The takeaway
iShares Disciplined Volatility Equity Active ETF shows a slight seasonal lean over 1 years of data — strongest in November (+1.3%) and softest in September (0.0%).
Right now
Not enough July history yet to summarize.
The full picture
iShares Disciplined Volatility Equity Active ETF's most dependable month has been November, higher in 1 of 1 years; September has been its least reliable, up just 0% of the time.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Win rate % | — | — | — | — | — | — | — | — | ||||
| Median return % | — | — | — | — | — | — | — | — | ||||
| 2025 | — | — | — | — | — | — | — | — |
Month by month
Across the year the fund has stayed close to the S&P 500 — no single month stands out as a real edge.
“vs S&P” is iShares Disciplined Volatility Equity Active ETF’s average for a month minus the S&P 500’s average for that same month — isolating iShares Disciplined Volatility Equity Active ETF’s own seasonal edge from broad market drift.
Reality check
Not enough recent November history to say whether the pattern still holds.
Figures are the typical (median) November return and how often it rose — the last 1 years versus the last 1(the heatmap’s default window). This verdict stays anchored to that 1-year window even if you zoom the chart, so it never disagrees with the badges above.
In plain English
This is a fund you can almost set a calendar by, and November is the anchor — it has closed higher in all 1 Novembers, the steadiest beat on its year.
The strength looks broad-based rather than freakish: its average (+1.3%) and median (+1.3%) sit close together, so no single blow-out year is flattering the figure. No month is steadier: November's returns vary by just 0.0% year to year, and even its worst November in 1 years lost only 1.3% — the gentlest downside anywhere on its calendar. Few peers keep such company in November — the typical stock clears it just 62% of the time.
November anchors a run, too: the October-through-December window has been the fund's reliable season. At the other end of the calendar, September is the year's quietest corner, essentially flat on average, and the edge isn't year-round — the fund has trailed the S&P 500 in November and October.
For a fund this dependable in November, the sharper question is the rest of the year — outside its strong stretch, the calendar gives far less to lean on. With a short 1-year record, the signal is best held loosely.
Short answers on the fund's best month (November), its worst (September), and whether it really trades seasonally.
Only mildly. The fund's months are fairly even — November is the firmest (+1.3%) and September the softest (0.0%), a narrow spread that points to weak seasonality rather than a strong calendar effect.
November has been the strongest, averaging +1.3% and closing higher in its one year on record since 2025.
It's the weakest, averaging 0.0% — historically a soft spot, though it still varies from year to year.
Explore
These names have the strongest July track records on record — a starting point for comparison.
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