VFMO vs BDVL
Comparison between VANGUARD U.S. MOMENTUM FACTOR ETF ETF SHARES (VFMO, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).
VFMO vs BDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VFMO
$1.70B
BDVL
$1.70B
Expense Ratio
Winner
VFMO
0.13%
BDVL
0.40%
Max Drawdown
VFMO
36.92%
Winner
BDVL
7.71%
Sharpe Ratio
Winner
VFMO
1.64
BDVL
0.55
5Y Beta
VFMO
1.24
Winner
BDVL
0.62
P/E Ratio
VFMO
144.24
BDVL
N/A
Forward P/E
VFMO
16.57
BDVL
N/A
5Y Dividends CAGR
VFMO
30.06%
BDVL
N/A
5Y EPS CAGR
VFMO
14.44%
BDVL
N/A
Debt to Equity
VFMO
12.81%
BDVL
N/A
P/S Ratio
VFMO
1.80
BDVL
N/A
P/B Ratio
VFMO
3.96
BDVL
N/A
VFMO vs BDVL - Holdings Comparison
VFMO and BDVL have 55 common holdings. Overlap is 1.42%
VFMO's top 25 holdings weight is 19.44%. BDVL's top 25 holdings weight is 50.04%.
| Rank | VFMO | BDVL |
|---|---|---|
| #1 | SLBBH1142 (n/a) - 1.18% | JPY/USD PURCHASED (n/a) - 5.66% |
| #2 | GE VERNOVA INC (GEV) - 1.14% | INR/USD PURCHASED (n/a) - 5.10% |
| #3 | LAM RESEARCH CORP (LRCX) - 1.08% | EUR/USD PURCHASED (n/a) - 4.67% |
| #4 | JOHNSON & JOHNSON (JNJ) - 1.02% | HKD/USD PURCHASED (n/a) - 4.26% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 0.98% | ISHARES MSCI INDIA ETF (INDA) - 2.94% |
| #6 | KLA CORP (KLAC) - 0.97% | USD CASH (n/a) - 2.46% |
| #7 | NEWMONT CORP (NEM) - 0.97% | CAD/USD PURCHASED (n/a) - 2.44% |
| #8 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.92% | AUD/USD PURCHASED (n/a) - 1.69% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 0.89% | ALPHABET INC CLASS C (GOOG) - 1.57% |
| #10 | AMPHENOL CORP CLASS A (APH) - 0.87% | CHF/USD PURCHASED (n/a) - 1.51% |
| #11 | HOWMET AEROSPACE INC (HWM) - 0.86% | CISCO SYSTEMS INC (CSCO) - 1.46% |
| #12 | APPLIED MATERIALS INC (AMAT) - 0.85% | AMAZON.COM INC (AMZN) - 1.37% |
| #13 | GENERAL MOTORS CO (GM) - 0.84% | INTEL CORP (INTC) - 1.34% |
| #14 | BANK OF NEW YORK MELLON CORP (BNY) - 0.84% | TJX COMPANIES INC (TJX) - 1.32% |
| #15 | CORNING INC (GLW) - 0.84% | ASML HOLDING NV (n/a) - 1.31% |
| #16 | CATERPILLAR INC (CAT) - 0.81% | HOWMET AEROSPACE INC (HWM) - 1.23% |
| #17 | MICRON TECHNOLOGY INC (MU) - 0.78% | MICROSOFT CORP (MSFT) - 1.20% |
| #18 | INTEL CORP (INTC) - 0.76% | SGD/USD PURCHASED (n/a) - 1.12% |
| #19 | HCA HEALTHCARE INC (HCA) - 0.74% | MXN/USD PURCHASED (n/a) - 1.12% |
| #20 | FREEPORT-MCMORAN INC (FCX) - 0.66% | MCKESSON CORP (MCK) - 1.11% |
| #21 | GILEAD SCIENCES INC (GILD) - 0.29% | MASTERCARD INC CLASS A (MA) - 1.07% |
| #22 | BRIDGEBIO PHARMA INC (BBIO) - 0.29% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.05% |
| #23 | NEXTPOWER INC CLASS A (NXT) - 0.29% | GBP/USD PURCHASED (n/a) - 1.04% |
| #24 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.29% | SOUTHERN CO (SO) - 1.03% |
