PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
BANX vs. BIZD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BANX vs. BIZD

Last updated Jun 23, 2026

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 9.86%/yr vs 7.49%/yr for BIZD. At a 0.17 correlation, their price movements are largely independent.

Performance

BANX vs. BIZD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in StoneCastle Financial Corp. (BANX) and VanEck BDC Income ETF (BIZD). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, BANX achieves a -6.87% return, which is significantly higher than BIZD's -10.45% return. Over the past 10 years, BANX has outperformed BIZD with an annualized return of 9.86%, while BIZD has yielded a comparatively lower 7.49% annualized return.

BANX

1D
-0.61%
1M
-1.02%
YTD
-6.87%
6M
-7.09%
1Y
4.64%
3Y*
18.70%
5Y*
8.45%
10Y*
9.86%

BIZD

1D
-1.13%
1M
-1.29%
YTD
-10.45%
6M
-9.50%
1Y
-14.18%
3Y*
5.12%
5Y*
3.92%
10Y*
7.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BANX vs. BIZD - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
BANX
StoneCastle Financial Corp.		-6.87%15.64%27.68%20.43%-15.27%20.95%-5.78%23.84%2.95%16.01%
BIZD
VanEck BDC Income ETF		-10.45%-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 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.14

Correlation (3Y)
Calculated over the trailing 3-year period

0.16

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (10Y)
Calculated over the trailing 10-year period

0.17

Correlation (All Time)
Calculated using the full available price history since Nov 7, 2013

0.17

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

StoneCastle Financial Corp.

VanEck BDC Income ETF

Often compared with BANX:
BANX vs. FFANXBANX vs. LOANBANX vs. CLOZBANX vs. ARCCBANX vs. PFRLBANX vs. NIEBANX vs. VOO
Often compared with BIZD:
BIZD vs. PBDCBIZD vs. ARCCBIZD vs. CEFSBIZD vs. PSPBIZD vs. PEXBIZD vs. PFLTBIZD vs. SCHD

Return for Risk

BANX vs. BIZD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BANX
BANX Risk / Return Rank: 4949
Overall Rank
BANX Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
BANX Sortino Ratio Rank: 4444
Sortino Ratio Rank
BANX Omega Ratio Rank: 4444
Omega Ratio Rank
BANX Calmar Ratio Rank: 5151
Calmar Ratio Rank
BANX Martin Ratio Rank: 5151
Martin Ratio Rank
BIZD
BIZD Risk / Return Rank: 33
Overall Rank
BIZD Sharpe Ratio Rank: 33
Sharpe Ratio Rank
BIZD Sortino Ratio Rank: 33
Sortino Ratio Rank
BIZD Omega Ratio Rank: 33
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.

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.

BANXBIZDDifference
Sharpe ratioReturn per unit of total volatility
0.30
-0.77

+1.07

Sortino ratioReturn per unit of downside risk
0.53
-1.01

+1.54

Omega ratioGain probability vs. loss probability

1.07

0.89

+0.18

Calmar ratioReturn relative to maximum drawdown

0.35

-0.64

+0.99

Martin ratioReturn relative to average drawdown

0.78

-1.07

+1.85

BANX vs. BIZD - Sharpe Ratio Comparison

The current BANX Sharpe Ratio is 0.30, which is higher than the BIZD Sharpe Ratio of -0.77. The chart below compares the historical Sharpe Ratios of BANX and BIZD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

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.

Loading charts...

Drawdown Indicators

BANXBIZDDifference

Max Drawdown

Largest peak-to-trough decline

-55.06%

-55.44%

+0.38%

Max Drawdown (1Y)

Largest decline over 1 year

-13.20%

-22.22%

+9.02%

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 Drawdown

Current decline from peak

-8.05%

-20.57%

+12.52%

Average Drawdown

Average peak-to-trough decline

-9.45%

-6.76%

-2.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.98%

13.24%

-7.26%

Volatility

BANX vs. BIZD - Volatility Comparison

The current volatility for StoneCastle Financial Corp. (BANX) is 3.05%, while VanEck BDC Income ETF (BIZD) has a volatility of 5.55%. 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.

Loading charts...

Volatility by Period

BANXBIZDDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.05%

5.55%

-2.50%

Volatility (6M)

Calculated over the trailing 6-month period

10.75%

15.17%

-4.42%

Volatility (1Y)

Calculated over the trailing 1-year period

15.42%

18.52%

-3.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.73%

17.44%

+3.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.55%

21.78%

+5.77%

Dividends

BANX vs. BIZD - Dividend Comparison

BANX's dividend yield for the trailing twelve months is around 13.34%, less than BIZD's 14.10% yield.

PositionTTM20252024202320222021202020192018201720162015
BANX
StoneCastle Financial Corp.		13.34%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		14.10%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 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BIZD has higher volatility (5.55%) compared to BANX (3.05%). In terms of maximum drawdown, BANX dropped -55.06% vs BIZD's -55.44%.

BANX currently has the higher Sharpe Ratio (0.30 vs -0.77), 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.

Portfolio Optimizer

Find the right allocation for BANX and BIZD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer