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USO vs BDVL

Comparison between United States Oil Fund (USO, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).

USO vs BDVL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USO
$1.70B
BDVL
$1.70B
Expense Ratio
USO
0.86%
Winner
BDVL
0.40%
Max Drawdown
USO
98.19%
Winner
BDVL
7.71%
Sharpe Ratio
Winner
USO
0.79
BDVL
0.55
5Y Beta
Winner
USO
0.04
BDVL
0.62

USO vs BDVL - Historical Returns

Returns include dividend reinvestment.

1M
USO
-21.05%
Winner
BDVL
-0.76%
3M
USO
+0.63%
Winner
BDVL
+6.10%
6M
Winner
USO
+58.26%
BDVL
+4.35%
1Y
USO
+45.61%
BDVL
N/A
5Y(CAGR)
USO
+17.48%
BDVL
N/A
10Y(CAGR)
USO
+1.50%
BDVL
N/A
Max(CAGR)
USO
-7.56%
Winner
BDVL
+8.92%

USO vs BDVL - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearUSOBDVL
2026+61.34%+4.83%
2025-10.10%+1.98%
2024+14.87%N/A
2023-1.46%N/A
2022+27.87%N/A
2021+67.88%N/A
2020-67.79%N/A
2019+30.05%N/A
2018-19.97%N/A
2017+4.98%N/A
2016+6.74%N/A
2015-44.70%N/A
2014-40.52%N/A
2013+4.44%N/A
2012-15.92%N/A
2011-2.41%N/A
2010-3.15%N/A
2009+10.24%N/A
2008-57.82%N/A
2007+53.36%N/A
2006-24.14%N/A

USO vs BDVL Drawdown Comparison

The maximum drawdown for USO was -98.19%, occurring on Apr 28, 2020. 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 USO drawdown is -88.16%. The current BDVL drawdown is -1.41%.

RankUSOBDVL
#1-98.19%
Jul 14, 2008 - Apr 28, 2020
-7.71%
Feb 27, 2026 - May 6, 2026
#2-40.98%
Jul 13, 2006 - Oct 31, 2007
-3.36%
Nov 12, 2025 - Dec 5, 2025
#3-12.04%
Jan 2, 2008 - Feb 19, 2008
-2.31%
May 26, 2026 - Jun 15, 2026
#4-11.18%
Nov 20, 2007 - Jan 2, 2008
-1.99%
Sep 17, 2025 - Oct 20, 2025
#5-10.48%
Apr 21, 2006 - Jul 13, 2006
-1.51%
May 6, 2026 - May 26, 2026
#6-8.61%
May 21, 2008 - Jun 6, 2008
-1.48%
Jan 12, 2026 - Jan 26, 2026
#7-7.97%
Mar 13, 2008 - Apr 9, 2008
-1.43%
Oct 27, 2025 - Nov 11, 2025
#8-6.15%
Jul 2, 2008 - Jul 11, 2008
-1.41%
Jun 15, 2026 - Jun 23, 2026
#9-5.85%
Nov 6, 2007 - Nov 20, 2007
-1.05%
Jan 27, 2026 - Feb 9, 2026
#10-5.55%
Apr 28, 2008 - May 5, 2008
-0.87%
Dec 11, 2025 - Dec 22, 2025
#11-4.69%
Jun 6, 2008 - Jun 26, 2008
-0.75%
Dec 26, 2025 - Jan 6, 2026
#12-2.55%
Feb 28, 2008 - Mar 5, 2008
-0.69%
Dec 5, 2025 - Dec 11, 2025
#13-2.51%
Feb 20, 2008 - Feb 26, 2008
-0.64%
Feb 11, 2026 - Feb 20, 2026
#14-2.08%
Apr 23, 2008 - Apr 25, 2008
-0.64%
Oct 20, 2025 - Oct 27, 2025
#15-1.97%
May 9, 2008 - May 16, 2008
-0.61%
Feb 20, 2026 - Feb 24, 2026

Correlation

Correlation between USO and BDVL is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57
-101

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