| #25 | IONIS PHARMACEUTICALS INC (IONS) - 0.28% | KRW/USD PURCHASED (n/a) - 0.97% |
| Total Holdings | 634 | 524 |
VFMO vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VFMO
+4.69%
BDVL
-0.76%
3M
Winner
VFMO
+22.31%
BDVL
+6.10%
6M
Winner
VFMO
+22.71%
BDVL
+4.35%
1Y
VFMO
+44.30%
BDVL
N/A
5Y(CAGR)
VFMO
+14.30%
BDVL
N/A
10Y(CAGR)
VFMO
+15.61%
BDVL
N/A
Max(CAGR)
Winner
VFMO
+15.61%
BDVL
+8.92%
VFMO vs BDVL - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | VFMO | BDVL |
|---|---|---|
| 2026 | +23.63% | +4.83% |
| 2025 | +16.84% | +1.98% |
| 2024 | +28.26% | N/A |
| 2023 | +18.26% | N/A |
| 2022 | -13.05% | N/A |
| 2021 | +20.50% | N/A |
| 2020 | +30.80% | N/A |
| 2019 | +28.45% | N/A |
| 2018 | -11.41% | N/A |
VFMO vs BDVL Drawdown Comparison
The maximum drawdown for VFMO was -36.77%, occurring on Mar 23, 2020. Recovery took 113 trading sessions.
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The current VFMO drawdown is -2.31%. The current BDVL drawdown is -1.41%.
| Rank | VFMO | BDVL |
|---|---|---|
| #1 | -36.77% Feb 19, 2020 - Jul 30, 2020 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -27.21% Sep 4, 2018 - Dec 20, 2019 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -25.79% Nov 8, 2021 - Feb 2, 2024 | -2.31% May 26, 2026 - Jun 15, 2026 |
| #4 | -24.40% Nov 26, 2024 - Aug 12, 2025 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #5 | -12.18% Jul 16, 2024 - Sep 19, 2024 | -1.51% May 6, 2026 - May 26, 2026 |
| #6 | -11.06% Feb 12, 2021 - Aug 11, 2021 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -10.98% Oct 15, 2025 - Dec 11, 2025 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #8 | -10.55% Feb 26, 2026 - Apr 9, 2026 | -1.41% Jun 15, 2026 - Jun 23, 2026 |
| #9 | -9.98% Oct 13, 2020 - Nov 23, 2020 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #10 | -8.89% Sep 2, 2020 - Oct 5, 2020 | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #11 | -8.29% Mar 21, 2024 - May 15, 2024 | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #12 | -8.02% Mar 12, 2018 - May 16, 2018 | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #13 | -6.16% Jan 22, 2026 - Feb 25, 2026 | -0.64% Feb 11, 2026 - Feb 20, 2026 |
| #14 | -5.93% Dec 11, 2025 - Jan 6, 2026 | -0.64% Oct 20, 2025 - Oct 27, 2025 |
| #15 | -5.83% Aug 12, 2021 - Aug 27, 2021 | -0.61% Feb 20, 2026 - Feb 24, 2026 |
Correlation
Correlation between VFMO and BDVL is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2018 - 2026)
VFMO vs BDVL dividend yield comparison.
| Year | VFMO | BDVL |
|---|---|---|
| 2026 | 0.09% | 0.87% |
| 2025 | 0.82% | 2.79% |
| 2024 | 0.72% | 0.00% |
| 2023 | 0.89% | 0.00% |
| 2022 | 1.72% | 0.00% |
| 2021 | 0.81% | 0.00% |
| 2020 | 0.45% | 0.00% |
| 2019 | 1.22% | 0.00% |
| 2018 | 0.70% | 0.00% |
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