INCM vs BDVL
Comparison between Franklin Income Focus ETF (INCM, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).
INCM vs BDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
INCM
$1.70B
BDVL
$1.70B
Expense Ratio
Winner
INCM
0.38%
BDVL
0.40%
Max Drawdown
INCM
8.94%
Winner
BDVL
7.71%
Sharpe Ratio
Winner
INCM
1.65
BDVL
0.78
5Y Beta
Winner
INCM
0.32
BDVL
0.60
INCM vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
INCM
+2.43%
Winner
BDVL
+2.89%
3M
INCM
+2.21%
Winner
BDVL
+2.64%
6M
INCM
+3.21%
Winner
BDVL
+4.15%
1Y
Winner
INCM
+13.07%
BDVL
+10.45%
Max(CAGR)
INCM
+10.86%
Winner
BDVL
+11.16%
INCM vs BDVL - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | INCM | BDVL |
|---|---|---|
| 2026 | +8.65% | +8.42% |
| 2025 | +12.81% | +1.98% |
| 2024 | +6.50% | N/A |
| 2023 | +5.77% | N/A |
INCM vs BDVL Drawdown Comparison
The maximum drawdown for INCM was -7.84%, occurring on Apr 8, 2025. Recovery took 69 trading sessions.
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The current INCM drawdown is -0.20%. The current BDVL drawdown is -1.23%.
| Rank | INCM | BDVL |
|---|---|---|
| #1 | -7.84% Feb 28, 2025 - Jun 9, 2025 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -6.74% Jul 24, 2023 - Dec 1, 2023 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -3.91% Nov 29, 2024 - Feb 19, 2025 | -2.31% May 26, 2026 - Jun 15, 2026 |
| #4 | -3.19% Feb 27, 2026 - Apr 17, 2026 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #5 | -3.03% Mar 28, 2024 - May 15, 2024 | -1.79% Jul 10, 2026 - Jul 31, 2026 |
| #6 | -2.51% Jan 22, 2024 - Mar 11, 2024 | -1.60% Aug 13, 2026 - Aug 20, 2026 |
| #7 | -2.30% Jan 16, 2024 - Jan 22, 2024 | -1.55% Jun 15, 2026 - Jul 6, 2026 |
| #8 | -1.96% Jul 31, 2024 - Aug 15, 2024 | -1.51% May 6, 2026 - May 26, 2026 |
| #9 | -1.75% Oct 16, 2024 - Nov 27, 2024 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #10 | -1.66% Oct 27, 2025 - Nov 12, 2025 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #11 | -1.45% May 29, 2026 - Aug 3, 2026 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #12 | -1.30% May 15, 2024 - Jun 5, 2024 | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #13 | -1.22% Nov 12, 2025 - Nov 25, 2025 | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #14 | -1.14% Jun 15, 2023 - Jul 12, 2023 | -0.72% Jul 6, 2026 - Jul 10, 2026 |
| #15 | -1.09% Jul 17, 2024 - Jul 30, 2024 | -0.69% Dec 5, 2025 - Dec 11, 2025 |
Correlation
Correlation between INCM and BDVL is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2023 - 2026)
INCM vs BDVL dividend yield comparison.
| Year | INCM | BDVL |
|---|---|---|
| 2026 | 3.05% | 0.84% |
| 2025 | 4.96% | 2.79% |
| 2024 | 5.06% | 0.00% |
| 2023 | 3.01% | 0.00% |
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