USPX vs BDVL
Comparison between FRANKLIN U.S. EQUITY INDEX ETF (USPX, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).
USPX vs BDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USPX
$1.50B
BDVL
$1.50B
Expense Ratio
Winner
USPX
0.03%
BDVL
0.40%
Max Drawdown
USPX
31.21%
Winner
BDVL
7.71%
Sharpe Ratio
Winner
USPX
2.01
BDVL
0.78
5Y Beta
USPX
0.99
Winner
BDVL
0.63
P/E Ratio
USPX
28.60
BDVL
N/A
Forward P/E
USPX
21.73
BDVL
N/A
PEG Ratio
USPX
0.47
BDVL
N/A
5Y Dividends CAGR
USPX
-2.37%
BDVL
N/A
5Y EPS CAGR
USPX
28.45%
BDVL
N/A
Debt to Equity
USPX
36.27%
BDVL
N/A
P/S Ratio
USPX
3.64
BDVL
N/A
P/B Ratio
USPX
5.51
BDVL
N/A
USPX vs BDVL - Holdings Comparison
USPX and BDVL have 143 common holdings. Overlap is 5.02%
USPX's top 25 holdings weight is 49.47%. BDVL's top 25 holdings weight is 40.88%.
| Rank | USPX | BDVL |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.15% | INR/USD PURCHASED (n/a) - 4.83% |
| #2 | APPLE INC (AAPL) - 6.49% | JPY/USD PURCHASED (n/a) - 3.78% |
| #3 | MICROSOFT CORP (MSFT) - 5.20% | ISHARES MSCI INDIA ETF (INDA) - 3.18% |
| #4 | AMAZON.COM INC (AMZN) - 4.16% | USD CASH (n/a) - 3.12% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.32% | HKD/USD PURCHASED (n/a) - 2.90% |
| #6 | BROADCOM INC (AVGO) - 3.03% | EUR/USD PURCHASED (n/a) - 2.75% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.87% | CAD/USD PURCHASED (n/a) - 1.76% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.40% | MICROSOFT CORP (MSFT) - 1.39% |
| #9 | TESLA INC (TSLA) - 1.73% | ASML HOLDING NV (n/a) - 1.25% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% | VERIZON COMMUNICATIONS INC (VZ) - 1.24% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.37% | ALPHABET INC CLASS C (GOOG) - 1.20% |
| #12 | ELI LILLY AND CO (LLY) - 1.14% | AMPHENOL CORP CLASS A (APH) - 1.18% |
| #13 | EXXON MOBIL CORP (XOM) - 1.02% | HOWMET AEROSPACE INC (HWM) - 1.15% |
| #14 | MICRON TECHNOLOGY INC (MU) - 0.92% | AMAZON.COM INC (AMZN) - 1.15% |
| #15 | WALMART INC (WMT) - 0.89% | JOHNSON & JOHNSON (JNJ) - 1.10% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.89% | AUD/USD PURCHASED (n/a) - 1.03% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 0.86% | SOUTHERN CO (SO) - 0.99% |
| #18 | VISA INC CLASS A (V) - 0.85% | LAM RESEARCH CORP (LRCX) - 0.99% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.72% | META PLATFORMS INC CLASS A (META) - 0.96% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.67% | MOTOROLA SOLUTIONS INC (MSI) - 0.96% |
| #21 | ARISTA NETWORKS INC (ANET) - 0.28% | CENCORA INC (COR) - 0.94% |
| #22 | ABBOTT LABORATORIES (ABT) - 0.27% | PROCTER & GAMBLE CO (PG) - 0.90% |
| #23 | EATON CORP PLC (ETN) - 0.27% | THB/USD PURCHASED (n/a) - 0.87% |
| #24 | SALESFORCE INC (CRM) - 0.27% | KRW/USD PURCHASED (n/a) - 0.63% |
| #25 | INTUITIVE SURGICAL INC (ISRG) - 0.27% | CHF/USD PURCHASED (n/a) - 0.63% |
| Total Holdings | 468 | 529 |
USPX vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USPX
+9.06%
BDVL
+1.94%
3M
Winner
USPX
+6.28%
BDVL
+2.28%
6M
Winner
USPX
+9.79%
BDVL
+7.52%
1Y
USPX
+31.54%
BDVL
N/A
5Y(CAGR)
USPX
+12.05%
BDVL
N/A
10Y(CAGR)
USPX
+12.53%
BDVL
N/A
Max(CAGR)
Winner
USPX
+12.53%
BDVL
+11.37%
USPX vs BDVL - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | USPX | BDVL |
|---|---|---|
| 2026 | +7.68% | +5.21% |
| 2025 | +17.86% | +1.98% |
| 2024 | +25.51% | N/A |
| 2023 | +27.54% | N/A |
| 2022 | -18.84% | N/A |
| 2021 | +19.84% | N/A |
| 2020 | +9.12% | N/A |
| 2019 | +26.44% | N/A |
| 2018 | -8.05% | N/A |
| 2017 | +23.80% | N/A |
| 2016 | +3.92% | N/A |
USPX vs BDVL Drawdown Comparison
The maximum drawdown for USPX was -31.21%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The current BDVL drawdown is -0.55%.
| Rank | USPX | BDVL |
|---|---|---|
| #1 | -31.21% Jan 17, 2020 - Sep 2, 2020 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -24.60% Dec 29, 2021 - Dec 12, 2023 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -19.21% Feb 19, 2025 - Jun 26, 2025 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #4 | -16.43% Jan 26, 2018 - Jun 20, 2019 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #5 | -9.15% Jan 27, 2026 - Apr 15, 2026 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #6 | -8.61% Jul 16, 2024 - Sep 19, 2024 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #7 | -7.47% Oct 12, 2020 - Nov 9, 2020 | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #8 | -6.70% Sep 3, 2021 - Dec 15, 2021 | -0.77% May 6, 2026 - May 7, 2026 |
| #9 | -6.08% Mar 28, 2024 - May 14, 2024 | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #10 | -5.82% Sep 2, 2020 - Oct 12, 2020 | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #11 | -5.59% Jul 24, 2019 - Sep 12, 2019 | -0.64% Feb 11, 2026 - Feb 20, 2026 |
| #12 | -5.34% Aug 15, 2016 - Jan 4, 2017 | -0.64% Oct 20, 2025 - Oct 27, 2025 |
| #13 | -5.15% Oct 28, 2025 - Dec 11, 2025 | -0.61% Feb 20, 2026 - Feb 24, 2026 |
| #14 | -4.66% Feb 16, 2021 - Mar 26, 2021 | -0.33% Sep 15, 2025 - Sep 17, 2025 |
| #15 | -4.60% Dec 6, 2024 - Jan 23, 2025 | -0.33% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between USPX and BDVL is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2016 - 2026)
USPX vs BDVL dividend yield comparison.
| Year | USPX | BDVL |
|---|---|---|
| 2026 | 0.25% | 0.00% |
| 2025 | 1.07% | 2.79% |
| 2024 | 1.23% | 0.00% |
| 2023 | 1.35% | 0.00% |
| 2022 | 2.21% | 0.00% |
| 2021 | 2.40% | 0.00% |
| 2020 | 2.51% | 0.00% |
| 2019 | 3.07% | 0.00% |
| 2018 | 2.91% | 0.00% |
| 2017 | 2.60% | 0.00% |
| 2016 | 4.89% | 0.00% |
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