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
$1.70B
BDVL
$1.70B
Expense Ratio
TAN
0.70%
Winner
BDVL
0.40%
Max Drawdown
TAN
95.67%
Winner
BDVL
7.71%
Sharpe Ratio
Winner
TAN
0.99
BDVL
0.60
5Y Beta
TAN
1.04
Winner
BDVL
0.61
P/E Ratio
Winner
TAN
-2475.31
BDVL
22.94
Forward P/E
Winner
TAN
18.54
BDVL
20.74
PEG Ratio
TAN
0.86
BDVL
N/A
5Y Dividends CAGR
TAN
-5.57%
BDVL
N/A
5Y EPS CAGR
TAN
N/A
BDVL
18.53%
Debt to Equity
TAN
72.06%
Winner
BDVL
-40.06%
P/S Ratio
Winner
TAN
0.30
BDVL
2.21
P/B Ratio
Winner
TAN
1.70
BDVL
4.80
TAN vs BDVL - Holdings Comparison
TAN and BDVL have 1 common holdings. Overlap is -4.38%
TAN's top 25 holdings weight is 90.78%. BDVL's top 25 holdings weight is 43.84%.
| Rank | TAN | BDVL |
|---|---|---|
| #1 | NEXTPOWER INC CLASS A (NXT) - 10.33% | INR/USD PURCHASED (n/a) - 4.48% |
| #2 | FIRST SOLAR INC (FSLR) - 9.63% | EUR/USD PURCHASED (n/a) - 4.22% |
| #3 | ENPHASE ENERGY INC (ENPH) - 6.79% | JPY/USD PURCHASED (n/a) - 3.85% |
| #4 | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 6.72% | USD CASH (n/a) - 3.53% |
| #5 | SOLAREDGE TECHNOLOGIES INC (SEDG) - 5.00% | ISHARES MSCI INDIA ETF (INDA) - 2.75% |
| #6 | SUNRUN INC (RUN) - 4.66% | HKD/USD PURCHASED (n/a) - 2.55% |
| #7 | DORAL GROUP RENEWABLE ENERYY RESOURCES LTD ORDINARY SHARES (n/a) - 4.21% | ASML HOLDING NV (n/a) - 1.57% |
| #8 | OY NOFAR ENERGY LTD ORDINARY SHARES (n/a) - 3.83% | ALPHABET INC CLASS C (GOOG) - 1.38% |
| #9 | HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC (HASI) - 3.83% | INTEL CORP (INTC) - 1.31% |
| #10 | CLEARWAY ENERGY INC CLASS C (CWEN) - 3.37% | MASTERCARD INC CLASS A (MA) - 1.29% |
| #11 | SOLARIA ENERGIA Y MEDIO AMBIENTE SA (n/a) - 3.15% | HOWMET AEROSPACE INC (HWM) - 1.28% |
| #12 | GCL TECHNOLOGY HOLDINGS LTD (n/a) - 3.14% | AMAZON.COM INC (AMZN) - 1.23% |
| #13 | SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 3.14% | TJX COMPANIES INC (TJX) - 1.20% |
| #14 | T1 ENERGY INC (TE) - 3.03% | JOHNSON & JOHNSON (JNJ) - 1.19% |
| #15 | SMA SOLAR TECHNOLOGY AG (n/a) - 2.46% | PROGRESSIVE CORP (PGR) - 1.15% |
| #16 | ENERGIX-RENEWABLE ENERGIES LTD (n/a) - 2.39% | CISCO SYSTEMS INC (CSCO) - 1.12% |
| #17 | XINYI SOLAR HOLDINGS LTD (n/a) - 2.30% | REPUBLIC SERVICES INC (RSG) - 1.12% |
| #18 | GRENERGY RENOVABLES SA (n/a) - 2.15% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.12% |
| #19 | ARRAY TECHNOLOGIES INC ORDINARY SHARES (ARRY) - 2.07% | MCKESSON CORP (MCK) - 1.11% |
| #20 | CANADIAN SOLAR INC (CSIQ) - 1.62% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.10% |
| #21 | SCATEC ASA ORDINARY SHARES (n/a) - 1.62% | SOUTHERN CO (SO) - 1.10% |
| #22 | UNITED RENEWABLE ENERGY CO LTD (n/a) - 1.49% | TWD/USD PURCHASED (n/a) - 1.09% |
| #23 | DAQO NEW ENERGY CORP ADR (DQ) - 1.42% | LAM RESEARCH CORP (LRCX) - 1.05% |
| #24 | JINKOSOLAR HOLDING CO LTD DR (JKS) - 1.23% | VISA INC CLASS A (V) - 1.05% |
| #25 | TSEC CORP (n/a) - 1.20% | MICROSOFT CORP (MSFT) - 1.00% |
| Total Holdings | 44 | 563 |
TAN vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
TAN
-12.06%
Winner
BDVL
+0.04%
3M
TAN
-1.72%
Winner
BDVL
+2.19%
6M
TAN
+2.85%
Winner
BDVL
+5.42%
1Y
Winner
TAN
+40.09%
BDVL
+7.89%
5Y(CAGR)
TAN
-8.96%
BDVL
N/A
10Y(CAGR)
TAN
+10.38%
BDVL
N/A
Max(CAGR)
TAN
-6.72%
Winner
BDVL
+9.39%
TAN vs BDVL - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | TAN | BDVL |
|---|---|---|
| 2026 | +4.15% | +5.90% |
| 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 -75.30%. The current BDVL drawdown is -0.76%.
| 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 | -2.31% May 26, 2026 - Jun 15, 2026 |
| #4 | N/A | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #5 | N/A | -1.55% Jun 15, 2026 - Jul 6, 2026 |
| #6 | N/A | -1.53% Jul 10, 2026 - Jul 20, 2026 |
| #7 | N/A | -1.51% May 6, 2026 - May 26, 2026 |
| #8 | N/A | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #9 | N/A | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #10 | N/A | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #11 | N/A | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #12 | N/A | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #13 | N/A | -0.72% Jul 6, 2026 - Jul 10, 2026 |
| #14 | N/A | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #15 | N/A | -0.64% Feb 11, 2026 - Feb 20, 2026 |
Correlation
Correlation between TAN and BDVL is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2008 - 2026)
TAN vs BDVL dividend yield comparison.
| Year | TAN | BDVL |
|---|---|---|
| 2026 | 0.00% | 0.86% |
| 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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