES INC (TRV) - 1.10% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.64% |
| #17 | SOUTHERN CO (SO) - 1.09% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.62% |
| #18 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.09% | VIAVI SOLUTIONS INC (VIAV) - 0.61% |
| #19 | JOHNSON & JOHNSON (JNJ) - 1.05% | BRIDGEBIO PHARMA INC (BBIO) - 0.58% |
| #20 | MICROSOFT CORP (MSFT) - 1.04% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.58% |
| #21 | GBP/USD PURCHASED (n/a) - 1.03% | SANMINA CORP (SANM) - 0.34% |
| #22 | AIRBUS SE (n/a) - 0.99% | BRINKER INTERNATIONAL INC (EAT) - 0.34% |
| #23 | KRW/USD PURCHASED (n/a) - 0.86% | ARCHROCK INC (AROC) - 0.32% |
| #24 | SEK/USD PURCHASED (n/a) - 0.72% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.32% |
| #25 | AUD/USD PURCHASED (n/a) - 0.65% | GLAUKOS CORP (GKOS) - 0.32% |
| Total Holdings | 531 | 1097 |
BDVL vs VTWG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDVL
+2.38%
VTWG
+1.45%
3M
BDVL
+2.99%
Winner
VTWG
+5.34%
6M
BDVL
+4.42%
Winner
VTWG
+15.22%
1Y
BDVL
+10.46%
Winner
VTWG
+31.26%
5Y(CAGR)
BDVL
N/A
VTWG
+6.80%
10Y(CAGR)
BDVL
N/A
VTWG
+10.98%
Max(CAGR)
BDVL
+11.27%
Winner
VTWG
+11.96%
BDVL vs VTWG - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | BDVL | VTWG |
|---|---|---|
| 2026 | +8.43% | +18.69% |
| 2025 | +1.98% | +12.58% |
| 2024 | N/A | +16.28% |
| 2023 | N/A | +19.64% |
| 2022 | N/A | -27.33% |
| 2021 | N/A | +4.39% |
| 2020 | N/A | +34.55% |
| 2019 | N/A | +28.92% |
| 2018 | N/A | -10.03% |
| 2017 | N/A | +21.89% |
| 2016 | N/A | +14.43% |
| 2015 | N/A | +0.17% |
| 2014 | N/A | +7.43% |
| 2013 | N/A | +39.98% |
| 2012 | N/A | +13.18% |
| 2011 | N/A | -4.95% |
| 2010 | N/A | +21.68% |
BDVL vs VTWG Drawdown Comparison
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The maximum drawdown for VTWG was -42.07%, occurring on Jun 16, 2022. Recovery took 1169 trading sessions.
The current BDVL drawdown is -1.22%. The current VTWG drawdown is -2.09%.
| Rank | BDVL | VTWG |
|---|---|---|
| #1 | -7.71% Feb 27, 2026 - May 6, 2026 | -42.07% Feb 9, 2021 - Oct 6, 2025 |
| #2 | -3.36% Nov 12, 2025 - Dec 5, 2025 | -40.36% Feb 19, 2020 - Aug 7, 2020 |
| #3 | -2.31% May 26, 2026 - Jun 15, 2026 | -29.43% Apr 29, 2011 - Sep 14, 2012 |
| #4 | -1.99% Sep 17, 2025 - Oct 20, 2025 | -28.77% Jun 23, 2015 - Dec 8, 2016 |
| #5 | -1.79% Jul 10, 2026 - Jul 31, 2026 | -28.53% Aug 31, 2018 - Jan 14, 2020 |
| #6 | -1.60% Aug 13, 2026 - Aug 20, 2026 | -14.88% Jan 22, 2026 - Apr 17, 2026 |
| #7 | -1.55% Jun 15, 2026 - Jul 6, 2026 | -14.50% Mar 4, 2014 - Dec 24, 2014 |
| #8 | -1.51% May 6, 2026 - May 26, 2026 | -11.04% Sep 14, 2012 - Jan 2, 2013 |
| #9 | -1.48% Jan 12, 2026 - Jan 26, 2026 | -10.08% Oct 15, 2025 - Dec 10, 2025 |
| #10 | -1.43% Oct 27, 2025 - Nov 11, 2025 | -8.87% Jan 26, 2018 - Mar 9, 2018 |
| #11 | -1.05% Jan 27, 2026 - Feb 9, 2026 | -7.87% Sep 2, 2020 - Oct 7, 2020 |
| #12 | -0.87% Dec 11, 2025 - Dec 22, 2025 | -7.69% Jan 22, 2014 - Feb 24, 2014 |
| #13 | -0.75% Dec 26, 2025 - Jan 6, 2026 | -7.69% Jun 30, 2026 - Aug 14, 2026 |
| #14 | -0.72% Jul 6, 2026 - Jul 10, 2026 | -7.51% Oct 12, 2020 - Nov 5, 2020 |
| #15 | -0.69% Dec 5, 2025 - Dec 11, 2025 | -7.28% Mar 12, 2018 - May 16, 2018 |
Correlation
Correlation between BDVL and VTWG is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2010 - 2026)
BDVL vs VTWG dividend yield comparison.
| Year | BDVL | VTWG |
|---|---|---|
| 2026 | 0.84% | 0.26% |
| 2025 | 2.79% | 0.64% |
| 2024 | 0.00% | 0.55% |
| 2023 | 0.00% | 0.79% |
| 2022 | 0.00% | 0.71% |
| 2021 | 0.00% | 0.54% |
| 2020 | 0.00% | 0.48% |
| 2019 | 0.00% | 0.72% |
| 2018 | 0.00% | 0.72% |
| 2017 | 0.00% | 0.64% |
| 2016 | 0.00% | 0.96% |
| 2015 | 0.00% | 0.72% |
| 2014 | 0.00% | 0.62% |
| 2013 | 0.00% | 0.56% |
| 2012 | 0.00% | 0.81% |
| 2011 | 0.00% | 0.30% |
| 2010 | 0.00% | 0.27% |
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