EUSA vs BDVL
Comparison between ISHARES MSCI USA EQUAL WEIGHTED ETF (EUSA, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).
EUSA vs BDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EUSA
$1.50B
BDVL
$1.50B
Expense Ratio
Winner
EUSA
0.09%
BDVL
0.40%
Max Drawdown
EUSA
39.16%
Winner
BDVL
7.71%
Sharpe Ratio
Winner
EUSA
1.23
BDVL
0.78
5Y Beta
EUSA
0.82
Winner
BDVL
0.63
P/E Ratio
EUSA
26.40
BDVL
N/A
Forward P/E
EUSA
16.45
BDVL
N/A
5Y Dividends CAGR
EUSA
14.26%
BDVL
N/A
5Y EPS CAGR
EUSA
11.96%
BDVL
N/A
Debt to Equity
EUSA
38.63%
BDVL
N/A
P/S Ratio
EUSA
2.11
BDVL
N/A
P/B Ratio
EUSA
3.24
BDVL
N/A
EUSA vs BDVL - Holdings Comparison
EUSA and BDVL have 159 common holdings. Overlap is 7.20%
EUSA's top 25 holdings weight is 9.89%. BDVL's top 25 holdings weight is 40.88%.
| Rank | EUSA | BDVL |
|---|---|---|
| #1 | UNITED THERAPEUTICS CORP (UTHR) - 0.44% | INR/USD PURCHASED (n/a) - 4.83% |
| #2 | NETFLIX INC (NFLX) - 0.44% | JPY/USD PURCHASED (n/a) - 3.78% |
| #3 | TEXAS INSTRUMENTS INC (TXN) - 0.44% | ISHARES MSCI INDIA ETF (INDA) - 3.18% |
| #4 | SYNOPSYS INC (SNPS) - 0.44% | USD CASH (n/a) - 3.12% |
| #5 | NUCOR CORP (NUE) - 0.44% | HKD/USD PURCHASED (n/a) - 2.90% |
| #6 | NVIDIA CORP (NVDA) - 0.44% | EUR/USD PURCHASED (n/a) - 2.75% |
| #7 | STEEL DYNAMICS INC (STLD) - 0.44% | CAD/USD PURCHASED (n/a) - 1.76% |
| #8 | STATE STREET CORP (STT) - 0.44% | MICROSOFT CORP (MSFT) - 1.39% |
| #9 | QUANTA SERVICES INC (PWR) - 0.44% | ASML HOLDING NV (n/a) - 1.25% |
| #10 | ROCKET LAB CORP (RKLB) - 0.44% | VERIZON COMMUNICATIONS INC (VZ) - 1.24% |
| #11 | GARMIN LTD (GRMN) - 0.44% | ALPHABET INC CLASS C (GOOG) - 1.20% |
| #12 | MARVELL TECHNOLOGY INC (MRVL) - 0.37% | AMPHENOL CORP CLASS A (APH) - 1.18% |
| #13 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.36% | HOWMET AEROSPACE INC (HWM) - 1.15% |
| #14 | ALTRIA GROUP INC (MO) - 0.36% | AMAZON.COM INC (AMZN) - 1.15% |
| #15 | AMETEK INC (AME) - 0.36% | JOHNSON & JOHNSON (JNJ) - 1.10% |
| #16 | BLACKROCK INC (BLK) - 0.36% | AUD/USD PURCHASED (n/a) - 1.03% |
| #17 | JACK HENRY & ASSOCIATES INC (JKHY) - 0.36% | SOUTHERN CO (SO) - 0.99% |
| #18 | THE HARTFORD INSURANCE GROUP INC (HIG) - 0.36% | LAM RESEARCH CORP (LRCX) - 0.99% |
| #19 | AFLAC INC (AFL) - 0.36% | META PLATFORMS INC CLASS A (META) - 0.96% |
| #20 | VERALTO CORP (VLTO) - 0.36% | MOTOROLA SOLUTIONS INC (MSI) - 0.96% |
| #21 | AMERICAN WATER WORKS CO INC (AWK) - 0.36% | CENCORA INC (COR) - 0.94% |
| #22 | VENTAS INC (VTR) - 0.36% | PROCTER & GAMBLE CO (PG) - 0.90% |
| #23 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 0.36% | THB/USD PURCHASED (n/a) - 0.87% |
| #24 | FISERV INC (FISV) - 0.36% | KRW/USD PURCHASED (n/a) - 0.63% |
| #25 | EDISON INTERNATIONAL (EIX) - 0.36% | CHF/USD PURCHASED (n/a) - 0.63% |
| Total Holdings | 490 | 529 |
EUSA vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EUSA
+4.04%
BDVL
+1.94%
3M
EUSA
+1.92%
Winner
BDVL
+2.28%
