BDVL vs YEAR
Comparison between iShares Disciplined Volatility Equity Active ETF (BDVL, ETF) and AB ULTRA SHORT INCOME ETF (YEAR, ETF).
BDVL vs YEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDVL
$1.50B
YEAR
$1.50B
Expense Ratio
BDVL
0.40%
Winner
YEAR
0.25%
Max Drawdown
BDVL
7.71%
Winner
YEAR
1.20%
Sharpe Ratio
Winner
BDVL
0.78
YEAR
0.39
5Y Beta
BDVL
0.63
Winner
YEAR
0.00
BDVL vs YEAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDVL
+1.94%
YEAR
+0.33%
3M
Winner
BDVL
+2.28%
YEAR
+0.64%
6M
Winner
BDVL
+7.52%
YEAR
+1.65%
1Y
BDVL
N/A
YEAR
+4.10%
Max(CAGR)
Winner
BDVL
+11.37%
YEAR
+4.97%
BDVL vs YEAR - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BDVL | YEAR |
|---|---|---|
| 2026 | +5.21% | +1.03% |
| 2025 | +1.98% | +4.65% |
| 2024 | N/A | +5.45% |
| 2023 | N/A | +5.87% |
| 2022 | N/A | +1.10% |
BDVL vs YEAR Drawdown Comparison
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The maximum drawdown for YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.
The current BDVL drawdown is -0.55%.
| Rank | BDVL | YEAR |
|---|---|---|
| #1 | -7.71% Feb 27, 2026 - May 6, 2026 | -0.61% Sep 14, 2022 - Nov 10, 2022 |
| #2 | -3.36% Nov 12, 2025 - Dec 5, 2025 | -0.55% Mar 13, 2023 - Apr 5, 2023 |
| #3 | -1.99% Sep 17, 2025 - Oct 20, 2025 | -0.43% Jan 31, 2024 - Mar 7, 2024 |
| #4 | -1.48% Jan 12, 2026 - Jan 26, 2026 | -0.42% May 6, 2024 - Jun 3, 2024 |
| #5 | -1.43% Oct 27, 2025 - Nov 11, 2025 | -0.30% Apr 3, 2025 - Apr 22, 2025 |
| #6 | -1.05% Jan 27, 2026 - Feb 9, 2026 | -0.28% May 4, 2023 - May 16, 2023 |
| #7 | -0.87% Dec 11, 2025 - Dec 22, 2025 | -0.26% Sep 19, 2024 - Nov 4, 2024 |
| #8 | -0.77% May 6, 2026 - May 7, 2026 | -0.24% Apr 4, 2024 - Apr 29, 2024 |
| #9 | -0.75% Dec 26, 2025 - Jan 6, 2026 | -0.23% Feb 27, 2026 - Apr 2, 2026 |
| #10 | -0.69% Dec 5, 2025 - Dec 11, 2025 | -0.22% Dec 6, 2023 - Dec 14, 2023 |
| #11 | -0.64% Feb 11, 2026 - Feb 20, 2026 | -0.18% Aug 10, 2023 - Aug 29, 2023 |
| #12 | -0.64% Oct 20, 2025 - Oct 27, 2025 | -0.18% Jun 18, 2024 - Jun 21, 2024 |
| #13 | -0.61% Feb 20, 2026 - Feb 24, 2026 | -0.18% Apr 30, 2025 - May 23, 2025 |
| #14 | -0.33% Sep 15, 2025 - Sep 17, 2025 | -0.17% Mar 3, 2023 - Mar 10, 2023 |
| #15 | -0.33% Jan 6, 2026 - Jan 9, 2026 | -0.16% Sep 28, 2023 - Oct 6, 2023 |
Correlation
Correlation between BDVL and YEAR is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2022 - 2026)
BDVL vs YEAR dividend yield comparison.
| Year | BDVL | YEAR |
|---|---|---|
| 2026 | 0.00% | 1.32% |
| 2025 | 2.79% | 4.33% |
| 2024 | 0.00% | 5.16% |
| 2023 | 0.00% | 5.00% |
| 2022 | 0.00% | 1.19% |
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