TAN vs BDVL
Comparison between INVESCO SOLAR ETF (TAN, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).
TAN vs BDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TAN
$1.50B
BDVL
$1.50B
Expense Ratio
TAN
0.70%
Winner
BDVL
0.40%
Max Drawdown
TAN
95.67%
Winner
BDVL
7.71%
Sharpe Ratio
Winner
TAN
2.06
BDVL
0.78
5Y Beta
TAN
0.93
Winner
BDVL
0.63
P/E Ratio
TAN
109.68
BDVL
N/A
Forward P/E
TAN
19.15
BDVL
N/A
PEG Ratio
TAN
0.36
BDVL
N/A
5Y Dividends CAGR
TAN
-5.57%
BDVL
N/A
Debt to Equity
TAN
64.84%
BDVL
N/A
P/S Ratio
TAN
0.29
BDVL
N/A
P/B Ratio
TAN
1.64
BDVL
N/A
TAN vs BDVL - Holdings Comparison
TAN and BDVL have 1 common holdings. Overlap is -4.93%
TAN's top 25 holdings weight is 93.46%. BDVL's top 25 holdings weight is 40.88%.
| Rank | TAN | BDVL |
|---|---|---|
| #1 | FIRST SOLAR INC (FSLR) - 10.14% | INR/USD PURCHASED (n/a) - 4.83% |
| #2 | NEXTPOWER INC CLASS A (NXT) - 9.43% | JPY/USD PURCHASED (n/a) - 3.78% |
| #3 | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 6.63% | ISHARES MSCI INDIA ETF (INDA) - 3.18% |
| #4 | ENPHASE ENERGY INC (ENPH) - 5.65% | USD CASH (n/a) - 3.12% |
| #5 | SUNRUN INC (RUN) - 5.26% | HKD/USD PURCHASED (n/a) - 2.90% |
| #6 | SOLAREDGE TECHNOLOGIES INC (SEDG) - 5.00% | EUR/USD PURCHASED (n/a) - 2.75% |
| #7 | GCL TECHNOLOGY HOLDINGS LTD (n/a) - 4.63% | CAD/USD PURCHASED (n/a) - 1.76% |
| #8 | SOLARIA ENERGIA Y MEDIO AMBIENTE SA (n/a) - 4.42% | MICROSOFT CORP (MSFT) - 1.39% |
| #9 | HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC (HASI) - 4.40% | ASML HOLDING NV (n/a) - 1.25% |
| #10 | DORAL GROUP RENEWABLE ENERYY RESOURCES LTD ORDINARY SHARES (n/a) - 3.53% | VERIZON COMMUNICATIONS INC (VZ) - 1.24% |
| #11 | CLEARWAY ENERGY INC CLASS C (CWEN) - 3.34% | ALPHABET INC CLASS C (GOOG) - 1.20% |
| #12 | XINYI SOLAR HOLDINGS LTD (n/a) - 3.19% | AMPHENOL CORP CLASS A (APH) - 1.18% |
| #13 | GRENERGY RENOVABLES SA (n/a) - 2.89% | HOWMET AEROSPACE INC (HWM) - 1.15% |
| #14 | OY NOFAR ENERGY LTD ORDINARY SHARES (n/a) - 2.77% | AMAZON.COM INC (AMZN) - 1.15% |
| #15 | ARRAY TECHNOLOGIES INC ORDINARY SHARES (ARRY) - 2.51% | JOHNSON & JOHNSON (JNJ) - 1.10% |
| #16 | DAQO NEW ENERGY CORP ADR (DQ) - 2.43% | AUD/USD PURCHASED (n/a) - 1.03% |
| #17 | SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 2.40% | SOUTHERN CO (SO) - 0.99% |
| #18 | SCATEC ASA ORDINARY SHARES (n/a) - 2.19% | LAM RESEARCH CORP (LRCX) - 0.99% |
| #19 | ENERGIX-RENEWABLE ENERGIES LTD (n/a) - 2.12% | META PLATFORMS INC CLASS A (META) - 0.96% |
| #20 | SMA SOLAR TECHNOLOGY AG (n/a) - 2.11% | MOTOROLA SOLUTIONS INC (MSI) - 0.96% |
| #21 | UNITED RENEWABLE ENERGY CO LTD (n/a) - 2.08% | CENCORA INC (COR) - 0.94% |
| #22 | JINKOSOLAR HOLDING CO LTD DR (JKS) - 1.81% | PROCTER & GAMBLE CO (PG) - 0.90% |
| #23 | HD HYUNDAI ENERGY SOLUTIONS CO LTD ORDINARY SHARES (n/a) - 1.60% | THB/USD PURCHASED (n/a) - 0.87% |
