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- Upturn Summary
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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
10/14/2026: BDVL (1-star) is currently NOT-A-BUY. Pass it for now.
iShares Disciplined Volatility Equity Active ETF (BDVL) provides exposure to U.S. large-cap equities while actively managing volatility through a systematic, quantitative approach. Its core strength lies in BlackRock's institutional expertise, offering a potential cushion during market stress compared to standard passive index funds. It is best used as a component of a diversified portfolio for investors who want equity participation but desire a structural hedge against extreme volatility. Key risks include its higher expense ratio compared to passive peers and the risk that its active strategy may lag during prolonged market rallies. It is most suitable for risk-conscious long-term investors looking to smooth out their portfolio return profile.
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 volatility-targeting strategy may cap upside potential compared to a pure beta growth fund during strong bull markets. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find the strategy useful for staying invested in equities while mitigating risk during trend reversals. |
| Value investor | Mixed fit | While the fund holds large-cap stocks, its primary focus is volatility management rather than targeting undervalued assets. |
| Dividend/Income investor | Weak fit | The fund's objective centers on volatility control rather than seeking out high-dividend-yielding securities. |
| Low-risk investor | Strong fit | Investors seeking to remain in the market while reducing exposure to extreme volatility will find this approach attractive. |
Investor Profile
Ideal Investor Profile
The ideal investor is risk-aware, prefers to remain invested in the equity market but seeks a systematic method to reduce downside exposure, and has a medium-to-long-term time horizon.
Suitability
BDVL is best suited for long-term investors looking to augment their core equity holdings with a risk-managed component rather than for active traders or those seeking pure passive indexing.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund is specifically designed to manage volatility, though it cannot eliminate all market risks. |
| Market risk | Medium / high | The fund remains invested in equities and is subject to general market declines. |
| Concentration | Low | The fund typically holds a diversified basket of large-cap stocks, limiting individual company risk. |
| Tracking/expense | Medium | Active management entails higher expenses and the risk that the manager's strategy may underperform the benchmark. |
| Liquidity | Low | The large-cap stocks held are highly liquid, posing minimal liquidity risk for standard retail transactions. |
| Business/sector quality | Low | The fund focuses on established large-cap equities which are generally viewed as high-quality assets. |
Risk Analysis
Volatility
BDVL is engineered to dampen volatility, but historical data will show fluctuations tied to market-wide volatility spikes.
Market Risk
The fund holds equities and is directly exposed to systematic market downturns, interest rate fluctuations, and macroeconomic shocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 95 | This provides the core growth engine for the portfolio by capturing the performance of established U.S. companies. |
| Cash/collateral | Cash and Cash Equivalents | 5 | The remaining portion is held in highly liquid instruments to manage daily fund operations and volatility adjustments. |
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 1.59% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/14/2026 |
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