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BlackRockGlobal Large-Stock BlendBDVL · Nasdaq

iShares Disciplined Volatility Equity Active ETF Trust Unit (BDVL)

Price
$26.50
11 Sept 2026
Assets
$1.8B
Total net assets
Expense ratio
0.39%
Category 0.93%
Yield
0.00%
Trailing distributions
3Y CAGR
Category 16.5%
5Y CAGR
Category 7.8%
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iShares Disciplined Volatility Equity Active ETF Trust Unit

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.4%+2.2%+7.8%+7.8%+9.9%
Global Large-Stock Blend average-1.3%2.3%13.1%11.4%15.1%16.5%7.8%11.2%13.0%
Difference-0.1%0.0%-5.3%-3.6%-3.1%

Holdings

The 10 largest positions make up 14.4% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
INDAiShares MSCI India ETF2.49%
ASML.ASASML Holding NV1.77%
AMZNAmazon.com Inc1.53%
MAMastercard Inc Class A1.47%
MSFTMicrosoft Corp1.34%
HWMHowmet Aerospace Inc1.24%
GOOGAlphabet Inc Class C1.23%
2330.TWTaiwan Semiconductor Manufacturing Co Ltd1.16%
CSCOCisco Systems Inc1.13%
RSGRepublic Services Inc1.07%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
21.1
P/B
3.2
P/S
1.9
P/CF
12.8

Sector allocation

Share of the equity the fund holds.

25.8%Technology11 sectors
  1. Technology25.8%
  2. Industrials16.2%
  3. Financial services14.2%
  4. Health care11.5%
  5. Consumer discretionary8.5%
  6. Communication services7.9%
  7. Consumer staples6.2%
  8. Utilities3.5%
  9. Materials2.6%
  10. Energy2.4%
  11. Real estate1.2%

Asset mix

  • Stocks96.1%
  • Cash3.9%

ETF details

Issuer
BlackRock
Category
Equity · Global Large-Stock Blend
Ticker
BDVL
Exchange
Nasdaq
Inception
1 Jun 2017 (9.3 years)
Structure
Exchange Traded Fund
Expense ratio
0.39% (category 0.93%)
Holdings turnover
193% (category 49%)
Distribution yield
0.00%
Beta, 3 years
0.62
Total net assets
$1.8B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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