BDVL ETF Analysis: Disciplined Volatility | NASDAQ

Global Equity | NASDAQ, USA | Market Cap: 1.787m USD | 12M Return: 9.7% | US09290C7157 | Charts, Fundamentals & Technical Analysis

Equities, Fixed Income, Money Market, Short-Term Debt
Total Rating 49
Safety 48
Buy Signal -0.60
Global Equity
Category Rotation: -12.8
TER: 0.39%
AUM: 1.79B
Avg Turnover: 7.01M
Risk 3d forecast
Volatility8.70%
VaR 5th Pctl1.62%
VaR vs Median3.41%
Reward TTM
Sharpe Ratio0.62
Rel. Str. IBD52
Rel. Str. Peer Group17.1 pctl
Character TTM
Beta0.461
Beta Downside0.421
Hurst Exponent0.540
Choppyness69.4%
Drawdowns 3y
Max DD7.71%
CAGR/Max DD1.12
CAGR/Mean DD7.28

Warnings

Fakeout

Tailwinds

No distinct edge detected

Seasonality 1 years of data

Jan - -
Feb - -
Mar - -
Apr - -
May - -
Jun - -
Jul - -
Aug - -
Sep -2.3% -
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) is a US-listed exchange-traded fund that invests at least 80% of its net assets in equity securities, including common stock, preferred stock, and ADRs. The fund also allocates to fixed-income securities, money market instruments, and other short-term securities, with the management team targeting attractive risk-adjusted returns. As an actively managed ETF classified within the Global Large-Stock Blend category, BDVL blends exposure across global developed markets rather than focusing on a single region. The fund has been listed since June 2017 and operates with a small-cap market profile.

Headlines to Watch Out For
  • Low-volatility demand rises amid equity market uncertainty
  • AUM growth driven by inflows from risk-averse investors
  • Fee pressure intensifies from competing volatility ETFs
What is the price of BDVL shares?

As of November 03, 2026, the stock is trading at USD 26.49 with a total of 193,712 shares traded. Over the past week, the price has changed by -0.64%, over one month by +0.89%, over three months by +0.46% and over the past year by +9.68%.

Current recommended Stop Loss: 26.00 (which is 1.8% or 2.7 ATR below the current price).

Is BDVL a buy, sell or hold?

Disciplined Volatility has no consensus analysts rating.