BANX vs. BIZD
BANX (StoneCastle Financial Corp.) is a stock, while BIZD (VanEck BDC Income ETF) is Financials Equities fund tracking the MVIS US Business Development Companies Index. Over the past 10 years, BANX returned 10.04%/yr vs 7.22%/yr for BIZD. Their 0.16 correlation means their historical movements had little consistent relationship.
Performance
BANX vs. BIZD - Performance Comparison
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Returns By Period
In the year-to-date period, BANX achieves a -1.01% return, which is significantly higher than BIZD's -7.38% return. Over the past 10 years, BANX has outperformed BIZD with an annualized return of 10.04%, while BIZD has yielded a comparatively lower 7.22% annualized return.
BANX
- 1D
- 0.64%
- 1M
- 4.24%
- 6M
- 0.56%
- YTD
- -1.01%
- 1Y
- 11.71%
- 3Y*
- 19.95%
- 5Y*
- 9.16%
- 10Y*
- 10.04%
- ALL TIME*
- 7.25%
BIZD
- 1D
- -0.16%
- 1M
- -0.88%
- 6M
- -6.19%
- YTD
- -7.38%
- 1Y
- -13.09%
- 3Y*
- 3.10%
- 5Y*
- 4.58%
- 10Y*
- 7.22%
- ALL TIME*
- 6.12%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $726.45K | $641.70K | $697.75K | |
| $36.52M | $40.73M | $41.70M |
BANX vs. BIZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BANX StoneCastle Financial Corp. | -1.01% | 15.64% | 27.68% | 20.43% | -15.27% | 20.95% | -5.78% | 23.84% | 2.95% | 16.01% |
BIZD VanEck BDC Income ETF | -7.38% | -4.96% | 15.63% | 27.02% | -8.51% | 36.25% | -7.12% | 30.87% | -6.88% | 0.36% |
Correlation
The correlation between BANX and BIZD is 0.15, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.15 |
Correlation (3Y) Balances recent behavior with more history. | 0.15 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.15 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.17 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2013 | 0.16 |
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Return for Risk
BANX vs. BIZD — Risk / Return Rank
BANX
BIZD
BANX vs. BIZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for StoneCastle Financial Corp. (BANX) and VanEck BDC Income ETF (BIZD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| BANX | BIZD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.53 | ||
| Sortino ratioReturn per unit of downside risk | +2.15 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 0.89 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.87 | -0.75 | +1.62 |
| Martin ratioReturn relative to average drawdown | 1.86 | -1.27 | +3.13 |
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Drawdowns
BANX vs. BIZD - Drawdown Comparison
The maximum BANX drawdown since its inception was -55.06%, roughly equal to the maximum BIZD drawdown of -55.44%. Use the drawdown chart below to compare losses from any high point for BANX and BIZD.
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Drawdown Indicators
| BANX | BIZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.06% | -55.44% | +0.38% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -18.99% | +5.79% |
Max Drawdown (3Y)Largest decline over 3 years | -13.71% | -22.56% | +8.85% |
Max Drawdown (5Y)Largest decline over 5 years | -28.50% | -22.91% | -5.59% |
Max Drawdown (10Y)Largest decline over 10 years | -55.06% | -55.44% | +0.38% |
Current DrawdownCurrent decline from peak | -2.27% | -17.85% | +15.58% |
Average DrawdownAverage peak-to-trough decline | -9.41% | -6.85% | -2.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.18% | 11.35% | -5.17% |
Volatility
BANX vs. BIZD - Volatility Comparison
The current volatility for StoneCastle Financial Corp. (BANX) is 2.85%, while VanEck BDC Income ETF (BIZD) has a volatility of 4.68%. This indicates that BANX experiences smaller price fluctuations and is considered to be less risky than BIZD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BANX | BIZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.85% | 4.68% | -1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 15.09% | -5.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.05% | 18.80% | -3.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.53% | 17.51% | +3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.50% | 21.81% | +5.69% |
Dividends
BANX vs. BIZD - Dividend Comparison
BANX's dividend yield for the trailing twelve months is around 12.01%, less than BIZD's 12.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BANX StoneCastle Financial Corp. | 12.01% | 10.54% | 9.53% | 12.11% | 9.74% | 5.64% | 8.16% | 6.82% | 7.88% | 7.45% | 7.81% | 9.26% |
BIZD VanEck BDC Income ETF | 12.29% | 11.78% | 10.94% | 10.96% | 11.21% | 8.14% | 10.39% | 9.13% | 10.88% | 9.13% | 8.51% | 9.12% |
Frequently Asked Questions
BANX and BIZD have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BIZD has higher volatility (4.68%) compared to BANX (2.85%). In terms of maximum drawdown, BANX dropped -55.06% vs BIZD's -55.44%.
BANX currently has the higher Sharpe Ratio (0.77 vs -0.76), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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