PWV vs BDVL

Comparison between INVESCO LARGE CAP VALUE ETF (PWV, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).

PWV vs BDVL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PWV(ETF)	BDVL(ETF)
Net Assets	$1.70B	$1.70B
Expense Ratio	0.55%	0.40%
Max Drawdown	50.70%	7.71%
Sharpe Ratio	2.53	0.94
5Y Beta	0.59	0.60
P/E Ratio	16.81	22.79
Forward P/E	14.06	21.38
PEG Ratio	0.36	N/A
5Y Dividends CAGR	9.13%	N/A
5Y EPS CAGR	9.79%	19.54%
Debt to Equity	39.29%	48.12%
P/S Ratio	1.37	2.28
P/B Ratio	2.58	4.90

Net Assets

PWV

$1.70B

BDVL

$1.70B

Expense Ratio

PWV

0.55%

Winner

BDVL

0.40%

Max Drawdown

PWV

50.70%

Winner

BDVL

7.71%

Sharpe Ratio

Winner

PWV

2.53

BDVL

0.94

5Y Beta

Winner

PWV

0.59

BDVL

0.60

P/E Ratio

Winner

PWV

16.81

BDVL

22.79

Forward P/E

Winner

PWV

14.06

BDVL

21.38

PEG Ratio

PWV

0.36

BDVL

N/A

5Y Dividends CAGR

PWV

9.13%

BDVL

N/A

5Y EPS CAGR

PWV

9.79%

Winner

BDVL

19.54%

Debt to Equity

Winner

PWV

39.29%

BDVL

48.12%

P/S Ratio

Winner

PWV

1.37

BDVL

2.28

P/B Ratio

Winner

PWV

2.58

BDVL

4.90

PWV vs BDVL - Holdings Comparison

PWV and BDVL have 25 common holdings. Overlap is 3.82%

PWV's top 25 holdings weight is 65.65%. BDVL's top 25 holdings weight is 43.39%.

Rank	PWV	BDVL
#1	ABBVIE INC (ABBV) - 3.73%	INR/USD PURCHASED (n/a) - 4.37%
#2	UNITEDHEALTH GROUP INC (UNH) - 3.64%	EUR/USD PURCHASED (n/a) - 4.19%
#3	BANK OF AMERICA CORP (BAC) - 3.61%	JPY/USD PURCHASED (n/a) - 3.90%
#4	JOHNSON & JOHNSON (JNJ) - 3.58%	USD CASH (n/a) - 3.55%
#5	WELLS FARGO & CO (WFC) - 3.56%	ISHARES MSCI INDIA ETF (INDA) - 2.53%
#6	MORGAN STANLEY (MS) - 3.50%	HKD/USD PURCHASED (n/a) - 2.52%
#7	CITIGROUP INC (C) - 3.50%	ASML HOLDING NV (n/a) - 1.62%
#8	JPMORGAN CHASE & CO (JPM) - 3.48%	ALPHABET INC CLASS C (GOOG) - 1.44%
#9	THE GOLDMAN SACHS GROUP INC (GS) - 3.37%	MASTERCARD INC CLASS A (MA) - 1.34%
#10	MERCK & CO INC (MRK) - 3.32%	AMAZON.COM INC (AMZN) - 1.26%
#11	COCA-COLA CO (KO) - 3.26%	HOWMET AEROSPACE INC (HWM) - 1.26%
#12	PEPSICO INC (PEP) - 3.01%	JOHNSON & JOHNSON (JNJ) - 1.17%
#13	CHEVRON CORP (CVX) - 2.99%	INTEL CORP (INTC) - 1.15%
#14	EXXONMOBIL HOLDINGS CORP (XOM) - 2.92%	PROGRESSIVE CORP (PGR) - 1.15%
#15	VERIZON COMMUNICATIONS INC (VZ) - 2.77%	CISCO SYSTEMS INC (CSCO) - 1.14%
#16	CARDINAL HEALTH INC (CAH) - 1.59%	KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.13%
#17	ALLSTATE CORP (ALL) - 1.59%	REPUBLIC SERVICES INC (RSG) - 1.12%
#18	VALERO ENERGY CORP (VLO) - 1.59%	TJX COMPANIES INC (TJX) - 1.10%
#19	PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.55%	CADENCE DESIGN SYSTEMS INC (CDNS) - 1.10%
#20	CVS HEALTH CORP (CVS) - 1.54%	MCKESSON CORP (MCK) - 1.09%
#21	U.S. BANCORP (USB) - 1.53%	VISA INC CLASS A (V) - 1.08%
#22	DELTA AIR LINES INC (DAL) - 1.53%	SOUTHERN CO (SO) - 1.07%
#23	THE TRAVELERS COMPANIES INC (TRV) - 1.51%	TWD/USD PURCHASED (n/a) - 1.05%
#24	METLIFE INC (MET) - 1.49%	n/a (n/a) - 1.04%
#25	PHILLIPS 66 (PSX) - 1.49%	MICROSOFT CORP (MSFT) - 1.02%
Total Holdings	52	561

PWV vs BDVL - Historical Returns

Returns include dividend reinvestment.

