PREF vs BDVL
Comparison between PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF (PREF, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).
PREF vs BDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PREF vs BDVL - Historical Returns
Returns include dividend reinvestment.
PREF vs BDVL - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | PREF | BDVL |
|---|---|---|
| 2026 | +1.79% | +4.83% |
| 2025 | +7.58% | +1.98% |
| 2024 | +11.55% | N/A |
| 2023 | +6.79% | N/A |
| 2022 | -11.84% | N/A |
| 2021 | +2.13% | N/A |
| 2020 | +18.33% | N/A |
| 2019 | +42.50% | N/A |
| 2018 | +16.39% | N/A |
| 2017 | +11.91% | N/A |
PREF vs BDVL Drawdown Comparison
The maximum drawdown for PREF was -21.88%, occurring on Mar 19, 2020. Recovery took 61 trading sessions.
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The current PREF drawdown is -0.08%. The current BDVL drawdown is -1.41%.
| Rank | PREF | BDVL |
|---|---|---|
| #1 | -21.88% Mar 4, 2020 - Jun 1, 2020 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -16.99% Sep 16, 2021 - Jul 12, 2024 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -2.88% Feb 24, 2026 - May 27, 2026 | -2.31% May 26, 2026 - Jun 15, 2026 |
| #4 | -2.56% Mar 20, 2025 - May 12, 2025 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #5 | -2.25% Feb 21, 2020 - Mar 4, 2020 | -1.51% May 6, 2026 - May 26, 2026 |
| #6 | -1.98% Feb 11, 2021 - Apr 21, 2021 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -1.86% Jun 8, 2020 - Jul 1, 2020 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #8 | -1.77% Dec 3, 2018 - Dec 27, 2018 | -1.41% Jun 15, 2026 - Jun 23, 2026 |
| #9 | -1.58% Nov 9, 2018 - Dec 3, 2018 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #10 | -1.50% Dec 5, 2017 - Dec 22, 2017 | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #11 | -1.26% Mar 8, 2018 - Apr 2, 2018 | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #12 | -1.25% Feb 1, 2018 - Mar 1, 2018 | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #13 | -1.22% Oct 1, 2018 - Nov 1, 2018 | -0.64% Feb 11, 2026 - Feb 20, 2026 |
| #14 | -1.18% Sep 17, 2020 - Nov 5, 2020 | -0.64% Oct 20, 2025 - Oct 27, 2025 |
| #15 | -1.17% May 1, 2018 - Jun 1, 2018 | -0.61% Feb 20, 2026 - Feb 24, 2026 |
Correlation
Correlation between PREF and BDVL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2017 - 2026)
PREF vs BDVL dividend yield comparison.
| Year | PREF | BDVL |
|---|---|---|
| 2026 | 2.19% | 0.87% |
| 2025 | 4.87% | 2.79% |
| 2024 | 4.65% | 0.00% |
| 2023 | 4.67% | 0.00% |
| 2022 | 4.63% | 0.00% |
| 2021 | 4.07% | 0.00% |
| 2020 | 13.51% | 0.00% |
| 2019 | 23.37% | 0.00% |
| 2018 | 27.44% | 0.00% |
| 2017 | 11.74% | 0.00% |
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