Compare · 2 funds side by side · dividends reinvested

BDVL and KBWP

BDVLiShares×KBWPInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,077KBWP · best of the two

02 / 04

BDVL and KBWP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Property & Casualty Insurance ETFSectors · Financials0.35%1.75%+11.4%+22.5%+20.1%+13.8%−12.0%18.1%$309M1.4

iShares Disciplined Volatility Equity Active ETFUnsorted0.40%3.47%+7.1%+9.1%[…][…]−7.7%9.2%$1.8B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BDVL 2017 · KBWP 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Disciplined Volatility Equity Active ETF · $1.8B[…]

BDVL

KBWP

Invesco KBW Property & Casualty Insurance ETF · $309M$19,077

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

BDVLMeasureKBWP

+7.1%Year to dateJan 1 → Nov 3+11.4%

+9.1%1 yearTotal return+22.5%

[…]3 years · per year$10,000 became […] · $17,324+20.1%

[…]5 years · per year$10,000 became […] · $19,077+13.8%

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

3.47%Trailing 12-mo yield$347 · $175 a year on $10k1.75%

−7.7%Worst dropSmaller is better−12.0%

9.2%VolatilityLower is calmer18.1%

BDVLKBWP Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BDVL vs KBWP: Top 5 Holdings

Today

BDVL

8.1%in top 5

KBWP

in top 540.3%

BDVLStockKBWP

not top 5TRV8.2%

not top 5CB8.2%

not top 5MRSH8.1%

1.2%PGR8.0%

not top 5AON7.8%

1.9%ASML.ASnot top 5

1.9%MAnot top 5

1.7%MSFTnot top 5

1.3%AMZNnot top 5

Held in common3.6%

End-of-day Nov 3, 2026 · share of each fund

BDVL vs KBWP Returns, Every Period

iSharesBDVL

+9.1%

past year

KBWPInvesco

+22.5%

past year

BDVLKBWPFaded: behind in that period

0–2KBWP wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Unsorted vs Sector: BDVL vs KBWP

YTD

iSharesBDVL

+7.1%

KBWPInvesco

+11.4%

+7.1%Year to date+11.4%

−7.7%Worst drop · 1Y−12.0%

9.2%Volatility · 1Y18.1%

3.5%Yield1.8%

$1.8BAssets$309M

3–1BDVL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BDVL, KBWP

Today

0.35%lowest, KBWP

FundExpense ratioFee$10k

KBWP0.35%$35

BDVL0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BDVL, KBWP

3.47%highest, BDVL

FundTrailing yieldYield$10k

BDVL3.47%$347

KBWP1.75%$175

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$307most kept, BDVL

BDVL$347 − $40 = $307

KBWP$175 − $35 = $140

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BDVL, KBWP

Today

3.6%most shared, BDVL and KBWP

BDVLKBWP

BDVL—3.6%

KBWP3.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.5%KBWP, at 18.1% volatility

BDVLWorst drop−7.7%9.2% vol

KBWPWorst drop−12.0%18.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BDVLKBWP

+7.1%Year to date+11.4%

3.5%Yield1.8%

+9.1%Past year+22.5%

0.40%Fee0.35%

3–1KBWP wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026