VRIG vs BDVL
Comparison between INVESCO VARIABLE RATE INVESTMENT GRADE ETF (VRIG, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).
VRIG vs BDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VRIG
$1.50B
BDVL
$1.50B
Expense Ratio
Winner
VRIG
0.30%
BDVL
0.40%
Max Drawdown
VRIG
14.33%
Winner
BDVL
7.71%
Sharpe Ratio
Winner
VRIG
2.94
BDVL
0.78
5Y Beta
Winner
VRIG
0.01
BDVL
0.63
5Y Dividends CAGR
VRIG
33.90%
BDVL
N/A
VRIG vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
VRIG
+0.47%
Winner
BDVL
+1.94%
3M
VRIG
+0.87%
Winner
BDVL
+2.28%
6M
VRIG
+2.24%
Winner
BDVL
+7.52%
1Y
VRIG
+5.23%
BDVL
N/A
5Y(CAGR)
VRIG
+4.36%
BDVL
N/A
10Y(CAGR)
VRIG
+3.44%
BDVL
N/A
Max(CAGR)
VRIG
+3.44%
Winner
BDVL
+11.37%
VRIG vs BDVL - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | VRIG | BDVL |
|---|---|---|
| 2026 | +1.45% | +5.21% |
| 2025 | +5.03% | +1.98% |
| 2024 | +6.81% | N/A |
| 2023 | +7.30% | N/A |
| 2022 | +0.99% | N/A |
| 2021 | +1.14% | N/A |
| 2020 | +1.63% | N/A |
| 2019 | +4.52% | N/A |
| 2018 | +0.43% | N/A |
| 2017 | +3.19% | N/A |
| 2016 | +0.56% | N/A |
VRIG vs BDVL Drawdown Comparison
The maximum drawdown for VRIG was -13.04%, occurring on Mar 26, 2020. Recovery took 129 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 | VRIG | BDVL |
|---|---|---|
| #1 | -13.04% Feb 19, 2020 - Aug 21, 2020 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -2.28% Jan 21, 2022 - Sep 22, 2022 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -1.40% Mar 6, 2023 - Apr 18, 2023 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #4 | -1.38% Nov 14, 2018 - Feb 20, 2019 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #5 | -0.78% Mar 31, 2025 - Apr 29, 2025 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #6 | -0.73% Sep 22, 2022 - Dec 5, 2022 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #7 | -0.47% May 5, 2017 - Jul 14, 2017 | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #8 | -0.44% Jan 26, 2018 - Feb 23, 2018 | -0.77% May 6, 2026 - May 7, 2026 |
| #9 | -0.36% Apr 18, 2018 - May 29, 2018 | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #10 | -0.31% Mar 14, 2018 - Apr 3, 2018 | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #11 | -0.29% Sep 18, 2020 - Nov 9, 2020 | -0.64% Feb 11, 2026 - Feb 20, 2026 |
| #12 | -0.28% Jan 13, 2017 - Feb 13, 2017 | -0.64% Oct 20, 2025 - Oct 27, 2025 |
| #13 | -0.26% Nov 14, 2017 - Dec 21, 2017 | -0.61% Feb 20, 2026 - Feb 24, 2026 |
| #14 | -0.24% Dec 6, 2019 - Dec 11, 2019 | -0.33% Sep 15, 2025 - Sep 17, 2025 |
| #15 | -0.22% Oct 18, 2017 - Nov 1, 2017 | -0.33% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between VRIG and BDVL is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2016 - 2026)
VRIG vs BDVL dividend yield comparison.
| Year | VRIG | BDVL |
|---|---|---|
| 2026 | 1.50% | 0.00% |
| 2025 | 4.99% | 2.79% |
| 2024 | 6.09% | 0.00% |
| 2023 | 5.97% | 0.00% |
| 2022 | 2.39% | 0.00% |
| 2021 | 0.78% | 0.00% |
| 2020 | 1.57% | 0.00% |
| 2019 | 3.13% | 0.00% |
| 2018 | 2.89% | 0.00% |
| 2017 | 2.31% | 0.00% |
| 2016 | 0.60% | 0.00% |
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