| #24 | TSEC CORP (n/a) - 1.54% | KRW/USD PURCHASED (n/a) - 0.63% |
| #25 | FLAT GLASS GROUP CO LTD SHS -H- REG S (n/a) - 1.39% | CHF/USD PURCHASED (n/a) - 0.63% |
| Total Holdings | 42 | 529 |
TAN vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TAN
+11.64%
BDVL
+1.94%
3M
Winner
TAN
+5.48%
BDVL
+2.28%
6M
Winner
TAN
+22.92%
BDVL
+7.52%
1Y
TAN
+101.56%
BDVL
N/A
5Y(CAGR)
TAN
-3.68%
BDVL
N/A
10Y(CAGR)
TAN
+12.02%
BDVL
N/A
Max(CAGR)
TAN
-6.06%
Winner
BDVL
+11.37%
TAN vs BDVL - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | TAN | BDVL |
|---|---|---|
| 2026 | +20.04% | +5.21% |
| 2025 | +41.43% | +1.98% |
| 2024 | -36.09% | N/A |
| 2023 | -26.01% | N/A |
| 2022 | -7.07% | N/A |
| 2021 | -26.67% | N/A |
| 2020 | +222.03% | N/A |
| 2019 | +64.40% | N/A |
| 2018 | -27.28% | N/A |
| 2017 | +50.84% | N/A |
| 2016 | -43.47% | N/A |
| 2015 | -8.44% | N/A |
| 2014 | -8.24% | N/A |
| 2013 | +117.08% | N/A |
| 2012 | -35.20% | N/A |
| 2011 | -63.84% | N/A |
| 2010 | -30.79% | N/A |
| 2009 | +10.57% | N/A |
| 2008 | -66.18% | N/A |
TAN vs BDVL Drawdown Comparison
The maximum drawdown for TAN was -95.29%, occurring on Nov 20, 2012. This drawdown has not yet recovered.
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The current TAN drawdown is -71.53%. The current BDVL drawdown is -0.55%.
| Rank | TAN | BDVL |
|---|---|---|
| #1 | -95.29% May 16, 2008 - Nov 20, 2012 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -6.53% Apr 16, 2008 - May 13, 2008 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -0.10% May 14, 2008 - May 16, 2008 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #4 | N/A | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #5 | N/A | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #6 | N/A | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #7 | N/A | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #8 | N/A | -0.77% May 6, 2026 - May 7, 2026 |
| #9 | N/A | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #10 | N/A | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #11 | N/A | -0.64% Feb 11, 2026 - Feb 20, 2026 |
| #12 | N/A | -0.64% Oct 20, 2025 - Oct 27, 2025 |
| #13 | N/A | -0.61% Feb 20, 2026 - Feb 24, 2026 |
| #14 | N/A | -0.33% Sep 15, 2025 - Sep 17, 2025 |
| #15 | N/A | -0.33% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between TAN and BDVL is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2008 - 2025)
TAN vs BDVL dividend yield comparison.
| Year | TAN | BDVL |
|---|---|---|
| 2025 | 0.00% | 2.79% |
| 2024 | 0.50% | 0.00% |
| 2023 | 0.09% | 0.00% |
| 2020 | 0.09% | 0.00% |
| 2019 | 0.30% | 0.00% |
| 2018 | 0.69% | 0.00% |
| 2017 | 1.77% | 0.00% |
| 2016 | 5.04% | 0.00% |
| 2015 | 1.60% | 0.00% |
| 2014 | 1.88% | 0.00% |
| 2013 | 1.28% | 0.00% |
| 2012 | 9.10% | 0.00% |
| 2011 | 8.54% | 0.00% |
| 2010 | 0.40% | 0.00% |
| 2008 | 0.14% | 0.00% |
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