BDVL ETF Analysis: Disciplined Volatility | NASDAQ

Global Large-Stock Blend | NASDAQ, USA | Market Cap: 1.760m USD | 12M Return: 10.9% | US09290C7157 | Charts, Fundamentals & Technical Analysis

Equity Securities, Common Stock, Fixed Income, Money Market
Total Rating 49
Safety 57
Buy Signal -0.09
Global Large-Stock Blend
Category Rotation: +6.6
TER: 0.40%
AUM: 1.76B
Avg Turnover: 5.36M
Risk 3d forecast
Volatility8.67%
VaR 5th Pctl1.62%
VaR vs Median3.51%
Reward TTM
Sharpe Ratio0.70
Rel. Str. IBD49.6
Rel. Str. Peer Group16.7
Character TTM
Beta0.469
Beta Downside0.448
Hurst Exponent0.484
Drawdowns 3y
Max DD7.71%
CAGR/Max DD1.18
CAGR/Mean DD8.06

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 1 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 September 27, 2026, the stock is trading at USD 26.38 with a total of 221,492 shares traded. Over the past week, the price has changed by +0.22%, over one month by -1.38%, over three months by +2.41% and over the past year by +10.88%.

Current recommended Stop Loss: 26.00 (which is 1.4% or 1.9 ATR below the current price).

Is BDVL a buy, sell or hold?

Disciplined Volatility has no consensus analysts rating.