BDVL

iShares Disciplined Volatility Equity Active ETF

$25.21

+0.00%

Market closed. Last update: 10:58 PM ET

📎 Investment Objective

The iShares Disciplined Volatility Equity Active ETF seeks to provide exposure to a portfolio of U.S. equities with the goal of delivering lower volatility than the broader market.

Overview

ETF tracking iShares Disciplined Volatility Equity Active ETF

Category Volatility

Issuer BlackRock

Inception Date 2025-09-15

Market Cap $1.3B

Average Volume N/A

Dividend Yield N/A

52-Week Range $24.55 - $25.43

VWAP $25.25

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The iShares Disciplined Volatility Equity Active ETF seeks to provide exposure to a portfolio of U.S. equities with the goal of delivering lower volatility than the broader market.

🎯 Investment Strategy

The fund employs an active management strategy that aims to construct a portfolio of stocks with lower historical volatility compared to the S&P 500 Index. The portfolio managers use quantitative analysis to identify and select securities they believe will provide the desired risk/return profile.

✨ Key Features

Actively managed portfolio of U.S. equities focused on lower volatility
Seeks to provide equity exposure with reduced downside risk
Utilizes quantitative analysis to construct the portfolio
Relatively new fund with limited performance history

⚠️ Primary Risks

Market risk: The fund's value may fluctuate with changes in the overall stock market
Active management risk: The fund's performance depends on the skill of the portfolio managers
Concentration risk: The fund may have a more concentrated portfolio compared to broader market indexes
Liquidity risk: The fund may have difficulty trading certain securities, especially in volatile markets

👤 Best For

This ETF may be suitable for investors seeking equity exposure with lower volatility than the broader market, and who are willing to accept the risks associated with an actively managed portfolio. It may be most appropriate for investors with a moderate to long-term investment horizon and a moderate risk tolerance.