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ISIN
US92189F4110
CUSIP
92189F411
Issuer
VanEck
Inception Date
Feb 11, 2013
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
MVIS US Business Development Companies Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Micro-Cap
Asset Class Style
Blend
Assets Under Management
$2B

Share Price Chart


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Performance

BIZD Performance Chart

VanEck BDC Income ETF (BIZD) is down 9.9% since the beginning of the year. BIZD is currently trading at $12 per share. Investors who bought $1,000 worth of BIZD shares 5 years ago would now be looking at an investment worth $1,212.


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S&P 500 Index

Returns By Period

VanEck BDC Income ETF (BIZD) has returned -9.87% so far this year and -12.75% over the past 12 months. Over the last ten years, BIZD has returned 7.56% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.


VanEck BDC Income ETF

1D
0.65%
1M
-0.65%
YTD
-9.87%
6M
-8.40%
1Y
-12.75%
3Y*
5.35%
5Y*
3.92%
10Y*
7.56%

Benchmark (S&P 500 Index)

1D
-1.44%
1M
-1.45%
YTD
7.60%
6M
6.59%
1Y
22.24%
3Y*
19.20%
5Y*
11.54%
10Y*
13.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BIZD Monthly Returns History

Based on dividend-adjusted daily data since Feb 12, 2013, BIZD's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, an investment would double in approximately 8.8 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2020 with a return of +22.1%, while the worst month was Mar 2020 at -38.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BIZD closed higher 53% of trading days. The best single day was Mar 19, 2020 with a return of +16.3%, while the worst single day was Mar 18, 2020 at -18.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.27%-9.43%0.95%6.75%-3.95%-2.61%-9.87%
20255.29%0.23%-4.50%-6.74%5.98%0.87%2.14%-0.49%-7.20%-1.44%2.16%-0.39%-4.96%
20241.50%0.00%3.81%1.26%4.02%-1.21%0.02%-1.32%0.73%0.95%4.25%0.80%15.63%
20238.27%1.50%-4.63%1.15%0.96%4.49%5.62%-0.06%1.65%-4.64%6.59%4.15%27.02%
20222.21%-0.06%1.88%-4.52%-3.40%-6.79%8.42%-0.19%-14.65%11.78%4.96%-5.63%-8.51%
20212.04%10.56%4.58%6.07%1.79%0.41%0.70%1.24%-0.12%4.59%-2.39%2.46%36.25%

Benchmark Metrics

VanEck BDC Income ETF has an annualized alpha of -1.67%, beta of 0.71, and R2 of 0.37 versus S&P 500 Index. Calculated based on daily prices since February 12, 2013.

  • This ETF participated in 92.85% of S&P 500 Index downside but only 67.97% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.37 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
-1.67%
Beta
0.71
0.37
Upside Capture
67.97%
Downside Capture
92.85%

Expense Ratio

BIZD has a high expense ratio of 12.86%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

BIZD ranks 4 for risk / return — in the bottom 4% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


BIZD Risk / Return Rank: 44
Overall Rank
BIZD Sharpe Ratio Rank: 44
Sharpe Ratio Rank
BIZD Sortino Ratio Rank: 33
Sortino Ratio Rank
BIZD Omega Ratio Rank: 44
Omega Ratio Rank
BIZD Calmar Ratio Rank: 44
Calmar Ratio Rank
BIZD Martin Ratio Rank: 44
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for VanEck BDC Income ETF (BIZD) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BIZDBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.47

Sortino ratioReturn per unit of downside risk

-3.32

Omega ratioGain probability vs. loss probability

0.90

1.32

-0.42

Calmar ratioReturn relative to maximum drawdown

-0.58

2.46

-3.03

Martin ratioReturn relative to average drawdown

-0.96

10.92

-11.88

Dividends

Dividend History

VanEck BDC Income ETF provided a 14.01% dividend yield over the last twelve months, with an annual payout of $1.72 per share.


8.00%9.00%10.00%11.00%12.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.72$1.67$1.82$1.76$1.59$1.40$1.43$1.53$1.53$1.52$1.53$1.44

Dividend yield

14.01%11.78%10.94%10.96%11.21%8.14%10.39%9.13%10.88%9.13%8.51%9.12%

Monthly Dividends

The table displays the monthly dividend distributions for VanEck BDC Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.48$0.00$0.00$0.48
2025$0.00$0.00$0.00$0.43$0.00$0.00$0.44$0.00$0.00$0.40$0.00$0.40$1.67
2024$0.00$0.00$0.00$0.46$0.00$0.00$0.45$0.00$0.00$0.46$0.00$0.44$1.82
2023$0.00$0.00$0.00$0.44$0.00$0.00$0.42$0.00$0.00$0.44$0.00$0.47$1.76
2022$0.00$0.00$0.00$0.35$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.42$1.59
2021$0.00$0.00$0.00$0.37$0.00$0.00$0.32$0.00$0.00$0.35$0.00$0.36$1.40

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the VanEck BDC Income ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the VanEck BDC Income ETF was 55.44%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.

The current VanEck BDC Income ETF drawdown is 20.05%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-55.44%Mar 2020
1mo 1d11mo
12mo 1dFeb 2020 - Feb 2021
2016 bear market2016
-25.27%Feb 2016
1y 11mo6mo 2d
2y 5moFeb 2014 - Aug 2016
Bear market2022
-22.91%Sep 2022
5mo 11d9mo 22d
1y 2moApr 2022 - Jul 2023
2026 bear market2026
-22.56%Mar 2026
1y 1mo
1y 4moFeb 2025 - now
Rate-hike selloffLate 2018
-16.73%Dec 2018
3mo 21d2mo 4d
5mo 25dAug 2018 - Feb 2019

Drawdown Indicators


BIZDBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-55.44%

-56.78%

+1.34%

Max Drawdown (1Y)

Largest decline over 1 year

-22.22%

-9.10%

-13.12%

Max Drawdown (3Y)

Largest decline over 3 years

-22.56%

-18.90%

-3.66%

Max Drawdown (5Y)

Largest decline over 5 years

-22.91%

-25.43%

+2.52%

Max Drawdown (10Y)

Largest decline over 10 years

-55.44%

-33.92%

-21.52%

Current Drawdown

Current decline from peak

-20.05%

-3.21%

-16.84%

Average Drawdown

Average peak-to-trough decline

-6.76%

-10.71%

+3.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.30%

2.04%

+11.26%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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