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- Upturn Summary
- Fund Details
Upturn AI Summary
iShares Disciplined Volatility Equity Active ETF(BDVL)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BDVL
11/04/2026: BDVL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
BDVL is an actively managed ETF that provides exposure to U.S. large-cap equities while employing a quantitative strategy designed to mitigate volatility. Its primary strengths include the institutional-grade management provided by BlackRock and its active, adaptive investment process. It is best positioned as a core equity holding for risk-conscious investors seeking to participate in market growth while reducing downside risk. Key risks include its higher expense ratio compared to passive peers and the inherent uncertainty of its quantitative strategy. It is particularly well-suited for long-term investors prioritizing stability over absolute growth.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The focus on volatility management may lead to relative underperformance during strong, high-momentum bull markets. |
| Momentum investor | Weak fit | This fund's defensive nature is generally misaligned with pure momentum-seeking strategies. |
| Value investor | Strong fit | The systematic selection process often favors more stable, fundamentally sound companies that align with value principles. |
| Dividend/Income investor | Mixed fit | While not primarily an income fund, its focus on stable, large-cap equities may provide reasonable dividend exposure. |
| Low-risk investor | Strong fit | The primary objective of managing volatility makes this a suitable choice for investors prioritizing risk-adjusted returns. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking U.S. equity market exposure but with a strong desire for risk-adjusted returns and reduced volatility through an active process.
Suitability
Best suited for long-term investors looking for core equity exposure with a defensive, systematic tilt.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund is designed to dampen volatility, but equity market risks remain inherent. |
| Market risk | Medium / high | As an equity fund, it is fully exposed to systemic market declines. |
| Concentration | Medium | Active selection may lead to sector or stock tilts that differ from broad benchmarks. |
| Tracking/expense | Medium | Higher management fees compared to passive ETFs can impact net long-term performance. |
| Liquidity | Medium | Lower trading volumes for newer funds can result in higher transaction costs. |
| Business/sector quality | Low | The focus on high-quality, stable companies generally mitigates business-specific distress risks. |
Risk Analysis
Volatility
BDVL aims to reduce historical volatility, yet it remains subject to equity market fluctuations and the potential for the model to underperform in fast-moving recovery phases.
Market Risk
The fund is fundamentally exposed to the U.S. equity market; while it uses quantitative strategies to tilt away from high-risk stocks, it cannot eliminate systemic market risk.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 98 | The fund primarily invests in high-quality, large-capitalization companies to drive core capital appreciation. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion of the portfolio is held in cash to provide liquidity for active rebalancing and operational needs. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 1.71% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/04/2026 |
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