GEM vs BDVL
Comparison between GOLDMAN SACHS ACTIVEBETA(R) EMERGING MARKETS EQUITY ETF (GEM, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).
GEM vs BDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GEM
$1.70B
BDVL
$1.70B
Expense Ratio
Winner
GEM
0.35%
BDVL
0.40%
Max Drawdown
GEM
40.21%
Winner
BDVL
7.71%
Sharpe Ratio
Winner
GEM
1.67
BDVL
0.55
5Y Beta
GEM
0.83
Winner
BDVL
0.62
5Y Dividends CAGR
GEM
18.99%
BDVL
N/A
GEM vs BDVL - Holdings Comparison
GEM and BDVL have 4 common holdings. Overlap is -5.62%
GEM's top 25 holdings weight is 45.96%. BDVL's top 25 holdings weight is 50.04%.
| Rank | GEM | BDVL |
|---|---|---|
| #1 | n/a (n/a) - 13.51% | JPY/USD PURCHASED (n/a) - 5.66% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 7.71% | INR/USD PURCHASED (n/a) - 5.10% |
| #3 | SK HYNIX INC (n/a) - 5.94% | EUR/USD PURCHASED (n/a) - 4.67% |
| #4 | n/a (n/a) - 3.23% | HKD/USD PURCHASED (n/a) - 4.26% |
| #5 | GOLDMAN SACHS FS TREASURY OBLIGS INSTL (FTOXX) - 2.68% | ISHARES MSCI INDIA ETF (INDA) - 2.94% |
| #6 | TENCENT HOLDINGS LTD (n/a) - 2.53% | USD CASH (n/a) - 2.46% |
| #7 | n/a (n/a) - 1.51% | CAD/USD PURCHASED (n/a) - 2.44% |
| #8 | MEDIATEK INC (n/a) - 1.48% | AUD/USD PURCHASED (n/a) - 1.69% |
| #9 | n/a (n/a) - 0.86% | ALPHABET INC CLASS C (GOOG) - 1.57% |
| #10 | DELTA ELECTRONICS INC (n/a) - 0.81% | CHF/USD PURCHASED (n/a) - 1.51% |
| #11 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.69% | CISCO SYSTEMS INC (CSCO) - 1.46% |
| #12 | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 0.64% | AMAZON.COM INC (AMZN) - 1.37% |
| #13 | ISHARES MSCI MALAYSIA ETF (EWM) - 0.51% | INTEL CORP (INTC) - 1.34% |
| #14 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.50% | TJX COMPANIES INC (TJX) - 1.32% |
| #15 | HDFC BANK LTD (n/a) - 0.50% | ASML HOLDING NV (n/a) - 1.31% |
| #16 | ICICI BANK LTD (n/a) - 0.44% | HOWMET AEROSPACE INC (HWM) - 1.23% |
| #17 | RELIANCE INDUSTRIES LTD (n/a) - 0.39% | MICROSOFT CORP (MSFT) - 1.20% |
| #18 | LG ELECTRONICS INC (n/a) - 0.38% | SGD/USD PURCHASED (n/a) - 1.12% |
| #19 | n/a (n/a) - 0.35% | MXN/USD PURCHASED (n/a) - 1.12% |
| #20 | OTP BANK PLC (n/a) - 0.35% | MCKESSON CORP (MCK) - 1.11% |
| #21 | KOREA INVESTMENT HOLDINGS CO LTD (n/a) - 0.19% | MASTERCARD INC CLASS A (MA) - 1.07% |
| #22 | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 0.19% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.05% |
| #23 | CHINA LIFE INSURANCE CO LTD CLASS H (n/a) - 0.19% | GBP/USD PURCHASED (n/a) - 1.04% |
| #24 | KB FINANCIAL GROUP INC (n/a) - 0.19% | SOUTHERN CO (SO) - 1.03% |
| #25 | BB SEGURIDADE PARTICIPACOES SA (n/a) - 0.19% | KRW/USD PURCHASED (n/a) - 0.97% |
| Total Holdings | 717 | 524 |
GEM vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GEM
+2.53%
BDVL
-0.76%
3M
Winner
GEM
+16.86%
BDVL
+6.10%
6M
Winner
GEM
+23.85%
BDVL
+4.35%
1Y
GEM
+45.26%
BDVL
N/A
5Y(CAGR)
GEM
+7.63%
BDVL
N/A
10Y(CAGR)
GEM
+9.28%
BDVL
N/A
Max(CAGR)
Winner
GEM
+9.64%
BDVL
+8.92%
GEM vs BDVL - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | GEM | BDVL |
|---|---|---|
| 2026 | +20.01% | +4.83% |
| 2025 | +33.75% | +1.98% |
| 2024 | +7.92% | N/A |
| 2023 | +10.95% | N/A |
| 2022 | -21.72% | N/A |
| 2021 | -0.75% | N/A |
| 2020 | +11.23% | N/A |
| 2019 | +17.26% | N/A |
| 2018 | -15.62% | N/A |
| 2017 | +35.16% | N/A |
| 2016 | +12.61% | N/A |
| 2015 | +2.95% | N/A |
GEM vs BDVL Drawdown Comparison
The maximum drawdown for GEM was -37.01%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The current GEM drawdown is -5.43%. The current BDVL drawdown is -1.41%.
| Rank | GEM | BDVL |
|---|---|---|
| #1 | -37.01% Jan 26, 2018 - Dec 4, 2020 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -36.24% Feb 17, 2021 - Jul 16, 2025 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -19.70% Oct 13, 2015 - Jul 14, 2016 | -2.31% May 26, 2026 - Jun 15, 2026 |
| #4 | -13.50% Feb 25, 2026 - Apr 17, 2026 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #5 | -9.68% Sep 6, 2016 - Feb 9, 2017 | -1.51% May 6, 2026 - May 26, 2026 |
| #6 | -8.52% Jun 2, 2026 - Jun 18, 2026 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -5.43% Jun 22, 2026 - Jun 23, 2026 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #8 | -5.20% Jan 21, 2021 - Feb 9, 2021 | -1.41% Jun 15, 2026 - Jun 23, 2026 |
| #9 | -5.15% May 11, 2026 - May 26, 2026 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #10 | -5.13% Nov 22, 2017 - Dec 29, 2017 | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #11 | -4.73% Oct 29, 2025 - Dec 30, 2025 | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #12 | -4.25% Oct 6, 2025 - Oct 20, 2025 | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #13 | -3.50% May 16, 2017 - Jun 8, 2017 | -0.64% Feb 11, 2026 - Feb 20, 2026 |
| #14 | -3.47% Jan 28, 2026 - Feb 9, 2026 | -0.64% Oct 20, 2025 - Oct 27, 2025 |
| #15 | -3.45% Aug 15, 2016 - Sep 6, 2016 | -0.61% Feb 20, 2026 - Feb 24, 2026 |
Correlation
Correlation between GEM and BDVL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2015 - 2026)
GEM vs BDVL dividend yield comparison.
| Year | GEM | BDVL |
|---|---|---|
| 2026 | 0.00% | 0.87% |
| 2025 | 2.30% | 2.79% |
| 2024 | 2.58% | 0.00% |
| 2023 | 2.97% | 0.00% |
| 2022 | 2.96% | 0.00% |
| 2021 | 3.00% | 0.00% |
| 2020 | 1.63% | 0.00% |
| 2019 | 3.13% | 0.00% |
| 2018 | 2.08% | 0.00% |
| 2017 | 1.81% | 0.00% |
| 2016 | 1.98% | 0.00% |
| 2015 | 0.25% | 0.00% |
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