6M
Winner
EUSA
+8.07%
BDVL
+7.52%
1Y
EUSA
+18.68%
BDVL
N/A
5Y(CAGR)
EUSA
+7.25%
BDVL
N/A
10Y(CAGR)
EUSA
+11.60%
BDVL
N/A
Max(CAGR)
Winner
EUSA
+11.97%
BDVL
+11.37%
EUSA vs BDVL - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | EUSA | BDVL |
|---|---|---|
| 2026 | +5.40% | +5.21% |
| 2025 | +10.51% | +1.98% |
| 2024 | +15.10% | N/A |
| 2023 | +17.98% | N/A |
| 2022 | -17.00% | N/A |
| 2021 | +27.66% | N/A |
| 2020 | +14.76% | N/A |
| 2019 | +30.16% | N/A |
| 2018 | -9.19% | N/A |
| 2017 | +18.05% | N/A |
| 2016 | +16.33% | N/A |
| 2015 | -2.10% | N/A |
| 2014 | +14.92% | N/A |
| 2013 | +28.94% | N/A |
| 2012 | +13.92% | N/A |
| 2011 | +2.25% | N/A |
| 2010 | +15.55% | N/A |
EUSA vs BDVL Drawdown Comparison
The maximum drawdown for EUSA was -39.16%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The current EUSA drawdown is -0.82%. The current BDVL drawdown is -0.55%.
| Rank | EUSA | BDVL |
|---|---|---|
| #1 | -39.16% Feb 20, 2020 - Nov 9, 2020 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -25.23% Nov 16, 2021 - Feb 29, 2024 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -20.76% Sep 20, 2018 - Apr 12, 2019 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #4 | -18.67% May 21, 2015 - Jul 11, 2016 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #5 | -18.23% May 10, 2011 - Feb 16, 2012 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #6 | -18.20% Nov 29, 2024 - Jul 22, 2025 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #7 | -10.27% May 13, 2010 - Oct 15, 2010 | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #8 | -10.00% Mar 27, 2012 - Aug 17, 2012 | -0.77% May 6, 2026 - May 7, 2026 |
| #9 | -9.17% Jan 26, 2018 - Aug 20, 2018 | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #10 | -8.08% Sep 19, 2014 - Oct 31, 2014 | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #11 | -7.82% Feb 26, 2026 - Apr 17, 2026 | -0.64% Feb 11, 2026 - Feb 20, 2026 |
| #12 | -7.75% Sep 14, 2012 - Jan 2, 2013 | -0.64% Oct 20, 2025 - Oct 27, 2025 |
| #13 | -7.26% Jul 24, 2019 - Oct 28, 2019 | -0.61% Feb 20, 2026 - Feb 24, 2026 |
| #14 | -6.81% Apr 30, 2019 - Jun 20, 2019 | -0.33% Sep 15, 2025 - Sep 17, 2025 |
| #15 | -6.21% Mar 28, 2024 - Jul 15, 2024 | -0.33% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between EUSA and BDVL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2010 - 2026)
EUSA vs BDVL dividend yield comparison.
| Year | EUSA | BDVL |
|---|---|---|
| 2026 | 0.32% | 0.00% |
| 2025 | 1.63% | 2.79% |
| 2024 | 1.47% | 0.00% |
| 2023 | 1.53% | 0.00% |
| 2022 | 1.73% | 0.00% |
| 2021 | 1.23% | 0.00% |
| 2020 | 1.45% | 0.00% |
| 2019 | 1.49% | 0.00% |
| 2018 | 2.01% | 0.00% |
| 2017 | 1.50% | 0.00% |
| 2016 | 1.59% | 0.00% |
| 2015 | 2.21% | 0.00% |
| 2014 | 1.91% | 0.00% |
| 2013 | 1.97% | 0.00% |
| 2012 | 2.07% | 0.00% |
| 2011 | 1.10% | 0.00% |
| 2010 | 1.48% | 0.00% |
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