Period	PWV	BDVL
1 month	+2.16%	+3.07%
3 months	+11.35%	+4.30%
6 months	+14.97%	+6.81%
1 year	+31.83%	+11.53%
5 years(CAGR)	+14.77%	N/A
10 years(CAGR)	+12.25%	N/A
Max(CAGR)	+10.52%	+13.01%

PWV

+2.16%

Winner

BDVL

+3.07%

Winner

PWV

+11.35%

BDVL

+4.30%

Winner

PWV

+14.97%

BDVL

+6.81%

Winner

PWV

+31.83%

BDVL

+11.53%

5Y(CAGR)

PWV

+14.77%

BDVL

N/A

10Y(CAGR)

PWV

+12.25%

BDVL

N/A

Max(CAGR)

PWV

+10.52%

Winner

BDVL

+13.01%

PWV vs BDVL - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PWV	BDVL
2026	+20.92%	+9.48%
2025	+19.47%	+1.98%
2024	+13.95%	N/A
2023	+10.50%	N/A
2022	-1.98%	N/A
2021	+30.66%	N/A
2020	-4.55%	N/A
2019	+29.16%	N/A
2018	-14.36%	N/A
2017	+16.04%	N/A
2016	+20.43%	N/A
2015	-4.84%	N/A
2014	+13.32%	N/A
2013	+29.72%	N/A
2012	+14.97%	N/A
2011	+5.30%	N/A
2010	+12.02%	N/A
2009	+15.26%	N/A
2008	-26.06%	N/A
2007	+5.32%	N/A
2006	+22.45%	N/A
2005	+8.65%	N/A

PWV vs BDVL Drawdown Comparison

The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.

The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.

The current PWV drawdown is -0.94%.

Rank	PWV	BDVL
#1	-49.06% Oct 9, 2007 - May 6, 2010	-7.71% Feb 27, 2026 - May 6, 2026
#2	-45.10% May 6, 2010 - Jul 18, 2013	-3.36% Nov 12, 2025 - Dec 5, 2025
#3	-37.64% Feb 12, 2020 - Feb 23, 2021	-2.31% May 26, 2026 - Jun 15, 2026
#4	-22.24% Jan 26, 2018 - Oct 25, 2019	-1.99% Sep 17, 2025 - Oct 20, 2025
#5	-16.38% Jan 11, 2022 - Jul 31, 2023	-1.79% Jul 10, 2026 - Jul 31, 2026
#6	-15.12% May 21, 2015 - Jul 8, 2016	-1.55% Jun 15, 2026 - Jul 6, 2026
#7	-14.32% Nov 29, 2024 - Jun 23, 2025	-1.51% May 6, 2026 - May 26, 2026
#8	-10.45% Jun 4, 2007 - Oct 5, 2007	-1.48% Jan 12, 2026 - Jan 26, 2026
#9	-9.27% Jul 31, 2023 - Dec 1, 2023	-1.43% Oct 27, 2025 - Nov 11, 2025
#10	-8.72% Sep 19, 2014 - Nov 18, 2014	-1.05% Jan 27, 2026 - Feb 9, 2026
#11	-6.53% Jan 15, 2014 - Mar 6, 2014	-0.87% Dec 11, 2025 - Dec 22, 2025
#12	-6.46% May 5, 2006 - Jul 28, 2006	-0.75% Dec 26, 2025 - Jan 6, 2026
#13	-6.25% Jun 4, 2021 - Aug 12, 2021	-0.72% Jul 6, 2026 - Jul 10, 2026
#14	-6.24% Feb 15, 2007 - Apr 16, 2007	-0.69% Dec 5, 2025 - Dec 11, 2025
#15	-6.21% Jul 17, 2024 - Aug 23, 2024	-0.64% Feb 11, 2026 - Feb 20, 2026

Correlation

Correlation between PWV and BDVL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2005 - 2026)

PWV vs BDVL dividend yield comparison.

Year	PWV	BDVL
2026	0.94%	0.83%
2025	2.12%	2.79%
2024	2.08%	0.00%
2023	2.16%	0.00%
2022	2.29%	0.00%
2021	1.89%	0.00%
2020	2.66%	0.00%
2019	2.24%	0.00%
2018	2.34%	0.00%
2017	1.55%	0.00%
2016	2.35%	0.00%
2015	2.42%	0.00%
2014	1.93%	0.00%
2013	1.82%	0.00%
2012	2.41%	0.00%
2011	2.21%	0.00%
2010	2.24%	0.00%
2009	2.19%	0.00%
2008	2.81%	0.00%
2007	2.28%	0.00%
2006	1.35%	0.00%
2005	1.28%	0.00%