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 9.79%/yr vs 7.49%/yr for BIZD. At a 0.16 correlation, their price movements are largely independent.
Performance
BANX vs. BIZD - Performance Comparison
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Returns By Period
In the year-to-date period, BANX achieves a -3.64% return, which is significantly higher than BIZD's -6.86% return. Over the past 10 years, BANX has outperformed BIZD with an annualized return of 9.79%, while BIZD has yielded a comparatively lower 7.49% annualized return.
BANX
- 1D
- 0.05%
- 1M
- 4.05%
- 6M
- -4.86%
- YTD
- -3.64%
- 1Y
- 6.05%
- 3Y*
- 19.24%
- 5Y*
- 8.10%
- 10Y*
- 9.79%
BIZD
- 1D
- -0.64%
- 1M
- 0.00%
- 6M
- -7.77%
- YTD
- -6.86%
- 1Y
- -15.51%
- 3Y*
- 4.21%
- 5Y*
- 4.59%
- 10Y*
- 7.49%
BANX vs. BIZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BANX StoneCastle Financial Corp. | -3.64% | 15.64% | 27.68% | 20.43% | -15.27% | 20.95% | -5.78% | 23.84% | 2.95% | 16.01% |
BIZD VanEck BDC Income ETF | -6.86% | -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 | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
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 | 0.16 |
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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 | +1.24 | ||
| Sortino ratioReturn per unit of downside risk | +1.78 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.88 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.46 | -0.70 | +1.16 |
| Martin ratioReturn relative to average drawdown | 0.99 | -1.12 | +2.11 |
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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% | -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 DrawdownCurrent decline from peak | -4.86% | -17.39% | +12.53% |
Average DrawdownAverage peak-to-trough decline | -9.43% | -6.81% | -2.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.11% | 13.91% | -7.80% |
Volatility
BANX vs. BIZD - Volatility Comparison
The current volatility for StoneCastle Financial Corp. (BANX) is 2.53%, while VanEck BDC Income ETF (BIZD) has a volatility of 4.90%. 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 | 2.53% | 4.90% | -2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 10.80% | 14.95% | -4.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.02% | 18.67% | -3.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.59% | 17.48% | +3.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.53% | 21.78% | +5.75% |
Dividends
BANX vs. BIZD - Dividend Comparison
BANX's dividend yield for the trailing twelve months is around 11.49%, less than BIZD's 12.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BANX StoneCastle Financial Corp. | 11.49% | 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 | 12.22% | 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 (4.90%) compared to BANX (2.53%). In terms of maximum drawdown, BANX dropped -55.06% vs BIZD's -55.44%.
BANX currently has the higher Sharpe Ratio (0.41 vs -0.84), 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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