DFAR vs BDVL
Comparison between DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).
DFAR vs BDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFAR
$1.70B
BDVL
$1.70B
Expense Ratio
Winner
DFAR
0.19%
BDVL
0.40%
Max Drawdown
DFAR
34.66%
Winner
BDVL
7.71%
Sharpe Ratio
Winner
DFAR
0.81
BDVL
0.77
5Y Beta
Winner
DFAR
0.49
BDVL
0.63
P/E Ratio
DFAR
33.87
Winner
BDVL
19.70
Forward P/E
DFAR
34.22
Winner
BDVL
18.09
5Y EPS CAGR
DFAR
8.31%
Winner
BDVL
20.27%
Debt to Equity
Winner
DFAR
-13.78%
BDVL
6.17%
P/S Ratio
DFAR
7.39
Winner
BDVL
1.94
P/B Ratio
Winner
DFAR
2.58
BDVL
4.18
DFAR vs BDVL - Holdings Comparison
DFAR and BDVL have 5 common holdings. Overlap is 0.94%
DFAR's top 25 holdings weight is 71.84%. BDVL's top 25 holdings weight is 44.20%.
| Rank | DFAR | BDVL |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 7.44% | INR/USD PURCHASED (n/a) - 5.32% |
| #2 | PROLOGIS INC (PLD) - 6.79% | JPY/USD PURCHASED (n/a) - 3.88% |
| #3 | EQUINIX INC (EQIX) - 5.42% | USD CASH (n/a) - 3.39% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.59% | EUR/USD PURCHASED (n/a) - 3.03% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.57% | ISHARES MSCI INDIA ETF (INDA) - 3.01% |
| #6 | REALTY INCOME CORP (O) - 4.47% | HKD/USD PURCHASED (n/a) - 2.92% |
| #7 | AMERICAN TOWER CORP (AMT) - 4.29% | CAD/USD PURCHASED (n/a) - 1.82% |
| #8 | PUBLIC STORAGE (PSA) - 3.71% | CHF/USD PURCHASED (n/a) - 1.55% |
| #9 | VENTAS INC (VTR) - 3.24% | MICROSOFT CORP (MSFT) - 1.54% |
| #10 | IRON MOUNTAIN INC (IRM) - 3.07% | GBP/USD PURCHASED (n/a) - 1.39% |
| #11 | CROWN CASTLE INC (CCI) - 3.05% | VERIZON COMMUNICATIONS INC (VZ) - 1.26% |
| #12 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.36% | ALPHABET INC CLASS C (GOOG) - 1.26% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 2.31% | AMPHENOL CORP CLASS A (APH) - 1.23% |
| #14 | AVALONBAY COMMUNITIES INC (AVB) - 2.03% | TWD/USD PURCHASED (n/a) - 1.23% |
| #15 | EQUITY RESIDENTIAL (EQR) - 1.87% | AMAZON.COM INC (AMZN) - 1.16% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.78% | ASML HOLDING NV (n/a) - 1.15% |
| #17 | ESSEX PROPERTY TRUST INC (ESS) - 1.35% | AUD/USD PURCHASED (n/a) - 1.07% |
| #18 | W.P. CAREY INC (WPC) - 1.29% | JOHNSON & JOHNSON (JNJ) - 1.06% |
| #19 | INVITATION HOMES INC (INVH) - 1.25% | HOWMET AEROSPACE INC (HWM) - 1.03% |
| #20 | KIMCO REALTY CORP (KIM) - 1.25% | META PLATFORMS INC CLASS A (META) - 1.03% |
| #21 | SUN COMMUNITIES INC (SUI) - 1.21% | SGD/USD PURCHASED (n/a) - 1.01% |
| #22 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.19% | LAM RESEARCH CORP (LRCX) - 0.98% |
| #23 | HOST HOTELS & RESORTS INC (HST) - 1.15% | SOUTHERN CO (SO) - 0.97% |
| #24 | REGENCY CENTERS CORP (REG) - 1.08% | BROADCOM INC (AVGO) - 0.96% |
| #25 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.08% | CENCORA INC (COR) - 0.95% |
| Total Holdings | 128 | 566 |
DFAR vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFAR
+4.34%
BDVL
+2.31%
3M
Winner
DFAR
+5.98%
BDVL
+1.86%
6M
Winner
DFAR
+10.99%
BDVL
+5.75%
1Y
DFAR
+13.55%
BDVL
N/A
5Y(CAGR)
DFAR
+3.44%
BDVL
N/A
Max(CAGR)
DFAR
+3.44%
Winner
BDVL
+11.15%
DFAR vs BDVL - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | DFAR | BDVL |
|---|---|---|
| 2026 | +13.41% | +5.17% |
| 2025 | +2.24% | +1.98% |
| 2024 | +4.24% | N/A |
| 2023 | +11.20% | N/A |
| 2022 | -14.29% | N/A |
DFAR vs BDVL Drawdown Comparison
The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The current DFAR drawdown is -0.23%. The current BDVL drawdown is -0.59%.
| Rank | DFAR | BDVL |
|---|---|---|
| #1 | -32.25% Apr 20, 2022 - Apr 16, 2026 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -2.71% Apr 20, 2026 - May 6, 2026 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -2.33% Mar 4, 2022 - Mar 17, 2022 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #4 | -2.14% Apr 6, 2022 - Apr 20, 2022 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #5 | -2.01% Feb 25, 2022 - Mar 3, 2022 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #6 | -1.70% Mar 29, 2022 - Apr 1, 2022 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #7 | -1.49% Mar 18, 2022 - Mar 25, 2022 | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #8 | -1.00% Apr 1, 2022 - Apr 6, 2022 | -0.77% May 6, 2026 - May 7, 2026 |
| #9 | -0.54% May 6, 2026 - May 7, 2026 | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #10 | N/A | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #11 | N/A | -0.64% Feb 11, 2026 - Feb 20, 2026 |
| #12 | N/A | -0.64% Oct 20, 2025 - Oct 27, 2025 |
| #13 | N/A | -0.61% Feb 20, 2026 - Feb 24, 2026 |
| #14 | N/A | -0.33% Sep 15, 2025 - Sep 17, 2025 |
| #15 | N/A | -0.33% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between DFAR and BDVL is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2022 - 2026)
DFAR vs BDVL dividend yield comparison.
| Year | DFAR | BDVL |
|---|---|---|
| 2026 | 0.16% | 0.00% |
| 2025 | 2.97% | 2.79% |
| 2024 | 2.89% | 0.00% |
| 2023 | 3.06% | 0.00% |
| 2022 | 1.69% | 0.00% |
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