BDVL vs WCMI
Comparison between iShares Disciplined Volatility Equity Active ETF (BDVL, ETF) and FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF).
BDVL vs WCMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVL
$1.70B
Winner
WCMI
$1.80B
Expense Ratio
Winner
BDVL
0.40%
WCMI
0.85%
Max Drawdown
Winner
BDVL
7.71%
WCMI
20.16%
Sharpe Ratio
BDVL
0.94
Winner
WCMI
1.13
5Y Beta
Winner
BDVL
0.60
WCMI
0.82
P/E Ratio
BDVL
22.79
WCMI
N/A
Forward P/E
BDVL
21.38
WCMI
N/A
5Y EPS CAGR
BDVL
19.54%
WCMI
N/A
Debt to Equity
BDVL
48.12%
WCMI
N/A
P/S Ratio
BDVL
2.28
WCMI
N/A
P/B Ratio
BDVL
4.90
WCMI
N/A
BDVL vs WCMI - Holdings Comparison
BDVL and WCMI have 4 common holdings. Overlap is -4.68%
BDVL's top 25 holdings weight is 43.39%. WCMI's top 25 holdings weight is 75.13%.
| Rank | BDVL | WCMI |
|---|---|---|
| #1 | INR/USD PURCHASED (n/a) - 4.37% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 7.12% |
| #2 | EUR/USD PURCHASED (n/a) - 4.19% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 6.35% |
| #3 | JPY/USD PURCHASED (n/a) - 3.90% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 5.08% |
| #4 | USD CASH (n/a) - 3.55% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 3.98% |
| #5 | ISHARES MSCI INDIA ETF (INDA) - 2.53% | MIZUHO FINANCIAL GROUP INC (n/a) - 3.31% |
| #6 | HKD/USD PURCHASED (n/a) - 2.52% | CONSTELLATION SOFTWARE INC (CNSWF) - 3.31% |
| #7 | ASML HOLDING NV (n/a) - 1.62% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 3.10% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.44% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.04% |
| #9 | MASTERCARD INC CLASS A (MA) - 1.34% | LOTTOMATICA GROUP SPA (n/a) - 3.01% |
| #10 | AMAZON.COM INC (AMZN) - 1.26% | TESCO PLC (n/a) - 2.87% |
| #11 | HOWMET AEROSPACE INC (HWM) - 1.26% | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 2.85% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.17% | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.78% |
| #13 | INTEL CORP (INTC) - 1.15% | SOCIETE GENERALE SA (n/a) - 2.70% |
| #14 | PROGRESSIVE CORP (PGR) - 1.15% | SONY GROUP CORP ADR (SONY) - 2.67% |
| #15 | CISCO SYSTEMS INC (CSCO) - 1.14% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.36% |
| #16 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.13% | JAPAN EXCHANGE GROUP INC (n/a) - 2.34% |
| #17 | REPUBLIC SERVICES INC (RSG) - 1.12% | KB FINANCIAL GROUP INC (n/a) - 2.32% |
| #18 | TJX COMPANIES INC (TJX) - 1.10% | SK HYNIX INC ADR (SKHY) - 2.27% |
| #19 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.10% | UBS GROUP AG REGISTERED SHARES (n/a) - 2.14% |
| #20 | MCKESSON CORP (MCK) - 1.09% | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.08% |
| #21 | VISA INC CLASS A (V) - 1.08% | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 2.00% |
| #22 | SOUTHERN CO (SO) - 1.07% | SLB LTD (SLB) - 1.89% |
| #23 | TWD/USD PURCHASED (n/a) - 1.05% | NOVO NORDISK AS ADR (NVO) - 1.87% |
| #24 | n/a (n/a) - 1.04% | RENTOKIL INITIAL PLC (n/a) - 1.86% |
| #25 | MICROSOFT CORP (MSFT) - 1.02% | BAYER AG (n/a) - 1.83% |
| Total Holdings | 561 | 52 |
BDVL vs WCMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDVL
+3.07%
WCMI
+1.60%
3M
BDVL
+4.30%
Winner
WCMI
+4.44%
6M
BDVL
+6.81%
Winner
WCMI
+10.42%
1Y
BDVL
+11.53%
Winner
WCMI
+26.72%
Max(CAGR)
BDVL
+13.01%
Winner
WCMI
+21.67%
BDVL vs WCMI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | BDVL | WCMI |
|---|---|---|
| 2026 | +9.48% | +13.60% |
| 2025 | +1.98% | +30.97% |
| 2024 | N/A | -5.05% |
BDVL vs WCMI Drawdown Comparison
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The current WCMI drawdown is -1.12%.
| Rank | BDVL | WCMI |
|---|---|---|
| #1 | -7.71% Feb 27, 2026 - May 6, 2026 | -12.79% Mar 17, 2025 - Apr 29, 2025 |
| #2 | -3.36% Nov 12, 2025 - Dec 5, 2025 | -12.49% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -2.31% May 26, 2026 - Jun 15, 2026 | -8.03% Oct 6, 2025 - Dec 26, 2025 |
| #4 | -1.99% Sep 17, 2025 - Oct 20, 2025 | -7.18% Oct 18, 2024 - Jan 28, 2025 |
| #5 | -1.79% Jul 10, 2026 - Jul 31, 2026 | -6.81% Jun 22, 2026 - Jul 29, 2026 |
| #6 | -1.55% Jun 15, 2026 - Jul 6, 2026 | -5.05% Jun 4, 2026 - Jun 15, 2026 |
| #7 | -1.51% May 6, 2026 - May 26, 2026 | -4.56% May 6, 2026 - Jun 1, 2026 |
| #8 | -1.48% Jan 12, 2026 - Jan 26, 2026 | -3.85% Apr 17, 2026 - May 5, 2026 |
| #9 | -1.43% Oct 27, 2025 - Nov 11, 2025 | -3.29% Jun 12, 2025 - Jun 26, 2025 |
| #10 | -1.05% Jan 27, 2026 - Feb 9, 2026 | -3.22% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -0.87% Dec 11, 2025 - Dec 22, 2025 | -3.08% Jun 30, 2025 - Sep 8, 2025 |
| #12 | -0.75% Dec 26, 2025 - Jan 6, 2026 | -2.49% Feb 18, 2025 - Mar 5, 2025 |
| #13 | -0.72% Jul 6, 2026 - Jul 10, 2026 | -1.99% Jan 12, 2026 - Jan 23, 2026 |
| #14 | -0.69% Dec 5, 2025 - Dec 11, 2025 | -1.83% Jan 30, 2025 - Feb 12, 2025 |
| #15 | -0.64% Feb 11, 2026 - Feb 20, 2026 | -1.33% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between BDVL and WCMI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2024 - 2026)
BDVL vs WCMI dividend yield comparison.
| Year | BDVL | WCMI |
|---|---|---|
| 2026 | 0.83% | 0.24% |
| 2025 | 2.79% | 0.78% |
| 2024 | 0.00% | 15.26% |
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