MTBA vs BDVL
Comparison between SIMPLIFY MBS ETF (MTBA, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).
MTBA vs BDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MTBA
$1.70B
BDVL
$1.70B
Expense Ratio
Winner
MTBA
0.15%
BDVL
0.40%
Max Drawdown
Winner
MTBA
6.22%
BDVL
7.71%
Sharpe Ratio
MTBA
0.21
Winner
BDVL
0.45
5Y Beta
Winner
MTBA
0.04
BDVL
0.62
MTBA vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MTBA
-0.18%
BDVL
-1.03%
3M
MTBA
-1.16%
Winner
BDVL
+1.12%
6M
MTBA
+0.04%
Winner
BDVL
+3.82%
1Y
MTBA
+4.52%
BDVL
N/A
Max(CAGR)
MTBA
+4.96%
Winner
BDVL
+7.81%
MTBA vs BDVL - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | MTBA | BDVL |
|---|---|---|
| 2026 | -0.53% | +3.62% |
| 2025 | +7.65% | +1.98% |
| 2024 | +2.47% | N/A |
| 2023 | +3.64% | N/A |
MTBA vs BDVL Drawdown Comparison
The maximum drawdown for MTBA was -3.48%, occurring on Jan 13, 2025. Recovery took 135 trading sessions.
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The current MTBA drawdown is -1.90%. The current BDVL drawdown is -2.08%.
| Rank | MTBA | BDVL |
|---|---|---|
| #1 | -3.48% Sep 16, 2024 - Apr 1, 2025 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -2.81% Feb 27, 2026 - May 19, 2026 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -2.55% Feb 1, 2024 - Jun 5, 2024 | -2.08% May 26, 2026 - Jun 5, 2026 |
| #4 | -1.82% Apr 4, 2025 - Jun 23, 2025 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #5 | -1.10% Dec 27, 2023 - Feb 1, 2024 | -1.51% May 6, 2026 - May 26, 2026 |
| #6 | -0.93% Jun 21, 2024 - Jul 9, 2024 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -0.70% Jun 30, 2025 - Jul 29, 2025 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #8 | -0.61% Jun 6, 2024 - Jun 12, 2024 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #9 | -0.56% Dec 6, 2023 - Dec 13, 2023 | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #10 | -0.54% Nov 8, 2023 - Nov 14, 2023 | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #11 | -0.50% Sep 15, 2025 - Oct 13, 2025 | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #12 | -0.43% Jul 16, 2024 - Jul 29, 2024 | -0.64% Feb 11, 2026 - Feb 20, 2026 |
| #13 | -0.43% Aug 2, 2024 - Aug 20, 2024 | -0.64% Oct 20, 2025 - Oct 27, 2025 |
| #14 | -0.42% Oct 28, 2025 - Nov 21, 2025 | -0.61% Feb 20, 2026 - Feb 24, 2026 |
| #15 | -0.35% Nov 28, 2025 - Dec 17, 2025 | -0.33% Sep 15, 2025 - Sep 17, 2025 |
Correlation
Correlation between MTBA and BDVL is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2023 - 2026)
MTBA vs BDVL dividend yield comparison.
| Year | MTBA | BDVL |
|---|---|---|
| 2026 | 2.49% | 0.00% |
| 2025 | 5.98% | 2.79% |
| 2024 | 6.03% | 0.00% |
| 2023 | 0.48% | 0.00% |
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