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GAM vs BDVL

Comparison between General American Investors Co. Inc (GAM, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).

GAM vs BDVL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GAM
$1.70B
BDVL
$1.70B
Expense Ratio
GAM
N/A
BDVL
0.40%
Max Drawdown
GAM
72.30%
Winner
BDVL
7.71%
Sharpe Ratio
Winner
GAM
2.01
BDVL
0.45
5Y Beta
GAM
0.70
Winner
BDVL
0.62
5Y Dividends CAGR
GAM
34.85%
BDVL
N/A

GAM vs BDVL - Historical Returns

Returns include dividend reinvestment.

1M
GAM
-2.03%
Winner
BDVL
-1.03%
3M
Winner
GAM
+3.46%
BDVL
+1.12%
6M
Winner
GAM
+6.24%
BDVL
+3.82%
1Y
GAM
+28.36%
BDVL
N/A
5Y(CAGR)
GAM
+14.68%
BDVL
N/A
10Y(CAGR)
GAM
+15.25%
BDVL
N/A
Max(CAGR)
Winner
GAM
+9.35%
BDVL
+7.81%

GAM vs BDVL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGAMBDVL
2026+6.89%+3.62%
2025+29.65%+1.98%
2024+30.52%N/A
2023+27.38%N/A
2022-15.26%N/A
2021+21.86%N/A
2020+5.56%N/A
2019+39.98%N/A
2018-10.01%N/A
2017+21.62%N/A
2016+11.46%N/A
2015-4.24%N/A
2014+10.87%N/A
2013+30.81%N/A
2012+18.00%N/A
2011-6.07%N/A
2010+14.92%N/A
2009+27.34%N/A
2008-47.19%N/A
2007+9.03%N/A
2006+15.90%N/A
2005+18.07%N/A
2004+8.59%N/A
2003+23.21%N/A
2002-27.67%N/A
2001+9.57%N/A
2000+11.23%N/A
1999+7.80%N/A

GAM vs BDVL Drawdown Comparison

The maximum drawdown for GAM was -66.58%, occurring on Mar 9, 2009. Recovery took 1398 trading sessions.

The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.

The current GAM drawdown is -3.60%. The current BDVL drawdown is -2.08%.

RankGAMBDVL
#1-66.58%
Oct 16, 2007 - May 7, 2013
-7.71%
Feb 27, 2026 - May 6, 2026
#2-41.78%
Feb 12, 2020 - Dec 1, 2020
-3.36%
Nov 12, 2025 - Dec 5, 2025
#3-35.04%
Jan 15, 2002 - Jun 17, 2005
-2.08%
May 26, 2026 - Jun 5, 2026
#4-26.99%
May 29, 2001 - Jan 4, 2002
-1.99%
Sep 17, 2025 - Oct 20, 2025
#5-26.06%
Nov 8, 2021 - Nov 20, 2023
-1.51%
May 6, 2026 - May 26, 2026
#6-22.29%
May 19, 2015 - Dec 8, 2016
-1.48%
Jan 12, 2026 - Jan 26, 2026
#7-22.16%
Sep 21, 2018 - Apr 23, 2019
-1.43%
Oct 27, 2025 - Nov 11, 2025
#8-14.90%
Jan 22, 2025 - May 16, 2025
-1.05%
Jan 27, 2026 - Feb 9, 2026
#9-14.62%
Feb 6, 2001 - May 22, 2001
-0.87%
Dec 11, 2025 - Dec 22, 2025
#10-14.56%
Jul 13, 2007 - Oct 9, 2007
-0.75%
Dec 26, 2025 - Jan 6, 2026
#11-10.02%
Mar 23, 2000 - Aug 31, 2000
-0.69%
Dec 5, 2025 - Dec 11, 2025
#12-9.52%
Jan 19, 2000 - Mar 21, 2000
-0.64%
Feb 11, 2026 - Feb 20, 2026
#13-9.22%
May 5, 2006 - Oct 25, 2006
-0.64%
Oct 20, 2025 - Oct 27, 2025
#14-9.20%
Sep 3, 2014 - Nov 13, 2014
-0.61%
Feb 20, 2026 - Feb 24, 2026
#15-8.67%
Feb 25, 2026 - Apr 14, 2026
-0.33%
Sep 15, 2025 - Sep 17, 2025

Correlation

Correlation between GAM and BDVL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2000 - 2025)

GAM vs BDVL dividend yield comparison.

YearGAMBDVL
202511.32%2.79%
20248.82%0.00%
20236.17%0.00%
20224.15%0.00%
20211.38%0.00%
20206.72%0.00%
20196.49%0.00%
20189.67%0.00%
20179.56%0.00%
201610.20%0.00%
20153.60%0.00%
201410.00%0.00%
20135.97%0.00%
20127.19%0.00%
20112.01%0.00%
20101.60%0.00%
20091.49%0.00%
20083.77%0.00%
200716.57%0.00%
20068.45%0.00%
20056.14%0.00%
20043.22%0.00%
20031.82%0.00%
20022.60%0.00%
200118.64%0.00%
200016.97%0.00%

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