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
1.02
BDVL
0.94
5Y Beta
Winner
DFAR
0.44
BDVL
0.60
P/E Ratio
DFAR
37.16
Winner
BDVL
22.79
Forward P/E
DFAR
35.54
Winner
BDVL
21.38
5Y EPS CAGR
DFAR
8.26%
Winner
BDVL
19.54%
Debt to Equity
Winner
DFAR
44.77%
BDVL
48.12%
P/S Ratio
DFAR
7.43
Winner
BDVL
2.28
P/B Ratio
Winner
DFAR
2.66
BDVL
4.90
DFAR vs BDVL - Holdings Comparison
DFAR and BDVL have 4 common holdings. Overlap is 0.35%
DFAR's top 25 holdings weight is 70.57%. BDVL's top 25 holdings weight is 43.39%.
| Rank | DFAR | BDVL |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 8.09% | INR/USD PURCHASED (n/a) - 4.37% |
| #2 | PROLOGIS INC (PLD) - 6.40% | EUR/USD PURCHASED (n/a) - 4.19% |
| #3 | EQUINIX INC (EQIX) - 5.06% | JPY/USD PURCHASED (n/a) - 3.90% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.77% | USD CASH (n/a) - 3.55% |
| #5 | REALTY INCOME CORP (O) - 4.43% | ISHARES MSCI INDIA ETF (INDA) - 2.53% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 4.30% | HKD/USD PURCHASED (n/a) - 2.52% |
| #7 | AMERICAN TOWER CORP (AMT) - 3.93% | ASML HOLDING NV (n/a) - 1.62% |
| #8 | PUBLIC STORAGE (PSA) - 3.91% | ALPHABET INC CLASS C (GOOG) - 1.44% |
| #9 | VENTAS INC (VTR) - 3.34% | MASTERCARD INC CLASS A (MA) - 1.34% |
| #10 | IRON MOUNTAIN INC (IRM) - 2.79% | AMAZON.COM INC (AMZN) - 1.26% |
| #11 | CROWN CASTLE INC (CCI) - 2.55% | HOWMET AEROSPACE INC (HWM) - 1.26% |
| #12 | EXTRA SPACE STORAGE INC (EXR) - 2.37% | JOHNSON & JOHNSON (JNJ) - 1.17% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19% | INTEL CORP (INTC) - 1.15% |
| #14 | AVALONBAY COMMUNITIES INC (AVB) - 2.04% | PROGRESSIVE CORP (PGR) - 1.15% |
| #15 | EQUITY RESIDENTIAL (EQR) - 1.82% | CISCO SYSTEMS INC (CSCO) - 1.14% |
| #16 | ESSEX PROPERTY TRUST INC (ESS) - 1.46% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.13% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.46% | REPUBLIC SERVICES INC (RSG) - 1.12% |
| #18 | KIMCO REALTY CORP (KIM) - 1.30% | TJX COMPANIES INC (TJX) - 1.10% |
| #19 | INVITATION HOMES INC (INVH) - 1.29% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.10% |
| #20 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.26% | MCKESSON CORP (MCK) - 1.09% |
| #21 | HOST HOTELS & RESORTS INC (HST) - 1.21% | VISA INC CLASS A (V) - 1.08% |
| #22 | W.P. CAREY INC (WPC) - 1.20% | SOUTHERN CO (SO) - 1.07% |
| #23 | HEALTHPEAK PROPERTIES INC (DOC) - 1.16% | TWD/USD PURCHASED (n/a) - 1.05% |
| #24 | SUN COMMUNITIES INC (SUI) - 1.15% | n/a (n/a) - 1.04% |
| #25 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.09% | MICROSOFT CORP (MSFT) - 1.02% |
| Total Holdings | 125 | 561 |
DFAR vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
DFAR
-0.24%
Winner
BDVL
+3.07%
3M
DFAR
+3.25%
Winner
BDVL
+4.30%
6M
Winner
DFAR
+11.35%
BDVL
+6.81%
1Y
Winner
DFAR
+17.90%
BDVL
+11.53%
5Y(CAGR)
DFAR
+3.93%
BDVL
N/A
Max(CAGR)
DFAR
+3.93%
Winner
BDVL
+13.01%
DFAR vs BDVL - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | DFAR | BDVL |
|---|---|---|
| 2026 | +16.74% | +9.48% |
| 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 -2.96%.
| Rank | DFAR | BDVL |
|---|---|---|
| #1 | -32.25% Apr 20, 2022 - Apr 16, 2026 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -3.39% Jul 24, 2026 - Aug 6, 2026 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -3.26% Jun 12, 2026 - Jun 26, 2026 | -2.31% May 26, 2026 - Jun 15, 2026 |
| #4 | -3.24% May 26, 2026 - Jun 9, 2026 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #5 | -2.71% Apr 20, 2026 - May 6, 2026 | -1.79% Jul 10, 2026 - Jul 31, 2026 |
| #6 | -2.69% May 6, 2026 - May 20, 2026 | -1.55% Jun 15, 2026 - Jul 6, 2026 |
| #7 | -2.33% Mar 4, 2022 - Mar 17, 2022 | -1.51% May 6, 2026 - May 26, 2026 |
| #8 | -2.17% Jun 26, 2026 - Jul 16, 2026 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #9 | -2.14% Apr 6, 2022 - Apr 20, 2022 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #10 | -2.01% Feb 25, 2022 - Mar 3, 2022 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #11 | -1.70% Mar 29, 2022 - Apr 1, 2022 | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #12 | -1.49% Mar 18, 2022 - Mar 25, 2022 | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #13 | -1.03% Jul 17, 2026 - Jul 24, 2026 | -0.72% Jul 6, 2026 - Jul 10, 2026 |
| #14 | -1.00% Apr 1, 2022 - Apr 6, 2022 | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #15 | N/A | -0.64% Feb 11, 2026 - Feb 20, 2026 |
Correlation
Correlation between DFAR and BDVL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2022 - 2026)
DFAR vs BDVL dividend yield comparison.
| Year | DFAR | BDVL |
|---|---|---|
| 2026 | 0.69% | 0.83% |
| 2025 | 2.97% | 2.79% |
| 2024 | 2.89% | 0.00% |
| 2023 | 3.06% | 0.00% |
| 2022 | 1.69% | 0.00% |
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