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

Correlation

The correlation between BIZD and PEX is 0.58, 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.


-0.50.00.51.0
Correlation: 0.6

Performance

BIZD vs. PEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Vectors BDC Income ETF (BIZD) and ProShares Global Listed Private Equity ETF (PEX). The values are adjusted to include any dividend payments, if applicable.

80.00%100.00%120.00%140.00%160.00%NovemberDecember2025FebruaryMarchApril
139.29%
111.85%
BIZD
PEX

Key characteristics

Sharpe Ratio

BIZD:

0.21

PEX:

0.31

Sortino Ratio

BIZD:

0.40

PEX:

0.55

Omega Ratio

BIZD:

1.06

PEX:

1.08

Calmar Ratio

BIZD:

0.19

PEX:

0.29

Martin Ratio

BIZD:

0.79

PEX:

1.34

Ulcer Index

BIZD:

4.72%

PEX:

4.04%

Daily Std Dev

BIZD:

17.64%

PEX:

17.54%

Max Drawdown

BIZD:

-55.47%

PEX:

-49.17%

Current Drawdown

BIZD:

-11.02%

PEX:

-7.05%

Returns By Period

In the year-to-date period, BIZD achieves a -4.65% return, which is significantly lower than PEX's -1.26% return. Over the past 10 years, BIZD has outperformed PEX with an annualized return of 8.49%, while PEX has yielded a comparatively lower 6.14% annualized return.


BIZD

YTD

-4.65%

1M

-5.95%

6M

-0.60%

1Y

2.48%

5Y*

19.47%

10Y*

8.49%

PEX

YTD

-1.26%

1M

-0.80%

6M

1.27%

1Y

3.89%

5Y*

13.02%

10Y*

6.14%

*Annualized

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BIZD vs. PEX - Expense Ratio Comparison

BIZD has a 10.92% expense ratio, which is higher than PEX's 3.13% expense ratio.


Expense ratio chart for BIZD: current value is 10.92%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BIZD: 10.92%
Expense ratio chart for PEX: current value is 3.13%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
PEX: 3.13%

Risk-Adjusted Performance

BIZD vs. PEX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BIZD
The Risk-Adjusted Performance Rank of BIZD is 3838
Overall Rank
The Sharpe Ratio Rank of BIZD is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of BIZD is 3535
Sortino Ratio Rank
The Omega Ratio Rank of BIZD is 3838
Omega Ratio Rank
The Calmar Ratio Rank of BIZD is 3939
Calmar Ratio Rank
The Martin Ratio Rank of BIZD is 3939
Martin Ratio Rank

PEX
The Risk-Adjusted Performance Rank of PEX is 4545
Overall Rank
The Sharpe Ratio Rank of PEX is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of PEX is 4444
Sortino Ratio Rank
The Omega Ratio Rank of PEX is 4444
Omega Ratio Rank
The Calmar Ratio Rank of PEX is 4646
Calmar Ratio Rank
The Martin Ratio Rank of PEX is 4949
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.

BIZD vs. PEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors BDC Income ETF (BIZD) and ProShares Global Listed Private Equity ETF (PEX). 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.


The chart of Sharpe ratio for BIZD, currently valued at 0.21, compared to the broader market-1.000.001.002.003.004.00
BIZD: 0.21
PEX: 0.31
The chart of Sortino ratio for BIZD, currently valued at 0.40, compared to the broader market-2.000.002.004.006.008.00
BIZD: 0.40
PEX: 0.55
The chart of Omega ratio for BIZD, currently valued at 1.06, compared to the broader market0.501.001.502.00
BIZD: 1.06
PEX: 1.08
The chart of Calmar ratio for BIZD, currently valued at 0.19, compared to the broader market0.002.004.006.008.0010.0012.00
BIZD: 0.19
PEX: 0.29
The chart of Martin ratio for BIZD, currently valued at 0.79, compared to the broader market0.0020.0040.0060.00
BIZD: 0.79
PEX: 1.34

The current BIZD Sharpe Ratio is 0.21, which is lower than the PEX Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of BIZD and PEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.21
0.31
BIZD
PEX

Dividends

BIZD vs. PEX - Dividend Comparison

BIZD's dividend yield for the trailing twelve months is around 11.59%, less than PEX's 14.44% yield.


TTM20242023202220212020201920182017201620152014
BIZD
VanEck Vectors BDC Income ETF
11.59%10.94%10.96%11.21%8.14%10.39%9.13%10.88%9.13%8.51%9.12%8.51%
PEX
ProShares Global Listed Private Equity ETF
14.44%14.11%13.02%1.77%13.64%5.52%7.94%4.72%24.26%4.32%12.50%6.28%

Drawdowns

BIZD vs. PEX - Drawdown Comparison

The maximum BIZD drawdown since its inception was -55.47%, which is greater than PEX's maximum drawdown of -49.17%. Use the drawdown chart below to compare losses from any high point for BIZD and PEX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-11.02%
-7.05%
BIZD
PEX

Volatility

BIZD vs. PEX - Volatility Comparison

VanEck Vectors BDC Income ETF (BIZD) and ProShares Global Listed Private Equity ETF (PEX) have volatilities of 13.43% and 12.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.43%
12.85%
BIZD
PEX