ISRA vs. BIZD
Compare and contrast key facts about VanEck Vectors Israel ETF (ISRA) and VanEck Vectors BDC Income ETF (BIZD).
ISRA and BIZD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISRA is a passively managed fund by VanEck that tracks the performance of the BlueStar Israel Global Index. It was launched on Jun 25, 2013. 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. Both ISRA and BIZD 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: ISRA or BIZD.
Key characteristics
| ISRA | BIZD | |
|---|---|---|
| YTD Return | 17.64% | 10.10% |
| 1Y Return | 37.65% | 16.42% |
| 3Y Return (Ann) | -5.98% | 8.49% |
| 5Y Return (Ann) | 4.83% | 10.89% |
| 10Y Return (Ann) | 4.46% | 8.41% |
| Sharpe Ratio | 2.15 | 1.51 |
| Sortino Ratio | 2.89 | 2.05 |
| Omega Ratio | 1.36 | 1.27 |
| Calmar Ratio | 0.92 | 1.88 |
| Martin Ratio | 9.72 | 7.01 |
| Ulcer Index | 3.75% | 2.35% |
| Daily Std Dev | 16.96% | 10.93% |
| Max Drawdown | -45.02% | -55.47% |
| Current Drawdown | -16.84% | -2.23% |
Correlation
The correlation between ISRA and BIZD is 0.48, 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.
Performance
ISRA vs. BIZD - Performance Comparison
In the year-to-date period, ISRA achieves a 17.64% return, which is significantly higher than BIZD's 10.10% return. Over the past 10 years, ISRA has underperformed BIZD with an annualized return of 4.46%, while BIZD has yielded a comparatively higher 8.41% 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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ISRA vs. BIZD - Expense Ratio Comparison
ISRA has a 0.60% expense ratio, which is lower than BIZD's 10.92% expense ratio.
Risk-Adjusted Performance
ISRA vs. BIZD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Israel ETF (ISRA) 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.
Dividends
ISRA vs. BIZD - Dividend Comparison
ISRA's dividend yield for the trailing twelve months is around 1.61%, less than BIZD's 11.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISRA VanEck Vectors Israel ETF | 1.61% | 1.90% | 1.36% | 1.27% | 0.17% | 1.38% | 0.76% | 1.58% | 1.62% | 1.31% | 2.51% | 0.54% |
BIZD VanEck Vectors BDC Income ETF | 11.34% | 10.97% | 11.22% | 8.14% | 10.39% | 9.13% | 10.88% | 9.13% | 8.51% | 9.12% | 8.51% | 5.45% |
Drawdowns
ISRA vs. BIZD - Drawdown Comparison
The maximum ISRA drawdown since its inception was -45.02%, smaller than the maximum BIZD drawdown of -55.47%. Use the drawdown chart below to compare losses from any high point for ISRA and BIZD. For additional features, visit the drawdowns tool.
Volatility
ISRA vs. BIZD - Volatility Comparison
VanEck Vectors Israel ETF (ISRA) and VanEck Vectors BDC Income ETF (BIZD) have volatilities of 3.72% and 3.59%, 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.