BLCV vs AGD
Comparison between iShares Large Cap Value Active ETF (BLCV, ETF) and abrdn Global Dynamic Dividend Fund (AGD, ETF).
BLCV vs AGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BLCV
$317M
Winner
AGD
$317M
Expense Ratio
BLCV
0.46%
AGD
N/A
Max Drawdown
Winner
BLCV
14.20%
AGD
88.29%
Sharpe Ratio
Winner
BLCV
1.36
AGD
1.24
5Y Beta
Winner
BLCV
0.69
AGD
0.70
P/E Ratio
BLCV
23.67
AGD
N/A
Forward P/E
BLCV
16.45
AGD
N/A
PEG Ratio
BLCV
0.40
AGD
N/A
5Y Dividends CAGR
BLCV
N/A
AGD
13.82%
5Y EPS CAGR
BLCV
14.16%
AGD
N/A
P/S Ratio
BLCV
1.55
AGD
N/A
P/B Ratio
BLCV
2.72
AGD
N/A
BLCV vs AGD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLCV
+1.92%
AGD
+0.96%
3M
BLCV
+5.36%
Winner
AGD
+6.45%
6M
BLCV
+7.31%
Winner
AGD
+17.55%
1Y
BLCV
+20.82%
Winner
AGD
+35.74%
5Y(CAGR)
BLCV
N/A
AGD
+10.33%
10Y(CAGR)
BLCV
N/A
AGD
+13.12%
Max(CAGR)
Winner
BLCV
+18.28%
AGD
+4.67%
BLCV vs AGD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BLCV | AGD |
|---|---|---|
| 2026 | +5.71% | +12.25% |
| 2025 | +20.30% | +33.99% |
| 2024 | +12.01% | +16.99% |
| 2023 | +15.73% | +7.01% |
| 2022 | N/A | -15.93% |
| 2021 | N/A | +25.32% |
| 2020 | N/A | +9.35% |
| 2019 | N/A | +31.56% |
| 2018 | N/A | -15.45% |
| 2017 | N/A | +29.62% |
| 2016 | N/A | +10.30% |
| 2015 | N/A | -2.57% |
| 2014 | N/A | +5.57% |
| 2013 | N/A | +2.55% |
| 2012 | N/A | +13.73% |
| 2011 | N/A | -22.93% |
| 2010 | N/A | -17.13% |
| 2009 | N/A | +56.50% |
| 2008 | N/A | -61.97% |
| 2007 | N/A | +10.39% |
| 2006 | N/A | +19.64% |
BLCV vs AGD Drawdown Comparison
The maximum drawdown for BLCV was -13.43%, occurring on Apr 8, 2025. Recovery took 115 trading sessions.
The maximum drawdown for AGD was -76.23%, occurring on Mar 9, 2009. Recovery took 3450 trading sessions.
The current BLCV drawdown is -1.81%. The current AGD drawdown is -3.18%.
| Rank | BLCV | AGD |
|---|---|---|
| #1 | -13.43% Nov 29, 2024 - May 19, 2025 | -76.23% Jul 19, 2007 - Apr 1, 2021 |
| #2 | -9.92% Feb 6, 2026 - Apr 30, 2026 | -28.14% Jan 14, 2022 - Jul 12, 2024 |
| #3 | -9.21% Jul 25, 2023 - Nov 30, 2023 | -20.25% Oct 7, 2025 - Mar 30, 2026 |
| #4 | -5.11% Mar 28, 2024 - May 15, 2024 | -14.97% Feb 19, 2025 - May 2, 2025 |
| #5 | -4.81% Jul 31, 2024 - Aug 21, 2024 | -7.71% Feb 6, 2007 - Mar 30, 2007 |
| #6 | -3.89% Nov 12, 2025 - Nov 26, 2025 | -7.28% Sep 3, 2021 - Nov 16, 2021 |
| #7 | -3.88% May 16, 2024 - Jul 16, 2024 | -6.77% Jul 16, 2024 - Aug 14, 2024 |
| #8 | -3.22% Oct 3, 2025 - Oct 24, 2025 | -6.50% Sep 30, 2024 - Jan 21, 2025 |
| #9 | -3.15% Jul 25, 2025 - Aug 13, 2025 | -5.84% May 4, 2007 - Jul 3, 2007 |
| #10 | -3.11% Aug 30, 2024 - Sep 30, 2024 | -5.41% Nov 16, 2021 - Jan 12, 2022 |
| #11 | -2.99% Oct 16, 2024 - Nov 6, 2024 | -4.98% Dec 28, 2006 - Jan 30, 2007 |
| #12 | -2.75% May 19, 2025 - Jun 6, 2025 | -4.49% Jun 9, 2021 - Aug 9, 2021 |
| #13 | -2.37% Jul 17, 2024 - Jul 30, 2024 | -3.85% Aug 23, 2006 - Oct 17, 2006 |
| #14 | -2.33% Aug 22, 2025 - Oct 3, 2025 | -3.49% Jul 25, 2025 - Aug 12, 2025 |
| #15 | -2.23% Jan 8, 2024 - Jan 25, 2024 | -3.01% Aug 30, 2024 - Sep 19, 2024 |
Correlation
Correlation between BLCV and AGD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
BLCV vs AGD dividend yield comparison.
| Year | BLCV | AGD |
|---|---|---|
| 2026 | 0.30% | 4.83% |
| 2025 | 1.37% | 11.41% |
| 2024 | 1.63% | 10.46% |
| 2023 | 1.02% | 8.35% |
| 2022 | 0.00% | 8.25% |
| 2021 | 0.00% | 6.45% |
| 2020 | 0.00% | 7.47% |
| 2019 | 0.00% | 7.50% |
| 2018 | 0.00% | 9.17% |
| 2017 | 0.00% | 7.22% |
| 2016 | 0.00% | 8.89% |
| 2015 | 0.00% | 8.77% |
| 2014 | 0.00% | 7.80% |
| 2013 | 0.00% | 7.65% |
| 2012 | 0.00% | 14.36% |
| 2011 | 0.00% | 13.93% |
| 2010 | 0.00% | 15.88% |
| 2009 | 0.00% | 14.84% |
| 2008 | 0.00% | 28.85% |
| 2007 | 0.00% | 16.02% |
| 2006 | 0.00% | 3.81% |
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