BIZD vs. SCHD
Compare and contrast key facts about VanEck Vectors BDC Income ETF (BIZD) and Schwab US Dividend Equity ETF (SCHD).
BIZD and SCHD 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. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both BIZD and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIZD or SCHD.
Key characteristics
| BIZD | SCHD | |
|---|---|---|
| YTD Return | 6.81% | -5.99% |
| 1Y Return | 2.62% | -6.26% |
| 5Y Return (Ann) | 7.84% | 10.89% |
| 10Y Return (Ann) | 6.08% | 10.92% |
| Sharpe Ratio | 0.19 | -0.28 |
| Daily Std Dev | 22.67% | 17.72% |
| Max Drawdown | -55.47% | -33.37% |
Correlation
The correlation between BIZD and SCHD is 0.57, 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.
BIZD vs. SCHD - Performance Comparison
In the year-to-date period, BIZD achieves a 6.81% return, which is significantly lower than SCHD's -5.99% return. Over the past 10 years, BIZD has underperformed SCHD with an annualized return of 6.08%, while SCHD has yielded a comparatively higher 10.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BIZD vs. SCHD - Dividend Comparison
BIZD's dividend yield for the trailing twelve months is around 13.78%, more than SCHD's 4.48% yield.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIZD VanEck Vectors BDC Income ETF | 13.78% | 11.55% | 9.33% | 12.94% | 12.89% | 16.85% | 15.58% | 15.81% | 18.54% | 18.84% | 13.03% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.48% | 3.42% | 2.90% | 3.40% | 3.33% | 3.53% | 3.12% | 3.53% | 3.74% | 3.41% | 3.28% | 3.91% |
BIZD vs. SCHD - Expense Ratio Comparison
BIZD vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors BDC Income ETF (BIZD) and Schwab US Dividend Equity ETF (SCHD). 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
BIZD VanEck Vectors BDC Income ETF | 0.19 | ||||
SCHD Schwab US Dividend Equity ETF | -0.28 |
BIZD vs. SCHD - Drawdown Comparison
The maximum BIZD drawdown for the period was -15.74%, lower than the maximum SCHD drawdown of -11.87%. The drawdown chart below compares losses from any high point along the way for BIZD and SCHD
BIZD vs. SCHD - Volatility Comparison
VanEck Vectors BDC Income ETF (BIZD) has a higher volatility of 5.62% compared to Schwab US Dividend Equity ETF (SCHD) at 4.20%. This indicates that BIZD's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.