BIZD vs. HTGC
Compare and contrast key facts about VanEck Vectors BDC Income ETF (BIZD) and Hercules Capital, Inc. (HTGC).
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: BIZD or HTGC.
Correlation
The correlation between BIZD and HTGC is 0.20, 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
BIZD vs. HTGC - Performance Comparison
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Key characteristics
BIZD:
9.79%
HTGC:
26.12%
BIZD:
-0.33%
HTGC:
-68.29%
BIZD:
0.00%
HTGC:
-19.02%
Returns By Period
BIZD
N/A
N/A
N/A
N/A
N/A
N/A
HTGC
-11.32%
3.86%
-7.56%
-4.70%
21.97%
14.18%
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Risk-Adjusted Performance
BIZD vs. HTGC — Risk-Adjusted Performance Rank
BIZD
HTGC
BIZD vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors BDC Income ETF (BIZD) and Hercules Capital, Inc. (HTGC). 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
BIZD vs. HTGC - Dividend Comparison
BIZD's dividend yield for the trailing twelve months is around 11.68%, more than HTGC's 9.15% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
HTGC Hercules Capital, Inc. | 9.15% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% |
Drawdowns
BIZD vs. HTGC - Drawdown Comparison
The maximum BIZD drawdown since its inception was -0.33%, smaller than the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for BIZD and HTGC. For additional features, visit the drawdowns tool.
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Volatility
BIZD vs. HTGC - Volatility Comparison
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