IDRV vs BCV

Comparison between ISHARES SELF-DRIVING EV AND TECH ETF (IDRV, ETF) and Bancroft Fund Ltd (BCV, ETF).

5-Year PerformanceBCV has outperformed IDRV, delivering a return of +4.8% compared to -1.9%

IDRV vs BCV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IDRV(ETF)	BCV(ETF)
Net Assets	$161M	$161M
Expense Ratio	0.48%	N/A
Max Drawdown	56.35%	62.21%
Sharpe Ratio	1.21	2.10
5Y Beta	1.11	0.61
5Y Dividends CAGR	17.09%	-12.02%

Net Assets

Winner

IDRV

$161M

BCV

$161M

Expense Ratio

IDRV

0.48%

BCV

N/A

Max Drawdown

Winner

IDRV

56.35%

BCV

62.21%

Sharpe Ratio

IDRV

1.21

Winner

BCV

2.10

5Y Beta

IDRV

1.11

Winner

BCV

0.61

5Y Dividends CAGR

Winner

IDRV

17.09%

BCV

-12.02%

IDRV vs BCV - Historical Returns

Returns include dividend reinvestment.

Period	IDRV	BCV
1 month	-6.64%	+4.49%
3 months	+10.76%	+16.52%
6 months	+7.28%	+15.75%
1 year	+38.15%	+50.09%
5 years(CAGR)	-1.89%	+4.76%
10 years(CAGR)	N/A	+12.32%
Max(CAGR)	+8.45%	+8.44%

IDRV

-6.64%

Winner

BCV

+4.49%

IDRV

+10.76%

Winner

BCV

+16.52%

IDRV

+7.28%

Winner

BCV

+15.75%

IDRV

+38.15%

Winner

BCV

+50.09%

5Y(CAGR)

IDRV

-1.89%

Winner

BCV

+4.76%

10Y(CAGR)

IDRV

N/A

BCV

+12.32%

Max(CAGR)

Winner

IDRV

+8.45%

BCV

+8.44%

IDRV vs BCV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IDRV	BCV
2026	+6.07%	+19.11%
2025	+33.20%	+33.29%
2024	-13.72%	+21.50%
2023	+7.87%	+5.09%
2022	-37.73%	-33.62%
2021	+26.38%	+1.57%
2020	+56.86%	+29.50%
2019	+7.24%	+48.88%
2018	N/A	-4.43%
2017	N/A	+12.32%
2016	N/A	+20.80%
2015	N/A	-0.15%
2014	N/A	+11.53%
2013	N/A	+15.57%
2012	N/A	+10.67%
2011	N/A	-8.09%
2010	N/A	+16.93%
2009	N/A	+42.37%
2008	N/A	-38.16%
2007	N/A	+14.11%
2006	N/A	+15.79%
2005	N/A	+0.64%
2004	N/A	+5.81%
2003	N/A	+7.03%
2002	N/A	-8.72%
2001	N/A	+15.46%
2000	N/A	+13.42%
1999	N/A	+6.32%

IDRV vs BCV Drawdown Comparison

The maximum drawdown for IDRV was -52.97%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The maximum drawdown for BCV was -50.83%, occurring on Oct 10, 2008. Recovery took 797 trading sessions.

The current IDRV drawdown is -20.64%. The current BCV drawdown is -3.84%.

Rank	IDRV	BCV
#1	-52.97% Nov 22, 2021 - Apr 8, 2025	-50.83% Oct 29, 2007 - Dec 28, 2010
#2	-38.46% Feb 19, 2020 - Jul 6, 2020	-48.78% Feb 12, 2021 - Nov 3, 2025
#3	-15.58% Apr 23, 2019 - Oct 28, 2019	-42.22% Feb 12, 2020 - Aug 3, 2020
#4	-8.32% Feb 12, 2021 - Apr 5, 2021	-23.28% Aug 29, 2001 - Feb 3, 2006
#5	-8.14% Apr 16, 2021 - Jun 1, 2021	-21.05% Jun 26, 2015 - Jul 22, 2016
#6	-8.08% Sep 2, 2020 - Oct 8, 2020	-20.04% May 2, 2011 - Jan 9, 2013
#7	-6.52% Aug 5, 2021 - Oct 19, 2021	-18.15% Sep 26, 2018 - Feb 6, 2019
#8	-6.43% Oct 12, 2020 - Nov 5, 2020	-13.39% Jul 16, 2007 - Oct 1, 2007
#9	-6.23% Jan 21, 2021 - Feb 11, 2021	-12.27% Feb 7, 2001 - May 14, 2001
#10	-5.25% Jul 2, 2021 - Jul 29, 2021	-11.76% Jan 28, 2026 - Apr 27, 2026
#11	-5.21% Jan 22, 2020 - Feb 4, 2020	-10.81% Sep 7, 2000 - Jan 25, 2001
#12	-3.61% Nov 7, 2019 - Dec 12, 2019	-10.69% Sep 5, 2014 - Feb 12, 2015
#13	-3.30% Nov 8, 2021 - Nov 18, 2021	-10.57% Nov 3, 2025 - Jan 15, 2026
#14	-3.13% Jun 4, 2021 - Jun 28, 2021	-10.46% Jan 26, 2018 - Aug 27, 2018
#15	-2.92% Jul 22, 2020 - Aug 4, 2020	-9.79% Apr 5, 2000 - Jul 7, 2000

Correlation

Correlation between IDRV and BCV is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (1999 - 2026)

IDRV vs BCV dividend yield comparison.

Year	IDRV	BCV
2026	0.00%	1.36%
2025	1.70%	5.93%
2024	2.68%	7.23%
2023	2.17%	8.01%
2022	2.29%	7.81%
2021	1.12%	15.63%
2020	0.69%	10.35%
2019	1.29%	6.59%
2018	0.00%	12.88%
2017	0.00%	5.33%
2016	0.00%	6.27%
2015	0.00%	9.81%
2014	0.00%	2.50%
2013	0.00%	3.01%
2012	0.00%	3.52%
2011	0.00%	3.62%
2010	0.00%	3.94%
2009	0.00%	4.83%
2008	0.00%	7.39%
2007	0.00%	14.53%
2006	0.00%	6.52%
2005	0.00%	4.17%
2004	0.00%	3.65%
2003	0.00%	3.80%
2002	0.00%	4.47%
2001	0.00%	7.08%
2000	0.00%	21.69%
1999	0.00%	15.11%