BIZD vs. IXG
Compare and contrast key facts about VanEck Vectors BDC Income ETF (BIZD) and iShares Global Financials ETF (IXG).
BIZD and IXG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. IXG is a passively managed fund by iShares that tracks the performance of the S&P Global Financials Sector Index. It was launched on Nov 12, 2001. Both BIZD and IXG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BIZD vs. IXG - Performance Comparison
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BIZD vs. IXG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIZD VanEck Vectors BDC Income ETF | -9.73% | -4.96% | 15.63% | 27.02% | -8.51% | 36.25% | -7.12% | 30.87% | -6.88% | 0.36% |
IXG iShares Global Financials ETF | -5.62% | 28.54% | 25.69% | 14.97% | -8.97% | 25.07% | -2.99% | 24.60% | -16.33% | 23.78% |
Returns By Period
In the year-to-date period, BIZD achieves a -9.73% return, which is significantly lower than IXG's -5.62% return. Over the past 10 years, BIZD has underperformed IXG with an annualized return of 7.72%, while IXG has yielded a comparatively higher 11.63% annualized return.
BIZD
- 1D
- 2.32%
- 1M
- 0.95%
- YTD
- -9.73%
- 6M
- -9.46%
- 1Y
- -14.87%
- 3Y*
- 6.33%
- 5Y*
- 5.58%
- 10Y*
- 7.72%
IXG
- 1D
- 2.87%
- 1M
- -4.83%
- YTD
- -5.62%
- 6M
- -1.42%
- 1Y
- 13.11%
- 3Y*
- 21.31%
- 5Y*
- 11.87%
- 10Y*
- 11.63%
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BIZD vs. IXG - Expense Ratio Comparison
BIZD has a 10.92% expense ratio, which is higher than IXG's 0.46% expense ratio.
Return for Risk
BIZD vs. IXG — Risk / Return Rank
BIZD
IXG
BIZD vs. IXG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors BDC Income ETF (BIZD) and iShares Global Financials ETF (IXG). 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.
| BIZD | IXG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.70 | 0.73 | -1.43 |
Sortino ratioReturn per unit of downside risk | -0.88 | 1.09 | -1.96 |
Omega ratioGain probability vs. loss probability | 0.89 | 1.16 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.69 | 1.07 | -1.76 |
Martin ratioReturn relative to average drawdown | -1.41 | 3.96 | -5.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BIZD | IXG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.70 | 0.73 | -1.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.69 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.58 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.23 | +0.07 |
Correlation
The correlation between BIZD and IXG is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BIZD vs. IXG - Dividend Comparison
BIZD's dividend yield for the trailing twelve months is around 13.05%, more than IXG's 2.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIZD VanEck Vectors BDC Income ETF | 13.05% | 11.78% | 10.94% | 10.96% | 11.21% | 8.14% | 10.39% | 9.13% | 10.88% | 9.13% | 8.51% | 9.12% |
IXG iShares Global Financials ETF | 2.16% | 2.04% | 2.64% | 2.62% | 3.71% | 1.69% | 2.13% | 2.87% | 3.14% | 2.12% | 2.21% | 2.79% |
Drawdowns
BIZD vs. IXG - Drawdown Comparison
The maximum BIZD drawdown since its inception was -55.44%, smaller than the maximum IXG drawdown of -78.42%. Use the drawdown chart below to compare losses from any high point for BIZD and IXG.
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Drawdown Indicators
| BIZD | IXG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.44% | -78.42% | +22.98% |
Max Drawdown (1Y)Largest decline over 1 year | -22.22% | -12.79% | -9.43% |
Max Drawdown (5Y)Largest decline over 5 years | -22.91% | -27.20% | +4.29% |
Max Drawdown (10Y)Largest decline over 10 years | -55.44% | -43.47% | -11.97% |
Current DrawdownCurrent decline from peak | -19.94% | -8.13% | -11.81% |
Average DrawdownAverage peak-to-trough decline | -6.58% | -19.88% | +13.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.90% | 3.44% | +7.46% |
Volatility
BIZD vs. IXG - Volatility Comparison
VanEck Vectors BDC Income ETF (BIZD) has a higher volatility of 6.50% compared to iShares Global Financials ETF (IXG) at 5.96%. This indicates that BIZD's price experiences larger fluctuations and is considered to be riskier than IXG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIZD | IXG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 5.96% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 14.20% | 10.50% | +3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.23% | 18.12% | +3.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.16% | 17.30% | -0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.59% | 20.15% | +1.44% |