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BGT vs. BIZD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BGT vs. BIZD

Last updated May 12, 2025

Compare and contrast key facts about BlackRock Floating Rate Income Trust (BGT) and VanEck Vectors BDC Income ETF (BIZD).

BGT is managed by Blackrock. It was launched on Aug 26, 2004. BIZD is a passively managed fund by VanEck that tracks the performance of the MVIS US Business Development Companies Index. It was launched on Feb 11, 2013.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGT or BIZD.

Correlation

The correlation between BGT and BIZD is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

BGT vs. BIZD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Floating Rate Income Trust (BGT) and VanEck Vectors BDC Income ETF (BIZD). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BGT:

15.73%

BIZD:

9.79%

Max Drawdown

BGT:

-1.72%

BIZD:

-0.33%

Current Drawdown

BGT:

-0.98%

BIZD:

0.00%

Returns By Period

BGT

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BIZD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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BGT vs. BIZD - Expense Ratio Comparison

BGT has a 1.74% expense ratio, which is lower than BIZD's 10.92% expense ratio.

BIZD
VanEck Vectors BDC Income ETF
BGT
BlackRock Floating Rate Income Trust

Risk-Adjusted Performance

BGT vs. BIZD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BGT
The Risk-Adjusted Performance Rank of BGT is 3535
Overall Rank
The Sharpe Ratio Rank of BGT is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of BGT is 3333
Sortino Ratio Rank
The Omega Ratio Rank of BGT is 3434
Omega Ratio Rank
The Calmar Ratio Rank of BGT is 3939
Calmar Ratio Rank
The Martin Ratio Rank of BGT is 3636
Martin Ratio Rank
BIZD
The Risk-Adjusted Performance Rank of BIZD is 2222
Overall Rank
The Sharpe Ratio Rank of BIZD is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of BIZD is 2222
Sortino Ratio Rank
The Omega Ratio Rank of BIZD is 2323
Omega Ratio Rank
The Calmar Ratio Rank of BIZD is 2323
Calmar Ratio Rank
The Martin Ratio Rank of BIZD is 2323
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BGT vs. BIZD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Floating Rate Income Trust (BGT) and VanEck Vectors 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.

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Dividends

BGT vs. BIZD - Dividend Comparison

BGT's dividend yield for the trailing twelve months is around 11.93%, more than BIZD's 11.68% yield.

TTM20242023202220212020201920182017201620152014
BGT
BlackRock Floating Rate Income Trust		11.93%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BIZD
VanEck Vectors BDC Income ETF		11.68%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BGT vs. BIZD - Drawdown Comparison

The maximum BGT drawdown since its inception was -1.72%, which is greater than BIZD's maximum drawdown of -0.33%. Use the drawdown chart below to compare losses from any high point for BGT and BIZD. For additional features, visit the drawdowns tool.

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Volatility

BGT vs. BIZD - Volatility Comparison

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