BDVL ETF Analysis: Disciplined Volatility | NASDAQ

Global Large-Stock Blend | NASDAQ, USA | Market Cap: 1.695m USD | 12M Return: 8.4% | Charts, Fundamentals & Technical Analysis

Equity Securities, Common Stock, Fixed Income, Money Market
Total Rating 41
Safety 44
Buy Signal -0.17
Global Large-Stock Blend
Category Rotation: -1.0
AUM: 1.69B
Avg Turnover: 4.89M
Risk 3d forecast
Volatility8.87%
VaR 5th Pctl1.68%
VaR vs Median5.49%
Reward TTM
Sharpe Ratio0.55
Rel. Str. IBD40.9
Rel. Str. Peer Group17.9
Character TTM
Beta0.481
Beta Downside0.477
Hurst Exponent0.508
Drawdowns 3y
Max DD7.71%
CAGR/Max DD1.22
CAGR/Mean DD8.21

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 0.8 years of data

Jan - -
Feb - -
Mar - -
Apr - -
May - -
Jun - -
Jul - -
Aug - -
Sep - -
Oct - -
Nov - -
Dec - -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: BDVL Disciplined Volatility

The iShares Disciplined Volatility Equity Active ETF (BDVL) operates as an actively managed exchange-traded fund that, under normal circumstances, allocates at least 80% of its net assets to equity securities. This 80% threshold is a standard requirement under SEC naming rules for funds that include equity in their name. Beyond its equity focus, the fund may also invest in fixed-income securities, money market instruments, and other short-term securities when the management team identifies attractive risk-adjusted return opportunities.

The funds equity exposure spans common stock, preferred stock, American Depositary Receipts (ADRs), and other instruments whose value is linked to common stock. ADRs enable U.S.-listed funds like BDVL to gain exposure to foreign-domiciled companies without trading directly on international exchanges. Launched in June 2017, BDVL is classified as a Global Large-Stock Blend ETF and carries a small-cap market capitalization, reflecting its niche positioning within the actively managed volatility-focused segment of the ETF market.

Headlines to Watch Out For
  • Low volatility equity strategy attracts defensive AUM inflows
  • Interest rate cuts boost fixed income sleeve returns
  • BlackRock active ETF competition pressures expense ratios
What is the price of BDVL shares?

As of July 28, 2026, the stock is trading at USD 26.05 with a total of 189,547 shares traded. Over the past week, the price has changed by +0.89%, over one month by +0.73%, over three months by +2.36% and over the past year by +8.37%.

Current recommended Stop Loss: 25.70 (which is 1.3% or 1.7 ATR below the current price).

Is BDVL a buy, sell or hold?

Disciplined Volatility has no consensus analysts rating.